Post Holdings, Inc. (NYSE:POST – Get Free Report) shares passed below its fifty day moving average during trading on Tuesday . The stock has a fifty day moving average of $103.12 and traded as low as $96.01. Post shares last traded at $96.0420, with a volume of 721,204 shares.
Trending Headlines about Post
Here are the key news stories impacting Post this week:
- Positive Sentiment: Zacks highlights that Post’s margin expansion is being driven by strength in Foodservice and efficiency gains in Consumer Brands, which supports steady EBITDA growth and gives investors a constructive view on forward profitability. Zacks points to ongoing efficiency initiatives as a reason for continued margin upside. Post Holdings’ Margin Story in Focus (Zacks)
- Neutral Sentiment: Recent results (reported Feb. 5) showed an EPS beat ($2.13 vs. $1.66 consensus) and ~10% revenue growth year‑over‑year, underlining top‑line growth with improving profitability — a mixed but generally constructive operational print that leaves execution the next focus for investors.
- Negative Sentiment: Higher logistics/transportation costs remain a risk for packaged‑food companies. The U.S. Postal Service announced price increases on popular services (an 8% hike on key items), which can raise distribution/shipping costs for retailers and suppliers and pressure margins for CPG companies that rely on retail and e‑commerce distribution. Postal Service to hike prices 8% (Fortune)
- Negative Sentiment: On the valuation/technical side, POST is trading below its 50‑ and 200‑day moving averages (~$103), and the company carries elevated leverage (debt/equity ~2.15). Those factors can make the stock more sensitive to short‑term profit‑taking and macro shocks.
Wall Street Analysts Forecast Growth
POST has been the subject of a number of research analyst reports. Weiss Ratings raised Post from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday, February 6th. Wall Street Zen raised shares of Post from a “hold” rating to a “buy” rating in a research report on Saturday, February 7th. Barclays reissued an “overweight” rating and issued a $127.00 price objective on shares of Post in a research note on Monday, February 9th. Zacks Research upgraded shares of Post from a “strong sell” rating to a “hold” rating in a report on Monday, February 9th. Finally, Mizuho cut their target price on shares of Post from $122.00 to $120.00 and set an “outperform” rating on the stock in a research note on Monday, December 1st. Five investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $129.67.
Post Price Performance
The company has a 50 day moving average of $103.05 and a 200 day moving average of $103.10. The company has a debt-to-equity ratio of 2.15, a quick ratio of 1.02 and a current ratio of 1.90. The stock has a market capitalization of $4.58 billion, a price-to-earnings ratio of 17.72 and a beta of 0.43.
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, beating analysts’ consensus estimates of $1.66 by $0.47. Post had a return on equity of 12.37% and a net margin of 3.82%.The company had revenue of $2.17 billion for the quarter, compared to analyst estimates of $2.18 billion. During the same quarter last year, the company earned $1.73 EPS. Post’s revenue for the quarter was up 10.2% compared to the same quarter last year. As a group, equities research analysts anticipate that Post Holdings, Inc. will post 6.41 EPS for the current year.
Insider Transactions at Post
In related news, Director Gregory L. Curl sold 6,983 shares of Post stock in a transaction that occurred 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 completion of the transaction, the director owned 21,293 shares in the company, valued at $2,434,002.83. The trade was a 24.70% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 14.05% of the stock is owned by corporate insiders.
Institutional Investors Weigh In On Post
Large investors have recently modified their holdings of the company. Larson Financial Group LLC lifted its position in shares of Post by 62.8% during the 4th quarter. Larson Financial Group LLC now owns 267 shares of the company’s stock worth $26,000 after purchasing an additional 103 shares during the last quarter. Caitong International Asset Management Co. Ltd acquired a new stake in Post in the third quarter valued at $26,000. Northwestern Mutual Wealth Management Co. raised its stake in Post by 119.5% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 248 shares of the company’s stock valued at $27,000 after buying an additional 135 shares in the last quarter. Highlander Partners L.P. purchased a new stake in Post during the 4th quarter worth about $33,000. Finally, Millstone Evans Group LLC lifted its holdings 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 during the last quarter. 94.85% of the stock is owned by hedge funds and other 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.
Further Reading
Receive News & Ratings for Post Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Post and related companies with MarketBeat.com's FREE daily email newsletter.
