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.
Quantinno Capital Management LP Raises Holdings in Post Holdings, Inc. $POST
Quantinno Capital Management LP increased its stake in Post Holdings, Inc. by 41.3% in the first quarter, now owning 1.02% of the company. Other institutional investors like Dimensional Fund Advisors LP, Norges Bank, Geode Capital Management LLC, and Arrowstreet Capital Limited Partnership also adjusted their positions in POST. The article also notes recent insider selling by Director Gregory L. Curl and discusses Post Holdings' recent earnings beat and current stock performance metrics.
Arrowstreet Capital Limited Partnership Decreases Stock Position in Post Holdings, Inc. $POST
Arrowstreet Capital Limited Partnership significantly reduced its stake in Post Holdings, Inc. by 38% in the first quarter, selling 157,927 shares. Despite this, other institutional investors have shown varied activity, with some increasing their positions. The article also highlights Post Holdings' recent positive earnings, neutral revenue outlook, and current valuation, alongside insider trading details and analyst ratings.
Post Holdings Number of Employees 2026 | Employee Count & Headcount Data
Post Holdings (NYSE: POST) had approximately 13,102 employees worldwide as of March 2026, marking a 1.5% decline from 2023. The company is actively hiring with 561 active job postings, though new postings have slowed. Its workforce is primarily in North America, with an average salary of $63,637.
ETFs Investing in Post Holdings, Inc. Stocks
This article lists various ETFs that currently hold stocks of Post Holdings, Inc. It provides a detailed table with each ETF's market value, weight of Post Holdings stock, issuer, management style, expense ratio, AUM, price, change percentage, relative volume, and 3-year NAV total return. The information helps investors identify funds offering diversified exposure to Post Holdings while managing risk.
Maker of Fruity Pebbles, Honeycomb to spend $32 million on expansion
Post Consumer Brands, known for cereals like Fruity Pebbles and Honeycomb, is investing $32 million to expand its Atlanta-area distribution facility, transforming it into a Southeastern hub. The project recently secured a tax break from Fulton County's development authority.
The Manufacturers Life Insurance Company Has $124.92 Million Holdings in Post Holdings, Inc. $POST
The Manufacturers Life Insurance Company has reduced its stake in Post Holdings, Inc. (NYSE:POST) by 5.5% in the first quarter of 2026, selling 74,146 shares but still retaining 1.26 million shares valued at approximately $124.9 million. Despite this reduction and some negative analyst revisions, Post Holdings reported adjusted EPS of $1.94, surpassing the consensus estimate, though revenue fell short of expectations. The stock faces challenges from its position below its 200-day moving average and a high debt-to-equity ratio of 2.38, while institutional investors and hedge funds collectively own 94.85% of the company.
Jefferies Maintains Post Holdings(POST.US) With Buy Rating, Cuts Target Price to $117
Jefferies has reiterated its Buy rating for Post Holdings (POST.US) but has adjusted its target price downwards to $117. This indicates continued confidence in the company's performance, alongside a revised valuation expectation from the analyst firm.
POST|Post Holdings Inc|Price:91.290|Chg%:+0.380
This article provides an in-depth analysis of Post Holdings Inc (POST) stock, detailing its current market trends, financial overview, and analyst ratings. The company shows strong fundamentals and growth potential, with a 'Buy' rating from analysts and an average revenue growth of 16.69% over the past three years. Despite a recent sideways trading pattern, institutional ownership is high, indicating confidence in the stock's long-term prospects.
Post Holdings (NYSE:POST) Stock Price
Post Holdings (NYSE:POST) is currently trading at US$91.41, which is 22.0% undervalued compared to its fair value of US$117.17, according to analyst consensus. The company is focusing on high-protein and health-focused foods, alongside omnichannel strategies, to drive future success, despite challenges like high debt and shrinking core categories. Analysts have recently trimmed the price target for POST, but the company's cost controls, share buybacks, and robust free cash flow are expected to support future share price upside.
Post Holdings (POST) Q2 2026 Earnings Call Transcript
This article provides the Q2 2026 earnings call transcript for Post Holdings (POST). It indicates that the earnings call was powered by Quartr and lists "Company Participants." The content is brief, primarily serving as an announcement for the transcript itself.
POST5748287 Bond Coupon Profile — Rate & Payments
This article provides a coupon profile for the POST5748287 bond issued by Post Holdings, Inc. It details that the bond has a 6.25% coupon rate and the next payment is scheduled for August 17, 2026. The page offers an overview of interest payments and indicates that more in-depth data is available upon unlocking.
