Post (NYSE:POST) Releases Quarterly Earnings Results, Beats Estimates By $0.47 EPS

Post (NYSE:POST) posted its quarterly earnings results on Thursday. The company reported $2.13 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.66 by $0.47, FiscalAI reports. The company had revenue of $2.17 billion during the quarter, compared to analyst estimates of $2.18 billion. Post had a net margin of 4.11% and a return on equity of 11.72%. Post’s revenue for the quarter was up 10.2% compared to the same quarter last year. During the same period last year, the firm posted $1.73 EPS.

Post Stock Up 9.4%

NYSE:POST traded up $9.81 during trading hours on Friday, hitting $114.22. The company’s stock had a trading volume of 738,425 shares, compared to its average volume of 809,205. Post has a 52-week low of $95.07 and a 52-week high of $119.85. The stock has a market capitalization of $5.89 billion, a P/E ratio of 20.90 and a beta of 0.44. The company has a current ratio of 1.67, a quick ratio of 0.95 and a debt-to-equity ratio of 1.97. The stock has a fifty day moving average of $99.42 and a 200-day moving average of $104.12.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on the stock. Weiss Ratings lowered shares of Post from a “hold (c-)” rating to a “sell (d+)” rating in a report on Thursday, January 22nd. Barclays decreased their target price on shares of Post from $125.00 to $113.00 and set an “overweight” rating on the stock in a research report on Tuesday, November 25th. Evercore ISI decreased their price target on Post from $131.00 to $129.00 and set an “outperform” rating on the stock in a research note on Monday, November 24th. Wall Street Zen cut Post from a “buy” rating to a “hold” rating in a research note on Sunday, November 23rd. Finally, Wells Fargo & Company lowered their target price on Post from $115.00 to $108.00 and set an “equal weight” rating for the company in a report on Monday, November 24th. Five analysts have rated the stock with a Buy rating, one has assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $125.33.

Insider Activity at Post

In related news, Director David W. Kemper acquired 1,800 shares of Post stock in a transaction dated Monday, November 24th. The stock was acquired at an average price of $97.93 per share, for a total transaction of $176,274.00. Following the transaction, the director owned 31,522 shares of the company’s stock, valued at $3,086,949.46. This represents a 6.06% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Bradly A. Harper sold 1,658 shares of the company’s stock in a transaction on Friday, December 5th. The shares were sold at an average price of $96.69, for a total transaction of $160,312.02. Following the completion of the transaction, the senior vice president owned 11,441 shares of the company’s stock, valued at $1,106,230.29. This represents a 12.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 14.05% of the company’s stock.

Institutional Investors Weigh In On Post

Several large investors have recently modified their holdings of POST. CIBC Bancorp USA Inc. purchased a new position in Post in the 3rd quarter valued at $2,742,000. Danske Bank A S acquired a new stake in shares of Post in the 3rd quarter worth approximately $64,000. Caitong International Asset Management Co. Ltd purchased a new position in Post in the 3rd quarter valued at approximately $26,000. Hancock Whitney Corp boosted its position in Post by 2,180.8% during the third quarter. Hancock Whitney Corp now owns 113,789 shares of the company’s stock worth $12,230,000 after purchasing an additional 108,800 shares in the last quarter. Finally, NewEdge Advisors LLC grew its holdings in Post by 1,767.5% in the third quarter. NewEdge Advisors LLC now owns 5,117 shares of the company’s stock valued at $550,000 after purchasing an additional 4,843 shares during the last quarter. Hedge funds and other institutional investors own 94.85% of the company’s stock.

Post News Summary

Here are the key news stories impacting Post this week:

• Positive Sentiment: Q1 EPS beat and guidance lift: Post reported $2.13 EPS for Q1 (above consensus) and raised its fiscal 2026 Adjusted EBITDA outlook to $1,550–$1,580M, which supports upside to margins and valuation. PR Newswire: Q1 Results & Outlook
• Positive Sentiment: Leadership change at Post Consumer Brands: Greg Pearson will become President & CEO of Post Consumer Brands (effective April 1), a move investors may view as strengthening commercial execution and brand strategy. PR Newswire: CEO Appointment
• Neutral Sentiment: Revenue growth but mixed vs. estimates: Net sales rose ~10% YoY to ~$2.17B, showing underlying volume/price momentum, but the top line was essentially flat to some analyst estimates — a reason for tempered upside. Zacks: Q1 Summary
• Neutral Sentiment: Analyst coverage and price targets skew positive: Multiple brokerages maintain Outperform/Overweight ratings and median targets (~$120), supporting further upside if execution continues. QuiverQuant: Analyst & Target Context
• Negative Sentiment: Cash flow and balance‑sheet concerns: Third‑party summaries flagged weaker operating cash flow, a big drop in cash & equivalents year‑over‑year, and rising liabilities — items that raise leverage and liquidity questions for a business with ~1.97 debt/equity. QuiverQuant: Cash & Balance Sheet Details
• Negative Sentiment: Mixed / conflicting reads in some data: Some outlets noted slight misses vs alternative consensus on revenue or EPS depending on adjustments; insider selling and sizable institutional position changes were also reported, which could add short‑term volatility. Zacks: Metric Comparison

About Post

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.