Post Holdings, Inc. $POST Shares Sold by Schroder Investment Management Group

Schroder Investment Management Group reduced its position in shares of Post Holdings, Inc. (NYSE:POST) by 17.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 203,339 shares of the company’s stock after selling 41,550 shares during the period. Schroder Investment Management Group owned 0.37% of Post worth $21,568,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of POST. Millstone Evans Group LLC grew its stake in shares of Post by 50.0% in the 3rd quarter. Millstone Evans Group LLC now owns 375 shares of the company’s stock valued at $40,000 after buying an additional 125 shares during the period. Northwestern Mutual Wealth Management Co. increased its holdings in shares of Post by 119.5% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 248 shares of the company’s stock worth $27,000 after buying an additional 135 shares during the last quarter. Aviso Financial Inc. raised its position in shares of Post by 1.4% during the 3rd quarter. Aviso Financial Inc. now owns 10,020 shares of the company’s stock valued at $1,077,000 after buying an additional 140 shares during the period. Nomura Asset Management Co. Ltd. lifted its holdings in Post by 39.0% in the second quarter. Nomura Asset Management Co. Ltd. now owns 570 shares of the company’s stock valued at $62,000 after acquiring an additional 160 shares during the last quarter. Finally, Advisory Services Network LLC lifted its holdings in Post by 3.0% in the second quarter. Advisory Services Network LLC now owns 5,740 shares of the company’s stock valued at $607,000 after acquiring an additional 166 shares during the last quarter. 94.85% of the stock is owned by hedge funds and other institutional investors.

Key Post News

Here are the key news stories impacting Post this week:

• Positive Sentiment: Global release of strategic oil reserves to ease the Iran‑war supply shock—this could cap or lower fuel and freight costs that pressure food manufacturers’ margins. Nations agree to release oil reserves as war in Iran hits global economy
• Neutral Sentiment: Post’s recent results (reported Feb. 5) showed a solid EPS beat but revenue slightly missed and net margins remain thin — a mixed report that can justify both profit‑taking and continued investor interest depending on guidance and cost dynamics.
• Neutral Sentiment: Peer Campbell’s Q2 miss (attributed in part to weather and other factors) signals sector demand/operational variability; investors often reprice packaged‑foods names when large peers report softness. Campbell’s Posts Q2 Miss On Weather, Other Factors
• Negative Sentiment: Shipping risk in the Strait of Hormuz after a cargo ship was struck raises near‑term freight, insurance and route‑risk costs for imports/exports — a direct input cost risk for consumer packaged goods companies. Cargo ship struck by a projectile in the Strait of Hormuz, UK says – CNBC
• Negative Sentiment: Ongoing Iran conflict costs and continuing oil upside (despite reserve releases) keep input inflation risk elevated — pressuring margins and raising uncertainty for near‑term guidance. First 6 days of Iran war cost $11.3 billion, Pentagon tells Congress – NBC News

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on the company. Mizuho cut their target price on Post from $122.00 to $120.00 and set an “outperform” rating for the company in a research note on Monday, December 1st. Wells Fargo & Company upped their price target on Post from $108.00 to $120.00 and gave the company an “equal weight” rating in a research note on Monday, February 9th. Barclays reissued an “overweight” rating and set a $127.00 price objective on shares of Post in a research report on Monday, February 9th. Zacks Research upgraded shares of Post from a “strong sell” rating to a “hold” rating in a report on Monday, February 9th. Finally, Wall Street Zen raised shares of Post from a “hold” rating to a “buy” rating in a research report on Saturday, February 7th. Five research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat, Post currently has an average rating of “Moderate Buy” and a consensus price target of $129.67.

Post Price Performance

POST opened at $97.80 on Friday. The stock’s 50-day moving average price is $103.30 and its 200 day moving average price is $104.11. Post Holdings, Inc. has a 12-month low of $95.07 and a 12-month high of $119.85. The company has a current ratio of 1.90, a quick ratio of 1.02 and a debt-to-equity ratio of 2.15. The firm has a market cap of $4.68 billion, a price-to-earnings ratio of 18.08 and a beta of 0.43.

Post (NYSE:POST) last released its earnings results on Thursday, February 5th. The company reported $2.13 earnings per share for the quarter, beating the consensus estimate of $1.66 by $0.47. The company had revenue of $2.17 billion during the quarter, compared to the consensus estimate of $2.18 billion. Post had a return on equity of 12.37% and a net margin of 3.82%.Post’s revenue was up 10.2% compared to the same quarter last year. During the same period in the previous year, the company posted $1.73 EPS. As a group, sell-side analysts expect that Post Holdings, Inc. will post 6.41 earnings per share for the current year.

Insider Activity at Post

In related news, Director Gregory L. Curl sold 6,983 shares of Post stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $114.31, for a total value of $798,226.73. Following the completion of the transaction, the director owned 21,293 shares in the company, valued at approximately $2,434,002.83. The trade was a 24.70% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 14.05% of the company’s stock.

Post Company Profile

Post Holdings, Inc is a consumer packaged goods company that operates as a holding company for a diverse portfolio of food and beverage brands. The company’s principal activities include the production, marketing and distribution of ready-to-eat cereal, refrigerated and frozen foods, and nutritional beverages. Through its operating segments—Post Consumer Brands, Foodservice, Refrigerated Side Dishes & Bakery, and Active Nutrition—Post Holdings delivers a broad array of products to retail grocers, convenience stores, foodservice operators and e-commerce channels.

The Post Consumer Brands segment features a variety of hot and cold cereals under names such as Honey Bunches of Oats, Shredded Wheat and Pebbles.