Post (NYSE:POST) Posts Quarterly Earnings Results, Beats Expectations By $0.47 EPS

Post (NYSE:POST) announced its quarterly earnings data on Thursday. The company reported $2.13 EPS for the quarter, topping analysts’ consensus estimates of $1.66 by $0.47, FiscalAI reports. Post had a return on equity of 11.72% and a net margin of 4.11%.The firm had revenue of $2.17 billion during the quarter, compared to analyst estimates of $2.18 billion.

Post Stock Down 0.1%

POST opened at $104.40 on Friday. The firm has a market capitalization of $5.39 billion, a P/E ratio of 19.05 and a beta of 0.44. The company’s 50-day moving average is $99.42 and its 200 day moving average is $104.12. The company has a debt-to-equity ratio of 1.97, a current ratio of 1.67 and a quick ratio of 0.95. Post has a fifty-two week low of $95.07 and a fifty-two week high of $119.85.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on the stock. Zacks Research cut shares of Post from a “hold” rating to a “strong sell” rating in a research report on Friday, November 28th. Barclays decreased their price objective on Post from $125.00 to $113.00 and set an “overweight” rating on the stock in a research report on Tuesday, November 25th. Mizuho decreased their price objective on Post from $122.00 to $120.00 and set an “outperform” rating for the company in a research note on Monday, December 1st. Wall Street Zen cut shares of Post from a “buy” rating to a “hold” rating in a research report on Sunday, November 23rd. Finally, Wells Fargo & Company reduced their price target on shares of Post from $115.00 to $108.00 and set an “equal weight” rating for the company in a report on Monday, November 24th. Five investment analysts have rated the stock with a Buy rating, one has given a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $125.33.

Key Post News

Here are the key news stories impacting Post this week:

• Positive Sentiment: Q1 EPS beat and strong operating metrics — Post reported $2.13 GAAP EPS for the quarter (above consensus) with operating profit of $238.4M and Adjusted EBITDA of $418.2M, signaling solid profitability on the quarter. Post Q1 earnings beat
• Positive Sentiment: Management raised FY‑2026 guidance — Post increased its fiscal 2026 Adjusted EBITDA outlook to $1.55–$1.58B, giving investors a clearer, more bullish multi‑quarter earnings trajectory. PR: Q1 results and outlook raise
• Positive Sentiment: Leadership change at Post Consumer Brands — Greg Pearson will become President & CEO of Post Consumer Brands effective April 1, a governance/operational catalyst that could affect execution at Post’s largest segment. PR: Greg Pearson to join PCB
• Neutral Sentiment: Revenue roughly in line but slightly shy of some estimates — Q1 net sales were about $2.17–$2.2B, narrowly below some consensus figures; this limits the upside from the EPS beat and suggests margin/portfolio mix drove the EPS outperformance. Zacks: key metrics vs. estimates
• Neutral Sentiment: Analyst coverage remains constructive but varied — multiple firms carry Outperform/Overweight calls and a median 6‑month price target near $120, leaving room for upside if execution continues; however targets differ materially across shops. Quiver: analyst ratings & targets
• Negative Sentiment: Balance‑sheet / cash‑flow concerns — third‑party summaries highlight a sharp drop in cash and cash equivalents, weaker operating cash flow y/y and a rise in total liabilities, which could amplify investor caution given Post’s leverage (debt/equity ~1.97). These financial mix issues help explain a muted or negative stock reaction despite the EPS beat. Quiver: cash flow and liability details

Insider Buying and Selling

In other news, SVP Bradly A. Harper sold 1,658 shares of the business’s stock in a transaction dated Friday, December 5th. The stock was sold at an average price of $96.69, for a total value of $160,312.02. Following the completion of the sale, the senior vice president owned 11,441 shares of the company’s stock, valued at approximately $1,106,230.29. The trade was a 12.66% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director David W. Kemper bought 1,800 shares of the business’s stock in a transaction dated Monday, November 24th. The stock was purchased at an average price of $97.93 per share, for a total transaction of $176,274.00. Following the acquisition, the director directly owned 31,522 shares of the company’s stock, valued at approximately $3,086,949.46. The trade was a 6.06% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 14.05% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Duquesne Family Office LLC purchased a new position in shares of Post during the 3rd quarter valued at $18,959,000. Orion Porfolio Solutions LLC increased its position in Post by 773.1% during the second quarter. Orion Porfolio Solutions LLC now owns 176,386 shares of the company’s stock valued at $19,231,000 after acquiring an additional 156,184 shares during the last quarter. Qube Research & Technologies Ltd boosted its holdings in Post by 208.2% during the 3rd quarter. Qube Research & Technologies Ltd now owns 219,673 shares of the company’s stock valued at $23,610,000 after acquiring an additional 148,390 shares during the period. AQR Capital Management LLC grew its stake in Post by 228.5% in the second quarter. AQR Capital Management LLC now owns 206,617 shares of the company’s stock worth $22,515,000 after purchasing an additional 143,711 shares in the last quarter. Finally, Two Sigma Investments LP increased its stake in shares of Post by 2,046.7% during the third quarter. Two Sigma Investments LP now owns 144,364 shares of the company’s stock valued at $15,516,000 after buying an additional 137,639 shares during the period. Institutional investors own 94.85% 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.