A Look At Post Holdings (POST) Valuation After Profit Beat And Portfolio Moves
Post Holdings (POST) recently exceeded profit expectations, driven by strong Foodservice volume and operational efficiency, leading to a 13.16% share price increase over the last month. Despite a slightly negative one-year return, the company is considered 11.2% undervalued, trading below its narrative fair value of $124.38, supported by increasing consumer demand for convenient, high-protein foods. However, challenges such as volume declines in cereal and pet food categories and leverage above 4x persist.
LSV Asset Management Acquires Shares of 18,150 Post Holdings, Inc. $POST
LSV Asset Management has acquired a new stake of 18,150 shares in Post Holdings (NYSE:POST), valued at approximately $1.95 million. This comes after Post Holdings reported strong Q3 earnings, beating EPS estimates and showing 10.2% year-over-year revenue growth. Despite some recent insider sales, institutional investors maintain a significant ownership in the company, which continues to hold a "Moderate Buy" consensus rating among analysts with a target price of $129.67.
Illinois Municipal Retirement Fund Has $2.71 Million Stake in Post Holdings, Inc. $POST
The Illinois Municipal Retirement Fund reduced its stake in Post Holdings, Inc. by 26.3% in the third quarter, now holding 25,191 shares valued at $2.71 million. This comes as Post Holdings reported an earnings beat in Q4, revenue growth, and improving profitability, leading to several analyst price target raises. Despite positive sentiment from earnings and analyst ratings, the company faces risks related to its debt-to-equity ratio and potential market volatility.
Envestnet Asset Management Inc. Lowers Stake in Post Holdings, Inc. $POST
Envestnet Asset Management Inc. reduced its stake in Post Holdings, Inc. by 16.9% in the third quarter of 2025, selling 51,772 shares and decreasing its total holding to 254,447 shares valued at $27.35 million. Despite this, Post Holdings reported strong Q3 earnings, beating EPS estimates and showing 10% year-over-year revenue growth, although revenue slightly missed consensus and net margins remained thin. Key institutional investors increased their positions, while a director recently sold a significant number of shares, potentially creating short-term selling pressure.
The 5 Most Interesting Analyst Questions From Post's Q4 Earnings Call
Post Holdings Inc. (POST) exceeded profit expectations in Q4, driven by robust Foodservice segment growth, improved operational efficiency, and strategic portfolio changes. The article highlights five key questions from the earnings call, focusing on topics like M&A strategy, Foodservice sustainability, promotional activities in cereal, earnings cadence, and pet food pricing pressures. Analysts are now looking for continued growth in Foodservice, cost savings from facility closures, and success in new product launches.
Post Holdings, Inc. (NYSE:POST) Given Average Rating of "Moderate Buy" by Analysts
Analysts have given Post Holdings, Inc. (NYSE:POST) a "Moderate Buy" consensus rating, with an average 1-year price target of $129.67. This comes after the company reported a mixed Q1 with an EPS beat but slightly missed revenue estimates, thin net margins, and significant leverage. Insider selling has been observed despite high institutional ownership, leading to a recent stock dip.
Post Holdings (POST) Is Up 12.5% After Raising Guidance And Expanding Buybacks - What's Changed
Post Holdings (POST) saw a 12.5% increase in its stock price after reporting strong first-quarter 2026 results, raising guidance, and authorizing a new US$500 million share buyback program. The company's performance was driven by its Foodservice segment and operational efficiency, although it faces balance sheet risks and uneven earnings growth. Leadership changes at Post Consumer Brands are also a new factor for investors to consider.
Insider Sell: Gregory Curl Sells 6,983 Shares of Post Holdings I
Gregory Curl, a Director at Post Holdings Inc (POST), sold 6,983 shares of the company on February 9, 2026, reducing his holding to 21,293 shares. This transaction contributes to a trend of more insider selling than buying at Post Holdings over the past year. The stock, trading at $114.31, is considered modestly undervalued with a price-to-GF-Value ratio of 0.91, despite its P/E ratio being higher than the industry median and its historical median.
