Daytona Street Capital LLC Takes $1.99 Million Position in Post Holdings, Inc. $POST
Daytona Street Capital LLC has acquired a new stake in Post Holdings, Inc., purchasing 20,082 shares valued at approximately $1.99 million, making it a significant holding in their portfolio. This comes as other institutional investors also adjusted their positions in POST, which recently reported strong quarterly earnings exceeding analyst estimates. Despite some insider selling, analysts maintain a "Moderate Buy" rating for Post Holdings with an average price target of $129.67.
Post Holdings (POST) awards new RSU grants to PCB president and CEO Pearson
Post Holdings, Inc. (POST) has granted new Restricted Stock Units (RSUs) to Gregory Carl Pearson, President and CEO of PCB. The grants total 8,485 RSUs, with one portion vesting in equal annual installments over three years and another vesting in full on the second anniversary of the grant date. These equity awards, representing contingent rights to Post common stock, were issued under the company’s Amended and Restated 2021 Long-Term Incentive Plan.
Post Holdings (POST) director defers board pay into stock equivalents
Post Holdings, Inc. director David W. Kemper acquired 174.2040 stock equivalents on March 31, 2026, as part of the company's Deferred Compensation Plan for Non-Management Directors. These stock equivalents, valued at $98.8600 each, represent deferred director retainers and are convertible to cash upon separation from the Board. Following this transaction, Kemper's total holdings amounted to 20,379.8120 stock equivalents.
POST|Post Holdings Inc|Price:100.320|Chg%:3.11
Post Holdings Inc (POST) shows stable fundamentals, high growth potential, and is considered fairly valued within the Food & Tobacco industry. Analysts rate the stock as "Buy" with a target price suggesting a 24.67% upside. The company's stock is currently trading sideways, making it suitable for range-bound swing trading, despite institutional selling over the last quarter.
[Form 4] Post Holdings, Inc. Insider Trading Activity
This article reports on a Form 4 filing by Post Holdings, Inc. (POST) director Jeff A. Zadoks, detailing an automatic grant of 61.633 stock equivalents on March 31, 2026. These stock equivalents, valued at $98.86 each, represent deferred retainers under the company's non-management director compensation plan and are paid out in cash upon retirement. The report clarifies that these are compensation grants, not market purchases, and have no fixed exercisable or expiration dates.
Post Holdings (NYSE: POST) director defers fees into stock equivalents
Post Holdings, Inc. director Thomas C. Erb received 112.39 stock equivalents as part of the company's Deferred Compensation Plan for Non-Management Directors. These equivalents represent deferred retainers and are linked to the value of the company's common stock. Following this transaction, Erb now holds 6,750.336 stock equivalents, which will be paid out in cash upon his separation from the Board and have no fixed exercisable or expiration dates.
Post Holdings (POST) director defers board fees into stock units
Post Holdings director Dorothy M. Burwell received a grant of 112.3900 stock equivalents on March 31, 2026, as part of her retainer for board service. These stock equivalents, valued at $98.86 each, are deferred under the company's Deferred Compensation Plan for Non-Management Directors and will be paid out in cash upon her separation from the Board. Following this transaction, Burwell holds a total of 8,261.8690 Post Holdings stock equivalents.
Post Holdings, Inc. (NYSE:POST) Given Average Recommendation of "Moderate Buy" by Brokerages
Post Holdings, Inc. (NYSE:POST) has received a consensus "Moderate Buy" rating from eight brokerages, with an average 12-month price target of $129.67. The company recently beat earnings expectations with an EPS of $2.13 against an estimated $1.66 and reported 10.2% year-over-year revenue growth. Despite positive sentiment from earnings and potential market optimism, the company faces balance sheet and margin risks, including a debt-to-equity ratio of 2.15 and a modest net margin of 3.82%, making it sensitive to commodity and interest rate pressures.
