Post Holdings, Inc. $POST Shares Acquired by Fisher Asset Management LLC

Fisher Asset Management LLC lifted its position in shares of Post Holdings, Inc. (NYSE:POST) by 104.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 242,101 shares of the company’s stock after buying an additional 123,423 shares during the period. Fisher Asset Management LLC’s holdings in Post were worth $23,980,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Caitong International Asset Management Co. Ltd purchased a new position in shares of Post in the 3rd quarter worth about $26,000. Northwestern Mutual Wealth Management Co. grew its holdings 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 worth $27,000 after purchasing an additional 135 shares during the period. Larson Financial Group LLC increased its position in 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 purchasing an additional 103 shares in the last quarter. Highlander Partners L.P. acquired a new stake in Post during the 4th quarter worth approximately $33,000. Finally, Ameriflex Group Inc. raised its holdings in Post by 332.0% in the third quarter. Ameriflex Group Inc. now owns 432 shares of the company’s stock valued at $46,000 after buying an additional 332 shares during the period. 94.85% of the stock is currently owned by institutional investors and hedge funds.

Post News Roundup

Here are the key news stories impacting Post this week:

• Neutral Sentiment: Markets are focused on escalating U.S.-Iran tensions, with reports of fresh strikes and conflicting signals on peace talks. That kind of geopolitical uncertainty can weigh on consumer and defensive names like Post Holdings by increasing risk aversion. Article Title
• Neutral Sentiment: Oil prices have been moving on the Iran headlines as traders watch for any disruption to shipping and energy supplies. Higher energy and input-cost expectations can be a modest headwind for packaged food companies if sustained. Article Title

Insiders Place Their Bets

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

Wall Street Analysts Forecast Growth

POST has been the subject of several research reports. Zacks Research upgraded shares of Post from a “strong sell” rating to a “hold” rating in a research note on Monday, February 9th. BTIG Research initiated coverage on shares of Post in a research note on Monday, April 13th. They issued a “neutral” rating on the stock. Weiss Ratings raised shares of Post from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday, February 6th. Barclays lowered their price target on Post from $127.00 to $119.00 and set an “overweight” rating for the company in a report on Tuesday, April 14th. Finally, Wells Fargo & Company cut their price objective on Post from $120.00 to $110.00 and set an “equal weight” rating on the stock in a research report on Wednesday, April 8th. Five research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $124.50.

Post Price Performance

Shares of POST stock opened at $95.88 on Wednesday. The company has a market capitalization of $4.35 billion, a PE ratio of 16.14 and a beta of 0.43. The firm has a fifty day simple moving average of $100.22 and a 200-day simple moving average of $101.65. The company has a current ratio of 1.85, a quick ratio of 1.03 and a debt-to-equity ratio of 2.38. Post Holdings, Inc. has a twelve month low of $94.13 and a twelve month high of $117.28.

Post (NYSE:POST) last released its quarterly earnings results on Thursday, May 7th. The company reported $1.94 earnings per share for the quarter, beating analysts’ consensus estimates of $1.73 by $0.21. Post had a net margin of 4.01% and a return on equity of 13.36%. The business had revenue of $2.04 billion during the quarter, compared to analyst estimates of $2.08 billion. During the same period last year, the business earned $1.41 EPS. The business’s revenue was up 4.7% on a year-over-year basis. Equities research analysts anticipate that Post Holdings, Inc. will post 7.58 earnings per share 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.