Post sees encouraging signs for cereal
Post Holdings Inc. reported solid first-quarter results for fiscal 2026, with adjusted net earnings rising 11% year-over-year to $123.7 million, exceeding analyst projections. While retail volumes faced pressure, the company noted encouraging improvements in cereal consumption for both North America and the UK, attributing this partly to SNAP changes and consumers trading down to more budget-friendly options. Post raised its fiscal year 2026 adjusted EBITDA guidance to $1.55 billion to $1.58 billion, reflecting strong performance, especially in its Foodservice unit.
Pet food volume slips for Post
Post Holdings reported its first-quarter financial performance for 2026, revealing a 14.5% increase in net sales for its Post Consumer Brands segment, reaching $1.10 billion. Despite this, pet food volume within the segment decreased by 6.2%, attributed to distribution losses and reductions in co-manufactured and private-label products. The company also announced leadership changes, with Greg Pearson appointed as president and CEO of the Post Consumer Brands segment, effective April 1.
Post Holdings reports strong Q1 FY2026 results
Post Holdings, Inc. reported strong first-quarter fiscal year 2026 results with net sales of US$2.2 billion and Adjusted EBITDA up 13.1% to US$418.2 million, driven by recent acquisitions and segment performance. The company raised its FY2026 adjusted EBITDA outlook and announced a new US$500 million share repurchase authorization, alongside new board appointments.
Post Holdings, Inc. $POST Shares Sold by Diamond Hill Capital Management Inc.
Diamond Hill Capital Management Inc. reduced its stake in Post Holdings, Inc. by 1.1% during the third quarter, selling 10,050 shares but still owning 900,101 shares valued at approximately $96.7 million. This comes as Post Holdings reported strong Q1 earnings, beating consensus estimates and raising its fiscal 2026 adjusted EBITDA guidance. The article also details mixed insider trading activity and varied analyst ratings, with institutional ownership remaining high at nearly 94.85%.
Post Holdings Beats Q1 Estimates, Raises Full-Year Profit Outlook
Post Holdings (NYSE: POST) reported strong Q1 fiscal 2026 results, exceeding analyst expectations for earnings and revenue primarily due to recent acquisitions and robust performance in its foodservice division. Despite volume declines in its North American cereal business, the company raised its full-year adjusted EBITDA outlook. Shares increased following the announcement, reflecting investor confidence in its diversified portfolio and strategic initiatives.
Analysts Offer Insights on Consumer Goods Companies: Post Holdings (POST), Coty (COTY) and The Estée Lauder Companies (EL)
Analysts have provided their insights on three consumer goods companies: Post Holdings, Coty, and The Estée Lauder Companies. Post Holdings received a Strong Buy consensus, with Stifel Nicolaus maintaining a Buy rating. Coty received a Hold consensus, with Bank of America Securities and Barclays reiterating Sell ratings. The Estée Lauder Companies hold a Moderate Buy consensus, with DBS and UBS maintaining Hold ratings.
Post Holdings Q1 Earnings Beat Estimates, Sales Grow About 10% Y/Y
Post Holdings (POST) reported strong fiscal first-quarter 2026 results, surpassing both top and bottom-line estimates with sales growing over 10% year-over-year to $2,174.6 million and adjusted earnings of $2.13 per share. The company increased its fiscal 2026 adjusted EBITDA guidance to $1,550-$1,580 million and repurchased a significant number of shares, indicating confidence in its financial health. While some segments like Post Consumer Brands faced declines in volumes, others such as Foodservice and Weetabix showed organic growth and increased profitability.
Post (POST) Shares Skyrocket, What You Need To Know
Shares of Post Holdings Inc (POST) jumped 9.5% after the company reported strong fourth-quarter 2025 results, surpassing analyst expectations, and raised its full-year financial outlook. Adjusted quarterly earnings of $2.13 per share beat estimates, and revenue increased 10.1% year-on-year to $2.17 billion. The company also boosted its adjusted EBITDA forecast, indicating a positive market reaction despite the stock's typical low volatility.