Post Holdings (NYSE: POST) PCB CEO files Form 3 insider report
Gregory Carl Pearson, President and CEO of PCB, a Post Holdings business unit, has filed his initial Form 3 with the SEC. This filing establishes his status as an insider for Post Holdings (NYSE: POST) but does not report any current holdings or transactions in the company's securities. The Form 3 is an initial statement of beneficial ownership for new insiders and indicates that no derivative securities are reported for Pearson at this time.
Vanguard discloses no POST stake after realignment (POST)
Vanguard has filed an amended Schedule 13G/A for Post Holdings Inc. (POST), reporting zero beneficial ownership and 0% of the class. This change is attributed to an internal realignment on January 12, 2026, where certain Vanguard subsidiaries will now report their holdings separately, as per SEC Release No. 34-39538. The filing explicitly states that the subsidiaries will continue to pursue the same investment strategies as before the realignment.
Post Holdings' Profit Margins Under the Spotlight: Can They Grow Even More?
Post Holdings (POST) has reported strong first-quarter adjusted EBITDA, surpassing projections and leading to an upgraded fiscal 2026 outlook for adjusted EBITDA to $1,550 million to $1,580 million. The company's Foodservice division is a key driver of this growth, with an improved normalized annual adjusted EBITDA run rate of $500 million, while the Consumer Brands segment focuses on efficiency through scaled-back promotions. Despite a slight year-to-date stock dip, POST outperforms the broader industry and trades below its average forward P/E, with analysts projecting significant earnings growth for the next fiscal year.
Post Holdings, Inc. Experiences Revision in Its Stock Evaluation Amid Market Fluctuations
Post Holdings, Inc., a small-cap player in the FMCG sector, has recently adjusted its valuation, now showing a P/E ratio of 18 and a price-to-book value of 1.98. The company maintains competitive metrics with an EV to EBITDA of 9.80 and ROCE of 8.21%, compared to its peers. Despite a year-to-date return of -1.86%, Post Holdings continues to navigate a challenging market environment.
Post Holdings, Inc. Hits New 52-Week Low at $94.13
Post Holdings, Inc. recently reached a new 52-week low of $94.13, marking a significant decline in its performance over the past year with a 6.07% drop, contrasting sharply with the S&P 500's gains. The company faces challenges including a high debt-equity ratio, limited operating profit growth, and negative returns over the last year, despite its market capitalization of approximately $6.83 billion.
Post Holdings stock hits 52-week low at 95.03 USD
Post Holdings (POST) stock recently hit a 52-week low of $95.03, representing a 16.08% decrease over the past year. Despite this downturn, InvestingPro analysis suggests the stock is undervalued, with management aggressively buying back shares and analysts revising earnings upwards. The company also announced a $600 million senior notes issuance and received a raised price target from Barclays due to its share repurchase strategy.
Post Holdings Foodservice Volumes Rise 4.5%: Sign of More Upside Ahead
The article discusses the 4.5% rise in Post Holdings' foodservice volumes, suggesting potential for further growth. This increase indicates a positive trend for the company's performance in the foodservice sector.
Precision Trading with Post Holdings Inc. (POST) Risk Zones
This article provides a detailed analysis of Post Holdings Inc. (POST) focusing on risk zones and trading strategies based on AI models. It highlights weak near and mid-term sentiment but a neutral long-term outlook, presenting specific entry zones, targets, and stop losses for position, momentum breakout, and risk hedging strategies. The analysis also includes multi-timeframe signal analysis with support and resistance levels.
Here’s What Pressured Post Holdings’ (POST) Margin Growth
Diamond Hill Capital's "Mid Strategy" investor letter identified Post Holdings, Inc. (NYSE: POST) as a leading detractor in Q4 2025. The packaged food company faced pressure due to a challenging food staples environment, weaker consumer sentiment impacting volumes, and increased price sensitivity that limited margin growth. Despite 57 hedge funds holding Post Holdings, Inc. at the end of Q4, Diamond Hill's conviction lies more in AI stocks for higher short-term returns.
Post Holdings (POST) director receives 1,700 restricted stock units
Jeff A. Zadoks, a director at Post Holdings, Inc. (POST), has been granted 1,700 restricted stock units as part of the company's 2021 Long-Term Incentive Plan. These units, which convert to common stock, will vest fully on the first anniversary of the grant date. Following this grant, Zadoks directly holds 37,977 shares, with additional indirect holdings through a family trust, a SLAT, and his spouse.
