POST icon

Post Holdings

114.85 USD
+0.48
0.42%
At close Dec 20, 4:00 PM EST
After hours
114.85
+0.00
0.00%
1 day
0.42%
5 days
-2.68%
1 month
4.04%
3 months
0.31%
6 months
12.29%
Year to date
25.40%
1 year
31.78%
5 years
6.12%
10 years
171.90%
 

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 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 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: 11,480

0
Funds holding %
of 6,809 funds
Analysts bullish %

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

63% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 35

6% more capital invested

Capital invested by funds: $5.62B [Q2] → $5.99B (+$365M) [Q3]

6% more funds holding

Funds holding: 379 [Q2] → 401 (+22) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 4 [Q2] → 4 (+0) [Q3]

0.56% less ownership

Funds ownership: 89.06% [Q2] → 88.5% (-0.56%) [Q3]

16% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 148

45% less call options, than puts

Call options by funds: $26.3M | Put options by funds: $48.1M

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$116
1%
upside
Avg. target
$121
5%
upside
High target
$126
10%
upside

2 analyst ratings

positive
50%
neutral
50%
negative
0%
Wells Fargo
Marc Torrente
67% 1-year accuracy
4 / 6 met price target
1%upside
$116
Equal-Weight
Maintained
19 Nov 2024
Evercore ISI Group
David Palmer
71% 1-year accuracy
20 / 28 met price target
10%upside
$126
Outperform
Maintained
18 Nov 2024

Financial journalist opinion

Based on 6 articles about POST published over the past 30 days

Positive
Seeking Alpha
2 days ago
Post Holdings Stock: Pullback Is An Opportunity With A Lamb Weston Deal Unlikely
Post Holdings has generated solid performance due to successful M&A integration, resulting in strong free cash flow, despite recent share pullbacks from Lamb Weston deal rumors. Recent results highlight normalized margins driven by price stabilization and improved product mix, partially offset by increased marketing spending. Post's strategy focuses on buybacks, bolt-on M&A, and debt reduction, aiming for 3-4% EBITDA growth through portfolio optimization.
Post Holdings Stock: Pullback Is An Opportunity With A Lamb Weston Deal Unlikely
Neutral
PRNewsWire
3 days ago
Post Holdings Issues 2024 Sustainability Report
ST. LOUIS , Dec. 18, 2024 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today released its 2024 Sustainability report. The report details Post's enterprise-wide approach and progress with sustainability efforts across four strategic pillars: Sourcing, Operations, People and Products.
Post Holdings Issues 2024 Sustainability Report
Positive
Zacks Investment Research
3 days ago
Post Holdings Makes Bold Move Into Potato Market With PPI Buyout
Post Holdings agrees to take over Potato Products of Idaho, signaling its entry into the refrigerated and frozen potato market.
Post Holdings Makes Bold Move Into Potato Market With PPI Buyout
Neutral
PRNewsWire
4 days ago
Post Holdings to Acquire Potato Products of Idaho
ST. LOUIS , Dec. 17, 2024 /PRNewswire/ -- Post Holdings, Inc. (NYSE: Post) ("Post"), a consumer packaged goods holding company, announced today it has agreed to acquire Potato Products of Idaho, L.L.C. ("PPI"). Financial details of the transaction were not disclosed.
Post Holdings to Acquire Potato Products of Idaho
Neutral
PRNewsWire
1 week ago
Post Holdings Reports Avian Influenza at Third-Party Contracted Facility and Affirms Fiscal Year 2025 Adjusted EBITDA Outlook
ST. LOUIS , Dec. 9, 2024 /PRNewswire/ -- Post Holdings, Inc. (NYSE: POST), a consumer packaged goods holding company, today provided information regarding an avian influenza incident at one of Michael Foods' third-party contracted egg-laying facilities. Post also affirmed its non-GAAP Adjusted EBITDA guidance for fiscal year 2025.
Post Holdings Reports Avian Influenza at Third-Party Contracted Facility and Affirms Fiscal Year 2025 Adjusted EBITDA Outlook
Positive
MarketBeat
2 weeks ago
Trump Tax Reforms: 7 Stocks That Could Benefit in 2025
The returning Trump administration will seek more tax reforms pending approval from Congress. They plan on making the 2017 Trump tax cuts permanent and even lower some rates.
Trump Tax Reforms: 7 Stocks That Could Benefit in 2025
Neutral
PRNewsWire
1 month ago
Post Holdings Announces Redemption of $464.9 Million 5.625% Senior Notes Due January 2028
ST. LOUIS , Nov. 15, 2024 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST) (the "Company" or "Post") today announced it intends to redeem the remaining $464.9 million in aggregate principal amount of its outstanding 5.625% senior notes due January 2028 (CUSIPS: 737446AN4 and U7318UAN2) (the "2028 Notes") on December 2, 2024 (the "redemption date"). The 2028 Notes will be redeemed at a redemption price of 100.938% of the principal amount thereof, plus the accrued and unpaid interest to, but excluding, the redemption date (the "redemption amount").
Post Holdings Announces Redemption of $464.9 Million 5.625% Senior Notes Due January 2028
Neutral
Seeking Alpha
1 month ago
Post Holdings, Inc. (POST) Q4 2024 Earnings Call Transcript
Post Holdings, Inc. (NYSE:POST ) Q4 2024 Earnings Conference Call November 15, 2024 9:00 AM ET Company Participants Daniel O'Rourke - IR Robert Vitale - President and CEO Jeff Zadoks - EVP and COO Matt Mainer - SVP, CFO and Treasurer Conference Call Participants Andrew Lazar - Barclays Kenneth Goldman - JPMorgan Matthew Smith - Stifel Michael Lavery - Piper Sandler David Palmer - Evercore ISI John Baumgartner - Mizuho Securities Robert Dickerson - Jefferies Marc Torrente - Wells Fargo Securities Operator Welcome to the Post Holdings Fourth Quarter 2024 Earnings Conference Call and Webcast. At this time all participants have been placed on a listen-only mode, and the floor will be open for your questions following the presentation.
Post Holdings, Inc. (POST) Q4 2024 Earnings Call Transcript
Positive
Zacks Investment Research
1 month ago
Post Holdings Q4 Earnings Top, Perfection Buyout Aids Top Line
POST's Q4 results reflect increased sales, including contributions from the Perfection Pet Foods acquisition, alongside growth in the operating profit.
Post Holdings Q4 Earnings Top, Perfection Buyout Aids Top Line
Neutral
Zacks Investment Research
1 month ago
Post Holdings (POST) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
While the top- and bottom-line numbers for Post Holdings (POST) give a sense of how the business performed in the quarter ended September 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Post Holdings (POST) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
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