Jupiter Asset Management Ltd. Invests $3.12 Million in Post Holdings, Inc. $POST

Jupiter Asset Management Ltd. purchased a new position in shares of Post Holdings, Inc. (NYSE:POST) during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 28,997 shares of the company’s stock, valued at approximately $3,117,000. Jupiter Asset Management Ltd. owned about 0.05% of Post at the end of the most recent reporting period.

Several other institutional investors have also recently bought and sold shares of the business. Northwestern Mutual Wealth Management Co. grew its holdings in shares of Post by 119.5% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 248 shares of the company’s stock worth $27,000 after purchasing an additional 135 shares during the last quarter. Millstone Evans Group LLC lifted its position in Post by 50.0% during the 3rd quarter. Millstone Evans Group LLC now owns 375 shares of the company’s stock worth $40,000 after buying an additional 125 shares in the last quarter. Nomura Asset Management Co. Ltd. grew its holdings in Post by 39.0% during the 2nd quarter. Nomura Asset Management Co. Ltd. now owns 570 shares of the company’s stock worth $62,000 after acquiring an additional 160 shares during the last quarter. Headlands Technologies LLC acquired a new stake in Post in the 2nd quarter valued at about $64,000. Finally, Elevation Point Wealth Partners LLC bought a new position in shares of Post in the second quarter worth about $68,000. Institutional investors own 94.85% of the company’s stock.

Insider Activity at Post

In other Post news, SVP Bradly A. Harper sold 1,658 shares of the company’s stock in a transaction that occurred on Friday, December 5th. The shares were sold at an average price of $96.69, for a total value of $160,312.02. Following the completion of the sale, the senior vice president owned 11,441 shares of the company’s stock, valued at approximately $1,106,230.29. This represents a 12.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director David W. Kemper purchased 1,800 shares of Post stock in a transaction dated Monday, November 24th. The shares were purchased at an average cost of $97.93 per share, for a total transaction of $176,274.00. Following the completion of the transaction, the director owned 31,522 shares of the company’s stock, valued at approximately $3,086,949.46. This represents a 6.06% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 14.05% of the stock is currently owned by corporate insiders.

Post Stock Down 0.4%

NYSE:POST opened at $106.60 on Friday. The company has a quick ratio of 1.02, a current ratio of 1.90 and a debt-to-equity ratio of 2.15. Post Holdings, Inc. has a 12-month low of $95.07 and a 12-month high of $119.85. The stock’s fifty day simple moving average is $102.03 and its 200-day simple moving average is $104.40. The firm has a market capitalization of $5.11 billion, a P/E ratio of 19.70 and a beta of 0.44.

Post (NYSE:POST) last released its earnings results on Thursday, February 5th. The company reported $2.13 earnings per share for the quarter, beating the consensus estimate of $1.66 by $0.47. Post had a return on equity of 12.37% and a net margin of 3.82%.The firm had revenue of $2.17 billion for the quarter, compared to analyst estimates of $2.18 billion. During the same quarter in the prior year, the firm posted $1.73 earnings per share. The company’s quarterly revenue was up 10.2% on a year-over-year basis. Equities research analysts expect that Post Holdings, Inc. will post 6.41 earnings per share for the current year.

Wall Street Analyst Weigh In

Several analysts have recently commented on POST shares. 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. Barclays reiterated an “overweight” rating and issued a $127.00 price objective on shares of Post in a research report on Monday, February 9th. Mizuho dropped their target price on Post from $122.00 to $120.00 and set an “outperform” rating for the company in a research report on Monday, December 1st. Weiss Ratings upgraded Post from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, February 6th. Finally, Wells Fargo & Company boosted their price objective on Post from $108.00 to $120.00 and gave the stock an “equal weight” rating in a report on Monday, February 9th. Five analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $129.67.

Post News Roundup

Here are the key news stories impacting Post this week:

• Positive Sentiment: Analyst/market commentary bullish after Post’s most recent results — some investors and commentators are buying the stock following the company’s EPS beat and improving revenue trends, supporting the case for the shares over the medium term. Bristol-Myers: I’m Buying Post Earnings
• Positive Sentiment: Retail data shows resilience in consumer spending — Walmart’s upbeat earnings signal that grocery and mass‑retail demand remains intact, which is supportive for packaged‑food companies like Post. (Same item also notes energy moves; see link.) Crude Oil Gains 2%; Walmart Posts Upbeat Earnings
• Neutral Sentiment: Broader market rotation and risk‑asset divergence — cryptocurrencies have seen a very weak start to the year while the S&P and gold have held up, a sign of mixed investor sentiment that may leave staples in a defensive position but not a clear bid. Bitcoin And Ethereum Post Worst Start To A Year On Record: Fortune
• Negative Sentiment: Rising geopolitical risk in the Middle East — reporting that the U.S. is weighing limited strikes on Iran and positioning forces increases the risk of higher oil prices and supply disruption, which would raise transport and input costs for packaged‑food companies. Trump Administration Live Updates: President Acknowledges That He Is Weighing Limited Strike on Iran – The New York Times
• Negative Sentiment: Energy costs moving higher — crude oil gains put upward pressure on transportation and packaging costs, squeezing margins for food processors and distributors unless offset by pricing or input hedges. Crude Oil Gains 2%; Walmart Posts Upbeat Earnings

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.