Brokerages Set Post Holdings, Inc. (NYSE:POST) PT at $129.67

Post Holdings, Inc. (NYSE:POST) has been assigned a consensus rating of “Moderate Buy” from the eight brokerages that are covering the firm, Marketbeat.com reports. Three research analysts have rated the stock with a hold recommendation and five have given a buy recommendation to the company. The average 1-year price target among brokerages that have issued ratings on the stock in the last year is $129.6667.

A number of equities analysts have weighed in on the company. JPMorgan Chase & Co. upped their price target on Post from $131.00 to $132.00 and gave the stock an “overweight” rating in a report on Monday, October 27th. Weiss Ratings upgraded shares of Post from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Friday, February 6th. Wall Street Zen raised shares of Post from a “hold” rating to a “buy” rating in a report on Saturday, February 7th. Mizuho cut their price objective on shares of Post from $122.00 to $120.00 and set an “outperform” rating on the stock in a report on Monday, December 1st. Finally, Evercore lowered their target price on Post from $131.00 to $129.00 and set an “outperform” rating for the company in a research note on Monday, November 24th.

Trending Headlines about Post

Here are the key news stories impacting Post this week:

• Positive Sentiment: Company fundamentals: Q4 results beat on EPS ($2.13 vs. $1.66 est.), revenue up ~10% YoY and improving profitability — the primary driver behind the stock’s strength today.
• Positive Sentiment: Analyst/valuation setup: Post trades at a mid‑teens/low‑20s P/E (reported ~20.7) with stable cash flow and market cap near $5.4B — earnings beats increase chance of favorable analyst revisions and multiple support.
• Neutral Sentiment: Macro headlines could influence broad sentiment but are not Post‑specific — e.g., major policy/market moves such as the EPA rule changes that are driving sector rotation and volatility. Trump Repeals Key Greenhouse Gas Finding (NYT)
• Negative Sentiment: Balance‑sheet risk: Post’s debt-to-equity (~2.15) is meaningful — rising rates or any slowdown in organic growth could pressure free cash flow and the stock’s multiple.
• Negative Sentiment: Political/government risk and market volatility: Ongoing ICE/DHS fights, subpoenas and a possible DHS funding standoff could spark short‑term market volatility and risk‑off flows that weigh consumer packaged‑goods names. Homeland Security Demands Social Media Sites Reveal Names Behind Anti-ICE Posts (NYT)
• Negative Sentiment: Federal spending/contract risk: Reports that ICE plans large detention‑center spending and related budget fights increase odds of a partial DHS shutdown or funding uncertainty, which can increase market volatility. ICE plans to spend $38.3 billion turning warehouses into detention centers (WaPo / aggregated)

Insider Buying and Selling at Post

In other Post news, Director Gregory L. Curl sold 6,983 shares of Post stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $114.31, for a total transaction of $798,226.73. Following the sale, the director directly owned 21,293 shares in the company, valued at $2,434,002.83. The trade was a 24.70% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director David W. Kemper bought 1,800 shares of the business’s stock in a transaction on Monday, November 24th. The stock was acquired at an average cost of $97.93 per share, for a total transaction of $176,274.00. Following the completion of the transaction, the director owned 31,522 shares in the company, valued at $3,086,949.46. This represents a 6.06% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 14.05% of the stock is owned by insiders.

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the stock. Norges Bank bought a new stake in Post in the second quarter valued at about $136,310,000. The Manufacturers Life Insurance Company grew its position in shares of Post by 35.0% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 1,313,852 shares of the company’s stock worth $143,249,000 after acquiring an additional 340,599 shares in the last quarter. H Squared Management LP acquired a new position in shares of Post in the 4th quarter worth approximately $19,115,000. Duquesne Family Office LLC bought a new stake in shares of Post in the 3rd quarter valued at approximately $18,959,000. Finally, Orion Porfolio Solutions LLC raised its position in shares of Post by 773.1% during the 2nd quarter. Orion Porfolio Solutions LLC now owns 176,386 shares of the company’s stock valued at $19,231,000 after acquiring an additional 156,184 shares in the last quarter. 94.85% of the stock is currently owned by institutional investors.

Post Trading Up 1.3%

NYSE:POST opened at $111.84 on Wednesday. The business’s 50-day moving average is $100.92 and its two-hundred day moving average is $104.31. The firm has a market capitalization of $5.36 billion, a PE ratio of 20.67 and a beta of 0.44. Post has a 12 month low of $95.07 and a 12 month high of $119.85. The company has a debt-to-equity ratio of 2.15, a current ratio of 1.90 and a quick ratio of 1.02.

Post (NYSE:POST) last issued its earnings results on Thursday, February 5th. The company reported $2.13 earnings per share for the quarter, topping the consensus estimate of $1.66 by $0.47. The company had revenue of $2.17 billion during the quarter, compared to the consensus estimate of $2.18 billion. Post had a return on equity of 12.37% and a net margin of 3.82%.The company’s revenue was up 10.2% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.73 earnings per share. Research analysts predict that Post will post 6.41 earnings per share for the current fiscal year.

Post Company Profile

Post Holdings, Inc is a consumer packaged goods company that operates as a holding company for a diverse portfolio of food and beverage brands. The company’s principal activities include the production, marketing and distribution of ready-to-eat cereal, refrigerated and frozen foods, and nutritional beverages. Through its operating segments—Post Consumer Brands, Foodservice, Refrigerated Side Dishes & Bakery, and Active Nutrition—Post Holdings delivers a broad array of products to retail grocers, convenience stores, foodservice operators and e-commerce channels.

The Post Consumer Brands segment features a variety of hot and cold cereals under names such as Honey Bunches of Oats, Shredded Wheat and Pebbles.