Three Seasons Wealth LLC purchased a new stake in shares of Post Holdings, Inc. (NYSE:POST – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 5,084 shares of the company’s stock, valued at approximately $504,000.
Several other institutional investors have also added to or reduced their stakes in POST. Arrowstreet Capital Limited Partnership raised its stake in shares of Post by 53.9% during the second quarter. Arrowstreet Capital Limited Partnership now owns 91,474 shares of the company’s stock valued at $9,973,000 after acquiring an additional 32,048 shares during the last quarter. Carnegie Investment Counsel grew its stake in shares of Post by 4.5% in the third quarter. Carnegie Investment Counsel now owns 158,701 shares of the company’s stock worth $17,057,000 after purchasing an additional 6,861 shares during the last quarter. Nordea Investment Management AB grew its stake in shares of Post by 26.6% in the third quarter. Nordea Investment Management AB now owns 63,612 shares of the company’s stock worth $6,850,000 after purchasing an additional 13,354 shares during the last quarter. Natixis Advisors LLC increased its holdings in Post by 12.8% during the 3rd quarter. Natixis Advisors LLC now owns 177,039 shares of the company’s stock valued at $19,028,000 after purchasing an additional 20,099 shares during the period. Finally, EULAV Asset Management increased its holdings in Post by 10.8% during the 3rd quarter. EULAV Asset Management now owns 225,071 shares of the company’s stock valued at $24,191,000 after purchasing an additional 21,998 shares during the period. Hedge funds and other institutional investors own 94.85% of the company’s stock.
Insider Transactions at Post
In other Post news, Director Gregory L. Curl sold 6,983 shares of Post stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $114.31, for a total value of $798,226.73. Following the completion of the transaction, the director directly owned 21,293 shares of the company’s stock, valued at approximately $2,434,002.83. The trade was a 24.70% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 14.05% of the company’s stock.
Analyst Ratings Changes
View Our Latest Stock Analysis on Post
Post News Summary
Here are the key news stories impacting Post this week:
- Positive Sentiment: Fresh fundamental support from recent quarterly results — Post reported $2.13 EPS (vs. $1.66 consensus) with revenue up ~10.2% year‑over‑year, showing improved profitability and top‑line growth that investors typically reward. Analysts still model ~6.41 EPS for the year, supporting upside expectations.
- Neutral Sentiment: Technical / liquidity backdrop is mixed — today’s volume is slightly below average and the share price sits below both the 50‑day and 200‑day moving averages (~$102.9), so short‑term momentum is lukewarm even as the stock moves up.
- Neutral Sentiment: Valuation and volatility — P/E around 18.3 and a low beta (~0.43) suggest Post is not highly cyclical and is reasonably valued versus growth names; that can attract defensive-focused buyers but limits speculative rallies.
- Negative Sentiment: Rising oil/energy risks from geopolitical headlines could pressure margins — recent headlines about U.S.–Iran tensions and related oil market volatility raise the prospect of higher transportation and input costs for packaged‑food producers, which is a potential headwind for Post. Article Title
- Negative Sentiment: Leverage and thin margins remain watch items — Post’s debt/equity (~2.15) and modest net margin (~3.8%) leave less cushion against cost inflation; sustained higher input or distribution costs could compress earnings despite revenue growth.
Post Trading Up 1.7%
Post stock opened at $98.88 on Wednesday. Post Holdings, Inc. has a 12 month low of $94.13 and a 12 month high of $119.85. The company has a market capitalization of $4.73 billion, a price-to-earnings ratio of 18.28 and a beta of 0.43. The business’s fifty day simple moving average is $102.95 and its two-hundred day simple moving average is $102.89. The company has a current ratio of 1.90, a quick ratio of 1.02 and a debt-to-equity ratio of 2.15.
Post (NYSE:POST – Get Free Report) last posted its quarterly earnings results on Thursday, February 5th. The company reported $2.13 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.66 by $0.47. The firm had revenue of $2.17 billion during the quarter, compared to analyst estimates of $2.18 billion. Post had a return on equity of 12.37% and a net margin of 3.82%.Post’s quarterly 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, equities analysts predict that Post Holdings, Inc. will post 6.41 earnings per share for the current fiscal year.
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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