Post HoldingsPOST
About: Post Holdings Inc is an consumer packaged goods holding company. It operates in Post Consumer Brands which Includes branded and private label ready-to-eat cereals, Weetabix it Includes the businesses of Weetabix Limited, which Post acquired in July 2017 and which produces and distributes branded and private label RTE cereal, hot cereals and other cereal-based food products, Foodservice which Includes primarily egg and potato products in the foodservice and food ingredient channels from the businesses of MFI Holding Corporation, lastly Refrigerated Retail segment Provides refrigerated retail products, inclusive of side dishes, eggs and egg products, sausage, cheese and other dairy and refrigerated products.
Employees: 11,430
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
16% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 45
2% more funds holding
Funds holding: 372 [Q1] → 379 (+7) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 4 [Q1] → 4 (+0) [Q2]
5% less capital invested
Capital invested by funds: $5.82B [Q1] → $5.55B (-$265M) [Q2]
8% less repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 132
2.25% less ownership
Funds ownership: 90.23% [Q1] → 87.99% (-2.25%) [Q2]
79% less call options, than puts
Call options by funds: $10.6M | Put options by funds: $49.5M
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
JP Morgan Ken Goldman 78% 1-year accuracy 7 / 9 met price target | 8%upside $125 | Overweight Maintained | 6 Aug 2024 |
Evercore ISI Group David Palmer 77% 1-year accuracy 20 / 26 met price target | 6%upside $123 | Outperform Maintained | 5 Aug 2024 |
Stifel Matthew Smith 69% 1-year accuracy 18 / 26 met price target | 12%upside $130 | Buy Maintained | 5 Aug 2024 |
Wells Fargo Marc Torrente 67% 1-year accuracy 2 / 3 met price target | 4%upside $120 | Equal-Weight Maintained | 5 Aug 2024 |
Financial journalist opinion
Based on 7 articles about POST published over the past 30 days