Post (NYSE:POST) Lowered to Hold Rating by Wall Street Zen

Wall Street Zen cut shares of Post (NYSE:POST) from a buy rating to a hold rating in a report published on Saturday morning.

POST has been the subject of several other research reports. Zacks Research raised Post from a “strong sell” rating to a “hold” rating in a report on Monday, February 9th. BTIG Research assumed coverage on Post in a report on Monday, April 13th. They set a “neutral” rating for the company. JPMorgan Chase & Co. cut their price target on Post from $133.00 to $119.00 and set an “overweight” rating for the company in a report on Monday, April 20th. Weiss Ratings raised Post from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, February 6th. Finally, Barclays lowered their price objective on Post from $127.00 to $119.00 and set an “overweight” rating on the stock in a research report on Tuesday, April 14th. Five equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $124.50.

Post Trading Down 0.9%

Shares of Post stock opened at $102.07 on Friday. The business has a fifty day simple moving average of $101.39 and a two-hundred day simple moving average of $102.26. Post has a 1 year low of $94.13 and a 1 year high of $117.28. The company has a market capitalization of $4.88 billion, a price-to-earnings ratio of 17.18 and a beta of 0.43. The company has a debt-to-equity ratio of 2.15, a current ratio of 1.90 and a quick ratio of 1.02.

Post (NYSE:POST) last announced its quarterly earnings results on Thursday, May 7th. The company reported $1.94 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.73 by $0.21. Post had a return on equity of 12.87% and a net margin of 4.01%.The business had revenue of $2.04 billion during the quarter, compared to the consensus estimate of $2.08 billion. During the same quarter last year, the firm posted $1.41 EPS. The company’s quarterly revenue was up 4.7% on a year-over-year basis. Research analysts forecast that Post will post 7.24 EPS for the current year.

Insiders Place Their Bets

In other Post news, Director Gregory L. Curl sold 6,983 shares of the stock in a transaction on Monday, February 9th. The stock was sold at an average price of $114.31, for a total transaction of $798,226.73. Following the transaction, the director owned 21,293 shares in the company, valued at $2,434,002.83. This trade represents a 24.70% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 14.05% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in the company. Larson Financial Group LLC increased its position in shares of Post by 62.8% in the fourth quarter. Larson Financial Group LLC now owns 267 shares of the company’s stock worth $26,000 after purchasing an additional 103 shares during the period. Caitong International Asset Management Co. Ltd bought a new position in shares of Post in the third quarter worth $26,000. Northwestern Mutual Wealth Management Co. increased its position in shares of Post by 119.5% in the second 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. Summit Securities Group LLC bought a new position in shares of Post in the first quarter worth $28,000. Finally, Highlander Partners L.P. bought a new position in shares of Post in the fourth quarter worth $33,000. Institutional investors own 94.85% of the company’s stock.

Key Headlines Impacting Post

Here are the key news stories impacting Post this week:

• Positive Sentiment: Post Holdings beat profit estimates, with adjusted EPS of $1.94 versus consensus of $1.75, and revenue increased 4.7% year over year to about $2.04 billion. Post Holdings (POST) Tops Q2 Earnings Estimates
• Positive Sentiment: Margins improved, with Foodservice EBITDA up 47.9% and gross margin expanding to 30.2%, signaling stronger operating efficiency. Post Holdings Q2 Earnings Surpass Estimates, Sales Increase Y/Y
• Positive Sentiment: The company reaffirmed its full-year FY2026 adjusted EBITDA outlook of $1.55 billion to $1.58 billion, which can support investor confidence in the outlook. Post Holdings Reports Results for the Second Quarter of Fiscal Year 2026; Affirms Fiscal Year 2026 Outlook
• Positive Sentiment: Post also announced an executive transition and a new buyback plan, with Robert Vitale moving to Executive Chairman and Nicolas Catoggio set to become CEO on October 1, 2026. Post Holdings Announces Executive Transition
• Neutral Sentiment: Revenue was slightly below analyst estimates, which partly offsets the earnings beat and may limit upside enthusiasm. Post Holdings Reports Results for the Second Quarter of Fiscal Year 2026; Affirms Fiscal Year 2026 Outlook

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.