Post Holdings stock faces a Zacks downgrade as revenue misses
Post Holdings (POST) experienced a Zacks downgrade from Hold to Strong Sell after its fiscal Q3 2026 revenue of $1.95 billion missed expectations, despite adjusted EPS of $1.78 beating the consensus. The stock traded at $72.56 on October 2, 2026, 38.1% below its 52-week high, with the next earnings report scheduled for November 12, 2026.
183.02 share-linked pay units are credited to Post Holdings (POST) director David P. Skarie.
David P. Skarie, a director at Post Holdings, Inc. (POST), acquired 183.02 stock equivalents on September 30, 2026, at a price of $72.85 per equivalent. These stock equivalents, part of a deferred compensation plan for non-management directors, are distributed in cash upon the director's separation from the board. After this transaction, Skarie's direct balance of stock equivalents stands at 34,027.822.
(POST) Movement as an Input in Quant Signal Sets
This article analyzes Post Holdings Inc. (NASDAQ: POST) using AI models, identifying weak sentiment across all time horizons and supporting a short bias. It provides three distinct trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis, including support and resistance levels. The report suggests elevated downside risk for POST.
Zacks Research Downgrades Post (NYSE:POST) to Strong Sell
Zacks Research has downgraded Post (NYSE:POST) to a "strong sell" from a "hold" rating, while the overall analyst consensus remains "hold" with a target price of $109. The company's shares opened at $72.62, near its 52-week low, indicating continued technical weakness, and although its latest quarterly earnings beat expectations, revenue missed estimates. Adding to the negative sentiment, Chairman William P. Stiritz sold a significant amount of stock.
Post Holdings Director Michelle Marie Atkinson Reports Acquisition of Deferred Compensation Stock Equivalents
Michelle Marie Atkinson, a director at Post Holdings, Inc., acquired 152.517 stock equivalents as part of her deferred compensation on September 30, 2026. These stock equivalents, valued at $72.85 per unit, are held directly and bring her total to 822.442. The compensation plan allows directors to defer retainers into stock equivalents, which convert to cash upon their departure from the board.
A director receives deferred pay at $72.85 per share at Post Holdings (POST).
Post Holdings director Jennifer Kuperman Johnson acquired 152.517 stock equivalents at $72.85 per share through the company's Deferred Compensation Plan for Non-Management Directors. These equivalents, credited on September 30, 2026, are distributed as cash on a one-for-one basis upon her separation from the board, bringing her total balance to 7,515.439 stock equivalents. This transaction is categorized as neutral in filing impact and sentiment.
Director Erb acquires 152.517 stock-linked pay credits at Post Holdings (POST).
Post Holdings director Thomas C. Erb acquired 152.517 stock equivalents on September 30, 2026, as part of the Deferred Compensation Plan for Non-Management Directors. These equivalents, valued at $72.85 each, represent deferred retainers and will be distributed in cash when he separates from the board. Following this transaction, Erb's direct holding increased to 7,515.439 stock equivalents.
POST5903018 Bond Profile: Coupon and Redemption
This article provides a detailed profile of the Post Holdings, Inc. bond, POST5903018, featuring a 6.25% coupon rate and maturing on October 15, 2034. It covers key facts about the issuer, bond classification, interest payment schedule, and redemption information, catering to investors evaluating its potential and performance.
Post Holdings, Inc. (POST) Stock Price, News, Quote & History
This article provides a comprehensive overview of Post Holdings, Inc. (POST) stock, including its current price, historical data, financial performance, and analyst insights. It details the company's various segments like Post Consumer Brands and Foodservice, and outlines key financial metrics and recent performance against benchmarks like the S&P 500. The article also lists analyst price targets and recommendations, offering a snapshot of market sentiment and future expectations for the company.
POST4571603 Bond Profile: Coupon and Redemption
This article provides a detailed profile of the Post Holdings, Inc. bond with the identifier POST4571603, maturing on January 15, 2028, and carrying a 5.625% coupon rate. It outlines key facts about the issuer, bond classification, credit risk assessment, interest payment schedule, and redemption information. The bond is a corporate, long-term issue with semi-annual fixed-rate coupon payments.
