11,504 Shares in Post Holdings, Inc. $POST Bought by Skandinaviska Enskilda Banken AB publ

Skandinaviska Enskilda Banken AB publ acquired a new position in Post Holdings, Inc. (NYSE:POST) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 11,504 shares of the company’s stock, valued at approximately $1,236,000.

A number of other institutional investors have also recently bought and sold shares of POST. Northwestern Mutual Wealth Management Co. raised its stake in shares of Post by 119.5% during the 2nd 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 period. Millstone Evans Group LLC increased its holdings in Post by 50.0% during the third quarter. Millstone Evans Group LLC now owns 375 shares of the company’s stock worth $40,000 after buying an additional 125 shares during the last quarter. Nomura Asset Management Co. Ltd. increased its holdings in Post by 39.0% during the second quarter. Nomura Asset Management Co. Ltd. now owns 570 shares of the company’s stock worth $62,000 after buying an additional 160 shares during the last quarter. Headlands Technologies LLC bought a new stake in Post in the second quarter worth about $64,000. Finally, Elevation Point Wealth Partners LLC purchased a new position in Post in the second quarter valued at about $68,000. Institutional investors own 94.85% of the company’s stock.

Key Post News

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

Insider Transactions at Post

In related news, Director Gregory L. Curl sold 6,983 shares of the stock in a transaction on Monday, February 9th. The stock was sold at an average price of $114.31, for a total value of $798,226.73. Following the sale, the director owned 21,293 shares in the company, valued at approximately $2,434,002.83. This trade represents a 24.70% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, SVP Bradly A. Harper sold 1,658 shares of Post stock in a transaction 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 sale, the senior vice president directly owned 11,441 shares of the company’s stock, valued at $1,106,230.29. This represents a 12.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 14.05% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on POST shares. Zacks Research upgraded shares of Post from a “strong sell” rating to a “hold” rating in a research note on Monday, February 9th. Weiss Ratings raised Post from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, February 6th. Wells Fargo & Company raised their target price on Post from $108.00 to $120.00 and gave the stock an “equal weight” rating in a research report on Monday, February 9th. Evercore lowered their target price on Post from $131.00 to $129.00 and set an “outperform” rating on the stock in a research note on Monday, November 24th. Finally, Wall Street Zen upgraded Post from a “hold” rating to a “buy” rating in a research note on Saturday, February 7th. Five equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $129.67.

Post Trading Down 0.4%

Shares of POST opened at $106.60 on Friday. Post Holdings, Inc. has a twelve month low of $95.07 and a twelve month high of $119.85. The stock has a market cap of $5.11 billion, a PE ratio of 19.70 and a beta of 0.44. The company has a quick ratio of 1.02, a current ratio of 1.90 and a debt-to-equity ratio of 2.15. The business’s 50-day moving average price is $102.03 and its 200-day moving average price is $104.40.

Post (NYSE:POST) last released its quarterly earnings data on Thursday, February 5th. The company reported $2.13 EPS for the quarter, beating analysts’ consensus estimates of $1.66 by $0.47. The company had revenue of $2.17 billion during the quarter, compared to analyst estimates of $2.18 billion. Post had a net margin of 3.82% and a return on equity of 12.37%. Post’s revenue was up 10.2% compared to the same quarter last year. During the same period last year, the business earned $1.73 earnings per share. On average, equities analysts forecast that Post Holdings, Inc. will post 6.41 EPS for the current fiscal year.

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.