Post Holdings (NYSE: POST) director receives 1,700 restricted stock units
Post Holdings director Michelle Marie Atkinson reported receiving an equity award of 1,700 restricted stock units (RSUs) under the company’s Amended and Restated 2021 Long-Term Incentive Plan. These RSUs were granted at no cash cost and vest in full on the first anniversary of the grant date. Following this grant, Atkinson directly holds 1,700 shares and indirectly holds 2,100 shares through a family trust.
Post Holdings Pet Segment Sees Volume Decline: Indications of Rebound Appearing?
Post Holdings' pet food division experienced challenges in Q1 fiscal 2026, primarily due to underperformance in the Nutrish brand and pricing issues, though it is showing signs of gradual improvement. The company anticipates a stronger rebound with an upcoming brand relaunch and new pricing strategies. Despite a recent stock decline, shares of POST have outperformed the broader industry, and analysts project earnings growth for the upcoming fiscal years.
London Co. of Virginia Has $189.78 Million Stock Position in Post Holdings, Inc. $POST
London Co. of Virginia recently trimmed its stake in Post Holdings, Inc. (NYSE:POST) by 4.2%, reducing its holdings to 1,765,685 shares valued at approximately $189.78 million, representing 3.25% of the company. Post Holdings reported strong quarterly EPS of $2.13 against an estimated $1.66 and revenue of $2.17 billion, a 10.2% year-over-year increase. Analysts generally rate Post as a "Moderate Buy" with an average price target of $129.67.
Jeff Zadoks (POST) details direct and indirect Post Holdings share stakes
Post Holdings director Jeff A. Zadoks has filed an initial statement of beneficial ownership (Form 3) detailing his holdings of the company's common stock. He directly owns 36,277 shares, which includes 23,888 restricted stock units that vested upon his retirement on January 2, 2026. Additionally, Zadoks reports indirect holdings through a family trust, a SLAT, and his spouse.
Post Holdings (POST) director lists 2,100 common shares via trust
Michelle Marie Atkinson, a director at Post Holdings, Inc. (POST), filed a Form 3 indicating her indirect beneficial ownership of 2,100 shares of the company's common stock as of March 15, 2026. These shares are held through a family trust. The filing is categorized as neutral in impact and sentiment and concerns an existing holding rather than new purchases or sales.
Holocene Advisors LP Has $123.42 Million Stake in Post Holdings, Inc. $POST
Holocene Advisors LP has reduced its stake in Post Holdings, Inc. by 22.3%, now holding 1,148,277 shares valued at $123.42 million. Despite this reduction, Post Holdings reported a strong Q4 earnings beat, with EPS exceeding consensus estimates and revenue up 10.2% year-over-year. The company recently priced $600 million in senior notes, which introduces both capital and potential pressure on margins due to increased interest expenses.
Post Holdings Inc Stock (ISIN: US7374461041) Faces Pressure Amid $600M Notes Issuance and March Weakness
Post Holdings Inc (ISIN: US7374461041) experienced a 7.69% stock decline in March 2026, coinciding with its recent $600 million senior notes offering. The offering, intended to repay revolver borrowings and extend debt maturities, highlights investor concerns about the company's leverage despite efforts to optimize capital structure. The article also discusses Post Holdings' core business drivers in cereals, pet food, and foodservice, as well as its financial strategies, including share repurchases and potential for margin expansion, set against a backdrop of market pressures and analyst outlooks.
Is Post Holdings' (POST) New US$600 Million Notes Issue Quietly Rewriting Its Capital Playbook?
Post Holdings recently issued US$600 million in 6.250% senior unsecured notes to repay revolver borrowings, which could impact its balance sheet and capital allocation. This move, alongside ongoing share repurchases, highlights the company's focus on capital management and operational efficiency amid challenges like volume pressure and rising costs. Investors should weigh the implications of higher leverage against potential operational catalysts and the company's growth forecasts.
