Thompson Siegel & Walmsley LLC Has $39.26 Million Stock Holdings in Post Holdings, Inc. $POST

Posted by Brian Himes on Jun 1st, 2026

Thompson Siegel & Walmsley LLC trimmed its holdings in shares of Post Holdings, Inc. (NYSE:POST – Free Report) by 22.6% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 396,372 shares of the company’s stock after selling 115,818 shares during the quarter. Thompson Siegel & Walmsley LLC’s holdings in Post were worth $39,261,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently bought and sold shares of 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 buying an additional 103 shares in the last quarter. Caitong International Asset Management Co. Ltd bought a new stake in shares of Post during the third quarter worth $26,000. Northwestern Mutual Wealth Management Co. raised its holdings in shares of Post by 119.5% during the second 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. Highlander Partners L.P. acquired a new stake in shares of Post during the fourth quarter worth $33,000. Finally, Ameriflex Group Inc. lifted its position in Post by 332.0% in the 3rd quarter. Ameriflex Group Inc. now owns 432 shares of the company’s stock valued at $46,000 after acquiring an additional 332 shares in the last quarter. 94.85% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Post news, Director Gregory L. Curl sold 6,186 shares of the firm’s stock in a transaction that occurred 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 directly owned 15,107 shares in the company, valued at $1,586,990.35. This trade represents a 29.05% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 14.05% of the stock is currently owned by corporate insiders.

Post Trading Up 0.1%

Shares of NYSE:POST opened at $91.93 on Monday. The company’s 50-day moving average price is $100.12 and its two-hundred day moving average price is $101.43. Post Holdings, Inc. has a one year low of $91.70 and a one year high of $117.28. The company has a debt-to-equity ratio of 2.38, a current ratio of 1.85 and a quick ratio of 1.03. The stock has a market capitalization of $4.17 billion, a PE ratio of 15.48 and a beta of 0.38.

Post (NYSE:POST – Get Free Report) last announced its quarterly earnings data on Thursday, May 7th. The company reported $1.94 earnings per share for the quarter, beating the consensus estimate of $1.73 by $0.21. The company had revenue of $2.04 billion during the quarter, compared to analysts’ expectations of $2.08 billion. Post had a return on equity of 13.36% and a net margin of 4.01%.Post’s revenue for the quarter was up 4.7% compared to the same quarter last year. During the same quarter last year, the company earned $1.41 EPS. On average, equities analysts forecast that Post Holdings, Inc. will post 7.58 EPS for the current fiscal year.

Post News Summary

Here are the key news stories impacting Post this week:

Neutral Sentiment: A new comparison/review article on Post Holdings and Lancaster Colony (Marzetti) may be prompting relative-value discussion among investors. Post (NYSE:POST) & Marzetti (NASDAQ:MZTI) Critical Review
Neutral Sentiment: POST’s latest earnings showed an EPS beat, but revenue missed estimates, which may be keeping sentiment cautious rather than strongly bullish.
Negative Sentiment: The stock is trading near its 52-week low and below key moving averages, a sign that technical trends are still working against the shares.

Analyst Ratings Changes

A number of equities analysts recently weighed in on the stock. Weiss Ratings raised shares of Post from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Friday, February 6th. Zacks Research upgraded Post from a “strong sell” rating to a “hold” rating in a report on Monday, February 9th. Barclays reduced their price objective on Post from $127.00 to $119.00 and set an “overweight” rating for the company in a research report on Tuesday, April 14th. BTIG Research began coverage on Post in a report on Monday, April 13th. They set a “neutral” rating for the company. Finally, Wells Fargo & Company cut their target price on Post from $120.00 to $110.00 and set an “equal weight” rating on the stock in a research note on Wednesday, April 8th. Five research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $124.50.

View Our Latest Report on Post

Post Company Profile

(Free Report)

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.