Bryce Point Capital LLC Purchases Shares of 4,946 Post Holdings, Inc. $POST

Bryce Point Capital LLC acquired a new position in shares of Post Holdings, Inc. (NYSE:POST) during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 4,946 shares of the company’s stock, valued at approximately $532,000.

Several other large investors also recently bought and sold shares of the stock. The Manufacturers Life Insurance Company boosted its stake in shares of Post by 35.0% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 1,313,852 shares of the company’s stock valued at $143,249,000 after buying an additional 340,599 shares during the period. Norges Bank purchased a new position in Post in the second quarter worth approximately $136,310,000. Epoch Investment Partners Inc. grew its holdings in Post by 3.2% during the 2nd quarter. Epoch Investment Partners Inc. now owns 944,727 shares of the company’s stock worth $103,004,000 after acquiring an additional 29,240 shares in the last quarter. Envestnet Asset Management Inc. raised its holdings in shares of Post by 1.3% in the 2nd quarter. Envestnet Asset Management Inc. now owns 306,219 shares of the company’s stock valued at $33,387,000 after purchasing an additional 3,978 shares in the last quarter. Finally, EULAV Asset Management lifted its position in shares of Post by 10.8% during the 3rd quarter. EULAV Asset Management now owns 225,071 shares of the company’s stock worth $24,191,000 after purchasing an additional 21,998 shares during the last quarter. Hedge funds and other institutional investors own 94.85% of the company’s stock.

Insider Transactions at Post

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

Post Stock Down 0.6%

POST opened at $113.89 on Tuesday. Post Holdings, Inc. has a 52 week low of $95.07 and a 52 week high of $119.85. The business has a 50 day moving average price of $99.91 and a two-hundred day moving average price of $104.17. The company has a quick ratio of 1.02, a current ratio of 1.90 and a debt-to-equity ratio of 2.15. The company has a market cap of $5.46 billion, a PE ratio of 21.05 and a beta of 0.44.

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

Key Post News

Here are the key news stories impacting Post this week:

• Positive Sentiment: Stronger corporate earnings and profitable results across the market can lift broad risk appetite and help packaged‑food stocks alongside peers. Example: Monday.com reported strong 2025 growth and improved profitability, which is part of a string of positive corporate reports today that support overall equity markets. Read More.
• Positive Sentiment: Big earnings wins in other sectors (banking, industrials) can lift market breadth and reduce downside risk for defensive consumer names like POST. Banco Bilbao (BBVA) reported record profit and raised payouts, a constructive sign for investor risk appetite. Read More.
• Neutral Sentiment: Semiconductor and industrial supply developments (ChipMOS, SMIC) dominate tech supply‑chain headlines today — important for market sentiment but not directly relevant to Post’s consumer‑foods operations. Read More. • Read More.
• Neutral Sentiment: Food‑sector micro reports (e.g., Dekon Food & Agriculture on hog prices) show localized commodity moves; Post’s cereal/snack exposure is more sensitive to grains/sugar/oil prices than to hogs, so watch commodity baskets for cereals/packaging costs but treat these as sector‑specific datapoints. Read More.
• Negative Sentiment: Political and fiscal headlines are elevated (federal funding cuts and election uncertainty). Those items can drive market volatility and change consumer confidence — a potential near‑term drag on discretionary spending and on broader market multiples (investors sometimes move to staples in such environments). Example: reported federal public‑health grant cuts. Read More.
• Negative Sentiment: Political uncertainty tied to election dynamics and headline risk (coverage about midterms/Trump) can amplify market swings and push investors into defensive sectors — creating short‑term volatility around stocks like POST even without company news. Read More.

Wall Street Analysts Forecast Growth

Several research firms recently commented on POST. Weiss Ratings raised Post from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday. Evercore dropped their price objective on Post from $131.00 to $129.00 and set an “outperform” rating on the stock in a report on Monday, November 24th. JPMorgan Chase & Co. boosted their target price on Post from $131.00 to $132.00 and gave the stock an “overweight” rating in a research note on Monday, October 27th. Zacks Research lowered shares of Post from a “hold” rating to a “strong sell” rating in a research note on Friday, November 28th. Finally, Mizuho reduced their price objective on shares of Post from $122.00 to $120.00 and set an “outperform” rating for the company in a research report on Monday, December 1st. 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 company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $129.67.

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.