PYA Waltman Capital LLC Acquires 8,120 Shares of Post Holdings, Inc. (NYSE:POST)

PYA Waltman Capital LLC raised its position in shares of Post Holdings, Inc. (NYSE:POST - Free Report) by 5.7% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 149,443 shares of the company's stock after purchasing an additional 8,120 shares during the quarter. Post accounts for approximately 5.5% of PYA Waltman Capital LLC's holdings, making the stock its 6th biggest position. PYA Waltman Capital LLC owned about 0.25% of Post worth $13,160,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in POST. Robeco Institutional Asset Management B.V. grew its stake in shares of Post by 24.0% during the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 22,711 shares of the company's stock valued at $1,947,000 after acquiring an additional 4,393 shares during the period. Raymond James & Associates grew its stake in shares of Post by 11.4% during the 3rd quarter. Raymond James & Associates now owns 396,363 shares of the company's stock valued at $33,984,000 after acquiring an additional 40,567 shares during the period. Brown Advisory Inc. grew its stake in shares of Post by 4.7% during the 3rd quarter. Brown Advisory Inc. now owns 22,755 shares of the company's stock valued at $1,951,000 after acquiring an additional 1,014 shares during the period. Strs Ohio grew its stake in shares of Post by 4.7% during the 3rd quarter. Strs Ohio now owns 16,376 shares of the company's stock valued at $1,404,000 after acquiring an additional 734 shares during the period. Finally, Park Avenue Securities LLC bought a new position in shares of Post during the 3rd quarter valued at approximately $484,000. 94.85% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

POST has been the subject of a number of recent research reports. Barclays boosted their price objective on Post from $105.00 to $115.00 and gave the company an "overweight" rating in a research note on Tuesday, February 6th. Stifel Nicolaus boosted their price target on Post from $98.00 to $115.00 and gave the stock a "buy" rating in a report on Monday, February 5th. Finally, Mizuho boosted their price target on Post from $110.00 to $128.00 and gave the stock a "buy" rating in a report on Monday, February 5th. Two analysts have rated the stock with a hold rating and five have issued a buy rating to the company's stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average price target of $109.67.

Post Price Performance

Shares of POST traded down $1.34 during mid-day trading on Wednesday, hitting $104.81. 940,763 shares of the stock were exchanged, compared to its average volume of 602,772. The company has a market cap of $6.36 billion, a PE ratio of 22.49 and a beta of 0.66. Post Holdings, Inc. has a 52-week low of $78.85 and a 52-week high of $107.67. The firm has a 50-day moving average of $104.12 and a two-hundred day moving average of $94.94. The company has a debt-to-equity ratio of 1.60, a quick ratio of 1.00 and a current ratio of 1.99.

Post (NYSE:POST - Get Free Report) last released its quarterly earnings results on Thursday, February 1st. The company reported $1.69 earnings per share for the quarter, beating the consensus estimate of $1.07 by $0.62. Post had a return on equity of 10.51% and a net margin of 4.03%. The company had revenue of $1.97 billion for the quarter, compared to analyst estimates of $1.92 billion. On average, equities analysts predict that Post Holdings, Inc. will post 5.52 earnings per share for the current year.

Insider Activity at Post

In related news, Director Thomas C. Erb purchased 1,000 shares of the firm's stock in a transaction that occurred on Wednesday, February 7th. The shares were bought at an average price of $104.24 per share, for a total transaction of $104,240.00. Following the acquisition, the director now owns 33,475 shares of the company's stock, valued at approximately $3,489,434. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. In other Post news, CAO Diedre J. Gray sold 7,297 shares of the company's stock in a transaction on Monday, February 12th. The stock was sold at an average price of $104.51, for a total value of $762,609.47. Following the transaction, the chief accounting officer now owns 51,073 shares of the company's stock, valued at approximately $5,337,639.23. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Thomas C. Erb acquired 1,000 shares of the business's stock in a transaction on Wednesday, February 7th. The stock was acquired at an average cost of $104.24 per share, for a total transaction of $104,240.00. Following the transaction, the director now directly owns 33,475 shares in the company, valued at $3,489,434. The disclosure for this purchase can be found here. 10.70% of the stock is currently owned by insiders.

About Post

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.