Post Holdings hires Greg Pearson to run cereals, pet food business in Minnesota
Post Holdings Inc., a St. Louis-based consumer packaged goods firm, has appointed Greg Pearson as the new CEO of its largest unit, Post Consumer Brands, which is based in the Twin Cities. This move places Pearson at the helm of the company's cereal and pet food operations in Minnesota.
Greg Pearson Named CEO of Post's Consumer Brands Division - News and Statistics
Post Holdings has appointed Greg Pearson as the new president and CEO of its consumer brands division, effective April. Pearson, who previously served as CEO of Compana Pet Brands, will oversee Post's cereal and pet food businesses, including brands like Honey Bunches of Oats, Fruity Pebbles, 9Lives, and Kibbles 'n Bits. His extensive experience in CPG companies and familiarity with pet food brands are seen as valuable assets as the division navigates challenging market conditions due to inflation, which led to a 2.1% decline in net sales in the 2025 fiscal year.
Greg Pearson leaves Compana Pet Brands for Post
Greg Pearson, formerly CEO of Compana Pet Brands, will become the president and CEO of Post Consumer Brands, effective April 1, 2026. He will succeed Nicolas Catoggio and lead Post's cereal and pet food divisions. Pearson brings 25 years of experience in the consumer packaged goods industry, having previously led business transformations at Compana and other companies.
Post Holdings Q1 Earnings Beat Estimates, Sales Grow About 10% Y/Y
Post Holdings (POST) reported strong fiscal first-quarter 2026 results, surpassing Zacks Consensus Estimates for both earnings and sales. The company achieved an adjusted earnings per share of $2.13 and net sales of $2,174.6 million, an increase of 10.1% year-over-year fueled by acquisitions and organic growth in Foodservice and Weetabix segments. Following these positive results, Post Holdings raised its adjusted EBITDA guidance for fiscal year 2026 to $1,550-$1,580 million and announced a new $500 million share buyback program.
Post Consumer Brands ushers in new CEO
Greg Pearson, a veteran in consumer packaged food and pet products, is set to become the new president and CEO of Post Consumer Brands, a subsidiary of Post Holdings Inc. He will begin his role on April 1, taking over from Nicolas Catoggio, who was recently promoted to executive vice president and chief operating officer of Post Holdings. Pearson brings 25 years of CPG experience, including leadership roles at Compana Pet Brands and Pretzels Inc.
Post Holdings names new unit chief
Post Holdings Inc., a St. Louis-based consumer packaged goods holding company, has appointed a new chief executive to lead its largest operating unit. This announcement comes as part of the company's ongoing corporate developments.
Post Holdings boosts 2026 outlook, okays $500M buyback
Post Holdings reported strong Q1 FY2026 results, with net sales of $2.175 billion and Adjusted EBITDA of $418.2 million. The company has raised its fiscal year 2026 Adjusted EBITDA guidance to $1,550–$1,580 million and authorized a new $500 million share repurchase program. While net earnings decreased due to higher interest expenses and debt extinguishment losses, the Foodservice and Weetabix segments showed significant Adjusted EBITDA growth.
Post Holdings Inc (NYSE:POST) Beats Q1 Earnings Estimates and Raises Full-Year Outlook
Post Holdings Inc. (NYSE:POST) reported strong first-quarter fiscal year 2026 results, significantly exceeding earnings per share estimates with $2.13 compared to a projected $1.73. Although revenue of $2.17 billion slightly missed analyst forecasts of $2.21 billion, the company demonstrated effective cost management, leading to increased profitability. Consequently, Post Holdings raised its full-year fiscal 2026 outlook, indicating increased confidence in its future performance and leading to a cautiously positive market reaction.
Post Holdings, Inc. SEC 10-Q Report
Post Holdings, Inc. (POST) has released its Q3 Form 10-Q report, detailing significant financial and operational achievements. The company reported a 10% increase in net sales to $2,174.6 million, driven by strong performance in Post Consumer Brands, Foodservice, and Weetabix segments, although net earnings and EPS saw a decrease due to higher interest expenses. The report also highlights segment-specific revenue changes, geographical performance, and future outlook concerning inflationary pressures and potential avian influenza impacts.