Post Holdings, Inc. (NYSE:POST) Stock Has Consensus Price Target of $109.00 According to Brokerages
Brokerages have issued a consensus "Hold" rating for Post Holdings, Inc. (NYSE:POST), with an average 12-month price target of $109.00, significantly higher than its current price of $74.20. Despite beating EPS estimates, the company's revenue declined year-over-year, and shares are trading near their 52-week low, raising concerns about operating momentum and balance sheet risks due to a high debt-to-equity ratio and insider selling. Institutional investors hold a substantial 94.85% of the stock.
Post Holdings: The 2027 Earnings Decline Looks Worse Than It Is (NYSE:POST)
Post Holdings, currently rated as a Buy, has seen a 35% stock decline but now trades at compelling valuations of 10x earnings and 6.9x forward EBITDA. The company faces challenges like weak retail volumes and high leverage, but is shifting focus to debt reduction. Fiscal 2027 is projected as a reset year, with an EPS rebound expected in 2028, making debt reduction and pet food segment stabilization key monitoring points for future valuation upside.
19,232 Shares in Post Holdings, Inc. $POST Acquired by Engineers Gate Manager LP
Engineers Gate Manager LP has acquired 19,232 shares of Post Holdings, Inc. (NYSE:POST) during the second quarter, valued at approximately $1.7 million. This acquisition is part of broader institutional investment in Post Holdings, which currently sees institutional investors owning 94.85% of the company's stock. Despite mixed quarterly results where earnings beat estimates but revenue declined, analysts maintain a "Hold" rating for Post Holdings with a consensus price target of $109.
WINTON GROUP Ltd Decreases Stock Holdings in Post Holdings, Inc. $POST
WINTON GROUP Ltd significantly reduced its stake in Post Holdings, Inc. by 45.2% in the second quarter, selling 23,214 shares but still retaining 28,093 shares valued at approximately $2.48 million. Despite this, institutional ownership in Post Holdings remains high at 94.85%, with California State Teachers Retirement System notably increasing its position by over 8,400%. Post Holdings beat EPS estimates for the quarter but saw a 1.8% year-over-year revenue decline, and its stock is currently trading below its 50-day and 200-day moving averages.
17,600 Shares in Post Holdings, Inc. $POST Purchased by VIRGINIA RETIREMENT SYSTEMS ET Al
Virginia Retirement Systems purchased 17,600 shares of Post Holdings (NYSE:POST) valued at $1.55 million in Q2, contributing to institutional investors owning 94.85% of the company. Despite beating EPS estimates, Post Holdings missed revenue expectations, and Chairman William P. Stiritz sold a significant number of shares. The stock is currently trading below its key moving averages, and analysts maintain a "Hold" rating with an average price target of $109.
POST CONSUMER BRANDS EXTENDS NUMERATOR PARTNERSHIP THROUGH 2029
Post Consumer Brands has renewed and expanded its partnership with Numerator through 2029, leveraging Numerator's consumer panel, Verified Voices survey platform, and promotional solutions. This extended collaboration aims to deepen Post Consumer Brands' understanding of evolving consumer behavior and omnichannel shopping trends, which is crucial for modernizing its business and improving execution across its grocery and pet portfolios. Numerator's AI technology and comprehensive product suite help Post Consumer Brands make more informed strategic decisions.
Post Holdings' Premium Cereal Gains Share Amid Category Pressure
Post Holdings is experiencing increasing market share in its premium cereal offerings despite overall volume pressure and declines in the broader cereal category. While the company faces distribution challenges with its value cereal portfolio, management anticipates that overall cereal volumes will move closer to category performance next year, benefiting from cereal's affordability as a breakfast option. The company's stock has underperformed the industry, but its current valuation is lower than the industry average.
What Brands Does Post Holdings, Inc. (NYSE:POST) Actually Own?
