Post Holdings, Inc. (NYSE:POST) Receives $129.67 Average Target Price from Brokerages

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

Several analysts have issued reports on the stock. Weiss Ratings raised shares of Post from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday, February 6th. Evercore reduced their target price on shares of Post from $131.00 to $129.00 and set an “outperform” rating on the stock in a research report on Monday, November 24th. Mizuho decreased their target price on shares of Post from $122.00 to $120.00 and set an “outperform” rating for the company in a research note on Monday, December 1st. Zacks Research raised shares of Post from a “strong sell” rating to a “hold” rating in a report on Monday, February 9th. Finally, Wells Fargo & Company lifted their price target on shares of Post from $108.00 to $120.00 and gave the stock an “equal weight” rating in a research note on Monday, February 9th.

Key Stories Impacting Post

Here are the key news stories impacting Post this week:

• Positive Sentiment: Global release of strategic oil reserves to ease the Iran‑war supply shock—this could cap or lower fuel and freight costs that pressure food manufacturers’ margins. Nations agree to release oil reserves as war in Iran hits global economy
• Neutral Sentiment: Post’s recent results (reported Feb. 5) showed a solid EPS beat but revenue slightly missed and net margins remain thin — a mixed report that can justify both profit‑taking and continued investor interest depending on guidance and cost dynamics.
• Neutral Sentiment: Peer Campbell’s Q2 miss (attributed in part to weather and other factors) signals sector demand/operational variability; investors often reprice packaged‑foods names when large peers report softness. Campbell’s Posts Q2 Miss On Weather, Other Factors
• Negative Sentiment: Shipping risk in the Strait of Hormuz after a cargo ship was struck raises near‑term freight, insurance and route‑risk costs for imports/exports — a direct input cost risk for consumer packaged goods companies. Cargo ship struck by a projectile in the Strait of Hormuz, UK says – CNBC
• Negative Sentiment: Ongoing Iran conflict costs and continuing oil upside (despite reserve releases) keep input inflation risk elevated — pressuring margins and raising uncertainty for near‑term guidance. First 6 days of Iran war cost $11.3 billion, Pentagon tells Congress – NBC News

Insider Buying and Selling at Post

In other news, Director Gregory L. Curl sold 6,983 shares of the firm’s stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $114.31, for a total transaction of $798,226.73. Following the completion of the sale, the director owned 21,293 shares of the company’s stock, valued at approximately $2,434,002.83. This trade represents a 24.70% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 14.05% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in POST. Corient Private Wealth LLC increased its position in shares of Post by 21.7% in the 4th quarter. Corient Private Wealth LLC now owns 27,803 shares of the company’s stock worth $2,754,000 after purchasing an additional 4,963 shares during the last quarter. Caitong International Asset Management Co. Ltd lifted its position in shares of Post by 291.7% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 948 shares of the company’s stock worth $94,000 after purchasing an additional 706 shares during the last quarter. Kera Capital Partners Inc. acquired a new position in Post in the fourth quarter worth about $325,000. Mercer Global Advisors Inc. ADV grew its stake in Post by 43.4% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 6,552 shares of the company’s stock worth $649,000 after purchasing an additional 1,982 shares in the last quarter. Finally, Empowered Funds LLC increased its holdings in Post by 8.0% in the fourth quarter. Empowered Funds LLC now owns 17,493 shares of the company’s stock valued at $1,733,000 after buying an additional 1,303 shares during the last quarter. 94.85% of the stock is owned by institutional investors and hedge funds.

Post Price Performance

Shares of NYSE POST opened at $97.80 on Friday. 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 has a 1-year low of $95.07 and a 1-year high of $119.85. The company has a market capitalization of $4.68 billion, a price-to-earnings ratio of 18.08 and a beta of 0.43. The business has a 50-day moving average of $103.30 and a 200-day moving average of $104.11.

Post (NYSE:POST) last announced its earnings results on Thursday, February 5th. The company reported $2.13 EPS for the quarter, beating the consensus estimate of $1.66 by $0.47. The business had revenue of $2.17 billion for 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% on a year-over-year basis. During the same period last year, the business posted $1.73 EPS. On average, equities analysts anticipate that Post will post 6.41 EPS for the current fiscal year.

About Post

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.