London Co. of Virginia Has $189.78 Million Stock Position in Post Holdings, Inc. $POST

London Co. of Virginia reduced its holdings in Post Holdings, Inc. (NYSE:POST) by 4.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,765,685 shares of the company’s stock after selling 77,550 shares during the period. London Co. of Virginia owned about 3.25% of Post worth $189,777,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of POST. Norges Bank acquired a new position in shares of Post in the 2nd quarter valued at about $136,310,000. The Manufacturers Life Insurance Company boosted its holdings in shares of Post by 35.0% during the second quarter. The Manufacturers Life Insurance Company now owns 1,313,852 shares of the company’s stock worth $143,249,000 after purchasing an additional 340,599 shares during the period. Duquesne Family Office LLC acquired a new stake in shares of Post during the third quarter worth approximately $18,959,000. Orion Porfolio Solutions LLC grew its position in Post by 773.1% during the second quarter. Orion Porfolio Solutions LLC now owns 176,386 shares of the company’s stock valued at $19,231,000 after purchasing an additional 156,184 shares in the last quarter. Finally, AQR Capital Management LLC grew its position in Post by 228.5% during the second quarter. AQR Capital Management LLC now owns 206,617 shares of the company’s stock valued at $22,515,000 after purchasing an additional 143,711 shares in the last quarter. 94.85% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on the stock. Evercore cut their target price on shares of Post from $131.00 to $129.00 and set an “outperform” rating for the company in a research report on Monday, November 24th. Barclays restated an “overweight” rating and set a $127.00 price target on shares of Post in a report on Monday, February 9th. Wall Street Zen raised shares of Post from a “hold” rating to a “buy” rating in a research note on Saturday, February 7th. Wells Fargo & Company increased 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. Finally, Zacks Research raised Post from a “strong sell” rating to a “hold” rating in a research report on Monday, February 9th. Five equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Post currently has a consensus rating of “Moderate Buy” and an average target price of $129.67.

Post News Roundup

Here are the key news stories impacting Post this week:

• Neutral Sentiment: Institutional flows into crypto ETFs — bitcoin ETFs attracted $767M last week — indicating continued risk-on flows into alternative assets but limited direct impact on consumer staples like Post. Bitcoin ETFs Pull $767 Million as Institutional Demand Drives Weekly Surge
• Neutral Sentiment: Commodity move — cotton posted a rally recently; soft-commodity volatility can feed into broader commodity-market noise but is not a primary driver for Post’s cereal and snacks business. Cotton Posts Friday Rally
• Negative Sentiment: Oil-price shock and higher fuel profits — U.S. oil companies posting record profits as oil breaks $100 raises input and transportation cost risk for food manufacturers, pressuring margins if costs aren’t fully passed to consumers. U.S. Oil Companies Post Record Profits as Oil Prices Break $100
• Negative Sentiment: Geopolitical risk — renewed focus on securing the Strait of Hormuz and allied naval deployments increases oil-supply risk and market volatility, a common headwind for consumer staples equities on risk-off days. Middle East war live: Trump urges China, UK and Japan to send warships to open Strait of Hormuz – Financial Times
• Negative Sentiment: Political/trade uncertainty — growing domestic opposition to tariffs could presage policy shifts or trade friction that affect commodity costs and supply chains for food producers. Posthaste: Even Americans are getting fed up with Donald Trump’s tariffs

Insider Buying and Selling

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 legal filing with the SEC, which is available through this link. 14.05% of the stock is owned by company insiders.

Post Trading Down 0.8%

Shares of POST stock opened at $97.62 on Tuesday. Post Holdings, Inc. has a 12 month low of $95.07 and a 12 month high of $119.85. 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 is $103.29 and its two-hundred day moving average is $103.79. The company has a market cap of $4.67 billion, a PE ratio of 18.04 and a beta of 0.43.

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