Post Holdings, Inc. $POST Shares Sold by Schroder Investment Management Group
Schroder Investment Management Group reduced its stake in Post Holdings, Inc. by 17% in the third quarter, selling 41,550 shares and retaining 203,339 shares worth approximately $21.6 million. Despite institutional investors owning nearly 95% of the stock, Post faces mixed financial results with an EPS beat but a slight revenue miss and thin net margins. Analysts maintain a "Moderate Buy" rating with a consensus price target of $129.67, significantly higher than the current trading price.
Post Holdings Prices Additional $600 Million Senior Notes
Post Holdings (POST) has issued an additional $600 million of 6.250% senior notes due 2034, priced at 100.75% of principal. These notes, which are senior unsecured obligations, establish strict covenants regarding leverage, capital allocation, and asset sales, though these restrictions may be eased if the notes achieve investment-grade ratings. The latest analyst rating on POST stock is a Buy with a $118.00 price target, while TipRanks' AI Analyst, Spark, rates it as Neutral, citing a steady-but-leveraged financial profile and an improved near-term outlook.
Post Holdings (NYSE: POST) sells $600M 6.250% senior notes due 2034
Post Holdings, Inc. has issued an additional $600 million of 6.250% senior notes due October 15, 2034, bringing the total amount of these notes to $1.2 billion. These senior unsecured obligations are guaranteed by most of its domestic subsidiaries and include restrictive covenants, with interest payable semi-annually. The company maintains redemption options and protections for noteholders, while the covenants can be suspended if credit ratings reach investment-grade levels.
Natixis Advisors LLC Acquires 20,099 Shares of Post Holdings, Inc. $POST
Natixis Advisors LLC increased its stake in Post Holdings, Inc. by 12.8% during the third quarter, acquiring an additional 20,099 shares. The firm now holds 177,039 shares, valued at approximately $19.03 million. This increase in institutional ownership is noted alongside recent insider selling by Director Gregory L. Curl and a "Moderate Buy" consensus rating from analysts with a target price of $129.67.
WINTON GROUP Ltd Acquires New Position in Post Holdings, Inc. $POST
WINTON GROUP Ltd has established a new position in Post Holdings, Inc. (NYSE:POST) by acquiring 52,903 shares valued at approximately $5.69 million, representing 0.10% of the company. Analysts maintain a "Moderate Buy" rating with an average target of $129.67, supported by strong Q3 2025 earnings where EPS beat estimates and revenue grew by 10.2%. Despite high institutional ownership (94.85%), the company faces challenges such as a director's insider sale, meaningful leverage (debt-to-equity ~2.15), and potential commodity pressures.
Victory Capital Management Inc. Buys 32,404 Shares of Post Holdings, Inc. $POST
Victory Capital Management Inc. has increased its stake in Post Holdings, Inc. by 11.6%, acquiring an additional 32,404 shares to now own 310,946 shares valued at approximately $33.42 million. This move comes as Post Holdings beats Q recent earnings estimates with an EPS of $2.13 and a 10.2% year-over-year revenue increase, leading to an average analyst "Moderate Buy" rating with a target price of $129.67. However, the company faces valuation and balance sheet risks, including a market cap of $5.05 billion, a P/E of 19.5, high debt-to-equity ratio of 2.15, and a recent insider share sale.
Clarkston Capital Partners LLC Decreases Stock Position in Post Holdings, Inc. $POST
Clarkston Capital Partners LLC reduced its stake in Post Holdings, Inc. (NYSE:POST) by 4.6% in the third quarter, selling 139,910 shares. Despite the reduction, Post remains Clarkston's largest position, accounting for 6.7% of its portfolio with 2,903,860 shares valued at $312.1 million. The article also highlights Post's strong Q1 earnings, with EPS of $2.13 and a 10.2% revenue increase year-over-year, and mentions other institutional investor activities and analyst ratings, which currently average a "Moderate Buy" with a $129.67 price target.
