Post (NYSE:POST) Issues Earnings Results

Post (NYSE:POST) released its earnings results on Thursday. The company reported $1.78 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.70 by $0.08, FiscalAI reports. The firm had revenue of $1.95 billion during the quarter, compared to analysts’ expectations of $2.02 billion. Post had a return on equity of 12.85% and a net margin of 3.48%.The company’s revenue was down 1.8% on a year-over-year basis. During the same quarter in the prior year, the company earned $2.03 EPS.

Post Stock Down 12.8%

Shares of Post stock traded down $11.52 during trading hours on Friday, reaching $78.71. 3,897,264 shares of the company’s stock were exchanged, compared to its average volume of 837,140. The stock has a market cap of $3.57 billion, a P/E ratio of 14.47 and a beta of 0.40. The company has a 50 day moving average of $89.64 and a two-hundred day moving average of $97.63. The company has a current ratio of 1.85, a quick ratio of 1.03 and a debt-to-equity ratio of 2.38. Post has a fifty-two week low of $77.60 and a fifty-two week high of $117.28.

Key Post News

Here are the key news stories impacting Post this week:

• Positive Sentiment: Post reported third-quarter adjusted earnings of $1.78 per share, exceeding the $1.70 consensus estimate. Operating profit was $189.3 million, while adjusted EBITDA reached $377.3 million. Post Holdings Q3 earnings beat estimates
• Positive Sentiment: Management narrowed its fiscal 2026 adjusted EBITDA outlook to $1.56 billion-$1.57 billion and provided preliminary commentary for fiscal 2027, offering investors some visibility into future performance. Post Holdings fiscal 2026 results and outlook
• Neutral Sentiment: The earnings call highlighted foodservice strength, but investors are weighing that performance against softness elsewhere in the portfolio and the company’s broader operating challenges. Post Holdings Q3 earnings call transcript
• Negative Sentiment: Third-quarter revenue was approximately $1.9 billion, below the $2.02 billion consensus estimate and down 1.8% year over year. Earnings also declined from $2.03 per share in the prior-year period, indicating that the EPS beat did not reflect broad-based growth. Post Holdings Q3 earnings and sales review
• Negative Sentiment: Weaker volumes and higher costs are pressuring margins, leaving investors concerned about demand trends and profitability. The combination of a revenue miss, lower year-over-year EPS and operating-cost pressure explains why Post Holdings (POST) moved lower despite beating earnings expectations.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on POST shares. Wall Street Zen cut Post from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Barclays dropped their target price on Post from $119.00 to $106.00 and set an “overweight” rating on the stock in a research report on Tuesday, July 21st. Evercore restated an “outperform” rating and issued a $128.00 target price on shares of Post in a research note on Thursday, July 23rd. Stifel Nicolaus set a $125.00 price target on Post in a research report on Friday. Finally, Jefferies Financial Group set a $117.00 price target on shares of Post in a research note on Monday, July 27th. Four analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $115.71.

Insider Activity

In related news, Director Gregory L. Curl sold 6,186 shares of Post stock in a transaction dated Wednesday, May 13th. The stock was sold at an average price of $105.05, for a total value of $649,839.30. Following the sale, the director owned 15,107 shares of the company’s stock, valued at approximately $1,586,990.35. The trade was a 29.05% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 14.05% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of POST. Royal Bank of Canada boosted its holdings in shares of Post by 74.2% in the 1st quarter. Royal Bank of Canada now owns 57,535 shares of the company’s stock valued at $6,694,000 after buying an additional 24,514 shares during the last quarter. Empowered Funds LLC increased its holdings in Post by 12.3% during the first quarter. Empowered Funds LLC now owns 4,436 shares of the company’s stock worth $516,000 after buying an additional 487 shares during the last quarter. Focus Partners Wealth increased its holdings in Post by 11.1% during the first quarter. Focus Partners Wealth now owns 3,287 shares of the company’s stock worth $382,000 after buying an additional 328 shares during the last quarter. Intech Investment Management LLC raised its position in Post by 181.1% during the first quarter. Intech Investment Management LLC now owns 11,771 shares of the company’s stock worth $1,370,000 after acquiring an additional 7,583 shares in the last quarter. Finally, Russell Investments Group Ltd. raised its position in Post by 3.9% during the second quarter. Russell Investments Group Ltd. now owns 13,289 shares of the company’s stock worth $1,449,000 after acquiring an additional 494 shares in the last quarter. 94.85% of the stock is currently owned by institutional investors.

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.