Post Holdings, Inc. (NYSE:POST) Receives $129.67 Average Target Price from Brokerages

Post Holdings, Inc. (NYSE:POST) has earned a consensus recommendation of “Moderate Buy” from the eight ratings firms that are covering the stock, Marketbeat reports. Three research analysts have rated the stock with a hold recommendation and five have issued a buy recommendation on the company. The average twelve-month price target among analysts that have updated their coverage on the stock in the last year is $129.6667.

POST has been the subject of several research analyst reports. Mizuho dropped their price target on Post from $122.00 to $120.00 and set an “outperform” rating for the company in a research note on Monday, December 1st. Wall Street Zen raised Post from a “hold” rating to a “buy” rating in a report on Saturday, February 7th. Barclays restated an “overweight” rating and issued a $127.00 target price on shares of Post in a research report on Monday, February 9th. Wells Fargo & Company increased their price target on shares of Post from $108.00 to $120.00 and gave the company an “equal weight” rating in a research report on Monday, February 9th. Finally, Evercore decreased their price target on shares of Post from $131.00 to $129.00 and set an “outperform” rating on the stock in a research note on Monday, November 24th.

Post Price Performance

Shares of NYSE:POST opened at $104.14 on Friday. The company’s fifty day moving average price is $103.27 and its 200-day moving average price is $104.17. The firm has a market capitalization of $4.98 billion, a price-to-earnings ratio of 19.25 and a beta of 0.43. Post 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.

Post (NYSE:POST) last posted its quarterly earnings data on Thursday, February 5th. The company reported $2.13 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.66 by $0.47. The company had revenue of $2.17 billion during 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%. The firm’s revenue was up 10.2% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.73 EPS. On average, equities research analysts anticipate that Post will post 6.41 earnings per share for the current fiscal year.

Insider Activity at Post

In related news, Director Gregory L. Curl sold 6,983 shares of Post 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 transaction, the director owned 21,293 shares in the company, valued at $2,434,002.83. This trade represents a 24.70% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Corporate insiders own 14.05% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of POST. Caitong International Asset Management Co. Ltd purchased a new position in shares of Post in the third quarter worth about $26,000. Northwestern Mutual Wealth Management Co. boosted its holdings in Post by 119.5% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 248 shares of the company’s stock valued at $27,000 after acquiring an additional 135 shares during the period. Larson Financial Group LLC grew its position in Post by 62.8% during the 4th quarter. Larson Financial Group LLC now owns 267 shares of the company’s stock worth $26,000 after acquiring an additional 103 shares during the last quarter. Highlander Partners L.P. purchased a new position in Post in the 4th quarter worth approximately $33,000. Finally, Millstone Evans Group LLC increased its stake in Post by 50.0% in the 3rd 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. 94.85% of the stock is owned by institutional investors.

More Post News

Here are the key news stories impacting Post this week:

• Positive Sentiment: Post’s most recent quarterly report showed upside on EPS and solid top‑line growth, demonstrating pricing power in a competitive CPG environment (quarterly EPS $2.13 vs. $1.66 consensus; revenue +10.2% YoY). That earnings momentum supports the stock despite broader market headwinds.
• Neutral Sentiment: Technicals and liquidity are mixed — shares are trading around their 50‑day and 200‑day moving averages (50‑day ~$103.27; 200‑day ~$104.17) with intraday volume below average, so price may be more sensitive to headline flow than to fresh fundamental news.
• Neutral Sentiment: Market factor backdrop is ambiguous: some equity risk factors remain positive for 2026, which can help cyclical and value pockets but also drive rotations that leave mid‑cap food names range‑bound. Most Equity Risk Factors Still Posting Gains For 2026
• Negative Sentiment: Geopolitical escalation (Iran war) is pushing oil and gasoline prices higher, which raises diesel/transportation and packaging costs for food companies and squeezes consumer discretionary budgets — a direct margin and demand risk for Post. As Iran War Spikes Gas Prices, Americans Struggle With the Rising Cost of Living – The New York Times
• Negative Sentiment: Rising consumer credit stress (increases in delinquencies at retail lenders) can signal weaker consumer discretionary spending and higher risk of demand softness for branded grocery items. Synchrony Posts Monthly Credit Metrics Amid Rising Delinquencies
• Negative Sentiment: Balance‑sheet leverage is meaningful (debt/equity ~2.15). In a tougher inflation/energy environment, higher interest and commodity costs increase execution risk on margin recovery and make the stock more sensitive to headline risk.

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.