Insider Selling: Post (NYSE:POST) Director Sells $798,226.73 in Stock

Post Holdings, Inc. (NYSE:POST) Director Gregory Curl sold 6,983 shares of the business’s stock in a transaction 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. This trade represents a 24.70% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website.

Post Trading Down 0.4%

Shares of POST stock opened at $110.41 on Friday. The company has a market capitalization of $5.30 billion, a PE ratio of 20.41 and a beta of 0.44. Post Holdings, Inc. has a 52-week low of $95.07 and a 52-week high of $119.85. The business’s fifty day moving average is $100.61 and its 200 day moving average is $104.28. 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 (NYSE:POST) last posted its earnings results on Thursday, February 5th. The company reported $2.13 EPS for the quarter, topping the consensus estimate of $1.66 by $0.47. Post had a return on equity of 12.37% and a net margin of 3.82%.The business had revenue of $2.17 billion during the quarter, compared to analysts’ expectations of $2.18 billion. During the same period in the previous year, the business earned $1.73 earnings per share. The firm’s revenue was up 10.2% on a year-over-year basis. On average, equities research analysts anticipate that Post Holdings, Inc. will post 6.41 EPS for the current fiscal year.

Post News Summary

Here are the key news stories impacting Post this week:

• Positive Sentiment: Post beat EPS estimates for the most recent quarter (GAAP EPS $2.13 vs. consensus $1.66) and reported ~10% year‑over‑year revenue growth — an encouraging operational result that supports the stock. Post Q1 results (MarketBeat)
• Positive Sentiment: Analyst coverage remains constructive on balance: the consensus on MarketBeat shows a “Moderate Buy” average and an average price target (~$129.67) well above the current share price, providing upside potential if execution continues. Analyst consensus & targets (MarketBeat)
• Neutral Sentiment: Broader headlines in today’s feed (U.S. policy rollbacks, government funding fights, and unrelated corporate earnings across sectors) are likely weighing on market sentiment but are not direct drivers of Post’s fundamentals. These macro items can pressure consumer‑staples multiples in short windows but don’t change Post’s operating picture. Example macro coverage (Washington Post)
• Negative Sentiment: Insider selling: a Post director (Gregory L. Curl) sold 6,983 shares (~$798k) in an early‑February filing — an action some investors interpret as a signal to reduce exposure, and it can create short‑term selling pressure. Insider sale filing (InsiderTrades)
• Negative Sentiment: The quarter was mixed: revenue missed consensus by a hair (~$2.17B vs. ~$2.18B), net margin remains thin (~3.8%), and the company carries meaningful leverage (debt/equity ≈2.15). Those factors increase sensitivity to any margin pressure or slower demand and likely explain intraday downside. Post financial snapshot (MarketBeat)

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on POST shares. JPMorgan Chase & Co. lifted their target price on shares of Post from $131.00 to $132.00 and gave the company an “overweight” rating in a research report on Monday, October 27th. Barclays reaffirmed an “overweight” rating and set a $127.00 price objective on shares of Post in a report on Monday. Zacks Research raised Post from a “strong sell” rating to a “hold” rating in a research note on Monday. Wells Fargo & Company raised their price target on Post from $108.00 to $120.00 and gave the company an “equal weight” rating in a research report on Monday. Finally, Wall Street Zen upgraded Post from a “hold” rating to a “buy” rating in a report on Saturday, February 7th. Five equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $129.67.

Institutional Investors Weigh In On Post

Hedge funds and other institutional investors have recently modified their holdings of the stock. Dimensional Fund Advisors LP grew its position in Post by 5.1% during the 4th quarter. Dimensional Fund Advisors LP now owns 2,957,198 shares of the company’s stock worth $292,912,000 after acquiring an additional 144,775 shares during the last quarter. The Manufacturers Life Insurance Company boosted its position in Post by 35.0% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 1,313,852 shares of the company’s stock valued at $143,249,000 after buying an additional 340,599 shares during the period. Norges Bank bought a new stake in Post in the 2nd quarter worth $136,310,000. Epoch Investment Partners Inc. increased its position in shares of Post by 3.2% in the second quarter. Epoch Investment Partners Inc. now owns 944,727 shares of the company’s stock valued at $103,004,000 after acquiring an additional 29,240 shares during the period. Finally, Geode Capital Management LLC raised its stake in shares of Post by 1.0% during the fourth quarter. Geode Capital Management LLC now owns 880,993 shares of the company’s stock valued at $87,282,000 after acquiring an additional 8,906 shares during the last quarter. Institutional investors own 94.85% of the company’s stock.

About Post

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.