Post Holdings, Inc. (NYSE:POST) Receives Consensus Recommendation of "Moderate Buy" from Analysts

Key Points

• Analysts give Post an overall recommendation of Moderate Buy (eight analysts: five buys, three holds) with an average 12‑month price target of about $129.67.
• Post posted an EPS beat of $2.13 vs. $1.66 expected and revenue of $2.17B (up 10.2% year‑over‑year), and analysts forecast roughly $6.41 in EPS for the fiscal year.
• Director Gregory L. Curl sold 6,983 shares at an average $114.31 (≈$798k), cutting his direct holdings by about 24.7%, while corporate insiders collectively own about 14.05% of the company.

Shares of Post Holdings, Inc. (NYSE:POST - Get Free Report) have been given an average recommendation of "Moderate Buy" by the eight analysts that are covering the company, MarketBeat.com reports. Three equities research analysts have rated the stock with a hold recommendation and five have given a buy recommendation to the company. The average 12 month price objective among brokerages that have updated their coverage on the stock in the last year is $129.6667.

POST has been the topic of several research reports. Evercore dropped their price objective on shares of Post from $131.00 to $129.00 and set an "outperform" rating on the stock in a research note on Monday, November 24th. Mizuho decreased their target price on shares of Post from $122.00 to $120.00 and set an "outperform" rating for the company in a research note on Monday, December 1st. Wall Street Zen upgraded shares of Post from a "hold" rating to a "buy" rating in a report on Saturday, February 7th. Wells Fargo & Company boosted their price target on Post from $108.00 to $120.00 and gave the stock an "equal weight" rating in a research report on Monday, February 9th. Finally, Barclays restated an "overweight" rating and issued a $127.00 price target on shares of Post in a research note on Monday, February 9th.

Post Price Performance

POST opened at $105.54 on Friday. The company has a current ratio of 1.90, a quick ratio of 1.02 and a debt-to-equity ratio of 2.15. The company has a market cap of $5.05 billion, a price-to-earnings ratio of 19.51 and a beta of 0.43. The stock has a fifty day simple moving average of $103.07 and a two-hundred day simple moving average of $104.32. Post has a 12-month low of $95.07 and a 12-month high of $119.85.

Post (NYSE:POST - Get Free Report) last announced its earnings results on Thursday, February 5th. The company reported $2.13 EPS for the quarter, beating analysts' consensus estimates of $1.66 by $0.47. The firm had revenue of $2.17 billion for the quarter, compared to analysts' expectations of $2.18 billion. Post had a net margin of 3.82% and a return on equity of 12.37%. The company's quarterly revenue was up 10.2% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.73 EPS. Research analysts predict that Post will post 6.41 earnings per share for the current fiscal year.

Post News Summary

Here are the key news stories impacting Post this week:

• Positive Sentiment: Foodservice strength and branded portfolio lift near-term growth — a Zacks note highlights that Post began fiscal 2026 with ~10% sales growth in Q1 driven by a rebound in foodservice egg volumes and steady contributions from Weetabix, supporting revenue momentum and margin recovery prospects. Can Post Holdings Sustain Growth on Foodservice Strength?
• Neutral Sentiment: Packaging / recycled resin trends could affect COGS and sustainability positioning — a recent market analysis of the post-consumer resin (PCR) market outlines supply, pricing and demand dynamics for recycled plastics used in food packaging. Changes in PCR availability or cost could influence Post’s packaging expenses and ESG disclosures, but the note is industry‑wide rather than company‑specific. Post Consumer Resin (PCR) Market Analysis & Growth 2026
• Negative Sentiment: Geopolitical escalation and market volatility risk — reporting that Russia is providing Iran intelligence to target U.S. forces underscores rising geopolitical tensions in the Middle East. Heightened risk can drive broad market volatility, commodity-price moves, and cautious consumer spending, which are potential near-term headwinds for consumer-packaged-goods demand and investor sentiment toward POST. Russia is providing Iran intelligence to target U.S. forces, officials say - The Washington Post

Insider Activity at Post

In other news, Director Gregory L. Curl sold 6,983 shares of the stock in a transaction on Monday, February 9th. The stock was sold at an average price of $114.31, for a total value of $798,226.73. Following the sale, the director directly owned 21,293 shares of the company's stock, valued at approximately $2,434,002.83. This represents a 24.70% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Corporate insiders own 14.05% of the company's stock.

Hedge Funds Weigh In On Post

A number of hedge funds have recently bought and sold shares of POST. Caitong International Asset Management Co. Ltd bought a new stake in Post during the 3rd quarter valued at about $26,000. Northwestern Mutual Wealth Management Co. raised its holdings in Post by 119.5% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 248 shares of the company's stock worth $27,000 after buying an additional 135 shares during the last quarter. Larson Financial Group LLC lifted its stake in shares of Post by 62.8% in the fourth quarter. Larson Financial Group LLC now owns 267 shares of the company's stock worth $26,000 after buying an additional 103 shares in the last quarter. Highlander Partners L.P. bought a new position in shares of Post in the fourth quarter worth approximately $33,000. Finally, Millstone Evans Group LLC grew its holdings in shares of Post by 50.0% during the third quarter. Millstone Evans Group LLC now owns 375 shares of the company's stock valued at $40,000 after buying an additional 125 shares during the last quarter. Institutional investors own 94.85% of the company's stock.

About Post

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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