Post Holdings, Inc. $POST Shares Acquired by Braun Stacey Associates Inc.

Braun Stacey Associates Inc. increased its stake in Post Holdings, Inc. (NYSE:POST) by 5.6% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 200,398 shares of the company’s stock after purchasing an additional 10,551 shares during the quarter. Braun Stacey Associates Inc. owned 0.42% of Post worth $19,811,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently made changes to their positions in POST. Larson Financial Group LLC boosted its holdings in Post by 62.8% during the fourth quarter. Larson Financial Group LLC now owns 267 shares of the company’s stock worth $26,000 after buying an additional 103 shares in the last quarter. Caitong International Asset Management Co. Ltd purchased a new position in Post in the third quarter valued at about $26,000. Northwestern Mutual Wealth Management Co. lifted its position in shares of Post by 119.5% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 248 shares of the company’s stock valued at $27,000 after acquiring an additional 135 shares during the period. Highlander Partners L.P. acquired a new stake in shares of Post during the 4th quarter valued at approximately $33,000. Finally, Ameriflex Group Inc. lifted its position in shares of Post by 332.0% during the 3rd quarter. Ameriflex Group Inc. now owns 432 shares of the company’s stock valued at $46,000 after acquiring an additional 332 shares during the period. Institutional investors and hedge funds own 94.85% of the company’s stock.

Post Stock Down 0.3%

POST stock opened at $89.02 on Friday. The company has a debt-to-equity ratio of 2.38, a current ratio of 1.85 and a quick ratio of 1.03. The company’s 50 day simple moving average is $96.75 and its 200-day simple moving average is $99.71. Post Holdings, Inc. has a 12 month low of $86.37 and a 12 month high of $117.28. The firm has a market capitalization of $4.03 billion, a PE ratio of 14.99 and a beta of 0.38.

Post (NYSE:POST) last issued its quarterly earnings data on Thursday, May 7th. The company reported $1.94 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.73 by $0.21. Post had a return on equity of 13.36% and a net margin of 4.01%.The firm had revenue of $2.04 billion during the quarter, compared to the consensus estimate of $2.08 billion. During the same period in the previous year, the firm posted $1.41 EPS. The company’s quarterly revenue was up 4.7% compared to the same quarter last year. Equities analysts expect that Post Holdings, Inc. will post 7.57 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on POST shares. Wall Street Zen cut Post from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Barclays reduced their price objective on Post from $127.00 to $119.00 and set an “overweight” rating for the company in a report on Tuesday, April 14th. Weiss Ratings downgraded Post from a “hold (c)” rating to a “hold (c-)” rating in a research report on Monday, June 8th. BTIG Research started coverage on Post in a report on Monday, April 13th. They issued a “neutral” rating on the stock. Finally, JPMorgan Chase & Co. dropped their price target on Post from $133.00 to $119.00 and set an “overweight” rating for the company in a research report on Monday, April 20th. Four investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, Post presently has an average rating of “Moderate Buy” and a consensus target price of $119.40.

Insiders Place Their Bets

In other news, Director Gregory L. Curl sold 6,186 shares of the business’s stock in a transaction on Wednesday, May 13th. The stock was sold at an average price of $105.05, for a total value of $649,839.30. Following the completion of the transaction, the director directly owned 15,107 shares of the company’s stock, valued at $1,586,990.35. The trade was a 29.05% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Insiders own 14.05% of the company’s stock.

Post News Summary

Here are the key news stories impacting Post this week:

• Neutral Sentiment: Broader market sentiment has turned cautious, with multiple reports pointing to weaker U.S. stock futures and a pullback in risk assets that can spill over into consumer-staples names like Post Holdings. Article Title
• Neutral Sentiment: There was no major Post Holdings-specific earnings or guidance update in the last 24-36 hours, so the move looks more tied to overall market rotation than a fresh fundamental change in the business.
• Neutral Sentiment: Investors may also be keeping an eye on Post Holdings’ recent earnings backdrop: the company beat EPS estimates in its latest quarter but missed on revenue, which leaves sentiment mixed even as the stock trades near the lower end of its recent range.

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.