Post (NYSE:POST – Get Free Report) had its price objective dropped by research analysts at Wells Fargo & Company from $120.00 to $110.00 in a research note issued on Wednesday,Benzinga reports. The firm presently has an “equal weight” rating on the stock. Wells Fargo & Company‘s target price would indicate a potential upside of 8.18% from the stock’s current price.
Several other analysts also recently weighed in on the stock. Wall Street Zen raised shares of Post from a “hold” rating to a “buy” rating in a research report on Saturday, February 7th. Barclays reissued an “overweight” rating and set a $127.00 target price on shares of Post in a research report on Monday, February 9th. Weiss Ratings raised shares of Post from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday, February 6th. Finally, Zacks Research raised shares of Post from a “strong sell” rating to a “hold” rating in a research report on Monday, February 9th. Five investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $128.00.
Read Our Latest Analysis on POST
Post Stock Performance
Post (NYSE:POST – Get Free Report) last released its earnings results on Thursday, February 5th. The company reported $2.13 earnings per share for the quarter, topping the consensus estimate of $1.66 by $0.47. The company had revenue of $2.17 billion for the quarter, compared to the consensus estimate 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% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.73 EPS. As a group, research analysts forecast that Post will post 6.41 earnings per share for the current year.
Insider Activity at Post
In other news, Director Gregory L. Curl sold 6,983 shares of the company’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $114.31, for a total value of $798,226.73. Following the sale, the director directly 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. 14.05% of the stock is owned by company insiders.
Institutional Trading of Post
Several large investors have recently made changes to their positions in POST. Norges Bank purchased a new stake in shares of Post in the 4th quarter valued at $113,660,000. The Manufacturers Life Insurance Company boosted its holdings in shares of Post by 35.0% in 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 acquiring an additional 340,599 shares during the last quarter. Arrowstreet Capital Limited Partnership lifted its stake in shares of Post by 104.5% in the 4th quarter. Arrowstreet Capital Limited Partnership now owns 415,493 shares of the company’s stock valued at $41,155,000 after purchasing an additional 212,325 shares during the period. H Squared Management LP acquired a new position in shares of Post in the 4th quarter valued at $19,115,000. Finally, Duquesne Family Office LLC acquired a new position in shares of Post in the 3rd quarter valued at $18,959,000. 94.85% of the stock is owned by hedge funds and other institutional investors.
Post News Summary
Here are the key news stories impacting Post this week:
- Positive Sentiment: Geo-political ceasefire and oil selloff: Market reaction to a tentative U.S./Iran ceasefire pushed oil prices lower and lifted travel stocks—an energy-driven easing in freight and fuel costs is positive for food producers like Post, which can benefit from lower transportation and input inflation. Article Title
- Neutral Sentiment: Delta’s results show demand resilience: Delta’s mixed Q1 (loss on fuel headwinds but upbeat guidance and flat capacity in Q2) signals underlying consumer spending strength—supportive for broad consumer staples demand but not a direct Post-specific catalyst. Article Title
- Neutral Sentiment: High household cost pressures in Canada: Reporting that many Canadians rely on credit for essentials highlights persistent cost-of-living pressure—this can compress discretionary spending but tends to leave grocery/CPG demand more stable; ambiguous for Post’s top-line. Article Title
- Negative Sentiment: Technical and balance-sheet caution: The rally is occurring on below-average volume and Post remains just under its 50‑day ($103.04) and 200‑day ($102.76) moving averages; the company’s leverage (debt/equity ~2.15) and modest margins leave limited cushion if commodity or input inflation re-accelerates. (See company fundamentals in background data.)
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.
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