Three Seasons Wealth LLC Buys Shares of 5,084 Post Holdings, Inc. $POST

Three Seasons Wealth LLC bought a new position in Post Holdings, Inc. (NYSE:POST) in the fourth quarter, HoldingsChannel reports. The institutional investor bought 5,084 shares of the company’s stock, valued at approximately $504,000.

Several other hedge funds have also recently modified their holdings of POST. Hara Capital LLC boosted its position in shares of Post by 9.0% during the fourth quarter. Hara Capital LLC now owns 7,797 shares of the company’s stock valued at $772,000 after buying an additional 641 shares during the last quarter. Wealth Enhancement Advisory Services LLC raised its position in Post by 21.9% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 6,094 shares of the company’s stock worth $601,000 after buying an additional 1,094 shares during the last quarter. Park Avenue Securities LLC raised its position in Post by 6.0% in the 4th quarter. Park Avenue Securities LLC now owns 8,660 shares of the company’s stock worth $858,000 after buying an additional 493 shares during the last quarter. Anderson Hoagland & Co. lifted its stake in Post by 0.7% during the 4th quarter. Anderson Hoagland & Co. now owns 25,109 shares of the company’s stock valued at $2,487,000 after acquiring an additional 178 shares during the period. Finally, Swiss Life Asset Management Ltd purchased a new stake in shares of Post during the 3rd quarter valued at about $219,000. Hedge funds and other institutional investors own 94.85% of the company’s stock.

Post Stock Performance

NYSE:POST opened at $98.88 on Wednesday. The company has a debt-to-equity ratio of 2.15, a quick ratio of 1.02 and a current ratio of 1.90. The stock has a 50-day simple moving average of $102.95 and a two-hundred day simple moving average of $102.89. The firm has a market capitalization of $4.73 billion, a PE ratio of 18.28 and a beta of 0.43. Post Holdings, Inc. has a 52-week low of $94.13 and a 52-week high of $119.85.

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

Insider Buying and Selling

In other Post 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 transaction of $798,226.73. Following the transaction, the director owned 21,293 shares of the company’s stock, valued at $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 Securities & Exchange Commission, which is available through the SEC website. Insiders own 14.05% of the company’s stock.

Trending Headlines about Post

Here are the key news stories impacting Post this week:

• Positive Sentiment: Fresh fundamental support from recent quarterly results — Post reported $2.13 EPS (vs. $1.66 consensus) with revenue up ~10.2% year‑over‑year, showing improved profitability and top‑line growth that investors typically reward. Analysts still model ~6.41 EPS for the year, supporting upside expectations.
• Neutral Sentiment: Technical / liquidity backdrop is mixed — today’s volume is slightly below average and the share price sits below both the 50‑day and 200‑day moving averages (~$102.9), so short‑term momentum is lukewarm even as the stock moves up.
• Neutral Sentiment: Valuation and volatility — P/E around 18.3 and a low beta (~0.43) suggest Post is not highly cyclical and is reasonably valued versus growth names; that can attract defensive-focused buyers but limits speculative rallies.
• Negative Sentiment: Rising oil/energy risks from geopolitical headlines could pressure margins — recent headlines about U.S.–Iran tensions and related oil market volatility raise the prospect of higher transportation and input costs for packaged‑food producers, which is a potential headwind for Post. Article Title
• Negative Sentiment: Leverage and thin margins remain watch items — Post’s debt/equity (~2.15) and modest net margin (~3.8%) leave less cushion against cost inflation; sustained higher input or distribution costs could compress earnings despite revenue growth.

Wall Street Analyst Weigh In

A number of analysts have recently commented on POST shares. Weiss Ratings upgraded shares of Post from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Friday, February 6th. Zacks Research upgraded shares of Post from a “strong sell” rating to a “hold” rating in a report on Monday, February 9th. Wells Fargo & Company lifted their target price on shares of Post from $108.00 to $120.00 and gave the stock an “equal weight” rating in a research report on Monday, February 9th. Barclays reiterated an “overweight” rating and set a $127.00 target price on shares of Post in a research note on Monday, February 9th. Finally, Wall Street Zen raised Post from a “hold” rating to a “buy” rating in a report on Saturday, February 7th. Five investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Post presently has an average rating of “Moderate Buy” and a consensus price target 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.