Post Holdings, Inc. (NYSE:POST) Receives Consensus Recommendation of "Moderate Buy" from Analysts
Post Holdings, Inc. (NYSE:POST) has received a "Moderate Buy" consensus recommendation from analysts, with an average 12-month price target of $129.67. The company recently reported strong Q1 fiscal results, beating EPS estimates with $2.13 versus $1.66 expected and revenue of $2.17 billion, a 10.2% increase year-over-year. Insider activity shows Director Gregory L. Curl sold a significant portion of his direct holdings, while institutional investors and hedge funds have shown varying interests in the stock.
Post Holdings, Inc. $POST Shares Sold by Gamco Investors INC. ET AL
Gamco Investors INC. ET AL reduced its stake in Post Holdings, Inc. by 4.0% in the third quarter. Despite this, other institutional investors increased their holdings. Post Holdings recently reported strong quarterly earnings, beating analyst expectations, and maintains a "Moderate Buy" consensus rating from analysts with an average price target of $129.67.
Post Holdings Upsizes Bond Deal And Reshapes Long Term Debt Profile
Post Holdings (NYSE: POST) has upsized a senior notes offering, raising an additional US$600 million at a fixed rate of 6.25% due in 2034, bringing the total for this series to US$1.2 billion. The proceeds will be used for debt repayment, specifically the revolving credit facility, and general corporate purposes, which gives the company more financial flexibility for future acquisitions or share repurchases. While this move smooths liquidity and provides clearer funding costs, analysts note that interest payments are not well covered by earnings, increasing the importance of stable cash generation.
Post Holdings Upsizes Bond Deal And Reshapes Long Term Debt Profile
Post Holdings (NYSE:POST) has upsized a senior notes offering to US$600 million at a fixed rate of 6.25% due 2034, with proceeds intended for debt repayment and general corporate purposes. This move allows the company to swap shorter-term revolving credit for longer-dated bond financing, providing financial flexibility for potential acquisitions and share repurchases. While it offers clearer visibility on funding costs, investors should monitor the impact on leverage ratios and interest coverage, given analysts' concerns about interest payments not being well covered by current earnings.
Post Holdings Announces Commencement of Senior Notes Offering
Post Holdings, Inc. announced its intention to commence a private offering of $500.0 million in 6.250% senior notes due 2034. These notes will be offered as additional notes under an existing indenture and will be unsecured senior obligations guaranteed by the Company's domestic subsidiaries. The company plans to use the net proceeds to cover offering costs, repay its revolving credit facility, and for general corporate purposes, including debt retirement, share repurchases, acquisitions, capital expenditures, and working capital.
Post Holdings plans $500 million senior notes offering
Post Holdings, Inc. announced a private offering of $500 million in 6.250% senior notes due 2034, which will be unsecured senior obligations guaranteed by its domestic subsidiaries. The company plans to use the proceeds to repay its revolving credit facility and for general corporate purposes, including potential debt retirement, share repurchases, acquisitions, and capital expenditures. Despite recent Q1 fiscal 2026 earnings missing expectations, Post Holdings adjusted its full-year guidance upward, and analysts from Barclays, Stifel, and Evercore ISI have raised price targets, citing the company's share buyback strategy and strong foodservice division performance.
Post Holdings (NYSE: POST) ups senior notes offering to $600M
Post Holdings (NYSE: POST) has increased its senior notes offering to $600 million, up from the initially planned $500 million. These 6.250% senior notes are due in 2034 and were priced at 100.75% of the principal amount, resulting in a yield to worst of 6.109%. The company intends to use the proceeds to cover offering costs, repay its revolving credit facility, and for general corporate purposes including debt repayment, share repurchases, and acquisitions.
Post Holdings Announces Pricing of Senior Notes Offering
Post Holdings, Inc. announced the pricing of its senior notes offering, increasing the aggregate principal amount from $500.0 million to $600.0 million. The 6.250% senior notes due 2034 were priced at 100.75% and are expected to close on March 13, 2026. The company plans to use the net proceeds to cover offering costs, repay its revolving credit facility, and for general corporate purposes.
