AlphaQuest LLC Sells 7,764 Shares of Post Holdings, Inc. $POST

AlphaQuest LLC reduced its stake in Post Holdings, Inc. (NYSE:POST) by 67.6% in the third quarter, Holdings Channel.com reports. The institutional investor owned 3,729 shares of the company’s stock after selling 7,764 shares during the period. AlphaQuest LLC’s holdings in Post were worth $401,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. The Manufacturers Life Insurance Company grew its holdings in shares of Post by 35.0% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 1,313,852 shares of the company’s stock worth $143,249,000 after acquiring an additional 340,599 shares during the period. Norges Bank bought a new stake in shares of Post during the second quarter valued at approximately $136,310,000. Epoch Investment Partners Inc. grew its stake in Post by 3.2% in the second quarter. Epoch Investment Partners Inc. now owns 944,727 shares of the company’s stock worth $103,004,000 after purchasing an additional 29,240 shares during the period. Envestnet Asset Management Inc. raised its holdings in Post by 1.3% in the second quarter. Envestnet Asset Management Inc. now owns 306,219 shares of the company’s stock worth $33,387,000 after purchasing an additional 3,978 shares in the last quarter. Finally, EULAV Asset Management raised its holdings in Post by 10.8% in the third quarter. EULAV Asset Management now owns 225,071 shares of the company’s stock worth $24,191,000 after purchasing an additional 21,998 shares in the last quarter. 94.85% of the stock is currently owned by hedge funds and other institutional investors.

Key Post News

Here are the key news stories impacting Post this week:

• Positive Sentiment: Q1 earnings beat and raised guidance — Post reported adjusted EPS above consensus ($2.13 vs. $1.66 consensus), revenue grew ~10% year-over-year, and management raised FY2026 adjusted EBITDA guidance to $1.55–$1.58 billion, which supports upside to valuation and drove buying interest. Post Holdings Reports Results for the First Quarter of Fiscal Year 2026; Raises Fiscal Year 2026 Outlook
• Positive Sentiment: Leadership change at Post Consumer Brands — The company named Greg Pearson as President & CEO of Post Consumer Brands (effective April 1). Market reaction suggests investors view this as a stabilizing commercial/brand leadership move for a core segment. Greg Pearson to Join Post Consumer Brands as President and Chief Executive Officer
• Neutral Sentiment: Top-line vs. some street estimates mixed — while revenue rose ~10%, it was marginally below certain estimates ($2.17B vs. ~$2.18B). That moderates the beat narrative and keeps focus on margin and segment trends in upcoming calls. Post Holdings Q1 Earnings Beat Estimates, Sales Grow About 10% Y/Y
• Neutral Sentiment: Analyst backdrop supportive but varied — recent analyst coverage is mostly positive (several Outperform/Overweight ratings) and median price targets sit near current levels, leaving room for incremental upgrades if execution continues. Post Holdings (POST) Releases Q1 2026 Earnings: Revenue Growth but EPS Miss
• Negative Sentiment: Cash flow and liquidity signals to watch — some third‑party data flagged a sharp decline in cash and operating cash flow year-over-year; investors will watch free cash flow and working capital as acquisitions and integration drive results. Post Holdings (POST) Releases Q1 2026 Earnings: Revenue Growth but EPS Miss
• Negative Sentiment: Leverage and margins remain elevated/thin — Post carries meaningful leverage (debt-to-equity around ~2.0) and reported modest net margins; any slip in volumes or integration costs could pressure results and sentiment. Listen to Conference Call

Insiders Place Their Bets

In other Post news, Director David W. Kemper acquired 1,800 shares of the company’s stock in a transaction that occurred on Monday, November 24th. The shares were bought at an average cost 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 approximately $3,086,949.46. This represents a 6.06% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Bradly A. Harper sold 1,658 shares of Post stock in a transaction dated Friday, December 5th. The stock was sold at an average price of $96.69, for a total value of $160,312.02. Following the completion of the sale, the senior vice president owned 11,441 shares of the company’s stock, valued at $1,106,230.29. The trade was a 12.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 14.05% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of analysts have recently commented on POST shares. Wells Fargo & Company dropped their target price on shares of Post from $115.00 to $108.00 and set an “equal weight” rating on the stock in a report on Monday, November 24th. Wall Street Zen raised shares of Post from a “hold” rating to a “buy” rating in a research note on Saturday. Barclays decreased 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. Weiss Ratings raised Post from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday. Finally, Mizuho cut their price target on Post from $122.00 to $120.00 and set an “outperform” rating on the stock in a research note on Monday, December 1st. Five investment analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $125.33.

Post Trading Up 9.8%

Shares of NYSE POST opened at $114.62 on Friday. The firm’s 50 day moving average price is $99.63 and its 200-day moving average price is $104.15. Post Holdings, Inc. has a 52-week low of $95.07 and a 52-week high of $119.85. 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 company has a market cap of $5.91 billion, a PE ratio of 21.19 and a beta of 0.44.

Post (NYSE:POST) last announced its quarterly earnings results on Thursday, February 5th. The company reported $2.13 earnings per share for the quarter, beating the consensus estimate of $1.66 by $0.47. The company had revenue of $2.17 billion during the quarter, compared to the consensus estimate of $2.18 billion. Post had a net margin of 3.82% and a return on equity of 12.05%. The firm’s quarterly revenue was up 10.2% compared to the same quarter last year. During the same quarter last year, the firm earned $1.73 earnings per share. On average, equities research analysts expect that Post Holdings, Inc. will post 6.41 EPS for the current fiscal 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.