Post (NYSE:POST) Hits New 12-Month Low – Should You Sell?

Post Holdings, Inc. (NYSE:POST) reached a new 52-week low on Friday . The company traded as low as $78.95 and last traded at $81.7820, with a volume of 404205 shares trading hands. The stock had previously closed at $90.23.

Post News Summary

Here are the key news stories impacting Post this week:

• Positive Sentiment: Post reported adjusted earnings of $1.78 per share, exceeding the $1.70 analyst consensus. Operating profit was $189.3 million, while adjusted EBITDA reached $377.3 million. Post Holdings Q3 Earnings Top Estimates
• Positive Sentiment: Management narrowed its fiscal 2026 adjusted EBITDA outlook to $1.56 billion-$1.57 billion, signaling increased confidence in delivering within the expected range. The company also provided preliminary commentary for fiscal 2027. Post Holdings Reports Third-Quarter Results
• Neutral Sentiment: The earnings beat was based on profitability rather than sales growth, suggesting that cost management and mix helped offset softer demand. Investors will likely focus on the company’s preliminary fiscal 2027 outlook and whether profit improvements can continue.
• Negative Sentiment: Third-quarter revenue was approximately $1.95 billion, below the $2.02 billion consensus estimate and down 1.8% from the prior year. Earnings also declined from $2.03 per share in the year-ago quarter, highlighting ongoing top-line and margin pressure. Post Holdings Quarterly Earnings

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on the company. BTIG Research assumed coverage on Post in a research note on Monday, April 13th. They set a “neutral” rating on the stock. Wells Fargo & Company decreased their price target on Post from $110.00 to $98.00 and set an “equal weight” rating on the stock in a research note on Wednesday, July 8th. JPMorgan Chase & Co. lowered their price objective on Post from $119.00 to $116.00 and set an “overweight” rating for the company in a research report on Monday, July 20th. Wall Street Zen lowered Post from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Finally, Stifel Nicolaus set a $125.00 target price on shares of Post in a report on Friday. Four research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Post has an average rating of “Moderate Buy” and a consensus price target of $115.71.

Post Trading Down 12.4%

The company has a current ratio of 1.85, a quick ratio of 1.03 and a debt-to-equity ratio of 2.38. The firm has a market cap of $3.58 billion, a PE ratio of 13.47 and a beta of 0.40. The firm has a fifty day simple moving average of $89.90 and a two-hundred day simple moving average of $97.76.

Post (NYSE:POST) last announced its quarterly earnings results on Thursday, August 6th. The company reported $1.78 EPS for the quarter, topping analysts’ consensus estimates of $1.70 by $0.08. Post had a return on equity of 13.36% and a net margin of 4.01%.The company had revenue of $1.95 billion during the quarter, compared to analyst estimates of $2.02 billion. During the same quarter last year, the firm posted $2.03 earnings per share. The firm’s revenue was down 1.8% on a year-over-year basis. Equities analysts forecast that Post Holdings, Inc. will post 7.57 EPS for the current year.

Insider Activity

In related news, Director Gregory L. Curl sold 6,186 shares of the business’s stock in a transaction dated Wednesday, May 13th. The shares were sold at an average price of $105.05, for a total transaction of $649,839.30. Following the transaction, the director owned 15,107 shares in the company, valued at $1,586,990.35. The trade was a 29.05% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 14.05% of the stock is owned by corporate insiders.

Institutional Trading of Post

Several large investors have recently bought and sold shares of the company. Larson Financial Group LLC grew its holdings in shares of Post by 62.8% during the 4th quarter. Larson Financial Group LLC now owns 267 shares of the company’s stock worth $26,000 after acquiring an additional 103 shares during the period. Caitong International Asset Management Co. Ltd purchased a new stake in shares of Post in the 3rd quarter worth about $26,000. Northwestern Mutual Wealth Management Co. boosted its stake in Post by 119.5% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 248 shares of the company’s stock worth $27,000 after acquiring an additional 135 shares in the last quarter. Summit Securities Group LLC bought a new stake in Post during the first quarter worth about $28,000. Finally, Highlander Partners L.P. purchased a new stake in Post in the fourth quarter worth about $33,000. 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.