Post Holdings, Inc. (NYSE:POST) operates as a holding company for a diverse portfolio of food and beverage brands, including well-known cereals like Honey Bunches of Oats and Shredded Wheat. The company is structured into four main segments: Post Consumer Brands (cereal), Foodservice, Refrigerated Side Dishes and Bakery, and Active Nutrition, serving various channels from retail grocers to e-commerce. This diversified approach allows Post Holdings to cover multiple product categories and distribution channels within the consumer packaged goods industry.
UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Increases Stock Holdings in Post Holdings, Inc. $POST
UBS Asset Management, a distinct business unit of UBS Asset Management Americas LLC, significantly increased its stake in Post Holdings, Inc. (NYSE:POST) by 278.8% in the second quarter, now owning 549,985 shares valued at $48.5 million. Despite institutional investors holding 94.85% of the company, analyst sentiment is mixed with a consensus "Hold" rating and an average price target of $109. Post's latest earnings surpassed expectations, but revenue declined year-over-year and the stock is trading below its 50-day and 200-day moving averages.
Redwood Investment Management LLC Makes New $2.18 Million Investment in Post Holdings, Inc. $POST
Redwood Investment Management LLC has made a new investment of $2.18 million in Post Holdings, Inc. (NYSE:POST), acquiring 24,657 shares. This comes as Post Holdings exceeded its quarterly EPS expectations but reported lower-than-anticipated revenue. Analysts currently maintain a "Hold" rating on the stock with a consensus target price of $109.00, while the stock trades around $82.02.
Post Holdings Q3 Earnings Beat: Can Foodservice Drive 2027?
Post Holdings (POST) exceeded third-quarter fiscal 2026 earnings expectations despite a sales decline, largely driven by strong Foodservice performance. Looking to fiscal 2027, management anticipates a generally flat adjusted EBITDA against a comparable base of $1.48 billion, with Foodservice growth, pricing actions, and productivity expected to counteract inflation and volume pressure. The company is also investing in Foodservice capacity expansion and cage-free egg initiatives.
Post Holdings Stock: Buy, Hold or Wait as Growth Meets Value
Post Holdings (POST) stock presents a valuation-versus-execution dilemma for investors, with its inexpensive valuation and strong Foodservice segment growth contending with weak retail volumes and rising costs. Despite an attractive forward P/E ratio and significant share price drop, the company faces headwinds in its Post Consumer Brands division due to declining volumes and inflation. While robust cash flow allows for capital discipline, the Zacks Rank #3 (Hold) suggests a patient approach is warranted given the mixed growth and value signals.
Diamond Hill Capital Management LLC Investment Advisor Makes New Investment in Post Holdings, Inc. $POST
Diamond Hill Capital Management LLC has made a new investment in Post Holdings, Inc. (NYSE:POST), purchasing 618,618 shares valued at approximately $54.6 million in the second quarter. This move gives the investment advisor a 1.37% stake in the company, alongside other institutional investors who collectively own 94.85% of Post. Despite mixed recent earnings results and a lowering of price targets by some analysts, the company currently holds a "Moderate Buy" consensus rating with an average price target of $109.
Pacer Advisors Inc. Reduces Holdings in Post Holdings, Inc. $POST
Pacer Advisors Inc. significantly reduced its stake in Post Holdings, Inc. (NYSE:POST) by 99.2% in the first quarter, selling over 590,000 shares. Despite this, institutional ownership in Post Holdings remains high at 94.85%, with other major funds initiating or increasing their positions. The company recently beat EPS estimates but missed revenue expectations, leading to mixed analyst sentiment and a "Moderate Buy" consensus rating.
Post Holdings (POST) Stock May Be Cheap As Flat EBITDA Outlook Looms
Post Holdings (POST) stock has seen a 26.7% decline over the past year, yet valuation checks suggest it may be undervalued, passing 6 out of 6 valuation tests. Despite a flat EBITDA outlook for fiscal 2027 and margin pressures, the company's current P/E ratio of 11.8x is significantly lower than the Food industry average of 19.4x, indicating a potential bargain. The article questions whether current market pessimism is an overreaction or a justified response to potential future challenges.
