Post (NYSE:POST) Issues Earnings Results, Beats Estimates By $0.08 EPS

Post (NYSE:POST) posted its quarterly earnings data on Thursday. The company reported $1.78 earnings per share for the quarter, beating analysts’ consensus estimates of $1.70 by $0.08, FiscalAI reports. The business had revenue of $1.95 billion during the quarter, compared to the consensus estimate of $2.02 billion. Post had a return on equity of 12.85% and a net margin of 3.48%.Post’s quarterly revenue was down 1.8% on a year-over-year basis. During the same period in the prior year, the business posted $2.03 earnings per share.

Post Stock Down 12.8%

POST traded down $11.52 during mid-day trading on Friday, reaching $78.71. 3,897,264 shares of the stock were exchanged, compared to its average volume of 837,140. The company has a debt-to-equity ratio of 2.38, a quick ratio of 1.03 and a current ratio of 1.85. The stock has a market capitalization of $3.57 billion, a PE ratio of 14.47 and a beta of 0.40. The company has a 50 day moving average price of $89.64 and a two-hundred day moving average price of $97.63. Post has a 1 year low of $77.60 and a 1 year high of $117.28.

Post News Summary

Here are the key news stories impacting Post this week:

• Positive Sentiment: Post reported third-quarter adjusted earnings of $1.78 per share, exceeding the $1.70 consensus estimate. Operating profit was $189.3 million, while adjusted EBITDA reached $377.3 million. Post Holdings Q3 earnings beat estimates
• Positive Sentiment: Management narrowed its fiscal 2026 adjusted EBITDA outlook to $1.56 billion-$1.57 billion and provided preliminary commentary for fiscal 2027, offering investors some visibility into future performance. Post Holdings fiscal 2026 results and outlook
• Neutral Sentiment: The earnings call highlighted foodservice strength, but investors are weighing that performance against softness elsewhere in the portfolio and the company’s broader operating challenges. Post Holdings Q3 earnings call transcript
• Negative Sentiment: Third-quarter revenue was approximately $1.9 billion, below the $2.02 billion consensus estimate and down 1.8% year over year. Earnings also declined from $2.03 per share in the prior-year period, indicating that the EPS beat did not reflect broad-based growth. Post Holdings Q3 earnings and sales review
• Negative Sentiment: Weaker volumes and higher costs are pressuring margins, leaving investors concerned about demand trends and profitability. The combination of a revenue miss, lower year-over-year EPS and operating-cost pressure explains why Post Holdings (POST) moved lower despite beating earnings expectations.

Insider Activity at Post

In other news, Director Gregory L. Curl sold 6,186 shares of the stock in a transaction dated Wednesday, May 13th. The shares were sold at an average price of $105.05, for a total value of $649,839.30. Following the completion of the sale, the director owned 15,107 shares in the company, valued at $1,586,990.35. This represents a 29.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 14.05% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Post

A number of institutional investors have recently added to or reduced their stakes in POST. Dimensional Fund Advisors LP lifted its position in shares of Post by 5.1% during the 4th quarter. Dimensional Fund Advisors LP now owns 2,957,198 shares of the company’s stock worth $292,912,000 after buying an additional 144,775 shares in the last quarter. Arrowstreet Capital Limited Partnership grew its holdings in shares of Post by 104.5% in the fourth quarter. Arrowstreet Capital Limited Partnership now owns 415,493 shares of the company’s stock valued at $41,155,000 after acquiring an additional 212,325 shares in the last quarter. AQR Capital Management LLC increased its position in shares of Post by 55.8% during the third quarter. AQR Capital Management LLC now owns 321,840 shares of the company’s stock valued at $34,476,000 after acquiring an additional 115,223 shares during the last quarter. PYA Waltman Capital LLC increased its position in shares of Post by 63.1% during the third quarter. PYA Waltman Capital LLC now owns 301,544 shares of the company’s stock valued at $32,410,000 after acquiring an additional 116,669 shares during the last quarter. Finally, Qube Research & Technologies Ltd lifted its holdings in Post by 208.2% during the third quarter. Qube Research & Technologies Ltd now owns 219,673 shares of the company’s stock worth $23,610,000 after acquiring an additional 148,390 shares during the period. 94.85% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several equities research analysts recently commented on POST shares. Weiss Ratings raised Post from a “hold (c-)” rating to a “hold (c)” rating in a research note on Monday, August 3rd. Wells Fargo & Company reduced their price objective on Post from $110.00 to $98.00 and set an “equal weight” rating for the company in a research note on Wednesday, July 8th. Wall Street Zen downgraded Post from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Evercore reaffirmed an “outperform” rating and set a $128.00 target price on shares of Post in a research report on Thursday, July 23rd. Finally, BTIG Research began coverage on Post in a report on Monday, April 13th. They issued a “neutral” rating on the stock. Four research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, Post currently has an average rating of “Moderate Buy” and an average price target of $115.71.

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.