London Co. of Virginia Has $189.78 Million Stock Holdings in Post Holdings, Inc. $POST

London Co. of Virginia decreased its holdings in shares of Post Holdings, Inc. (NYSE:POST) by 4.2% in the 3rd quarter, Holdings Channel.com reports. The firm owned 1,765,685 shares of the company’s stock after selling 77,550 shares during the quarter. London Co. of Virginia’s holdings in Post were worth $189,777,000 as of its most recent filing with the Securities & Exchange Commission.

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

Post Stock Down 0.8%

Shares of POST stock opened at $97.62 on Tuesday. Post Holdings, Inc. has a one year low of $95.07 and a one year high of $119.85. The company has a debt-to-equity ratio of 2.15, a current ratio of 1.90 and a quick ratio of 1.02. The stock has a fifty day moving average price of $103.29 and a 200 day moving average price of $103.79. The stock has a market cap of $4.67 billion, a P/E ratio of 18.04 and a beta of 0.43.

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

Key Headlines Impacting Post

Here are the key news stories impacting Post this week:

• Neutral Sentiment: Institutional flows into crypto ETFs — bitcoin ETFs attracted $767M last week — indicating continued risk-on flows into alternative assets but limited direct impact on consumer staples like Post. Bitcoin ETFs Pull $767 Million as Institutional Demand Drives Weekly Surge
• Neutral Sentiment: Commodity move — cotton posted a rally recently; soft-commodity volatility can feed into broader commodity-market noise but is not a primary driver for Post’s cereal and snacks business. Cotton Posts Friday Rally
• Negative Sentiment: Oil-price shock and higher fuel profits — U.S. oil companies posting record profits as oil breaks $100 raises input and transportation cost risk for food manufacturers, pressuring margins if costs aren’t fully passed to consumers. U.S. Oil Companies Post Record Profits as Oil Prices Break $100
• Negative Sentiment: Geopolitical risk — renewed focus on securing the Strait of Hormuz and allied naval deployments increases oil-supply risk and market volatility, a common headwind for consumer staples equities on risk-off days. Middle East war live: Trump urges China, UK and Japan to send warships to open Strait of Hormuz – Financial Times
• Negative Sentiment: Political/trade uncertainty — growing domestic opposition to tariffs could presage policy shifts or trade friction that affect commodity costs and supply chains for food producers. Posthaste: Even Americans are getting fed up with Donald Trump’s tariffs

Wall Street Analysts Forecast Growth

Several research firms recently commented on POST. Evercore cut their target price on shares of Post from $131.00 to $129.00 and set an “outperform” rating for the company in a research note on Monday, November 24th. Weiss Ratings upgraded shares of Post from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday, February 6th. Wall Street Zen upgraded shares of Post from a “hold” rating to a “buy” rating in a report on Saturday, February 7th. Barclays reaffirmed an “overweight” rating and set a $127.00 price objective on shares of Post in a research report on Monday, February 9th. Finally, Wells Fargo & Company lifted their target price on Post from $108.00 to $120.00 and gave the stock an “equal weight” rating in a research report on Monday, February 9th. Five analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Post currently has a consensus rating of “Moderate Buy” and an average price target of $129.67.

Insider Buying and Selling at Post

In other news, Director Gregory L. Curl sold 6,983 shares of Post stock in a transaction dated Monday, February 9th. The shares were 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 in the company, valued at approximately $2,434,002.83. The trade was a 24.70% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company 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.