Post (NYSE:POST) Rating Lowered to Hold at Wall Street Zen

Key Points

• Wall Street Zen downgraded Post from buy to hold, even though the broader analyst picture remains fairly positive with a Moderate Buy average rating and a $124.50 price target.
• Post reported better-than-expected quarterly earnings, posting EPS of $1.94 versus estimates of $1.73, while revenue rose 4.7% year over year to about $2.04 billion.
• Despite the earnings beat, revenue came in slightly below expectations, and shares were trading around $102.07 near the middle of their 52-week range. The company also noted recent insider selling and reaffirmed its full-year outlook.

Post (NYSE:POST - Get Free Report) was downgraded by research analysts at Wall Street Zen from a "buy" rating to a "hold" rating in a research note issued to investors on Saturday.

A number of other equities analysts also recently weighed in on POST. Wells Fargo & Company reduced their price target on Post from $120.00 to $110.00 and set an "equal weight" rating for the company in a research report on Wednesday, April 8th. Barclays dropped their price objective on Post from $127.00 to $119.00 and set an "overweight" rating on the stock in a research note on Tuesday, April 14th. BTIG Research started coverage on Post in a research note on Monday, April 13th. They set a "neutral" rating on the stock. Zacks Research upgraded Post from a "strong sell" rating to a "hold" rating in a research note on Monday, February 9th. Finally, JPMorgan Chase & Co. dropped their price objective on Post from $133.00 to $119.00 and set an "overweight" rating on the stock in a research note on Monday, April 20th. Five analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company's stock. According to MarketBeat.com, Post currently has an average rating of "Moderate Buy" and an average price target of $124.50.

Post Trading Down 0.9%

NYSE:POST opened at $102.07 on Friday. Post has a twelve month low of $94.13 and a twelve month high of $117.28. 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 business has a 50 day moving average price of $101.39 and a two-hundred day moving average price of $102.26. The company has a market cap of $4.88 billion, a P/E ratio of 17.18 and a beta of 0.43.

Post (NYSE:POST - Get Free Report) last released its quarterly earnings results on Thursday, May 7th. The company reported $1.94 earnings per share for the quarter, topping analysts' consensus estimates of $1.73 by $0.21. Post had a return on equity of 12.87% and a net margin of 4.01%.The firm had revenue of $2.04 billion during the quarter, compared to the consensus estimate of $2.08 billion. During the same quarter in the prior year, the firm posted $1.41 EPS. The business's revenue was up 4.7% on a year-over-year basis. As a group, analysts expect that Post will post 7.24 EPS for the current fiscal year.

Insiders Place Their Bets

In related 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 owned 21,293 shares in the company, valued at approximately $2,434,002.83. This represents a 24.70% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 14.05% of the company's stock.

Institutional Investors Weigh In On Post

A number of large investors have recently added to or reduced their stakes in the business. Larson Financial Group LLC raised its stake in Post by 62.8% in the 4th quarter. Larson Financial Group LLC now owns 267 shares of the company's stock valued at $26,000 after acquiring an additional 103 shares during the period. Argonautica Private Wealth Management Inc. increased its position in Post by 4.4% during the 4th quarter. Argonautica Private Wealth Management Inc. now owns 2,603 shares of the company's stock worth $258,000 after buying an additional 109 shares during the period. Millstone Evans Group LLC increased its position in Post by 50.0% during the 3rd quarter. Millstone Evans Group LLC now owns 375 shares of the company's stock worth $40,000 after buying an additional 125 shares during the period. Northwestern Mutual Wealth Management Co. increased its position in Post by 119.5% during the 2nd 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 period. Finally, Aviso Financial Inc. increased its position in Post by 1.4% during the 3rd quarter. Aviso Financial Inc. now owns 10,020 shares of the company's stock worth $1,077,000 after buying an additional 140 shares during the period. Institutional investors own 94.85% of the company's stock.

Trending Headlines about 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

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.

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