William Stiritz Sells 277,935 Shares of Post (NYSE:POST) Stock

Post Holdings, Inc. (NYSE:POST) Chairman William Stiritz sold 277,935 shares of the firm’s stock in a transaction dated Wednesday, September 2nd. The shares were sold at an average price of $84.23, for a total value of $23,410,465.05. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink.

Post Stock Up 0.1%

Shares of NYSE:POST traded up $0.11 during trading on Thursday, hitting $84.43. The company’s stock had a trading volume of 652,665 shares, compared to its average volume of 863,569. The company has a debt-to-equity ratio of 2.47, a quick ratio of 0.99 and a current ratio of 1.85. Post Holdings, Inc. has a fifty-two week low of $75.40 and a fifty-two week high of $117.28. The stock’s 50-day moving average price is $86.19 and its two-hundred day moving average price is $94.75. The company has a market capitalization of $3.83 billion, a PE ratio of 15.52 and a beta of 0.37.

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

Post News Summary

Here are the key news stories impacting Post this week:

• Positive Sentiment: Post’s most recent quarterly results included adjusted earnings of $1.78 per share, ahead of the $1.70 consensus estimate. Management also continues to benefit from the company’s diversified food portfolio and stable consumer demand.
• Neutral Sentiment: The stock remains below its 50-day moving average of $86.19 and well below its 200-day average of $94.75, indicating that the broader trend is still weak despite the latest modest increase. Its beta of 0.37 suggests relatively low sensitivity to overall market swings.
• Neutral Sentiment: Post trades at approximately 15.5 times earnings, which may appear reasonable for a defensive food company, although its debt-to-equity ratio of 2.47 keeps leverage an important consideration for investors.
• Negative Sentiment: A sector read-through came from Campbell’s, which reported a quarterly loss, weaker sales and inflation-related margin pressure while cutting its dividend to reduce debt. Although Campbell’s results do not directly reflect Post Holdings, they highlight ongoing challenges for packaged-food companies, including cost inflation and sluggish volume growth. Campbell’s Posts Q4 Loss and Cuts Dividend

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on the stock. Evercore set a $121.00 price target on shares of Post in a research report on Monday, August 10th. Barclays reduced their price objective on shares of Post from $106.00 to $95.00 and set an “overweight” rating on the stock in a research note on Monday, August 10th. Stifel Nicolaus set a $125.00 target price on shares of Post in a research report on Friday, August 7th. Jefferies Financial Group set a $117.00 target price on shares of Post in a research note on Monday, July 27th. Finally, JPMorgan Chase & Co. cut their target price on shares of Post from $116.00 to $99.00 and set an “overweight” rating on the stock in a research note on Monday, August 10th. Four equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $109.00.

Institutional Investors Weigh In On Post

Large investors have recently modified their holdings of the stock. Moran Wealth Management LLC acquired a new stake in shares of Post during the 1st quarter valued at about $5,229,000. LSV Asset Management increased its holdings in Post by 145.5% in the fourth quarter. LSV Asset Management now owns 44,550 shares of the company’s stock worth $4,413,000 after buying an additional 26,400 shares during the last quarter. Hsbc Holdings PLC raised its position in Post by 1,064.2% during the first quarter. Hsbc Holdings PLC now owns 28,336 shares of the company’s stock valued at $2,790,000 after acquiring an additional 25,902 shares in the last quarter. Fisher Asset Management LLC raised its position in Post by 104.0% during the fourth quarter. Fisher Asset Management LLC now owns 242,101 shares of the company’s stock valued at $23,980,000 after acquiring an additional 123,423 shares in the last quarter. Finally, SG Americas Securities LLC lifted its stake in Post by 216.2% in the first quarter. SG Americas Securities LLC now owns 21,143 shares of the company’s stock valued at $2,090,000 after acquiring an additional 14,456 shares during the last quarter. 94.85% of the stock is owned by institutional investors.

Post Company 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.