Post (NYSE:POST) Reaches New 52-Week Low – Should You Sell?

Post Holdings, Inc. (NYSE:POST)’s stock price hit a new 52-week low during trading on Monday . The stock traded as low as $75.40 and last traded at $75.6860, with a volume of 275822 shares changing hands. The stock had previously closed at $76.57.

Key Post News

Here are the key news stories impacting Post this week:

• Positive Sentiment: An analysis argues that the anticipated decline in Post Holdings’ fiscal 2027 earnings may look worse than the underlying business situation. The thesis implies that temporary factors and comparisons could obscure the company’s longer-term earnings potential, providing a possible recovery catalyst if operating results stabilize. Post Holdings: The 2027 Earnings Decline Looks Worse Than It Is
• Positive Sentiment: A separate analysis characterizes Post Holdings as an inexpensive food stock that the market has overlooked. The low valuation and defensive consumer-staples exposure could attract value-oriented investors, particularly if the company can improve sales momentum and reduce the impact of elevated leverage. Post Holdings: A Cheap Food Stock The Market Keeps Ignoring
• Negative Sentiment: Investors continue to face near-term concerns: the latest quarter showed revenue down 1.8% year over year, revenue below expectations, and earnings below the prior-year period. Analysts currently expect approximately $7.56 in full-year EPS, while Post’s debt-to-equity ratio of 2.47 underscores balance-sheet risk. These factors may be weighing on the stock despite its relatively modest price-to-earnings ratio.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on POST. JPMorgan Chase & Co. decreased their price objective on shares of Post from $116.00 to $99.00 and set an “overweight” rating for the company in a research note on Monday, August 10th. Barclays cut their target price on Post from $106.00 to $95.00 and set an “overweight” rating on the stock in a research note on Monday, August 10th. Evercore set a $121.00 price target on Post in a report on Monday, August 10th. Wells Fargo & Company decreased their price target on Post from $98.00 to $86.00 and set an “equal weight” rating for the company in a research note on Monday, August 10th. Finally, Jefferies Financial Group set a $117.00 price objective on Post in a report on Monday, July 27th. Four analysts have rated the stock with a Buy rating, three 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 “Hold” and a consensus price target of $109.00.

Post Stock Performance

The company has a current ratio of 1.85, a quick ratio of 0.99 and a debt-to-equity ratio of 2.47. The company has a market capitalization of $3.44 billion, a PE ratio of 13.96 and a beta of 0.37. The firm’s 50-day simple moving average is $83.78 and its 200-day simple moving average is $92.05.

Post (NYSE:POST) last announced its quarterly earnings results on Thursday, August 6th. The company reported $1.78 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.70 by $0.08. Post had a return on equity of 13.22% and a net margin of 3.48%.The firm had revenue of $1.95 billion during the quarter, compared to analyst estimates of $2.02 billion. During the same quarter in the previous year, the business earned $2.03 earnings per share. Post’s quarterly revenue was down 1.8% on a year-over-year basis. On average, research analysts predict that Post Holdings, Inc. will post 7.56 earnings per share for the current year.

Insiders Place Their Bets

In other Post news, Chairman William P. Stiritz sold 277,935 shares of the company’s stock in a transaction on Wednesday, September 2nd. The stock was sold at an average price of $84.23, for a total value of $23,410,465.05. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. 14.05% of the stock is currently owned by company insiders.

Institutional Trading of Post

Several institutional investors and hedge funds have recently made changes to their positions in the company. Moran Wealth Management LLC bought a new position in shares of Post during the first quarter valued at approximately $5,229,000. Engineers Gate Manager LP bought a new position in Post in the second quarter worth approximately $1,697,000. LSV Asset Management raised its stake in Post by 145.5% in the fourth quarter. LSV Asset Management now owns 44,550 shares of the company’s stock worth $4,413,000 after buying an additional 26,400 shares in the last quarter. Hsbc Holdings PLC lifted its holdings in Post by 1,064.2% during the first quarter. Hsbc Holdings PLC now owns 28,336 shares of the company’s stock worth $2,790,000 after buying an additional 25,902 shares during the period. Finally, Fisher Asset Management LLC lifted its holdings in Post by 104.0% during the fourth quarter. Fisher Asset Management LLC now owns 242,101 shares of the company’s stock worth $23,980,000 after buying an additional 123,423 shares during the period. 94.85% of the stock is currently owned by institutional investors.

Post Company Profile

Post Holdings, Inc is a consumer packaged goods company that develops, manufactures and markets branded and private-label food products. Its portfolio includes ready-to-eat cereal, hot cereal, pet food, protein products, peanut butter, and other grocery items sold through retail and e-commerce channels.

The company operates through several businesses, including Post Consumer Brands, Weetabix, Foodservice and Refrigerated Retail. Its brands include Honey Bunches of Oats, Pebbles, Grape-Nuts, Raisin Bran, Malt-O-Meal, Weetabix, Alpen, Bob Evans and Simply Potatoes.