Post (NYSE:POST) Upgraded at Zacks Research

Post (NYSE:POST) was upgraded by equities researchers at Zacks Research from a “strong sell” rating to a “hold” rating in a research note issued on Monday,Zacks.com reports.

A number of other brokerages have also recently issued reports on POST. Wells Fargo & Company raised their price objective on Post from $108.00 to $120.00 and gave the company an “equal weight” rating in a research note on Monday. JPMorgan Chase & Co. raised their price target on Post from $131.00 to $132.00 and gave the stock an “overweight” rating in a research report on Monday, October 27th. Mizuho decreased their price target on Post from $122.00 to $120.00 and set an “outperform” rating on the stock in a research note on Monday, December 1st. Weiss Ratings raised Post from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Friday. Finally, Evercore cut their target price on shares of Post from $131.00 to $129.00 and set an “outperform” rating on the stock in a report on Monday, November 24th. Five analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $129.67.

Post Price Performance

POST opened at $109.62 on Monday. The company has a current ratio of 1.90, a quick ratio of 1.02 and a debt-to-equity ratio of 2.15. The stock has a market capitalization of $5.26 billion, a P/E ratio of 20.26 and a beta of 0.44. The stock has a 50-day moving average price of $100.13 and a 200-day moving average price of $104.19. Post has a 12-month low of $95.07 and a 12-month high of $119.85.

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

Insider Activity at Post

In related news, Director David W. Kemper acquired 1,800 shares of Post stock in a transaction on Monday, November 24th. The shares were acquired at an average cost of $97.93 per share, with a total value of $176,274.00. Following the transaction, the director owned 31,522 shares in the company, valued at $3,086,949.46. This trade represents a 6.06% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, Director Gregory L. Curl sold 6,983 shares of the firm’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $114.31, for a total transaction of $798,226.73. Following the completion of the sale, the director directly owned 21,293 shares of the company’s stock, valued at approximately $2,434,002.83. This represents a 24.70% 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 currently owned by company insiders.

Institutional Trading of Post

Large investors have recently bought and sold shares of the company. State of Wyoming grew its holdings in shares of Post by 25.7% during the 4th quarter. State of Wyoming now owns 2,104 shares of the company’s stock worth $208,000 after acquiring an additional 430 shares during the period. Goldman Sachs Group Inc. boosted its position in shares of Post by 14.5% during the fourth quarter. Goldman Sachs Group Inc. now owns 187,346 shares of the company’s stock valued at $18,557,000 after purchasing an additional 23,685 shares in the last quarter. Norges Bank purchased a new stake in Post in the fourth quarter worth $113,660,000. Baker Avenue Asset Management LP bought a new position in Post in the fourth quarter worth $287,000. Finally, Geode Capital Management LLC raised its holdings in Post by 1.0% in the fourth quarter. Geode Capital Management LLC now owns 880,993 shares of the company’s stock worth $87,282,000 after purchasing an additional 8,906 shares in the last quarter. 94.85% of the stock is owned by institutional investors.

Post News Summary

Here are the key news stories impacting Post this week:

• Positive Sentiment: Post reported an earnings beat for the quarter — GAAP EPS $2.13 vs. $1.66 consensus and ~10% revenue growth year‑over‑year, a clear fundamental positive supporting the name. Post Q1 results (MarketBeat)
• Positive Sentiment: Analyst coverage remains constructive on average — the consensus rating shown in recent coverage is a “Moderate Buy” with an average target above the current price, which provides some near‑term analyst support. Analyst rating summary (AmericanBankingNews)
• Neutral Sentiment: There were no new Post-specific strategic announcements or guidance updates in the supplied headlines; most news in the feed covers other companies and macro items that are unlikely to change Post’s fundamentals today. Example unrelated item (WSJ)
• Negative Sentiment: A Post director, Gregory L. Curl, sold 6,983 shares (~$798k) in a disclosed transaction, which can be perceived negatively by the market and likely amplified intraday selling pressure. Insider selling (InsiderTrades)
• Negative Sentiment: The quarter was mixed: revenue slightly missed consensus (~$2.17B vs. ~$2.18B est), net margin remains thin (~3.8%), and leverage is meaningful (debt/equity ~2.15). Those factors leave the stock vulnerable to multiple compression and short‑term profit taking. Post financial snapshot (MarketBeat)

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.