Earnings Flash (POST) Post Holdings, Inc. Posts Q1 Adjusted EPS $2.13 per Share, vs. FactSet Est of $1.69
Post Holdings, Inc. (POST) announced its first-quarter adjusted EPS of $2.13 per share, significantly exceeding FactSet's estimate of $1.69. This financial report highlights a stronger-than-expected performance for the food processing company. The news was published on February 5, 2026, and is part of a series of recent financial updates from Post Holdings.
Post Holdings raises outlook as acquisitions fuel 10% sales jump
Post Holdings, a Brentwood-based company, has increased its full-year profit outlook for 2026. This positive revision comes after recent acquisitions significantly boosted quarterly sales by over $200 million, leading to a 10% overall sales jump. The company's Post Consumer Brands division is known for cereals like Cocoa Pebbles and Fruity Pebbles.
Post Holdings Reports Results for the First Quarter of Fiscal Year 2026; Raises Fiscal Year 2026 Outlook
Post Holdings, Inc. reported its first-quarter fiscal year 2026 results, announcing net sales of $2.2 billion, operating profit of $238.4 million, and adjusted EBITDA of $418.2 million. The company raised its fiscal year 2026 Adjusted EBITDA outlook to $1,550-$1,580 million. The report also detailed segment performance, share repurchases, and noted the appointment of Michelle Atkinson and Jeff Zadoks to its Board of Directors.
Post Holdings (NYSE: POST) raises 2026 outlook, boosts buybacks after Q1
Post Holdings (NYSE: POST) reported strong Q1 fiscal 2026 results, with net sales up 10.1% to $2,174.6 million and Adjusted EBITDA increasing 13.1% to $418.2 million. The company raised its fiscal 2026 Adjusted EBITDA outlook to $1,550–$1,580 million and announced a new $500 million share repurchase authorization after being active in buybacks during and after the quarter. Additionally, Michelle M. Atkinson and former executive Jeff A. Zadoks were appointed to the Board of Directors.
Post Consumer Brands hires next CEO
Post Consumer Brands, a subsidiary of Post Holdings Inc., has announced the appointment of Greg Pearson as its new president and CEO, effective April 1. Pearson, currently CEO of Compana Pet Brands, brings 25 years of experience in the CPG sector, including prior roles at Pretzels Inc., Chewy Inc., TreeHouse Foods Inc., ConAgra Foods Inc., and General Mills Inc. He will succeed Nicolas Catoggio, who recently became executive vice president and COO of Post Holdings.
Post Consumer Brands Names Greg Pearson as President and CEO
Post Holdings, Inc. has appointed Greg Pearson as President and CEO of Post Consumer Brands, effective April 1. Pearson, who previously served as CEO of Compana Pet Brands and Pretzels, Inc., brings 25 years of experience in the consumer packaged goods industry to his new role. He will succeed Nicolas Catoggio and his appointment is expected to bolster Post Consumer Brands with his expertise in business transformation and commercial strategy.
From pet care to cereal: Greg Pearson takes over Post Consumer Brands
Post Holdings, Inc. has announced that Greg Pearson will become the President and Chief Executive Officer of Post Consumer Brands, effective April 1, 2026. Pearson, formerly CEO of Compana Pet Brands, brings 25 years of consumer packaged goods experience and will succeed Nicolas Catoggio, who became Post Holdings EVP and COO in January 2026. This leadership change is part of Post Holdings' ongoing corporate evolution, focusing on capital structure, portfolio shaping, and sustainability.
Greg Pearson to Join Post Consumer Brands as President and Chief Executive Officer
Post Holdings, Inc. announced that Greg Pearson will become President and Chief Executive Officer of Post Consumer Brands, effective April 1, 2026. Pearson, previously CEO of Compana Pet Brands, brings 25 years of experience in the consumer packaged goods industry. He will succeed Nicolas Catoggio, who was appointed Post Holdings EVP, Chief Operating Officer in January 2026.