London Co. of Virginia Sells 109,995 Shares of Post Holdings, Inc. $POST
London Co. of Virginia reduced its stake in Post Holdings, Inc. by 6.9% in Q1, selling 109,995 shares and retaining 1.47 million shares valued at $146 million. Post Holdings (NYSE:POST) reported strong quarterly earnings of $1.94 per share, surpassing estimates, with revenue rising 4.7% year-over-year to $2.04 billion. Despite a "Moderate Buy" consensus from analysts, several firms have recently lowered their price targets for the stock.
Post Holdings, Inc. $POST Shares Sold by Epoch Investment Partners Inc.
Epoch Investment Partners Inc. reduced its stake in Post Holdings, Inc. by 46.2% in the first quarter, selling over 61,000 shares. Despite this, other institutional investors increased their holdings, and director Gregory L. Curl also sold shares. The article also provides financial data, recent news, and analyst ratings for Post Holdings, Inc.
POST|Post Holdings Inc|Price:90.910|Chg%:+0.830
Post Holdings Inc. (POST) is a consumer-packaged goods holding company with diverse businesses including Post Consumer Brands, Weetabix, Michael Foods, and Bob Evans Farms, operating in various food categories. The article provides an overview of the company, its current stock performance, key executives, and major shareholders. It also highlights institutional holdings and the primary revenue source, which is the Cereal and granola business.
POST4571603 Bond Profile — Key Metrics
This article provides a bond profile for Post Holdings, Inc.'s 5.625% 15-JAN-2028 bond, identified as POST4571603. It details key metrics such as issuer, issue and maturity dates, outstanding amount, face value, minimum denomination, and coupon rate. The profile also includes a description of Post Holdings, Inc. and its various operating segments.
Post Holdings, Inc. Revenue Breakdown – BIVA:POST
This article provides a revenue breakdown for Post Holdings, Inc. (BIVA:POST). In the last year, the company generated 149.55 billion MXN in revenue, with the Post Consumer Brands segment contributing the most at 73.78 billion MXN. The United States was the largest regional contributor, accounting for 135.35 billion MXN.
POST|Post Holdings Inc|Price:90.910|Chg%:+0.830
Post Holdings Inc. (POST) is trading at $90.910, up 0.92%, with a market cap of $4.12 billion. The company exhibits stable fundamentals and high growth potential, though its valuation is considered fair. Analysts have a "Buy" rating with an average target price of $118.17, indicating a 33.69% upside.
POST6331014 Bond Profile — Key Metrics
This article provides key metrics for the Post Holdings, Inc. 6.25% 15-OCT-2034 bond (FINRA POST6331014). It details the issuer's profile as a consumer-packaged goods company with various segments. Key financial facts such as issue date, maturity date, outstanding amount, face value, minimum denomination, and coupon rate are also included.
Clarkston Capital Partners LLC Sells 1,675,300 Shares of Post Holdings, Inc. $POST
Clarkston Capital Partners LLC significantly reduced its stake in Post Holdings, Inc. by selling 1,675,300 shares, decreasing their holdings by 58.4%. Despite this sale, Post Holdings remains Clarkston's largest position, representing about 9.0% of their total holdings. The article also details other institutional investor activities, insider trading, recent analyst ratings, and the latest financial performance of Post Holdings, Inc.
POST: Cost Controls And Buybacks Will Support Future Share Price Upside
Post Holdings' fair value has been trimmed to $117.17 from $122.33 due to a slightly higher discount rate, a weaker revenue outlook, and a marginally lower future P/E multiple. The company is actively addressing inflation and cost pressures through selective pricing, cost savings, and leveraging its private label portfolio. Additionally, Post Holdings has authorized significant share repurchases, with a plan to buy back up to $600 million of its stock over a two-year period, alongside a leadership transition planned for October 2026.
How Is Post Holdings Rebuilding Its Pet Food Portfolio for Growth?
Post Holdings (POST) is strategically overhauling its pet food division, focusing on the Nutrish brand relaunch and targeted pricing adjustments to address weaker-than-anticipated category demand, especially in dry dog food. The company anticipates improved performance from Nutrish by Q4 fiscal 2026 and is applying lessons learned from pricing issues with 9Lives to replicate the success seen with Gravy Train. These initiatives aim to strengthen brand performance and improve category trends.
Dimensional Fund Advisors LP Has $303.68 Million Stock Position in Post Holdings, Inc. $POST
Dimensional Fund Advisors LP increased its stake in Post Holdings, Inc. by 3.9% in the first quarter, now holding 3.07 million shares valued at approximately $303.68 million. Institutional investors collectively own 94.85% of Post's stock, while corporate insiders own 14.05%. The company recently reported better-than-expected quarterly earnings, though analyst ratings are mixed with a "Moderate Buy" consensus and an average price target of $113.80, with the stock currently trading near $91.