Post Holdings Inc (POST) Stock News Today
This article provides a brief update on Post Holdings Inc (POST) stock, noting its current trading price, market capitalization, and P/E ratio. It highlights that more news, earnings, analyst ratings, and key developments will be available soon.
POST: Cost Actions And Buybacks Will Drive Future Share Price Upside
AnalystConsensusTarget has reduced its price target for Post Holdings (POST) by approximately $9, reflecting a slightly lower fair value, increased discount rate, softer revenue growth, and a modestly lower profit margin. Despite these adjustments, the company's adjusted EPS of $1.78 for Q3 fiscal 2026 surpassed Wall Street estimates, driven partly by the Post Consumer Brands segment. Management has narrowed the fiscal 2026 adjusted EBITDA outlook and completed a significant share repurchase, signaling confidence in cost actions and buybacks to drive future share price upside.
Post narrows outlook after mixed third quarter
Post Holdings Inc. reported a mixed third quarter for fiscal 2026, with net income falling to $63.4 million, though adjusted EBITDA exceeded expectations due to strong Foodservice performance. The company narrowed its fiscal 2026 guidance, expecting adjusted EBITDA between $1.56 billion and $1.57 billion. Despite acquisition contributions, overall net sales declined, driven by lower volumes in cereal and pet food and the cycling of high avian influenza-related egg pricing.
POST HOLDINGS, INC. : JP MORGAN CUTS TARGET PRICE TO $99 FROM $116
JP Morgan has reduced its target price for Post Holdings, Inc. to $99 from $116. This information was reported by Reuters. The article includes a disclaimer stating that the content reflects the author's opinion and is not investment advice.
Post Holdings (POST) Stock Drops As Margin Squeeze Deepens
Post Holdings (POST) stock dropped nearly 13% after its latest earnings report, highlighting a deepening margin squeeze rather than a demand collapse. The company's net profit margin for the trailing twelve months compressed to 3.5%, down from 4.6% a year ago, despite efforts to upgrade its product portfolio and omnichannel reach. Analysts and investors are now focusing on how the company will rebuild earnings power from this thinner base, especially given flat adjusted EBITDA projections for FY27 and ongoing pressure on certain product categories.
How Post’s Softer Q3 Profits Amid Higher Sales Will Impact Post Holdings (POST) Investors
Post Holdings (POST) reported softer Q3 profits despite higher sales, with net income and diluted EPS decreasing compared to the previous year. This suggests a strain on cost efficiency and raises concerns about profitability, particularly if input costs and category volumes do not improve. While share repurchases offer some support for per-share metrics, the company's high leverage and margin pressure could impact its long-term outlook.
Post Holdings, Inc. Stock 12‑Month Price Target Cut to $113, Implies 25% Upside
Post Holdings, Inc.'s average 12-month price target has been lowered from $115.83 to $113 by 6 analysts, with forecasts ranging from $98 to $128 per share. This new target suggests a potential upside of approximately 25% from its August 6th closing price. Despite the target cut, the consensus rating from 9 analysts remains a "Buy."
Post Holdings 3Q EPS $1.29 >POST
This article states that Post Holdings (POST) reported third-quarter earnings per share of $1.29. The article is very brief and does not include additional details such as revenue or guidance.
How Post’s Softer Q3 Profits Amid Higher Sales Will Impact Post Holdings (POST) Investors
Post Holdings, Inc. recently reported lower Q3 net income and diluted EPS despite higher nine-month sales, indicating pressure on profitability due to cost efficiency strains. While a share repurchase program is ongoing, the report highlights potential risks if high leverage combines with sustained margin pressure and weaker category volumes. The company's investment narrative projects flat revenue growth and an increase in earnings by 2029, suggesting a 30% upside to its current price based on a fair value of $117.17.