Is Post Holdings' (POST) Foodservice Momentum Quietly Rewriting Its Capital Allocation Playbook?
Post Holdings (POST) recently reported quarterly results with non-GAAP EPS of US$0.37 and US$537.3 million in revenue, along with a decline in adjusted EBITDA. The article suggests that while the company's traditional capital allocation strategy of M&A, divestitures, leverage management, and buybacks remains central, the strong momentum in its Foodservice and Refrigerated Retail segments might be subtly influencing its investment narrative. Despite some financial softness, investor attention for Post Holdings is shifting towards the performance of these key business segments and the potential for a reevaluation of the stock's intrinsic value.
Post Holdings (NYSE: POST) shareholders relax key voting rules
Post Holdings, Inc. shareholders approved amendments to the company's articles of incorporation, significantly easing supermajority voting requirements for director removal and certain business combinations with interested shareholders. These changes, approved with strong shareholder support (around 90.6-90.7% of outstanding shares), are seen as modestly strengthening ordinary shareholder influence. Additionally, all director nominees were elected, the independent auditor was ratified, and executive compensation received advisory approval at the virtual annual meeting on January 29, 2026.
Post (POST) Q4 Earnings Report Preview: What To Look For
Post Holdings Inc. (POST) is set to report its Q4 earnings after market hours on Thursday. Analysts expect a 10.5% year-over-year revenue growth to $2.18 billion and adjusted earnings of $1.67 per share, following a mixed previous quarter where it met revenue but missed gross margin estimates. Investor sentiment in the shelf-stable food segment is positive, with Post's stock up 6.4% in the last month, heading into earnings with an average analyst price target of $124.38.
Post Holdings, Inc. (POST): A Bull Case Theory
This article summarizes a bullish thesis on Post Holdings, Inc. (POST) by "Pluto" on Valueinvestorsclub.com. The thesis highlights POST as an overlooked consumer staples company with a strong track record of value creation, best-in-class capital allocation, and significant insider ownership, currently trading at a historically low valuation. It suggests that future free cash flow, aggressive buybacks, and an owner-operator mindset position Post Holdings for compelling returns despite broader market skepticism.
Fewer Investors Than Expected Jumping On Post Holdings, Inc. (NYSE:POST)
The article discusses the investment community's current sentiment towards Post Holdings, Inc. (NYSE:POST). It highlights that fewer investors are buying into the company than market signals might suggest, indicating a potentially cautious or undervalued perception of the stock despite its recent performance or industry standing.
POST's Q1 Earnings Coming Up: Will the Stock Extend Its Beat Streak?
Post Holdings, Inc. (POST) is preparing to announce its first-quarter fiscal 2026 earnings on February 5th, with analysts predicting revenue growth of 9.6% but a 4.1% decline in EPS. Key factors expected to support performance include strong momentum in Foodservice and Refrigerated Retail segments due to favorable volume trends and improving supply conditions, especially in egg products. However, the Zacks model does not predict an earnings beat for POST this quarter, as the company has an Earnings ESP of -2.82% and a Zacks Rank #4 (Sell).
Post Holdings earns high marks from analysts for its 8th Avenue Food & Provisions takeover
Post Holdings' acquisition of 8th Avenue Food & Provisions has received positive assessments from analysts. This move is expected to bolster Post Holdings' market position, particularly within the private label food sector, and contribute to its future growth.
Earnings Preview: Post Holdings (POST) Q1 Earnings Expected to Decline
Post Holdings (POST) is expected to report a year-over-year decline in Q1 earnings despite higher revenues, with an estimated EPS of $1.66 per share, down 4.1%. The consensus EPS estimate has been revised 1.28% lower, and with a negative Earnings ESP and a Zacks Rank of #4, the company is not considered a strong candidate for an earnings beat. Investors are advised to consider other factors alongside the Zacks Earnings ESP and Rank.
