Braun Stacey Associates Inc. Buys 12,014 Shares of Post Holdings, Inc. $POST

Braun Stacey Associates Inc. lifted its stake in Post Holdings, Inc. (NYSE:POST) by 6.7% in the 3rd quarter, HoldingsChannel reports. The fund owned 191,562 shares of the company’s stock after purchasing an additional 12,014 shares during the quarter. Braun Stacey Associates Inc.’s holdings in Post were worth $20,589,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in POST. Sequoia Financial Advisors LLC grew its stake in Post by 2.3% in the second quarter. Sequoia Financial Advisors LLC now owns 5,075 shares of the company’s stock valued at $553,000 after purchasing an additional 115 shares during the last quarter. Parallel Advisors LLC boosted its holdings in shares of Post by 17.7% in the 2nd quarter. Parallel Advisors LLC now owns 844 shares of the company’s stock valued at $92,000 after buying an additional 127 shares in the last quarter. Northwestern Mutual Wealth Management Co. boosted its holdings in shares of Post by 119.5% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 248 shares of the company’s stock valued at $27,000 after buying an additional 135 shares in the last quarter. Nomura Asset Management Co. Ltd. grew its position in shares of Post by 39.0% in the 2nd quarter. Nomura Asset Management Co. Ltd. now owns 570 shares of the company’s stock worth $62,000 after buying an additional 160 shares during the last quarter. Finally, Advisory Services Network LLC raised its stake in shares of Post by 3.0% during the 2nd quarter. Advisory Services Network LLC now owns 5,740 shares of the company’s stock worth $607,000 after acquiring an additional 166 shares in the last quarter. 94.85% of the stock is currently owned by hedge funds and other institutional investors.

Key Stores Impacting Post

Here are the key news stories impacting Post this week:

• Positive Sentiment: Rising US flu activity may support demand for shelf‑stable, at‑home foods (cereal, ready meals) as consumers stay home — a modest potential tailwind for Post’s retail brands. Flu cases are rising with a new strain that makes older people sicker – The Washington Post
• Neutral Sentiment: No Post-specific filings in this batch — several corporate updates (fund NTAs, buybacks, auto sales, employee awards) are company-specific but unrelated to Post and unlikely to move POST stock directly. Example: L1 Long Short Fund NTA update. L1 Long Short Fund Posts Late‑December NTA Update
• Neutral Sentiment: Macro consumer/retail news (e.g., BYD auto sales) and many corporate updates in your list are sector- or region-specific and do not directly affect Post’s fundamentals. Example: BYD posts record NEV sales. BYD Posts Record 2025 NEV Sales as Battery EVs and Exports Drive Growth
• Negative Sentiment: Geopolitical and risk‑off headlines (Iran protests, China‑Taiwan drills) can push investors into safer assets and weigh on riskier equities; broad market weakness often drags even defensive stocks with leverage like Post. Iran on the brink? Key information about the protests – DW

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on POST shares. Barclays lowered their target price on shares of Post from $125.00 to $113.00 and set an “overweight” rating for the company in a research note on Tuesday, November 25th. Evercore ISI dropped their target price on Post from $131.00 to $129.00 and set an “outperform” rating on the stock in a research note on Monday, November 24th. Weiss Ratings reiterated a “hold (c-)” rating on shares of Post in a research note on Monday. Mizuho lowered their price target on Post from $122.00 to $120.00 and set an “outperform” rating for the company in a report on Monday, December 1st. Finally, JPMorgan Chase & Co. upped their price objective on shares of Post from $131.00 to $132.00 and gave the company an “overweight” rating in a report on Monday, October 27th. Five investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Post currently has an average rating of “Moderate Buy” and an average price target of $125.33.

Insider Buying and Selling

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

Post Stock Performance

Shares of POST opened at $99.08 on Friday. The company has a debt-to-equity ratio of 1.97, a quick ratio of 0.95 and a current ratio of 1.67. The stock has a 50-day moving average of $102.24 and a two-hundred day moving average of $105.81. The stock has a market cap of $5.11 billion, a P/E ratio of 18.08 and a beta of 0.45. Post Holdings, Inc. has a one year low of $95.07 and a one year high of $119.85.

Post (NYSE:POST) last announced its quarterly earnings data 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. Post had a return on equity of 11.72% and a net margin of 4.11%.The firm had revenue of $2.25 billion during the quarter, compared to analysts’ expectations of $2.25 billion. During the same period last year, the business posted $1.53 earnings per share. The company’s revenue for the quarter was up 11.8% compared to the same quarter last year. As a group, research analysts predict that Post Holdings, Inc. will post 6.41 EPS for the current year.

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.