Post (NYSE:POST) Stock Rating Upgraded by Wall Street Zen

Post (NYSE:POST) was upgraded by equities researchers at Wall Street Zen from a “hold” rating to a “buy” rating in a research note issued to investors on Saturday.

A number of other research analysts also recently issued reports on the company. Barclays decreased their price objective on Post from $125.00 to $113.00 and set an “overweight” rating for the company in a report on Tuesday, November 25th. Evercore decreased 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. Weiss Ratings lowered shares of Post from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Thursday, January 22nd. JPMorgan Chase & Co. raised their target price on shares of Post from $131.00 to $132.00 and gave the company an “overweight” rating in a research report on Monday, October 27th. Finally, Zacks Research lowered shares of Post from a “hold” rating to a “strong sell” rating in a research note on Friday, November 28th. Five equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Post has an average rating of “Moderate Buy” and an average target price of $125.33.

Post Stock Up 9.8%

Shares of POST stock opened at $114.62 on Friday. The company has a market capitalization of $5.50 billion, a price-to-earnings ratio of 21.19 and a beta of 0.44. Post has a 12-month low of $95.07 and a 12-month high of $119.85. The firm has a fifty day moving average of $99.63 and a 200-day moving average of $104.13. The company has a quick ratio of 1.02, a current ratio of 1.90 and a debt-to-equity ratio of 2.15.

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

Insiders Place Their Bets

In related news, SVP Bradly A. Harper sold 1,658 shares of the firm’s stock in a transaction dated Friday, December 5th. The shares were sold at an average price of $96.69, for a total value of $160,312.02. Following the completion of the sale, the senior vice president directly owned 11,441 shares in the company, valued at approximately $1,106,230.29. This trade represents a 12.66% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director David W. Kemper purchased 1,800 shares of Post 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 of the company’s stock, valued at $3,086,949.46. This trade represents a 6.06% increase in their position. The SEC filing for this purchase provides additional information. Company insiders own 14.05% of the company’s stock.

Institutional Trading of Post

Hedge funds have recently made changes to their positions in the business. Royal Bank of Canada increased its holdings in shares of Post by 74.2% during the 1st quarter. Royal Bank of Canada now owns 57,535 shares of the company’s stock worth $6,694,000 after acquiring an additional 24,514 shares during the last quarter. Empowered Funds LLC lifted its holdings in Post by 12.3% during the 1st quarter. Empowered Funds LLC now owns 4,436 shares of the company’s stock valued at $516,000 after purchasing an additional 487 shares during the last quarter. Focus Partners Wealth boosted its position in Post by 11.1% during the first quarter. Focus Partners Wealth now owns 3,287 shares of the company’s stock worth $382,000 after purchasing an additional 328 shares during the period. Intech Investment Management LLC increased its holdings in shares of Post by 181.1% in the first quarter. Intech Investment Management LLC now owns 11,771 shares of the company’s stock valued at $1,370,000 after purchasing an additional 7,583 shares during the last quarter. Finally, KLP Kapitalforvaltning AS raised its position in shares of Post by 2.2% in the second quarter. KLP Kapitalforvaltning AS now owns 14,100 shares of the company’s stock valued at $1,537,000 after purchasing an additional 300 shares during the period. 94.85% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Post

Here are the key news stories impacting Post this week:

• Positive Sentiment: Q1 earnings beat and raised guidance — Post reported adjusted EPS above consensus ($2.13 vs. $1.66 consensus), revenue grew ~10% year-over-year, and management raised FY2026 adjusted EBITDA guidance to $1.55–$1.58 billion, which supports upside to valuation and drove buying interest. Post Holdings Reports Results for the First Quarter of Fiscal Year 2026; Raises Fiscal Year 2026 Outlook
• Positive Sentiment: Leadership change at Post Consumer Brands — The company named Greg Pearson as President & CEO of Post Consumer Brands (effective April 1). Market reaction suggests investors view this as a stabilizing commercial/brand leadership move for a core segment. Greg Pearson to Join Post Consumer Brands as President and Chief Executive Officer
• Neutral Sentiment: Top-line vs. some street estimates mixed — while revenue rose ~10%, it was marginally below certain estimates ($2.17B vs. ~$2.18B). That moderates the beat narrative and keeps focus on margin and segment trends in upcoming calls. Post Holdings Q1 Earnings Beat Estimates, Sales Grow About 10% Y/Y
• Neutral Sentiment: Analyst backdrop supportive but varied — recent analyst coverage is mostly positive (several Outperform/Overweight ratings) and median price targets sit near current levels, leaving room for incremental upgrades if execution continues. Post Holdings (POST) Releases Q1 2026 Earnings: Revenue Growth but EPS Miss
• Negative Sentiment: Cash flow and liquidity signals to watch — some third‑party data flagged a sharp decline in cash and operating cash flow year-over-year; investors will watch free cash flow and working capital as acquisitions and integration drive results. Post Holdings (POST) Releases Q1 2026 Earnings: Revenue Growth but EPS Miss
• Negative Sentiment: Leverage and margins remain elevated/thin — Post carries meaningful leverage (debt-to-equity around ~2.0) and reported modest net margins; any slip in volumes or integration costs could pressure results and sentiment. Listen to Conference Call

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.