Post (POST) Expected to Announce Earnings on Thursday
Post Holdings (NYSE: POST) is scheduled to announce its Q1 2026 earnings on Thursday, February 5th, with analysts forecasting EPS of $1.62 and revenue of $2.1759 billion. The company exceeded expectations in the previous quarter, reporting $2.09 EPS on strong revenue growth. While analyst consensus projects annual EPS of $6 for the current fiscal year and $7 for the next, the stock faces challenges including weak technicals, a low quick ratio, and high debt-to-equity.
Post Consumer Brands to lay off 71 from cereal facility
Post Consumer Brands is laying off 71 employees at its Battle Creek, MI plant due to ceasing production of Honeycomb cereal, peanut butter, and some granola. The layoffs began on January 8, following a WARN Act notice filed in October. The company reported a 2.1% decrease in net sales in 2025 and an 8.7% decrease in segment profit, with cereal and granola volumes declining by 8.1%.
Nordea Investment Management AB Has $6.85 Million Position in Post Holdings, Inc. $POST
Nordea Investment Management AB increased its stake in Post Holdings, Inc. (NYSE:POST) by 26.6% in the third quarter, bringing its total ownership to 63,612 shares valued at $6.85 million. Post Holdings reported strong Q3 earnings, beating analyst estimates with $2.09 EPS and an 11.8% year-over-year revenue increase. Institutional investors hold a significant 94.85% of the company, and analysts generally rate the stock a "Moderate Buy" with an average price target of $125.33.
Post Holdings Schedules First Quarter Fiscal Year 2026 Conference Call
Post Holdings, Inc. announced it will hold a conference call on Friday, February 6, 2026, at 9:00 a.m. ET to discuss its financial results for the first quarter of fiscal year 2026 and provide its fiscal year 2026 outlook. The company plans to release its first-quarter financial results after market close on Thursday, February 5, 2026. Interested parties can join the call via phone or webcast, with replay options also available.
EULAV Asset Management Purchases 21,998 Shares of Post Holdings, Inc. $POST
EULAV Asset Management increased its stake in Post Holdings, Inc. by 10.8%, acquiring 21,998 shares and boosting its total to 225,071 shares, valued at approximately $24.19 million. Despite Post beating Q3 earnings expectations with $2.09 EPS and an 11.8% rise in revenue, the stock faces technical and balance sheet challenges, trading near its 52-week low with high leverage. Analysts currently hold a "Moderate Buy" consensus with a $125.33 target price for Post.
Post Consumer Brands to Lay Off 71 from Michigan Facility
Post Consumer Brands is laying off 71 employees at its Battle Creek, Michigan plant due to the cessation of production for Honeycomb cereal, peanut butter, and some granola. The layoffs began on January 8, 2026, and primarily affect production support staff. In 2025, Post Consumer Brands saw a decrease in net sales and segment profit, with cereal and granola volumes declining by 8.1%.
Post Holdings Schedules First Quarter Fiscal Year 2026 Conference Call
Post Holdings, Inc. announced it will hold a conference call on Friday, February 6, 2026, at 9:00 a.m. ET to discuss its first quarter fiscal year 2026 financial results and outlook. The company plans to release its financial results after market close on Thursday, February 5, 2026. Key executives including Robert V. Vitale, Nicolas Catoggio, and Matthew J. Mainer will participate in the call.
Post Holdings Schedules First Quarter Fiscal Year 2026 Conference Call
Post Holdings, Inc. (NYSE:POST) has announced it will hold a conference call on Friday, February 6, 2026, at 9:00 a.m. ET to discuss its first-quarter fiscal year 2026 financial results and outlook. The company plans to release these financial results after market close on Thursday, February 5, 2026. Key executives, including Robert V. Vitale, Nicolas Catoggio, and Matthew J. Mainer, will participate in the call.
POST: Mizuho Maintains Rating, Lowers Price Target to $120 | POS
Mizuho analyst John Baumgartner has maintained an "Outperform" rating for Post Holdings (POST) but lowered the price target from $122.00 to $120.00. This adjustment aligns with recent analyst trends for the company, which sells consumer packaged goods through various channels. Despite the slight reduction, the average analyst target price for POST is $122.95, suggesting an 18.18% upside from its current price of $104.03.
