Victory Capital Management Inc. Buys 32,404 Shares of Post Holdings, Inc. $POST

Victory Capital Management Inc. boosted its stake in shares of Post Holdings, Inc. (NYSE:POST) by 11.6% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 310,946 shares of the company’s stock after acquiring an additional 32,404 shares during the period. Victory Capital Management Inc. owned 0.57% of Post worth $33,420,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently modified their holdings of the stock. Northwestern Mutual Wealth Management Co. grew its holdings in shares of Post by 119.5% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 248 shares of the company’s stock worth $27,000 after purchasing an additional 135 shares in the last quarter. Millstone Evans Group LLC lifted its position in 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 purchasing an additional 125 shares during the period. Nomura Asset Management Co. Ltd. lifted its position in Post by 39.0% during the second quarter. Nomura Asset Management Co. Ltd. now owns 570 shares of the company’s stock worth $62,000 after purchasing an additional 160 shares during the period. Headlands Technologies LLC acquired a new stake in Post during the second quarter worth about $64,000. Finally, Elevation Point Wealth Partners LLC bought a new position in Post in the 2nd quarter valued at about $68,000. 94.85% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

POST has been the subject of a number of recent analyst reports. Wells Fargo & Company upped their price target on shares of Post from $108.00 to $120.00 and gave the stock an “equal weight” rating in a report on Monday, February 9th. Evercore lowered their price objective on shares of Post from $131.00 to $129.00 and set an “outperform” rating for the company in a research report on Monday, November 24th. Weiss Ratings upgraded Post from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Friday, February 6th. Barclays reiterated an “overweight” rating and issued a $127.00 price target on shares of Post in a research note on Monday, February 9th. Finally, Zacks Research raised Post from a “strong sell” rating to a “hold” rating in a report on Monday, February 9th. Five equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $129.67.

Post Price Performance

Shares of NYSE:POST opened at $105.54 on Monday. 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 company has a market cap of $5.05 billion, a price-to-earnings ratio of 19.51 and a beta of 0.43. The firm has a 50 day simple moving average of $103.07 and a 200 day simple moving average of $104.28.

Post (NYSE:POST) last posted its earnings results on Thursday, February 5th. The company reported $2.13 earnings per share for the quarter, topping analysts’ consensus estimates 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 analysts’ expectations of $2.18 billion. During the same quarter in the previous year, the firm posted $1.73 earnings per share. The company’s revenue was up 10.2% on a year-over-year basis. Research analysts predict that Post Holdings, Inc. will post 6.41 earnings per share for the current fiscal year.

Key Post News

Here are the key news stories impacting Post this week:

• Positive Sentiment: Analysts set a consensus rating of “Moderate Buy” for Post, which supports investor confidence and likely underpins upward stock momentum. Post Holdings, Inc. (NYSE:POST) Given Consensus Rating of “Moderate Buy” by Analysts
• Positive Sentiment: Recent results (Feb 5 earnings): Post beat EPS estimates ($2.13 vs. $1.66 est.) and delivered ~10% revenue growth year-over-year — evidence of improving margins and top-line momentum that investors reward. (Company release / earnings data)
• Neutral Sentiment: Valuation and balance-sheet context is mixed: market cap ~$5.05B, P/E ~19.5, and leverage remains elevated (debt-to-equity ~2.15). Technicals show the stock near its 50- and 200-day averages (~$103 and $104), so upside may be measured absent further fundamental catalysts.
• Negative Sentiment: Geopolitical escalation in the Middle East is driving commodity and energy price volatility, which can push input and freight costs higher for food manufacturers and squeeze margins if Post cannot pass costs through. Investors should watch commodity-cost headlines for margin risk. Iran war spreading economic damage far beyond oil and gas markets – The Washington Post

Insider Transactions at Post

In other Post news, Director Gregory L. Curl sold 6,983 shares of the company’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $114.31, for a total value of $798,226.73. Following the completion of the transaction, the director owned 21,293 shares of the company’s stock, valued at $2,434,002.83. This represents a 24.70% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 14.05% of the stock is currently owned by insiders.

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.