Post (NYSE:POST) Announces Earnings Results

Post (NYSE:POST) posted its quarterly earnings data on Thursday. The company reported $2.13 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.62 by $0.51, FiscalAI reports. The company 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 11.72% and a net margin of 4.11%.

Post Stock Performance

NYSE:POST traded down $0.07 during midday trading on Thursday, reaching $104.40. 1,130,419 shares of the company traded hands, compared to its average volume of 819,433. The firm has a market capitalization of $5.39 billion, a price-to-earnings ratio of 19.05 and a beta of 0.44. The company has a fifty day moving average price of $99.39 and a 200 day moving average price of $104.12. The company has a debt-to-equity ratio of 1.97, a current ratio of 1.67 and a quick ratio of 0.95. Post has a twelve month low of $95.07 and a twelve month high of $119.85.

Post News Roundup

Here are the key news stories impacting Post this week:

• Positive Sentiment: Management raised fiscal‑year 2026 adjusted EBITDA guidance to $1,550–$1,580M and reported strong operating profit and adjusted EBITDA for Q1, which supports the company’s near‑term earnings power. Post Holdings Raises FY26 Outlook
• Neutral Sentiment: Corporate leadership update — Greg Pearson will become CEO of Post Consumer Brands effective April 1; change is a governance/strategic development but not an immediate financial catalyst. Greg Pearson to Join Post Consumer Brands
• Neutral Sentiment: Analyst coverage remains constructive: multiple recent Outperform/Overweight ratings and a median 6‑month price target near $120 provide upside context versus the current price. (See Q1 write‑ups for references.) Quiver Quantitative Q1 Summary
• Negative Sentiment: Mixed/weak GAAP cash and EPS metrics: one data source shows diluted EPS and net income down year‑over‑year and a small EPS/revenue miss versus consensus; operating cash flow and cash balances declined sharply YoY — a potential red flag for liquidity and quality of earnings. Q1 results: Revenue growth but EPS miss
• Negative Sentiment: Mixed headline metrics (adjusted vs. GAAP): the company/press releases emphasize adjusted results (beat/raised outlook), while third‑party summaries highlight diluted EPS and cash declines — this metric divergence can trigger short‑term volatility as investors parse which figures reflect sustainable performance. Post press release / supplemental

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on POST. Evercore ISI dropped their price target on shares of Post from $131.00 to $129.00 and set an “outperform” rating for the company in a research note on Monday, November 24th. Wall Street Zen lowered shares of Post from a “buy” rating to a “hold” rating in a report on Sunday, November 23rd. Wells Fargo & Company dropped their target price on shares of Post from $115.00 to $108.00 and set an “equal weight” rating for the company in a research report on Monday, November 24th. JPMorgan Chase & Co. increased their price target on shares of Post from $131.00 to $132.00 and gave the stock an “overweight” rating in a research report on Monday, October 27th. Finally, Weiss Ratings lowered Post from a “hold (c-)” rating to a “sell (d+)” rating in a report on Thursday, January 22nd. Five analysts have rated the stock with a Buy rating, one has given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, Post currently has an average rating of “Hold” and an average price target of $125.33.

Insider Buying and Selling at Post

In other news, Director David W. Kemper acquired 1,800 shares of the company’s stock in a transaction that occurred on Monday, November 24th. The shares were acquired at an average price of $97.93 per share, with a total value of $176,274.00. Following the acquisition, the director directly owned 31,522 shares in the company, valued at approximately $3,086,949.46. The trade was a 6.06% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Bradly A. Harper sold 1,658 shares of Post stock in a transaction dated Friday, December 5th. The shares were sold at an average price of $96.69, for a total transaction of $160,312.02. Following the completion of the sale, the senior vice president owned 11,441 shares in the company, valued at approximately $1,106,230.29. This represents a 12.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 14.05% of the stock is owned by company insiders.

Institutional Investors Weigh In On Post

Large investors have recently made changes to their positions in the company. Caitong International Asset Management Co. Ltd acquired a new position in shares of Post during the third quarter worth approximately $26,000. Northwestern Mutual Wealth Management Co. raised its stake in Post by 119.5% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 248 shares of the company’s stock valued at $27,000 after acquiring an additional 135 shares in the last quarter. Danske Bank A S acquired a new position in Post during the 3rd quarter worth $64,000. Headlands Technologies LLC bought a new position in shares of Post in the second quarter worth $64,000. Finally, EverSource Wealth Advisors LLC increased its holdings in shares of Post by 406.1% during the second quarter. EverSource Wealth Advisors LLC now owns 906 shares of the company’s stock valued at $99,000 after purchasing an additional 727 shares during the period. Institutional investors and hedge funds own 94.85% of the company’s stock.

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.