Post Holdings, Inc. $POST Shares Purchased by Nordea Investment Management AB

Nordea Investment Management AB increased its position in shares of Post Holdings, Inc. (NYSE:POST) by 26.6% in the 3rd quarter, Holdings Channel.com reports. The firm owned 63,612 shares of the company’s stock after acquiring an additional 13,354 shares during the quarter. Nordea Investment Management AB’s holdings in Post were worth $6,850,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of POST. The Manufacturers Life Insurance Company increased its holdings in shares of Post by 35.0% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 1,313,852 shares of the company’s stock worth $143,249,000 after buying an additional 340,599 shares during the last quarter. Norges Bank purchased a new stake in Post in the second quarter valued at $136,310,000. Epoch Investment Partners Inc. lifted its stake in shares of Post by 3.2% in the 2nd quarter. Epoch Investment Partners Inc. now owns 944,727 shares of the company’s stock valued at $103,004,000 after purchasing an additional 29,240 shares during the last quarter. Hennessy Advisors Inc. grew its holdings in shares of Post by 9.3% during the 2nd quarter. Hennessy Advisors Inc. now owns 494,600 shares of the company’s stock worth $53,926,000 after purchasing an additional 42,100 shares during the period. Finally, Envestnet Asset Management Inc. raised its holdings in Post by 1.3% in the 2nd quarter. Envestnet Asset Management Inc. now owns 306,219 shares of the company’s stock valued at $33,387,000 after buying an additional 3,978 shares during the period. 94.85% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Post

Here are the key news stories impacting Post this week:

• Positive Sentiment: U.S. industrial production hit a new post‑pandemic high in December, signaling firmer economic activity that can support consumer demand for packaged foods — though the report noted utilities were the main driver. Industrial Production Sets New Post-Pandemic High In December – But Mainly Due To Utilities
• Positive Sentiment: Broader market upside — including a midday surge in the Nasdaq — lifted sentiment for consumer stocks. A stronger tape can boost Post’s multiple as investors rotate into defensive, cash‑flow generative food names. Nasdaq Surges Over 100 Points; M&T Bank Posts Upbeat Earnings
• Neutral Sentiment: Post announced its Q1 FY2026 results conference call for Feb. 6 (9:00 a.m. ET). The scheduled call brings near‑term event risk — investors may be positioning ahead of guidance and Q1 results. Post Holdings Schedules First Quarter Fiscal Year 2026 Conference Call
• Neutral Sentiment: European equity strength (fifth consecutive weekly advance) reflects continued risk appetite tied to AI optimism; this global risk‑on tone can support U.S. stocks including defensive consumer names like Post. European Stocks Post Fifth Weekly Advance; Novo Nordisk Rises
• Negative Sentiment: Commodity pressure: soybeans posted midday gains — higher agricultural commodity prices can raise ingredient costs for cereal and other food makers, squeezing margins if Post cannot pass costs through. Soybeans Posting Midday Gains
• Negative Sentiment: Oil (WTI) moved modestly higher amid geopolitical and macro headlines; rising fuel costs increase distribution and logistics expense for consumer packaged goods companies. WTI Posts Modest Gains Above $60.00 As Traders Assess Iran Protests

Insider Transactions at Post

In related news, Director David W. Kemper acquired 1,800 shares of Post stock in a transaction on Monday, November 24th. The stock was purchased at an average cost of $97.93 per share, with a total value of $176,274.00. Following the purchase, the director directly owned 31,522 shares in the company, valued at approximately $3,086,949.46. The trade was a 6.06% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Bradly A. Harper sold 1,658 shares of Post stock in a transaction that occurred on Friday, December 5th. The shares were sold at an average price of $96.69, for a total value of $160,312.02. Following the completion of the transaction, the senior vice president owned 11,441 shares in the company, valued at $1,106,230.29. This trade represents a 12.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 14.05% of the stock is currently owned by corporate insiders.

Post Stock Performance

Shares of Post stock opened at $99.31 on Friday. The company has a quick ratio of 0.95, a current ratio of 1.67 and a debt-to-equity ratio of 1.97. Post Holdings, Inc. has a 52 week low of $95.07 and a 52 week high of $119.85. The firm’s 50 day moving average is $100.59 and its two-hundred day moving average is $104.79. The firm has a market capitalization of $5.12 billion, a P/E ratio of 18.12 and a beta of 0.45.

Post (NYSE:POST) last released its quarterly earnings results on Thursday, November 20th. The company reported $2.09 EPS for the quarter, topping the consensus estimate of $1.89 by $0.20. The company had revenue of $2.25 billion for the quarter, compared to analyst estimates of $2.25 billion. Post had a return on equity of 11.72% and a net margin of 4.11%.The firm’s revenue was up 11.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.53 earnings per share. Research analysts forecast that Post Holdings, Inc. will post 6.41 EPS for the current fiscal year.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on the stock. Barclays reduced their price target on shares of Post from $125.00 to $113.00 and set an “overweight” rating on the stock in a research note on Tuesday, November 25th. Mizuho decreased their price target on Post from $122.00 to $120.00 and set an “outperform” rating on the stock in a research note on Monday, December 1st. Wells Fargo & Company dropped their price objective on Post from $115.00 to $108.00 and set an “equal weight” rating for the company in a research note on Monday, November 24th. Zacks Research downgraded Post from a “hold” rating to a “strong sell” rating in a report on Friday, November 28th. Finally, Weiss Ratings restated a “hold (c-)” rating on shares of Post in a report on Monday, December 29th. Five investment analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $125.33.

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.