Post Holdings, Inc. $POST Shares Bought by Handelsbanken Fonder AB

Handelsbanken Fonder AB grew its holdings in shares of Post Holdings, Inc. (NYSE:POST) by 59.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 20,109 shares of the company’s stock after buying an additional 7,500 shares during the quarter. Handelsbanken Fonder AB’s holdings in Post were worth $2,161,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in POST. Hohimer Wealth Management LLC raised its holdings in Post by 70.0% in the third quarter. Hohimer Wealth Management LLC now owns 8,669 shares of the company’s stock valued at $932,000 after acquiring an additional 3,571 shares in the last quarter. Parr Mcknight Wealth Management Group LLC grew its stake in Post by 6.1% in the third quarter. Parr Mcknight Wealth Management Group LLC now owns 12,021 shares of the company’s stock worth $1,292,000 after purchasing an additional 689 shares in the last quarter. Ameritas Investment Partners Inc. increased its holdings in Post by 2.3% in the third quarter. Ameritas Investment Partners Inc. now owns 8,961 shares of the company’s stock valued at $963,000 after buying an additional 198 shares during the last quarter. Jupiter Asset Management Ltd. acquired a new stake in Post during the third quarter valued at approximately $3,117,000. Finally, Skandinaviska Enskilda Banken AB publ bought a new position in Post during the 3rd quarter worth approximately $1,236,000. Institutional investors own 94.85% of the company’s stock.

Insider Buying and Selling

In related news, Director Gregory L. Curl sold 6,983 shares of the business’s stock in a transaction that occurred on 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 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 at the SEC website. Also, SVP Bradly A. Harper sold 1,658 shares of the company’s stock in a transaction that occurred on 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 $1,106,230.29. This trade represents a 12.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 14.05% of the company’s stock.

Wall Street Analyst Weigh In

POST has been the subject of a number of research analyst reports. Wall Street Zen upgraded Post from a “hold” rating to a “buy” rating in a report on Saturday, February 7th. Weiss Ratings upgraded shares of Post from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Friday, February 6th. Evercore reduced their price target on shares of Post from $131.00 to $129.00 and set an “outperform” rating on the stock in a research report on Monday, November 24th. Barclays reaffirmed an “overweight” rating and issued a $127.00 price target on shares of Post in a report on Monday, February 9th. Finally, Wells Fargo & Company increased their price objective on shares of Post from $108.00 to $120.00 and gave the stock an “equal weight” rating in a research note on Monday, February 9th. Five analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $129.67.

Post Stock Down 0.0%

Post stock opened at $106.62 on Thursday. 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 one year low of $95.07 and a one year high of $119.85. The company has a 50-day simple moving average of $102.90 and a 200-day simple moving average of $104.37. The firm has a market capitalization of $5.10 billion, a P/E ratio of 19.71 and a beta of 0.43.

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

Key Stories Impacting Post

Here are the key news stories impacting Post this week:

• Positive Sentiment: Post’s recent operational strength and profitability support shareholder returns — analysts highlight accelerating buybacks and a potential re-rating. This narrative can support the stock if buybacks are executed and EPS improves. Post Holdings: Valuation Disconnect With Double-Digit Buybacks Accelerating (Rating Upgrade)
• Positive Sentiment: Post’s most recent quarterly results showed an EPS beat and year-over-year revenue growth, giving the company room to pursue buybacks or strategic investments (supports bullish case if management prioritizes returns).
• Neutral Sentiment: Post launched a private offering of 6.250% senior notes due 2034 (initially $500M planned). This provides liquidity and term funding but is neutral until uses of proceeds are clear. Post Holdings Announces Commencement of Senior Notes Offering
• Neutral Sentiment: The notes pricing was upsized to $600M and sold at ~100.75 (yield to worst ~6.11%), which indicates investor demand but changes the company’s debt profile; market reaction will hinge on whether proceeds fund buybacks, refinancing, or other uses. Post Holdings Announces Pricing of Senior Notes Offering
• Negative Sentiment: The additional long-dated debt increases leverage and locks in a relatively high funding cost (6.25% coupon; yield ~6.11%), which will raise interest expense and pressure margins/credit metrics unless offset by improved operational cash flow or reduction of higher-cost liabilities.

Post 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.