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 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
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
90% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 30
7% more capital invested
Capital invested by funds: $5.9B [Q2] → $6.3B (+$399M) [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]
0.35% less ownership
Funds ownership: 93.49% [Q2] → 93.14% (-0.35%) [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
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Piper Sandler Michael Lavery 40% 1-year accuracy 23 / 58 met price target | 11%upside $120 | Overweight Maintained | 16 Jan 2025 |
Wells Fargo Marc Torrente 63% 1-year accuracy 5 / 8 met price target | 8%upside $116 | Equal-Weight Maintained | 19 Nov 2024 |
Evercore ISI Group David Palmer 50% 1-year accuracy 14 / 28 met price target | 17%upside $126 | Outperform Maintained | 18 Nov 2024 |
Financial journalist opinion
Based on 3 articles about POST published over the past 30 days