Post Holdings Releases Q3 2026 Financial Results
Post Holdings, Inc. reported adjusted Q3 2026 earnings of $1.78 per share, surpassing the Wall Street consensus of $1.74. The company generated $1.95 billion in revenue, a 1.8% decrease year-over-year, with its Post Consumer Brands segment leading growth. Despite a challenging environment and modest revenue decline, the company achieved an adjusted EBITDA of $377.3 million, indicating strong cost control and operational efficiency.
Post Holdings 2026: Revenue $1.95B, EPS $1.29— 10-Q Summary
Post Holdings reported its quarterly results for 2026, with revenue reaching $1.95 billion and diluted earnings per share at $1.29. The company's net income declined to $63.6 million from $108.7 million in the prior year. Key business highlights included year-to-date sales growth driven by Post Consumer Brands and Foodservice, strategic portfolio adjustments like the sale of Crystal Farms and acquisition integrations, and managing supply chain challenges.
Post Holdings (NYSE:POST) Drops as Revenue Miss Overshadows EPS Beat
Post Holdings (NYSE:POST) reported fiscal third-quarter earnings that surpassed analyst profit estimates, but revenue fell significantly short of expectations. The company's non-GAAP EPS of $1.78 exceeded the $1.74 consensus, while revenue of $1.948 billion was 5.7% below the $2.07 billion modeled by analysts. This mixed performance led to a 4.7% drop in Post shares during after-market trading, and the company also narrowed its fiscal 2026 outlook.
Post Holdings earnings in focus as cereal, pet volumes soften By Investing.com
Post Holdings Inc. is set to report its fiscal third-quarter earnings, with analysts anticipating a 15% year-over-year decline in earnings per share despite a 2.5% revenue growth, driven by softening volumes in its cereal and pet food businesses. Investors will focus on the company's ability to maintain profitability amidst these volume pressures and inflationary pricing, as well as its cash generation and capital allocation strategies. Despite recent price target adjustments by analysts, the stock is rated a "Buy" with significant upside potential.
Post Holdings earnings in focus as cereal, pet volumes soften
Post Holdings Inc. is set to report its fiscal third-quarter earnings, with analysts and investors closely watching for the impact of softening volumes in its cereal and pet food segments on profitability. Despite analyst ratings for a "Buy" and a mean price target suggesting significant upside, recent price target adjustments from firms like Jefferies, Barclays, and JPMorgan indicate growing caution. Key areas of focus for investors include volume trends, pricing strategies amidst inflation, and the company's cash generation and capital allocation.
Post Holdings Reports Results for the Third Quarter of Fiscal Year 2026; Narrows Fiscal Year 2026 Outlook
Post Holdings, Inc. announced its third-quarter fiscal year 2026 results, reporting net sales of $1.9 billion and narrowing its fiscal year 2026 Adjusted EBITDA outlook to $1,560-$1,570 million. The company also provided a preliminary fiscal year 2027 Adjusted EBITDA outlook, expecting it to be generally flat compared to a comparable fiscal year 2026 level of approximately $1.48 billion, citing growth in Foodservice, pricing actions, and productivity initiatives offsetting inflationary pressures and volume softness.
What Is Driving Attention Toward Post Holdings (NYSE:POST)?
Post Holdings (NYSE: POST) is currently in focus due to a scheduled update that brings discussions about its portfolio mix, input-cost management, and evolving industry conditions to the forefront. This update is crucial for clarifying the company's demand, operational execution, and capital priorities across its various consumer packaged foods segments, including cereals, refrigerated products, and foodservice. The article emphasizes that this information is general market insight and not financial advice, encouraging users to seek professional financial guidance.
Post Holdings, Inc. (NYSE:POST) Receives Consensus Rating of "Moderate Buy" from Brokerages
Post Holdings, Inc. (NYSE:POST) has received a "Moderate Buy" consensus rating from brokerages, with four analysts recommending a buy and four a hold. The average 12-month price target is $114.17, although some firms like JPMorgan and Wells Fargo recently lowered their targets. While the company's value-added egg products and Nutrish relaunch could boost upcoming earnings, manufacturing-cost inflation and weakness in the 9Lives segment may pressure margins.
