Public Employees Retirement System of Ohio Purchases Shares of 11,580 Post Holdings, Inc. $POST

Public Employees Retirement System of Ohio acquired a new stake in Post Holdings, Inc. (NYSE:POST) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 11,580 shares of the company’s stock, valued at approximately $1,022,000.

Other large investors have also recently added to or reduced their stakes in the company. Redwood Investment Management LLC acquired a new position in shares of Post during the 2nd quarter valued at about $2,176,000. Diamond Hill Capital Management LLC Investment Advisor purchased a new position in Post during the second quarter worth approximately $54,599,000. Edgestream Partners L.P. grew its stake in shares of Post by 185.2% during the 1st quarter. Edgestream Partners L.P. now owns 10,053 shares of the company’s stock valued at $994,000 after buying an additional 6,528 shares during the period. California State Teachers Retirement System raised its position in shares of Post by 23.7% in the 1st quarter. California State Teachers Retirement System now owns 50,956 shares of the company’s stock worth $5,038,000 after buying an additional 9,758 shares during the period. Finally, Quantinno Capital Management LP boosted its holdings in Post by 41.3% in the first quarter. Quantinno Capital Management LP now owns 462,631 shares of the company’s stock valued at $45,736,000 after acquiring an additional 135,236 shares during the last quarter. 94.85% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

POST has been the topic of several research reports. Wells Fargo & Company cut their price target on shares of Post from $98.00 to $86.00 and set an “equal weight” rating on the stock in a report on Monday, August 10th. Weiss Ratings lowered shares of Post from a “hold (c)” rating to a “sell (d+)” rating in a report on Monday, August 17th. Barclays lowered their price target on Post from $106.00 to $95.00 and set an “overweight” rating for the company in a report on Monday, August 10th. Jefferies Financial Group set a $117.00 price objective on Post in a research report on Monday, July 27th. Finally, Stifel Nicolaus set a $125.00 target price on Post in a research note on Friday, August 7th. Four analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $109.00.

Post Stock Down 2.7%

POST stock opened at $82.38 on Wednesday. The firm has a market cap of $3.73 billion, a price-to-earnings ratio of 15.14 and a beta of 0.37. Post Holdings, Inc. has a 1-year low of $75.40 and a 1-year high of $117.28. The firm has a fifty day moving average price of $85.78 and a two-hundred day moving average price of $94.02. The company has a debt-to-equity ratio of 2.47, a current ratio of 1.85 and a quick ratio of 0.99.

Post (NYSE:POST) last posted its earnings results on Thursday, August 6th. The company reported $1.78 EPS for the quarter, beating the consensus estimate of $1.70 by $0.08. Post had a return on equity of 13.22% and a net margin of 3.48%.The company had revenue of $1.95 billion during the quarter, compared to analyst estimates of $2.02 billion. During the same period in the prior year, the company earned $2.03 earnings per share. The business’s revenue was down 1.8% compared to the same quarter last year. Research analysts predict that Post Holdings, Inc. will post 7.56 EPS for the current year.

Insider Buying and Selling at Post

In other news, Chairman William P. Stiritz sold 277,935 shares of the stock in a transaction on Wednesday, September 2nd. The stock was sold at an average price of $84.23, for a total value of $23,410,465.05. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Company insiders own 14.05% of the company’s stock.

Key Post News

Here are the key news stories impacting Post this week:

• Positive Sentiment: Post’s premium cereal offerings and assortment changes are helping the company regain market share, providing a potential offset to broader category weakness. Post Holdings’ Premium Cereal Gains Share Amid Category Pressure
• Neutral Sentiment: The latest coverage suggests the cereal business remains competitive, with gains from premium products helping to close the gap but not fully eliminating category-wide challenges.
• Negative Sentiment: Post’s most recent quarterly revenue declined 1.8% year over year to $1.95 billion and fell short of analyst expectations of $2.02 billion, despite earnings per share exceeding estimates. The revenue shortfall may be limiting investor confidence in the near-term outlook.

Post Profile

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.