Post (POST) Expected to Announce Earnings on Thursday

Post (NYSE:POST) is expected to issue its Q1 2026 results after the market closes on Thursday, February 5th. Analysts expect the company to announce earnings of $1.62 per share and revenue of $2.1759 billion for the quarter. Individuals may visit the the company’s upcoming Q1 2026 earning results page for the latest details on the call scheduled for Friday, February 6, 2026 at 9:00 AM ET.

Post (NYSE:POST) last released its earnings results on Thursday, November 20th. The company reported $2.09 earnings per share for the quarter, topping analysts’ consensus estimates of $1.89 by $0.20. The company had revenue of $2.25 billion during the quarter, compared to the consensus estimate of $2.25 billion. Post had a return on equity of 11.72% and a net margin of 4.11%.The firm’s quarterly revenue was up 11.8% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.53 earnings per share. On average, analysts expect Post to post $6 EPS for the current fiscal year and $7 EPS for the next fiscal year.

Post Price Performance

Post stock opened at $102.52 on Wednesday. The business’s 50-day simple moving average is $99.36 and its 200 day simple moving average is $104.12. The company has a quick ratio of 0.95, a current ratio of 1.67 and a debt-to-equity ratio of 1.97. The stock has a market cap of $5.29 billion, a price-to-earnings ratio of 18.71 and a beta of 0.44. Post has a 12-month low of $95.07 and a 12-month high of $119.85.

Key Stories Impacting Post

Here are the key news stories impacting Post this week:

• Positive Sentiment: Recent volume strength in Foodservice and Refrigerated Retail is expected to support revenue and could help Post extend its streak of earnings beats — a key reason investors are buying ahead of the quarter. POST’s Q1 Earnings Coming Up: Will the Stock Extend Its Beat Streak?
• Neutral Sentiment: Upcoming Q1 results are the immediate catalyst — the report will determine whether volumes translate into margins and whether guidance is raised or lowered; analysts expect ~6.41 EPS for the fiscal year (consensus). Investors are reacting to the uncertainty by re-pricing ahead of the print.
• Negative Sentiment: Normalization of egg supply (a one-time tailwind in prior periods) could temper near-term EBITDA and margins, creating downside risk to the quarter’s beat expectations if management doesn’t offset the impact. POST’s Q1 Earnings Coming Up: Will the Stock Extend Its Beat Streak?

Insiders Place Their Bets

In other news, SVP Bradly A. Harper sold 1,658 shares of the company’s stock in a transaction that occurred on Friday, December 5th. The shares were sold at an average price of $96.69, for a total value of $160,312.02. Following the completion of the transaction, the senior vice president owned 11,441 shares in the company, valued at $1,106,230.29. This represents a 12.66% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director David W. Kemper bought 1,800 shares of the stock in a transaction on Monday, November 24th. The shares were purchased at an average price of $97.93 per share, with a total value of $176,274.00. Following the acquisition, the director owned 31,522 shares in the company, valued at approximately $3,086,949.46. This represents a 6.06% increase in their position. The SEC filing for this purchase provides additional information. 14.05% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of the company. Caitong International Asset Management Co. Ltd acquired a new stake in Post in the 3rd quarter valued at approximately $26,000. Northwestern Mutual Wealth Management Co. grew its stake 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 acquiring an additional 135 shares in the last quarter. Danske Bank A S acquired a new stake in shares of Post in the third quarter valued at approximately $64,000. Headlands Technologies LLC acquired a new stake in shares of Post in the second quarter valued at approximately $64,000. Finally, EverSource Wealth Advisors LLC lifted its position in shares of Post by 406.1% in the second quarter. EverSource Wealth Advisors LLC now owns 906 shares of the company’s stock worth $99,000 after purchasing an additional 727 shares in the last quarter. 94.85% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

POST has been the topic of several recent research reports. Evercore ISI reduced their target price on shares of Post from $131.00 to $129.00 and set an “outperform” rating on the stock in a research note on Monday, November 24th. Wells Fargo & Company cut their price objective on shares of Post from $115.00 to $108.00 and set an “equal weight” rating on the stock in a report on Monday, November 24th. Zacks Research cut shares of Post from a “hold” rating to a “strong sell” rating in a research note on Friday, November 28th. Wall Street Zen cut shares of Post from a “buy” rating to a “hold” rating in a research report on Sunday, November 23rd. Finally, Barclays cut their price target on Post from $125.00 to $113.00 and set an “overweight” rating on the stock in a research note on Tuesday, November 25th. Five research analysts have rated the stock with a Buy rating, one has issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $125.33.

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.