Post Holdings, Inc. $POST Holdings Decreased by Vanguard Group Inc.

Vanguard Group Inc. lessened its stake in Post Holdings, Inc. (NYSE:POST) by 2.3% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 5,270,361 shares of the company’s stock after selling 125,745 shares during the quarter. Vanguard Group Inc. owned 9.70% of Post worth $566,458,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the stock. Northwestern Mutual Wealth Management Co. lifted its stake in shares of Post by 119.5% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 248 shares of the company’s stock valued at $27,000 after purchasing an additional 135 shares during the last quarter. Millstone Evans Group LLC grew its position in Post by 50.0% in the 3rd quarter. Millstone Evans Group LLC now owns 375 shares of the company’s stock worth $40,000 after purchasing an additional 125 shares during the last quarter. Nomura Asset Management Co. Ltd. increased its stake in Post by 39.0% during 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 period. Headlands Technologies LLC acquired a new stake in Post during the second quarter worth $64,000. Finally, Elevation Point Wealth Partners LLC bought a new stake in Post in the second quarter valued at about $68,000. Institutional investors and hedge funds own 94.85% of the company’s stock.

Insider Buying and Selling

In other Post news, SVP Bradly A. Harper sold 1,658 shares of the firm’s stock in a transaction on Friday, December 5th. The stock was sold at an average price of $96.69, for a total transaction of $160,312.02. Following the transaction, the senior vice president owned 11,441 shares in the company, valued at $1,106,230.29. This trade represents a 12.66% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Gregory L. Curl sold 6,983 shares of the company’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $114.31, for a total transaction of $798,226.73. Following the sale, the director directly owned 21,293 shares of the company’s stock, valued at $2,434,002.83. This represents a 24.70% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 14.05% of the company’s stock.

Post Trading Down 0.2%

Shares of NYSE:POST opened at $105.75 on Wednesday. The company has a 50-day simple moving average of $102.30 and a 200 day simple moving average of $104.42. The company has a market capitalization of $5.06 billion, a P/E ratio of 19.55 and a beta of 0.44. The company has a debt-to-equity ratio of 2.15, a quick ratio of 1.02 and a current ratio of 1.90. Post Holdings, Inc. has a 52-week low of $95.07 and a 52-week high of $119.85.

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

Key Post News

Here are the key news stories impacting Post this week:

• Positive Sentiment: Lower wheat prices: Midday weakness in wheat futures reduces near‑term raw‑material cost risk for cereal and bakery categories, which should help gross margins if the trend persists. Wheat Posting Midday Losses
• Positive Sentiment: Packaged‑goods resilience signaled by peers: Keurig Dr Pepper (KDP) posted a solid quarter and constructive outlook, suggesting consumer demand for away‑from‑home beverages and shelf‑stable items remains resilient — a favorable demand backdrop for Post’s cereal and refrigerated business. KDP Just Posted Its Best Earnings Streak in Years
• Neutral Sentiment: Energy / logistics results: Par Pacific’s (PARR) strong results point to improved refining margins and cash generation in the energy complex; stronger energy-sector cash flow is neutral-to-mixed for Post — could lift economic activity (good) but also pressure transportation/fuel costs (bad). Par Pacific Holdings Reports Strong Financial Results
• Negative Sentiment: Tariff talk and trade policy risk: Reports that the administration is weighing broad tariffs raise the risk of higher input costs or supply‑chain disruption for food manufacturers that rely on imported ingredients and packaging. Policy uncertainty can pressure multiples for consumer staples stocks. Trump Reportedly Weighing Sweeping Section 232 Tariffs
• Negative Sentiment: Signs of U.S. consumption softening from some restaurateurs: Domino’s guided to decelerating U.S. comps despite a recent beat — a cautionary datapoint that could signal slower discretionary food spending, which may weigh investor sentiment for packaged‑food names. Domino’s Pizza Posts Q4 Beat, Guides To US Comps Deceleration

Wall Street Analysts Forecast Growth

POST has been the subject of several recent analyst reports. Wall Street Zen raised shares of Post from a “hold” rating to a “buy” rating in a report on Saturday, February 7th. Mizuho reduced their target price on Post from $122.00 to $120.00 and set an “outperform” rating on the stock in a report on Monday, December 1st. Wells Fargo & Company upped their price objective on shares of Post from $108.00 to $120.00 and gave the company an “equal weight” rating in a research report on Monday, February 9th. Evercore reduced their price target on shares of Post from $131.00 to $129.00 and set an “outperform” rating for the company in a report on Monday, November 24th. Finally, Zacks Research upgraded Post from a “strong sell” rating to a “hold” rating in a research note on Monday, February 9th. Five research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, Post has a consensus rating of “Moderate Buy” and a consensus target price of $129.67.

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.