Post (NYSE:POST) Sets New 52-Week Low – What’s Next?

Post Holdings, Inc. (NYSE:POST)’s share price hit a new 52-week low during trading on Friday . The stock traded as low as $78.95 and last traded at $81.7820, with a volume of 404205 shares trading hands. The stock had previously closed at $90.23.

Key Post News

Here are the key news stories impacting Post this week:

• Positive Sentiment: Post reported adjusted earnings of $1.78 per share, exceeding the $1.70 analyst consensus. Operating profit was $189.3 million, while adjusted EBITDA reached $377.3 million. Post Holdings Q3 Earnings Top Estimates
• Positive Sentiment: Management narrowed its fiscal 2026 adjusted EBITDA outlook to $1.56 billion-$1.57 billion, signaling increased confidence in delivering within the expected range. The company also provided preliminary commentary for fiscal 2027. Post Holdings Reports Third-Quarter Results
• Neutral Sentiment: The earnings beat was based on profitability rather than sales growth, suggesting that cost management and mix helped offset softer demand. Investors will likely focus on the company’s preliminary fiscal 2027 outlook and whether profit improvements can continue.
• Negative Sentiment: Third-quarter revenue was approximately $1.95 billion, below the $2.02 billion consensus estimate and down 1.8% from the prior year. Earnings also declined from $2.03 per share in the year-ago quarter, highlighting ongoing top-line and margin pressure. Post Holdings Quarterly Earnings

Analysts Set New Price Targets

POST has been the subject of a number of research analyst reports. Wells Fargo & Company lowered their target price on Post from $110.00 to $98.00 and set an “equal weight” rating for the company in a report on Wednesday, July 8th. Stifel Nicolaus set a $125.00 price objective on shares of Post in a research report on Friday. Barclays lowered their price objective on shares of Post from $119.00 to $106.00 and set an “overweight” rating for the company in a research note on Tuesday, July 21st. Jefferies Financial Group set a $117.00 target price on shares of Post in a research note on Monday, July 27th. Finally, BTIG Research started coverage on shares of Post in a report on Monday, April 13th. They issued a “neutral” rating for the company. Four 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, Post presently has a consensus rating of “Moderate Buy” and an average target price of $115.71.

Post Stock Down 12.4%

The company has a market cap of $3.58 billion, a price-to-earnings ratio of 13.47 and a beta of 0.40. The stock’s fifty day moving average is $89.90 and its two-hundred day moving average is $97.76. The company has a debt-to-equity ratio of 2.38, a quick ratio of 1.03 and a current ratio of 1.85.

Post (NYSE:POST) last announced its earnings results on Thursday, August 6th. The company reported $1.78 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.70 by $0.08. The company had revenue of $1.95 billion for the quarter, compared to analysts’ expectations of $2.02 billion. Post had a return on equity of 13.36% and a net margin of 4.01%.Post’s quarterly revenue was down 1.8% on a year-over-year basis. During the same quarter in the previous year, the firm earned $2.03 earnings per share. Sell-side analysts predict that Post Holdings, Inc. will post 7.57 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Post news, Director Gregory L. Curl sold 6,186 shares of the company’s stock in a transaction on Wednesday, May 13th. The stock was sold at an average price of $105.05, for a total value of $649,839.30. Following the completion of the transaction, the director owned 15,107 shares in the company, valued at $1,586,990.35. This represents a 29.05% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Corporate insiders own 14.05% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Larson Financial Group LLC lifted its stake in Post by 62.8% in the fourth quarter. Larson Financial Group LLC now owns 267 shares of the company’s stock valued at $26,000 after purchasing an additional 103 shares during the last quarter. Caitong International Asset Management Co. Ltd purchased a new position in Post during the 3rd quarter valued at about $26,000. Northwestern Mutual Wealth Management Co. increased its holdings in 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 acquiring 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 Post in the 4th quarter worth about $33,000. 94.85% of the stock is currently owned by hedge funds and other institutional investors.

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.