PYA Waltman Capital LLC Boosts Position in Post Holdings, Inc. (NYSE:POST)

PYA Waltman Capital LLC boosted its holdings in Post Holdings, Inc. (NYSE:POST - Free Report) by 15.1% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 173,365 shares of the company's stock after buying an additional 22,707 shares during the quarter. Post makes up approximately 6.3% of PYA Waltman Capital LLC's investment portfolio, making the stock its 3rd largest position. PYA Waltman Capital LLC owned 0.31% of Post worth $20,173,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. Bessemer Group Inc. raised its holdings in Post by 200.0% during the 1st quarter. Bessemer Group Inc. now owns 477 shares of the company's stock worth $56,000 after purchasing an additional 318 shares during the last quarter. Exchange Traded Concepts LLC raised its holdings in Post by 7.3% during the 1st quarter. Exchange Traded Concepts LLC now owns 6,922 shares of the company's stock worth $805,000 after purchasing an additional 472 shares during the last quarter. Charles Schwab Investment Management Inc. raised its holdings in Post by 0.3% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 320,585 shares of the company's stock worth $36,694,000 after purchasing an additional 964 shares during the last quarter. ProShare Advisors LLC raised its holdings in Post by 7.4% during the 4th quarter. ProShare Advisors LLC now owns 2,215 shares of the company's stock worth $254,000 after purchasing an additional 152 shares during the last quarter. Finally, Fifth Third Bancorp raised its holdings in Post by 27.3% during the 1st quarter. Fifth Third Bancorp now owns 829 shares of the company's stock worth $96,000 after purchasing an additional 178 shares during the last quarter. Institutional investors own 94.85% of the company's stock.

Post Stock Down 0.7%

POST traded down $0.78 during mid-day trading on Friday, reaching $106.88. 741,812 shares of the stock were exchanged, compared to its average volume of 570,404. The company has a debt-to-equity ratio of 1.81, a quick ratio of 1.43 and a current ratio of 2.13. The stock has a market capitalization of $5.96 billion, a PE ratio of 19.02 and a beta of 0.48. The company has a 50 day moving average price of $110.00 and a two-hundred day moving average price of $111.37. Post Holdings, Inc. has a 1 year low of $103.33 and a 1 year high of $125.84.

Post (NYSE:POST - Get Free Report) last posted its quarterly earnings data on Thursday, May 8th. The company reported $1.41 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.18 by $0.23. The firm had revenue of $1.95 billion for the quarter, compared to the consensus estimate of $1.98 billion. Post had a net margin of 4.53% and a return on equity of 10.24%. The business's revenue for the quarter was down 2.3% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.51 EPS. As a group, research analysts anticipate that Post Holdings, Inc. will post 6.41 EPS for the current year.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on POST. Wells Fargo & Company cut their price target on Post from $120.00 to $117.00 and set an "equal weight" rating on the stock in a report on Wednesday. Piper Sandler boosted their price objective on Post from $140.00 to $150.00 and gave the company an "overweight" rating in a report on Wednesday, June 11th. Mizuho reduced their price target on shares of Post from $133.00 to $127.00 and set an "outperform" rating for the company in a research report on Wednesday, May 28th. Finally, Evercore ISI lifted their price target on shares of Post from $130.00 to $131.00 and gave the company an "outperform" rating in a research report on Wednesday, June 4th. One investment analyst has rated the stock with a hold rating and five have issued a buy rating to the company's stock. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $130.00.

Insider Activity

In other news, CEO Nicolas Catoggio sold 1,750 shares of the company's stock in a transaction dated Thursday, June 5th. The stock was sold at an average price of $108.97, for a total transaction of $190,697.50. Following the sale, the chief executive officer directly owned 43,751 shares in the company, valued at $4,767,546.47. This represents a 3.85% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, Director William P. Stiritz purchased 186,740 shares of the firm's stock in a transaction dated Thursday, June 5th. The shares were bought at an average price of $109.11 per share, for a total transaction of $20,375,201.40. Following the completion of the transaction, the director owned 4,298,667 shares of the company's stock, valued at approximately $469,027,556.37. This trade represents a 4.54% increase in their ownership of the stock. The disclosure for this purchase can be found here. 11.40% of the stock is owned by corporate 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.