Nordea Investment Management AB Has $6.85 Million Position in Post Holdings, Inc. $POST

Nordea Investment Management AB boosted its stake in shares of Post Holdings, Inc. (NYSE:POST) by 26.6% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 63,612 shares of the company’s stock after purchasing an additional 13,354 shares during the quarter. Nordea Investment Management AB owned about 0.12% of Post worth $6,850,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Arrowstreet Capital Limited Partnership raised its position in shares of Post by 53.9% during the second quarter. Arrowstreet Capital Limited Partnership now owns 91,474 shares of the company’s stock valued at $9,973,000 after buying an additional 32,048 shares during the last quarter. Carnegie Investment Counsel raised its holdings in Post by 4.5% in the 3rd quarter. Carnegie Investment Counsel now owns 158,701 shares of the company’s stock valued at $17,057,000 after acquiring an additional 6,861 shares in the last quarter. Envestnet Portfolio Solutions Inc. raised its holdings in Post by 6.3% in the 2nd quarter. Envestnet Portfolio Solutions Inc. now owns 3,970 shares of the company’s stock valued at $433,000 after acquiring an additional 237 shares in the last quarter. Inspire Investing LLC lifted its position in shares of Post by 276.8% in the 2nd quarter. Inspire Investing LLC now owns 11,139 shares of the company’s stock worth $1,214,000 after acquiring an additional 8,183 shares during the period. Finally, Vanguard Personalized Indexing Management LLC grew its holdings in shares of Post by 21.5% during the 2nd quarter. Vanguard Personalized Indexing Management LLC now owns 6,932 shares of the company’s stock worth $756,000 after purchasing an additional 1,227 shares in the last quarter. Institutional investors own 94.85% of the company’s stock.

Post Trading Up 1.2%

Shares of NYSE:POST opened at $99.31 on Friday. The firm has a market capitalization of $5.12 billion, a price-to-earnings ratio of 18.12 and a beta of 0.45. The business’s 50 day moving average price is $100.59 and its 200-day moving average price is $104.79. 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 Holdings, Inc. has a 1 year low of $95.07 and a 1 year high of $119.85.

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

More Post News

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

Wall Street Analysts Forecast Growth

POST has been the subject of several recent research reports. Zacks Research lowered shares of Post from a “hold” rating to a “strong sell” rating in a research report on Friday, November 28th. Evercore ISI dropped their target price on Post from $131.00 to $129.00 and set an “outperform” rating for the company in a report on Monday, November 24th. Wall Street Zen lowered Post from a “buy” rating to a “hold” rating in a research note on Sunday, November 23rd. Mizuho cut their price objective on Post from $122.00 to $120.00 and set an “outperform” rating for the company in a report on Monday, December 1st. Finally, Barclays dropped their target price on shares of Post from $125.00 to $113.00 and set an “overweight” rating for the company in a research report on Tuesday, November 25th. Five research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $125.33.

Insiders Place Their Bets

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

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.