Thompson Siegel & Walmsley LLC Cuts Stake in Post Holdings, Inc. (NYSE:POST)

Thompson Siegel & Walmsley LLC lowered its stake in Post Holdings, Inc. (NYSE:POST) by 1.1% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 742,788 shares of the company’s stock after selling 8,587 shares during the quarter. Post accounts for 1.3% of Thompson Siegel & Walmsley LLC’s portfolio, making the stock its 11th biggest position. Thompson Siegel & Walmsley LLC’s holdings in Post were worth $85,020,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Retirement Systems of Alabama raised its holdings in Post by 4.7% in the third quarter. Retirement Systems of Alabama now owns 102,173 shares of the company’s stock worth $11,827,000 after purchasing an additional 4,606 shares in the last quarter. Cerity Partners LLC raised its holdings in Post by 46.6% in the third quarter. Cerity Partners LLC now owns 30,562 shares of the company’s stock worth $3,538,000 after purchasing an additional 9,711 shares in the last quarter. Miracle Mile Advisors LLC bought a new position in Post in the fourth quarter worth $946,000. Truist Financial Corp raised its holdings in Post by 4.2% in the fourth quarter. Truist Financial Corp now owns 2,781 shares of the company’s stock worth $318,000 after purchasing an additional 113 shares in the last quarter. Finally, EULAV Asset Management raised its holdings in Post by 26.0% in the third quarter. EULAV Asset Management now owns 164,600 shares of the company’s stock worth $19,052,000 after purchasing an additional 34,000 shares in the last quarter. Institutional investors own 94.85% of the company’s stock.

Post Trading Down 2.2 %

Post stock opened at $112.07 on Thursday. The stock has a market capitalization of $6.33 billion, a PE ratio of 18.46 and a beta of 0.65. The company has a debt-to-equity ratio of 1.78, a current ratio of 2.39 and a quick ratio of 1.64. The business’s fifty day moving average is $110.31 and its 200 day moving average is $113.01. Post Holdings, Inc. has a one year low of $99.62 and a one year high of $125.84.

Post (NYSE:POST) last released its quarterly earnings results on Thursday, February 6th. The company reported $1.73 earnings per share for the quarter, beating the consensus estimate of $1.49 by $0.24. Post had a return on equity of 10.48% and a net margin of 4.94%. On average, sell-side analysts predict that Post Holdings, Inc. will post 6.41 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on POST. Wells Fargo & Company increased their price objective on Post from $116.00 to $122.00 and gave the stock an “equal weight” rating in a report on Monday, February 10th. Piper Sandler increased their target price on Post from $120.00 to $140.00 and gave the stock an “overweight” rating in a research note on Monday, February 10th. Finally, Evercore ISI increased their target price on Post from $123.00 to $126.00 and gave the stock an “outperform” rating in a research note on Monday, November 18th. One analyst has rated the stock with a hold rating and five have issued a buy rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $127.17.

Insider Buying and Selling at Post

In other Post news, CAO Diedre J. Gray sold 15,157 shares of the company’s stock in a transaction on Friday, February 21st. The stock was sold at an average price of $115.80, for a total value of $1,755,180.60. Following the completion of the sale, the chief accounting officer now directly owns 19,325 shares in the company, valued at approximately $2,237,835. This represents a 43.96 % decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director David W. Kemper sold 8,939 shares of the company’s stock in a transaction on Tuesday, February 11th. The stock was sold at an average price of $110.75, for a total value of $989,994.25. Following the completion of the sale, the director now owns 29,722 shares of the company’s stock, valued at $3,291,711.50. This represents a 23.12 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 36,096 shares of company stock valued at $4,129,355 in the last quarter. 11.40% of the stock is owned by insiders.

Post Company Profile

Post Holdings, Inc operates as a consumer packaged goods holding company in the United States and internationally. It operates through four segments: Post Consumer Brands, Weetabix, Foodservice, and Refrigerated Retail. The Post Consumer Brands segment manufactures, markets, and sells branded and private label ready-to-eat (RTE) cereals under Honey Bunches of Oats, Pebbles, and Malt-O-Meal brand names; hot cereal; peanut butter under the Peter Pan brand; and branded and private label dog and cat food products under Rachael Ray Nutrish, Nature's Recipe, 9Lives, Kibbles 'n Bits and Gravy Train brand names.