Post Holdings, Inc. $POST Shares Sold by Inspire Investing LLC

Inspire Investing LLC decreased its position in shares of Post Holdings, Inc. (NYSE:POST) by 62.5% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,180 shares of the company’s stock after selling 6,959 shares during the quarter. Inspire Investing LLC’s holdings in Post were worth $449,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Alpha Wealth Funds LLC acquired a new stake in Post during the 3rd quarter valued at approximately $101,000. Exchange Traded Concepts LLC raised its holdings in shares of Post by 5.7% during the third quarter. Exchange Traded Concepts LLC now owns 7,455 shares of the company’s stock worth $801,000 after purchasing an additional 401 shares during the last quarter. Voya Investment Management LLC lifted its position in Post by 37.1% during the third quarter. Voya Investment Management LLC now owns 27,775 shares of the company’s stock valued at $2,985,000 after purchasing an additional 7,519 shares during the period. National Wealth Management Group LLC boosted its holdings in Post by 10.3% in the second quarter. National Wealth Management Group LLC now owns 3,693 shares of the company’s stock valued at $403,000 after purchasing an additional 345 shares during the last quarter. Finally, Texas Permanent School Fund Corp grew its position in Post by 13.4% during the 2nd quarter. Texas Permanent School Fund Corp now owns 46,623 shares of the company’s stock worth $5,083,000 after purchasing an additional 5,492 shares during the period. Hedge funds and other institutional investors own 94.85% of the company’s stock.

Post News Summary

Here are the key news stories impacting Post this week:

• Positive Sentiment: Recent fundamentals remain supportive: Post reported an EPS beat for the quarter (reported $2.09 vs. $1.89 consensus) with revenue roughly in line at $2.25B and year-over-year revenue growth of ~11.8%. Management’s recent results (net margin ~4.1%, ROE ~11.7%) and a street expectation of about $6.41 EPS for the fiscal year provide fundamental backing for the shares. Post MarketBeat page
• Neutral Sentiment: No Post-specific news items were present in today’s article set — so intraday weakness appears tied to market dynamics or sector-wide flows rather than new corporate developments. Investors should watch for any SEC filings, guidance updates or M&A commentary that could change the picture.
• Negative Sentiment: Technical and liquidity pressures: the stock is trading below its 50-day and 200-day moving averages and close to its 52-week low, with today’s volume below average — that can exacerbate downside on weak market days. Balance-sheet/leverage metrics (debt-to-equity ~1.97, quick ratio <1) leave the company more exposed to any margin pressure. Post MarketBeat page
• Negative Sentiment: Macro and geopolitical headlines in today’s feed (e.g., U.S.–Israel talks, reported strikes in Venezuela and other global tensions) can increase commodity, logistics and energy cost volatility — a potential headwind for packaged-food manufacturers’ input and transport costs. Example coverage: Trump/Netanyahu meeting highlights. Axios/related coverage

Post Trading Down 0.5%

Shares of POST stock opened at $99.40 on Wednesday. Post Holdings, Inc. has a 1-year low of $95.07 and a 1-year high of $119.85. The company has a market cap of $5.13 billion, a price-to-earnings ratio of 18.14 and a beta of 0.46. The company has a debt-to-equity ratio of 1.97, a current ratio of 1.67 and a quick ratio of 0.95. The stock has a 50 day simple moving average of $102.62 and a 200-day simple moving average of $105.91.

Post (NYSE:POST) last released its quarterly earnings results on Thursday, November 20th. The company reported $2.09 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.89 by $0.20. The firm had revenue of $2.25 billion for the quarter, compared to analysts’ expectations of $2.25 billion. Post had a net margin of 4.11% and a return on equity of 11.72%. The firm’s revenue for the quarter was up 11.8% compared to the same quarter last year. During the same quarter last year, the company earned $1.53 EPS. On average, equities research analysts expect that Post Holdings, Inc. will post 6.41 EPS for the current fiscal year.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on POST shares. JPMorgan Chase & Co. boosted their price objective on Post from $131.00 to $132.00 and gave the company an “overweight” rating in a report on Monday, October 27th. Evercore ISI decreased their price target on Post from $131.00 to $129.00 and set an “outperform” rating for the company in a report on Monday, November 24th. Wall Street Zen lowered Post from a “buy” rating to a “hold” rating in a research report on Sunday, November 23rd. Wells Fargo & Company cut their target price 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. Finally, Zacks Research downgraded shares of Post from a “hold” rating to a “strong sell” rating in a report on Friday, November 28th. Five equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $125.33.

Insider Transactions at Post

In related news, Director David W. Kemper bought 1,800 shares of the business’s stock in a transaction dated Monday, November 24th. The stock was acquired at an average price of $97.93 per share, with a total value of $176,274.00. Following the completion of the purchase, the director directly owned 31,522 shares of the company’s stock, valued at approximately $3,086,949.46. This trade represents a 6.06% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available through the SEC website. Also, SVP Bradly A. Harper sold 1,658 shares of the firm’s stock in a transaction dated Friday, December 5th. The shares were sold at an average price of $96.69, for a total transaction of $160,312.02. Following the completion of the transaction, the senior vice president directly owned 11,441 shares in the company, valued at $1,106,230.29. This represents a 12.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 14.05% of the stock is owned by insiders.

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.