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

Post Holdings, Inc. (NYSE:POST) has been assigned a consensus rating of “Moderate Buy” from the eight brokerages that are currently covering the company, MarketBeat reports. Three equities research analysts have rated the stock with a hold recommendation and five have assigned a buy recommendation to the company. The average 1-year price target among brokers that have covered the stock in the last year is $129.6667.

Several equities research analysts recently commented on the company. Zacks Research upgraded Post from a “strong sell” rating to a “hold” rating in a report on Monday, February 9th. Wells Fargo & Company upped their target price on shares of Post from $108.00 to $120.00 and gave the company an “equal weight” rating in a research note on Monday, February 9th. Evercore dropped their price target on shares of Post from $131.00 to $129.00 and set an “outperform” rating on the stock in a report on Monday, November 24th. Weiss Ratings upgraded shares of Post from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Friday, February 6th. Finally, Wall Street Zen raised shares of Post from a “hold” rating to a “buy” rating in a report on Saturday, February 7th.

Key Headlines Impacting Post

Here are the key news stories impacting Post this week:

• Positive Sentiment: Foodservice strength and branded portfolio lift near-term growth — a Zacks note highlights that Post began fiscal 2026 with ~10% sales growth in Q1 driven by a rebound in foodservice egg volumes and steady contributions from Weetabix, supporting revenue momentum and margin recovery prospects. Can Post Holdings Sustain Growth on Foodservice Strength?
• Neutral Sentiment: Packaging / recycled resin trends could affect COGS and sustainability positioning — a recent market analysis of the post-consumer resin (PCR) market outlines supply, pricing and demand dynamics for recycled plastics used in food packaging. Changes in PCR availability or cost could influence Post’s packaging expenses and ESG disclosures, but the note is industry‑wide rather than company‑specific. Post Consumer Resin (PCR) Market Analysis & Growth 2026
• Negative Sentiment: Geopolitical escalation and market volatility risk — reporting that Russia is providing Iran intelligence to target U.S. forces underscores rising geopolitical tensions in the Middle East. Heightened risk can drive broad market volatility, commodity-price moves, and cautious consumer spending, which are potential near-term headwinds for consumer-packaged-goods demand and investor sentiment toward POST. Russia is providing Iran intelligence to target U.S. forces, officials say – The Washington Post

Post Stock Performance

Shares of POST opened at $105.54 on Friday. The company has a market cap of $5.05 billion, a price-to-earnings ratio of 19.51 and a beta of 0.43. The business’s fifty day simple moving average is $103.07 and its two-hundred day simple moving average is $104.32. Post has a 12 month low of $95.07 and a 12 month high of $119.85. The company has a current ratio of 1.90, a quick ratio of 1.02 and a debt-to-equity ratio of 2.15.

Post (NYSE:POST) last posted its quarterly earnings results on Thursday, February 5th. The company reported $2.13 earnings per share for the quarter, topping the consensus estimate of $1.66 by $0.47. The firm had revenue of $2.17 billion during the quarter, compared to analysts’ expectations of $2.18 billion. Post had a return on equity of 12.37% and a net margin of 3.82%.The company’s revenue was up 10.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.73 earnings per share. Research analysts anticipate that Post will post 6.41 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Post news, Director Gregory L. Curl sold 6,983 shares of Post stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $114.31, for a total value of $798,226.73. Following the completion of the sale, the director owned 21,293 shares of the company’s stock, valued at approximately $2,434,002.83. The trade was a 24.70% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 14.05% of the company’s stock.

Hedge Funds Weigh In On Post

A number of institutional investors and hedge funds have recently modified their holdings of the company. Royal Bank of Canada increased its position in Post by 74.2% during the first quarter. Royal Bank of Canada now owns 57,535 shares of the company’s stock valued at $6,694,000 after acquiring an additional 24,514 shares during the last quarter. Empowered Funds LLC grew its stake in shares of Post by 12.3% during the 1st quarter. Empowered Funds LLC now owns 4,436 shares of the company’s stock valued at $516,000 after purchasing an additional 487 shares during the period. Focus Partners Wealth grew its stake in shares of Post by 11.1% during the 1st quarter. Focus Partners Wealth now owns 3,287 shares of the company’s stock valued at $382,000 after purchasing an additional 328 shares during the period. Intech Investment Management LLC increased its position in shares of Post by 181.1% during the 1st quarter. Intech Investment Management LLC now owns 11,771 shares of the company’s stock valued at $1,370,000 after purchasing an additional 7,583 shares during the last quarter. Finally, Savant Capital LLC increased its position in shares of Post by 19.8% during the 2nd quarter. Savant Capital LLC now owns 4,132 shares of the company’s stock valued at $451,000 after purchasing an additional 683 shares during the last quarter. 94.85% of the stock is currently owned by hedge funds and other 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.