Post (POST) Expected to Announce Quarterly Earnings on Thursday

Post (NYSE:POST) is anticipated to issue its Q1 2026 results after the market closes on Thursday, February 5th. Analysts expect the company to announce earnings of $1.62 per share and revenue of $2.1759 billion for the quarter. Interested persons may review the information on the company’s upcoming Q1 2026 earning report for the latest details on the call scheduled for Friday, February 6, 2026 at 9:00 AM ET.

Post (NYSE:POST) last announced its earnings results on Thursday, November 20th. The company reported $2.09 EPS for the quarter, topping the consensus estimate of $1.89 by $0.20. The firm had revenue of $2.25 billion for 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%. The business’s quarterly revenue was up 11.8% on a year-over-year basis. During the same period last year, the company posted $1.53 EPS. On average, analysts expect Post to post $6 EPS for the current fiscal year and $7 EPS for the next fiscal year.

Post Stock Down 0.2%

Post stock opened at $97.88 on Thursday. The company has a 50 day moving average of $99.35 and a 200-day moving average of $104.28. The company has a quick ratio of 0.95, a current ratio of 1.67 and a debt-to-equity ratio of 1.97. Post has a twelve month low of $95.07 and a twelve month high of $119.85. The stock has a market capitalization of $5.05 billion, a PE ratio of 17.86 and a beta of 0.45.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on POST. Barclays reduced 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. Wells Fargo & Company cut their price target on Post from $115.00 to $108.00 and set an “equal weight” rating on the stock in a report on Monday, November 24th. JPMorgan Chase & Co. increased their price objective on Post from $131.00 to $132.00 and gave the stock an “overweight” rating in a report on Monday, October 27th. Mizuho dropped their target price on Post from $122.00 to $120.00 and set an “outperform” rating on the stock in a research report on Monday, December 1st. Finally, Zacks Research downgraded 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, one has given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, Post currently has an average rating of “Hold” and an average target price of $125.33.

Trending Headlines about Post

Here are the key news stories impacting Post this week:

• Positive Sentiment: Underlying earnings momentum — Post beat expectations in its last reported quarter (EPS $2.09 vs. $1.89) and revenue rose ~11.8% year-over-year, which supports the company’s intermediate earnings outlook and helps justify current multiples. Analysts still expect solid full‑year EPS (~6.41).
• Positive Sentiment: Risk‑on market backdrop could cap downside for consumer stocks — the S&P 500 recently posted new highs on tech strength and broad earnings strength, which can buoy packaged‑food names on any rally. S&P 500 Posts a Record High
• Neutral Sentiment: Payments and retail checkout shifts (BNPL / post‑purchase instalments) are evolving — this is a sector trend that could indirectly affect demand patterns at grocery and retail customers, but it’s not an immediate company‑level catalyst for Post. Banks and BNPL Blur Lines on Post-Purchase Payments
• Neutral Sentiment: Fed and macro policy remain the dominant market drivers — rate decisions and messaging (and the volatility that sometimes follows big policy meetings) shape investor appetite for staples stocks; the next policy headlines are a watch item for POST holders.
• Negative Sentiment: Technicals and near‑term momentum are weak — the stock is trading below its 200‑day moving average (200‑day: $104.28 vs 50‑day: $99.35) and is close to its 12‑month low, which can amplify selling pressure from technical traders.
• Negative Sentiment: Leverage and liquidity considerations — Post’s debt‑to‑equity (~1.97) and a quick ratio under 1.0 (0.95) leave less margin for error if input costs or working‑capital needs rise; that balance‑sheet profile can weigh on the multiple compared with lower‑leverage peers.

Insider Activity

In related news, SVP Bradly A. Harper sold 1,658 shares of the company’s 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 approximately $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 SEC, which is accessible through this hyperlink. Also, Director David W. Kemper purchased 1,800 shares of the firm’s stock in a transaction 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 completion of the purchase, the director owned 31,522 shares of the company’s stock, valued at approximately $3,086,949.46. This 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.

Hedge Funds Weigh In On Post

Hedge funds and other institutional investors have recently made changes to their positions in the company. AQR Capital Management LLC increased its holdings in Post by 55.8% during the third quarter. AQR Capital Management LLC now owns 321,840 shares of the company’s stock worth $34,476,000 after buying an additional 115,223 shares during the last quarter. PYA Waltman Capital LLC grew its position in shares of Post by 63.1% in the 3rd quarter. PYA Waltman Capital LLC now owns 301,544 shares of the company’s stock valued at $32,410,000 after acquiring an additional 116,669 shares during the period. Qube Research & Technologies Ltd increased its stake in shares of Post by 208.2% during the 3rd quarter. Qube Research & Technologies Ltd now owns 219,673 shares of the company’s stock worth $23,610,000 after purchasing an additional 148,390 shares during the last quarter. Arrowstreet Capital Limited Partnership raised its holdings in shares of Post by 122.1% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 203,168 shares of the company’s stock valued at $21,836,000 after purchasing an additional 111,694 shares during the period. Finally, Duquesne Family Office LLC acquired a new stake in Post in the 3rd quarter valued at about $18,959,000. 94.85% of the stock is owned by institutional investors.

About Post

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.