Post (NYSE:POST) Announces Earnings Results

Post (NYSE:POST) issued its quarterly earnings results on Thursday. The company reported $1.78 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.70 by $0.08, FiscalAI reports. The business had revenue of $1.95 billion for the quarter, compared to analysts’ expectations of $2.02 billion. Post had a net margin of 3.48% and a return on equity of 12.85%. The business’s quarterly revenue was down 1.8% on a year-over-year basis. During the same quarter in the prior year, the company earned $2.03 earnings per share.

Post Stock Down 12.8%

Shares of POST traded down $11.52 during midday trading on Friday, hitting $78.71. The company had a trading volume of 3,897,264 shares, compared to its average volume of 837,140. Post has a 1 year low of $77.60 and a 1 year high of $117.28. The firm has a market capitalization of $3.57 billion, a P/E ratio of 9.91 and a beta of 0.40. The company has a debt-to-equity ratio of 2.38, a quick ratio of 1.03 and a current ratio of 1.85. The company’s 50-day simple moving average is $89.64 and its 200-day simple moving average is $97.63.

Key Stories Impacting Post

Here are the key news stories impacting Post this week:

• Positive Sentiment: Post reported third-quarter adjusted earnings of $1.78 per share, exceeding the $1.70 consensus estimate. Operating profit was $189.3 million, while adjusted EBITDA reached $377.3 million. Post Holdings Q3 earnings beat estimates
• Positive Sentiment: Management narrowed its fiscal 2026 adjusted EBITDA outlook to $1.56 billion-$1.57 billion and provided preliminary commentary for fiscal 2027, offering investors some visibility into future performance. Post Holdings fiscal 2026 results and outlook
• Neutral Sentiment: The earnings call highlighted foodservice strength, but investors are weighing that performance against softness elsewhere in the portfolio and the company’s broader operating challenges. Post Holdings Q3 earnings call transcript
• Negative Sentiment: Third-quarter revenue was approximately $1.9 billion, below the $2.02 billion consensus estimate and down 1.8% year over year. Earnings also declined from $2.03 per share in the prior-year period, indicating that the EPS beat did not reflect broad-based growth. Post Holdings Q3 earnings and sales review
• Negative Sentiment: Weaker volumes and higher costs are pressuring margins, leaving investors concerned about demand trends and profitability. The combination of a revenue miss, lower year-over-year EPS and operating-cost pressure explains why Post Holdings (POST) moved lower despite beating earnings expectations.

Analysts Set New Price Targets

POST has been the subject of a number of research reports. BTIG Research started coverage on shares of Post in a report on Monday, April 13th. They issued a “neutral” rating for the company. Wall Street Zen lowered shares of Post from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Stifel Nicolaus set a $125.00 price target on shares of Post in a research report on Friday. Evercore reissued an “outperform” rating and issued a $128.00 price target on shares of Post in a research report on Thursday, July 23rd. Finally, Weiss Ratings upgraded shares of Post from a “hold (c-)” rating to a “hold (c)” rating in a research note on Monday, August 3rd. Four analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $115.71.

Insider Buying and Selling at Post

In related news, Director Gregory L. Curl sold 6,186 shares of the firm’s stock in a transaction that occurred on Wednesday, May 13th. The shares were sold at an average price of $105.05, for a total value of $649,839.30. Following the sale, the director owned 15,107 shares of the company’s stock, valued at $1,586,990.35. This trade represents a 29.05% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 14.05% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Northwestern Mutual Wealth Management Co. grew its stake in shares of Post by 119.5% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 248 shares of the company’s stock valued at $27,000 after buying an additional 135 shares during the period. Advisory Services Network LLC increased its holdings in shares of Post by 3.0% during the 2nd quarter. Advisory Services Network LLC now owns 5,740 shares of the company’s stock worth $607,000 after buying an additional 166 shares during the last quarter. Integrated Wealth Concepts LLC raised its position in shares of Post by 4.9% in the 3rd quarter. Integrated Wealth Concepts LLC now owns 4,138 shares of the company’s stock worth $445,000 after buying an additional 192 shares during the period. Caitong International Asset Management Co. Ltd purchased a new position in shares of Post in the 3rd quarter worth $26,000. Finally, Parr Mcknight Wealth Management Group LLC boosted its holdings in Post by 2.3% in the second quarter. Parr Mcknight Wealth Management Group LLC now owns 11,332 shares of the company’s stock valued at $1,236,000 after acquiring an additional 252 shares during the last quarter. Institutional investors and hedge funds own 94.85% of the company’s stock.

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.