Earnings Flash (POST) Post Holdings, Inc. Posts Q3 Adjusted EPS $1.78 per Share, vs. FactSet Est of $1.70
Post Holdings, Inc. (POST) reported its Q3 adjusted EPS of $1.78 per share, surpassing FactSet's estimate of $1.70. The company's Q3 revenue was $1.95 billion, falling short of FactSet's estimate of $2.02 billion. This earnings flash provides a brief overview of the key financial results for the third quarter ended June 30, 2026.
Post Holdings, Inc. (NYSE: POST) director defers fees into stock equivalents
Post Holdings, Inc. director Jeff A. Zadoks was awarded 121.549 stock equivalents on July 31, 2026, as part of the company's Deferred Compensation Plan for Non-Management Directors. These stock equivalents, valued at $91.41 each, represent deferred director retainers. Following this transaction, Zadoks now holds a total of 536.013 stock equivalents, which will be distributed in cash on a one-for-one basis upon his retirement from the board.
Post Holdings (POST) director defers board fees into stock equivalents
David P. Skarie, a director at Post Holdings, Inc. (POST), received a grant of 145.859 stock equivalents on July 31, 2026, as part of the company's Deferred Compensation Plan for Non-Management Directors. These stock equivalents, valued at $91.41 each, defer his board fees and will be distributed in cash upon his separation from the Board. This transaction increases his direct holdings to 33,648.679 stock equivalents, with no fixed exercisable or expiration dates.
Post Holdings (POST) Q3 2026 Preview: EPS Est. $1.70, Reports August 7
Post Holdings (POST) is set to report its Q3 fiscal 2026 results on August 6, with analysts expecting $1.70 EPS on $2.02 billion revenue. Despite projected modest revenue growth of 1.5%, EPS is anticipated to decline by 16.3% year-over-year, pointing to potential margin pressures. Investors will be keen to see if Post can maintain its track record of beating estimates and provide clear guidance on future profitability amidst complex market dynamics.
Post Holdings, Inc. $POST Shares Sold by Public Employees Retirement System of Ohio
The Public Employees Retirement System of Ohio significantly reduced its stake in Post Holdings, Inc. (NYSE:POST) by 74.2% in the first quarter, selling 38,621 shares and retaining 13,410 shares valued at $1.33 million. Despite this, institutional investors collectively own 94.85% of the company. Analyst sentiment remains a "Moderate Buy" with a consensus price target of $114.17, although some firms have recently downgraded the stock or lowered their price targets.
Avoiding Lag: Real-Time Signals in (POST) Movement
This article analyzes Post Holdings Inc. (NASDAQ: POST) using AI models to provide real-time trading signals and strategies. It highlights strong near and mid-term sentiment but a weak long-term outlook, identifying an exceptional short setup with a significant risk-reward ratio. The analysis includes detailed entry, target, and stop-loss zones for position, momentum, and risk-hedging strategies across multiple timeframes.
Vanguard Portfolio Management (POST) discloses 2.21M Post Holdings shares on Schedule 13G/A
Vanguard Portfolio Management LLC has filed an amended Schedule 13G/A, reporting a beneficial ownership of 2,211,589 shares in Post Holdings Inc., which represents a 4.87% stake in the company. This filing indicates that Vanguard has sole voting power over 35,931 shares and sole dispositive power over all 2,211,589 shares. The disclosure confirms that the shares are held for investment purposes and not for influencing control of the issuer.
First Trust Advisors LP Reduces Stock Holdings in Post Holdings, Inc. $POST
First Trust Advisors LP has reduced its stake in Post Holdings, Inc. (NYSE:POST) by 7.1% in the first quarter, selling 11,117 shares and now owning 144,426 shares worth $14.28 million. Despite this reduction, other institutional investors like Dimensional Fund Advisors LP increased their holdings. The article also details Post Holdings' recent financial performance, insider trading activity, and current analyst ratings, noting a "Moderate Buy" consensus despite mixed quarterly results and high leverage.
