Comerica Bank Sells 10,947 Shares of Post Holdings, Inc. $POST

Key Points

• Comerica Bank cut its stake in Post Holdings by 44.5% in the fourth quarter, selling 10,947 shares and leaving it with 13,667 shares worth about $1.35 million.
• Post Holdings recently beat second-quarter earnings expectations, posting adjusted EPS of $1.94 versus $1.75 expected, while revenue rose 4.7% year over year to about $2.04 billion.
• The company reaffirmed its FY2026 adjusted EBITDA outlook of $1.55 billion to $1.58 billion and announced an executive transition, with Robert Vitale moving to Executive Chairman and Nicolas Catoggio set to become CEO on October 1, 2026.

Comerica Bank trimmed its holdings in Post Holdings, Inc. (NYSE:POST - Free Report) by 44.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 13,667 shares of the company's stock after selling 10,947 shares during the period. Comerica Bank's holdings in Post were worth $1,354,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently made changes to their positions in the business. Dimensional Fund Advisors LP lifted its stake in shares of Post by 4.1% in the third quarter. Dimensional Fund Advisors LP now owns 2,812,423 shares of the company's stock valued at $302,272,000 after buying an additional 110,928 shares in the last quarter. AQR Capital Management LLC lifted its position in shares of Post by 55.8% during the third quarter. AQR Capital Management LLC now owns 321,840 shares of the company's stock valued at $34,476,000 after purchasing an additional 115,223 shares in the last quarter. Victory Capital Management Inc. lifted its position in shares of Post by 11.6% during the third quarter. Victory Capital Management Inc. now owns 310,946 shares of the company's stock valued at $33,420,000 after purchasing an additional 32,404 shares in the last quarter. PYA Waltman Capital LLC lifted its position in shares of Post by 63.1% during the third quarter. PYA Waltman Capital LLC now owns 301,544 shares of the company's stock valued at $32,410,000 after purchasing an additional 116,669 shares in the last quarter. Finally, EULAV Asset Management lifted its position in shares of Post by 10.8% during the third quarter. EULAV Asset Management now owns 225,071 shares of the company's stock valued at $24,191,000 after purchasing an additional 21,998 shares in the last quarter. 94.85% of the stock is owned by institutional investors.

Key Headlines Impacting Post

Here are the key news stories impacting Post this week:

• Positive Sentiment: Post Holdings beat profit estimates, with adjusted EPS of $1.94 versus consensus of $1.75, and revenue increased 4.7% year over year to about $2.04 billion. Post Holdings (POST) Tops Q2 Earnings Estimates
• Positive Sentiment: Margins improved, with Foodservice EBITDA up 47.9% and gross margin expanding to 30.2%, signaling stronger operating efficiency. Post Holdings Q2 Earnings Surpass Estimates, Sales Increase Y/Y
• Positive Sentiment: The company reaffirmed its full-year FY2026 adjusted EBITDA outlook of $1.55 billion to $1.58 billion, which can support investor confidence in the outlook. Post Holdings Reports Results for the Second Quarter of Fiscal Year 2026; Affirms Fiscal Year 2026 Outlook
• Positive Sentiment: Post also announced an executive transition and a new buyback plan, with Robert Vitale moving to Executive Chairman and Nicolas Catoggio set to become CEO on October 1, 2026. Post Holdings Announces Executive Transition
• Neutral Sentiment: Revenue was slightly below analyst estimates, which partly offsets the earnings beat and may limit upside enthusiasm. Post Holdings Reports Results for the Second Quarter of Fiscal Year 2026; Affirms Fiscal Year 2026 Outlook

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on the stock. Weiss Ratings raised shares of Post from a "sell (d+)" rating to a "hold (c-)" rating in a research report on Friday, February 6th. JPMorgan Chase & Co. dropped their price target on shares of Post from $133.00 to $119.00 and set an "overweight" rating on the stock in a research report on Monday, April 20th. BTIG Research assumed coverage on shares of Post in a research report on Monday, April 13th. They set a "neutral" rating on the stock. Wells Fargo & Company dropped their price target on shares of Post from $120.00 to $110.00 and set an "equal weight" rating on the stock in a research report on Wednesday, April 8th. Finally, Barclays dropped their price target on shares of Post from $127.00 to $119.00 and set an "overweight" rating on the stock in a research report on Tuesday, April 14th. Five analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company's stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $124.50.

Insider Buying and Selling

In related news, Director Gregory L. Curl sold 6,983 shares of the business's stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $114.31, for a total transaction of $798,226.73. Following the completion of the transaction, the director owned 21,293 shares of the company's stock, valued at approximately $2,434,002.83. The trade was a 24.70% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 14.05% of the company's stock.

Post Price Performance

POST opened at $102.07 on Friday. The company has a market capitalization of $4.88 billion, a price-to-earnings ratio of 17.18 and a beta of 0.43. 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 firm has a 50-day moving average price of $101.39 and a 200-day moving average price of $102.26. Post Holdings, Inc. has a twelve month low of $94.13 and a twelve month high of $117.28.

Post (NYSE:POST - Get Free Report) last issued its quarterly earnings data on Thursday, May 7th. The company reported $1.94 EPS for the quarter, beating the consensus estimate of $1.73 by $0.21. The company had revenue of $2.04 billion during the quarter, compared to analysts' expectations of $2.08 billion. Post had a net margin of 4.01% and a return on equity of 12.87%. Post's revenue for the quarter was up 4.7% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.41 earnings per share. Equities analysts expect that Post Holdings, Inc. will post 7.24 EPS for the current year.

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.

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