Post Holdings, Inc. (NYSE:POST) Given Consensus Rating of “Moderate Buy” by Analysts

Post Holdings, Inc. (NYSE:POST) has earned an average rating of “Moderate Buy” from the eight analysts that are presently covering the company, MarketBeat reports. One investment analyst has rated the stock with a sell rating, two have issued a hold rating and five have assigned a buy rating to the company. The average 12-month price target among brokers that have covered the stock in the last year is $125.3333.

Several equities analysts have commented on the stock. Barclays decreased their price objective on shares of Post from $125.00 to $113.00 and set an “overweight” rating on the stock in a report on Tuesday, November 25th. Wall Street Zen downgraded shares of Post from a “buy” rating to a “hold” rating in a report on Sunday, November 23rd. Mizuho lowered their target price on shares of Post from $122.00 to $120.00 and set an “outperform” rating on the stock in a report on Monday, December 1st. Weiss Ratings reiterated a “hold (c-)” rating on shares of Post in a research report on Monday, December 29th. Finally, JPMorgan Chase & Co. increased their price target on Post from $131.00 to $132.00 and gave the stock an “overweight” rating in a research report on Monday, October 27th.

Post News Summary

Here are the key news stories impacting Post this week:

• Positive Sentiment: U.S. industrial production hit a new post‑pandemic high in December, signaling firmer economic activity that can support consumer demand for packaged foods — though the report noted utilities were the main driver. Industrial Production Sets New Post-Pandemic High In December – But Mainly Due To Utilities
• Positive Sentiment: Broader market upside — including a midday surge in the Nasdaq — lifted sentiment for consumer stocks. A stronger tape can boost Post’s multiple as investors rotate into defensive, cash‑flow generative food names. Nasdaq Surges Over 100 Points; M&T Bank Posts Upbeat Earnings
• Neutral Sentiment: Post announced its Q1 FY2026 results conference call for Feb. 6 (9:00 a.m. ET). The scheduled call brings near‑term event risk — investors may be positioning ahead of guidance and Q1 results. Post Holdings Schedules First Quarter Fiscal Year 2026 Conference Call
• Neutral Sentiment: European equity strength (fifth consecutive weekly advance) reflects continued risk appetite tied to AI optimism; this global risk‑on tone can support U.S. stocks including defensive consumer names like Post. European Stocks Post Fifth Weekly Advance; Novo Nordisk Rises
• Negative Sentiment: Commodity pressure: soybeans posted midday gains — higher agricultural commodity prices can raise ingredient costs for cereal and other food makers, squeezing margins if Post cannot pass costs through. Soybeans Posting Midday Gains
• Negative Sentiment: Oil (WTI) moved modestly higher amid geopolitical and macro headlines; rising fuel costs increase distribution and logistics expense for consumer packaged goods companies. WTI Posts Modest Gains Above $60.00 As Traders Assess Iran Protests

Insider Buying and Selling at Post

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

Institutional Trading of Post

Large investors have recently made changes to their positions in the company. Empirical Financial Services LLC d.b.a. Empirical Wealth Management purchased a new stake in shares of Post in the 4th quarter worth $265,000. Three Seasons Wealth LLC purchased a new stake in Post in the fourth quarter worth about $504,000. Hara Capital LLC grew its holdings in Post by 9.0% during the 4th quarter. Hara Capital LLC now owns 7,797 shares of the company’s stock worth $772,000 after acquiring an additional 641 shares in the last quarter. Wealth Enhancement Advisory Services LLC increased its position in Post by 21.9% during the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 6,094 shares of the company’s stock valued at $601,000 after purchasing an additional 1,094 shares during the period. Finally, Park Avenue Securities LLC increased its position in Post by 6.0% during the 4th quarter. Park Avenue Securities LLC now owns 8,660 shares of the company’s stock valued at $858,000 after purchasing an additional 493 shares during the period. Institutional investors and hedge funds own 94.85% of the company’s stock.

Post Stock Performance

Shares of POST opened at $99.31 on Friday. The company has a market cap of $5.12 billion, a PE ratio of 18.12 and a beta of 0.45. The firm has a 50-day moving average of $100.59 and a 200-day moving average of $104.84. Post has a one year low of $95.07 and a one year high of $119.85. The company has a debt-to-equity ratio of 1.97, a current ratio of 1.67 and a quick ratio of 0.95.

Post (NYSE:POST) last issued its earnings results on Thursday, November 20th. The company reported $2.09 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.89 by $0.20. The business had revenue of $2.25 billion during the quarter, compared to the consensus estimate of $2.25 billion. Post had a net margin of 4.11% and a return on equity of 11.72%. Post’s revenue was up 11.8% on a year-over-year basis. During the same period last year, the business posted $1.53 EPS. As a group, equities analysts forecast that Post will post 6.41 earnings per share 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.