Osaic Holdings Inc. Boosts Holdings in Post Holdings, Inc. $POST

Osaic Holdings Inc. increased its stake in shares of Post Holdings, Inc. (NYSE:POST) by 79.3% during the 2nd quarter, Holdings Channel.com reports. The fund owned 21,227 shares of the company’s stock after purchasing an additional 9,391 shares during the quarter. Osaic Holdings Inc.’s holdings in Post were worth $2,318,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Jump Financial LLC purchased a new stake in shares of Post in the 1st quarter valued at about $355,000. Landscape Capital Management L.L.C. acquired a new position in Post during the first quarter worth approximately $1,276,000. State of Wyoming lifted its stake in Post by 50.5% in the first quarter. State of Wyoming now owns 1,781 shares of the company’s stock valued at $207,000 after buying an additional 598 shares during the last quarter. Vident Advisory LLC boosted its holdings in shares of Post by 47.9% in the first quarter. Vident Advisory LLC now owns 5,103 shares of the company’s stock valued at $594,000 after acquiring an additional 1,653 shares during the period. Finally, Royal Bank of Canada grew its position in shares of Post by 74.2% during the first quarter. Royal Bank of Canada now owns 57,535 shares of the company’s stock worth $6,694,000 after acquiring an additional 24,514 shares during the last quarter. Institutional investors and hedge funds own 94.85% of the company’s stock.

Post News Summary

Here are the key news stories impacting Post this week:

• Positive Sentiment: Winter‑storm demand could boost retail grocery sales and short‑term pantry buying, supporting packaged‑food demand for brands like Post. Major winter storm predicted to bring snow, ice to Midwest and Northeast
• Neutral Sentiment: Holiday market illiquidity and muted S&P futures mean price moves may be choppier and less reliable; thin volumes can exaggerate short‑term swings in POST. S&P Futures Muted in Thin Post-Christmas Trade
• Neutral Sentiment: Major US indices traded with a lack of direction today (choppy session but a strong week overall); with no company news, POST is likely tracking this market backdrop. U.S. Stocks Finish Choppy Trading Day Slightly Lower But Post Strong Weekly Gains
• Neutral Sentiment: Dollar moves can influence commodity prices and exporters; the dollar’s recent dip‑and‑recovery adds uncertainty to input‑cost outlooks for commodity‑sensitive food makers. Dollar Index Posts 2.75-Month Low But Then Recovers
• Negative Sentiment: Wheat (an important input for many Post products) was showing early gains — rising grain prices would pressure margins if costs can’t be fully passed to retailers. Wheat Posting Early Wednesday Gains

Analyst Upgrades and Downgrades

Several analysts recently commented on the stock. Evercore ISI reduced their price target on shares of Post from $131.00 to $129.00 and set an “outperform” rating for the company in a research report on Monday, November 24th. JPMorgan Chase & Co. upped their target price on shares of Post from $131.00 to $132.00 and gave the company an “overweight” rating in a report on Monday, October 27th. Weiss Ratings reissued a “hold (c-)” rating on shares of Post in a report on Monday, December 22nd. Wall Street Zen cut Post from a “buy” rating to a “hold” rating in a research report on Sunday, November 23rd. Finally, Zacks Research cut Post from a “hold” rating to a “strong sell” rating in a research report on Friday, November 28th. Five investment analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $125.33.

Post Trading Down 0.1%

NYSE POST opened at $101.20 on Friday. The company has a quick ratio of 0.95, a current ratio of 1.67 and a debt-to-equity ratio of 1.97. The stock has a market capitalization of $5.22 billion, a P/E ratio of 18.47 and a beta of 0.46. Post Holdings, Inc. has a 52-week low of $95.07 and a 52-week high of $119.85. The firm has a 50-day moving average price of $102.91 and a 200 day moving average price of $106.14.

Post (NYSE:POST) last released its earnings results on Thursday, November 20th. The company reported $2.09 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.89 by $0.20. The company had revenue of $2.25 billion for the quarter, compared to analysts’ expectations of $2.25 billion. Post had a return on equity of 11.72% and a net margin of 4.11%.The firm’s quarterly revenue was up 11.8% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.53 EPS. Equities research analysts expect that Post Holdings, Inc. will post 6.41 EPS for the current year.

Insiders Place Their Bets

In other news, SVP Bradly A. Harper sold 1,658 shares of the company’s stock in a transaction on Friday, December 5th. The shares were sold at an average price of $96.69, for a total transaction of $160,312.02. Following the transaction, the senior vice president directly owned 11,441 shares of the company’s stock, valued at $1,106,230.29. This represents a 12.66% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director David W. Kemper acquired 1,800 shares of Post stock in a transaction that occurred on Monday, November 24th. The stock was bought at an average price of $97.93 per share, with a total value of $176,274.00. Following the purchase, the director directly owned 31,522 shares of the company’s stock, valued at approximately $3,086,949.46. This trade represents a 6.06% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Corporate insiders own 14.05% of the company’s stock.

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.