Post Holdings prices $600M debt to repay credit line, other uses
Post Holdings (NYSE: POST) has priced an offering of $600 million in 6.250% senior notes due 2034, up from an initial $500 million target, at 100.75% of principal. The proceeds will primarily be used to repay the outstanding balance of its revolving credit facility as of December 31, 2025, with any remaining funds allocated for general corporate purposes including potential debt repayment, share repurchases, acquisitions, and working capital. The offering is anticipated to close on March 13, 2026.
Post Holdings (NYSE: POST) plans $500M 6.250% 2034 senior notes sale
Post Holdings, Inc. (NYSE: POST) announced a private offering of $500 million in 6.250% senior notes due 2034. The net proceeds will primarily be used to cover offering costs and repay the outstanding balance of its revolving credit facility as of December 31, 2025, with any remaining funds allocated for general corporate purposes such as debt retirement, share repurchases, acquisitions, and capital spending. These new notes will be unsecured senior obligations, guaranteed by most of Post's domestic subsidiaries, and will be issued as additional notes under an existing indenture alongside $600 million of previously issued notes with the same terms.
Post Holdings Plans $500 Million Senior Notes Offering
Post Holdings announced a private offering of $500 million in additional 6.250% senior notes due 2034. The proceeds will primarily be used to refinance its revolving credit facility and for general corporate purposes, including debt repayment, share repurchases, and acquisitions. This move aims to enhance the company's financial flexibility, though the final terms are subject to market conditions.
Post Holdings lines up $500M debt to cut credit line, fund buybacks
Post Holdings announced a private offering of $500 million in 6.250% senior notes due 2034. The net proceeds are primarily intended to repay the outstanding balance of its revolving credit facility as of December 31, 2025, with any remainder for general corporate purposes, including potential share repurchases or debt retirement. This move follows recent balance sheet management activities, such as previous senior note offerings and redemptions.
Director at Post Holdings (NYSE: POST) defers fees into stock units
David P. Skarie, a director at Post Holdings (NYSE: POST), received a grant of 125.428 stock equivalents on February 27, 2026, as part of the company's non-management director compensation plan. These stock equivalents, valued at $106.30 each, represent deferred retainers and are paid out in cash upon his separation from the Board, with no fixed exercisable or expiration dates. Skarie now holds a total of 32,954.750 stock equivalents.
Post Holdings (POST) director Kemper gains 162 deferred stock equivalents
Post Holdings director David W. Kemper automatically acquired 162.011 deferred stock equivalents on February 27, 2026, as part of the company's Deferred Compensation Plan for Non-Management Directors. Each equivalent was valued at $106.30, bringing his total holding to 20,203.134 stock equivalents. These equivalents will be paid out in cash on a one-for-one basis upon his separation from the Board of Directors and do not have fixed exercise or expiration dates.
Post Holdings (POST) director defers fees into 104.5 stock equivalents
Post Holdings, Inc. director Jennifer Kuperman Johnson deferred her director fees into 104.523 stock equivalents, valued at $106.30 each, on February 27, 2026. These stock equivalents are part of the company's Deferred Compensation Plan for Non-Management Directors and are not actual shares but track the company's stock value. Johnson now holds a total of 6,637.133 stock equivalents, which will be paid out in cash upon her separation from the Board of Directors.
Director Dorothy Burwell acquires Post Holdings (POST) stock equivalents as deferred pay
Post Holdings director Dorothy M. Burwell acquired 104.523 stock equivalents, expanding her direct holdings to 8,148.481. These equivalents represent deferred compensation from her service as a non-management director, valued at $106.30 per unit. The compensation will be distributed in cash upon her separation from the Board, with no fixed exercisable or expiration dates.
POST Stock News Today | Earnings, Events & Price Alerts
This page provides current news, events, and price alerts for Post Holdings (POST) stock, including historical financial results. Recent news highlights strong Q1 2026 earnings, increased sales and adjusted EBITDA, and the stock's performance relative to market trends. The company reported Q1 revenue of $2.17 billion, surpassing consensus estimates.
