Post HoldingsPOST
POST
About: Post Holdings Inc is an consumer packaged goods holding company. It operates in Post Consumer Brands which Includes branded and private label ready-to-eat cereals, Weetabix Includes the businesses of Weetabix Limited, which Post acquired in July 2017 and which produces and distributes branded and private label RTE cereal, hot cereals and other cereal-based food products, Foodservice which Includes egg and potato products in the foodservice and food ingredient channels from the businesses of MFI Holding Corporation, lastly Refrigerated Retail segment Provides refrigerated retail products, inclusive of side dishes, eggs and egg products, sausage, cheese and other dairy and refrigerated products.
Employees: 11,480
0
Funds holding %
of 6,790 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
58% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 36
6% more capital invested
Capital invested by funds: $5.62B [Q2] → $5.97B (+$353M) [Q3]
6% more funds holding
Funds holding: 379 [Q2] → 400 (+21) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 4 [Q2] → 4 (+0) [Q3]
0.73% less ownership
Funds ownership: 89.06% [Q2] → 88.33% (-0.73%) [Q3]
16% less repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 148
45% less call options, than puts
Call options by funds: $26.3M | Put options by funds: $48.1M
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$116
3%
downside
Avg. target
$121
1%
upside
High target
$126
5%
upside
2 analyst ratings
1 positive
50%
1 neutral
50%
0 negative
0%
Wells Fargo Marc Torrente 83% 1-year accuracy 5 / 6 met price target | 3%downside $116 | Equal-Weight Maintained | 19 Nov 2024 |
Evercore ISI Group David Palmer 0 / 0 met price target | 5%upside $126 | Outperform Maintained | 18 Nov 2024 |
Financial journalist opinion
Based on 9 articles about POST published over the past 30 days
Positive
MarketBeat
3 days ago
Trump Tax Reforms: 7 Stocks That Could Benefit in 2025
The returning Trump administration will seek more tax reforms pending approval from Congress. They plan on making the 2017 Trump tax cuts permanent and even lower some rates.
Neutral
PRNewsWire
2 weeks ago
Post Holdings Announces Redemption of $464.9 Million 5.625% Senior Notes Due January 2028
ST. LOUIS , Nov. 15, 2024 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST) (the "Company" or "Post") today announced it intends to redeem the remaining $464.9 million in aggregate principal amount of its outstanding 5.625% senior notes due January 2028 (CUSIPS: 737446AN4 and U7318UAN2) (the "2028 Notes") on December 2, 2024 (the "redemption date"). The 2028 Notes will be redeemed at a redemption price of 100.938% of the principal amount thereof, plus the accrued and unpaid interest to, but excluding, the redemption date (the "redemption amount").
Neutral
Seeking Alpha
2 weeks ago
Post Holdings, Inc. (POST) Q4 2024 Earnings Call Transcript
Post Holdings, Inc. (NYSE:POST ) Q4 2024 Earnings Conference Call November 15, 2024 9:00 AM ET Company Participants Daniel O'Rourke - IR Robert Vitale - President and CEO Jeff Zadoks - EVP and COO Matt Mainer - SVP, CFO and Treasurer Conference Call Participants Andrew Lazar - Barclays Kenneth Goldman - JPMorgan Matthew Smith - Stifel Michael Lavery - Piper Sandler David Palmer - Evercore ISI John Baumgartner - Mizuho Securities Robert Dickerson - Jefferies Marc Torrente - Wells Fargo Securities Operator Welcome to the Post Holdings Fourth Quarter 2024 Earnings Conference Call and Webcast. At this time all participants have been placed on a listen-only mode, and the floor will be open for your questions following the presentation.
Positive
Zacks Investment Research
2 weeks ago
Post Holdings Q4 Earnings Top, Perfection Buyout Aids Top Line
POST's Q4 results reflect increased sales, including contributions from the Perfection Pet Foods acquisition, alongside growth in the operating profit.
Neutral
Zacks Investment Research
2 weeks ago
Post Holdings (POST) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
While the top- and bottom-line numbers for Post Holdings (POST) give a sense of how the business performed in the quarter ended September 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Positive
Zacks Investment Research
2 weeks ago
Post Holdings (POST) Q4 Earnings and Revenues Beat Estimates
Post Holdings (POST) came out with quarterly earnings of $1.53 per share, beating the Zacks Consensus Estimate of $1.19 per share. This compares to earnings of $1.63 per share a year ago.
Neutral
PRNewsWire
2 weeks ago
Post Holdings Reports Results for the Fourth Quarter and Fiscal Year 2024
ST. LOUIS , Nov. 14, 2024 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today reported results for the fourth fiscal quarter and fiscal year ended September 30, 2024. Highlights: Fourth quarter net sales of $2.0 billion; operating profit of $190.9 million; net earnings of $81.6 million and Adjusted EBITDA (non-GAAP)* of $348.7 million Fiscal year net sales of $7.9 billion; operating profit of $793.5 million; net earnings of $366.7 million and Adjusted EBITDA of $1,403.6 million Fiscal year 2025 Adjusted EBITDA (non-GAAP)* expected to range between $1,410-$1,460 million *For additional information regarding non-GAAP measures, such as Adjusted EBITDA, Adjusted net earnings, Adjusted diluted earnings per common share and segment Adjusted EBITDA, see the related explanations presented under "Use of Non-GAAP Measures" later in this release.
Neutral
Zacks Investment Research
3 weeks ago
Post Holdings' Q4 Earnings on the Horizon: Factors to Watch for POST
POST's Q4 results are likely to reflect strength in the Post Consumer Brands segment while showing concerns in the Refrigerated Retail unit.
Neutral
Zacks Investment Research
3 weeks ago
Ahead of Post Holdings (POST) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics
Get a deeper insight into the potential performance of Post Holdings (POST) for the quarter ended September 2024 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.
Neutral
PRNewsWire
1 month ago
Post Holdings Schedules Fourth Quarter and Fiscal Year 2024 Conference Call
ST. LOUIS , Oct. 24, 2024 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today announced it will hold a conference call on Friday, November 15, 2024 at 9:00 a.m. ET to discuss financial results for the fourth quarter and fiscal year 2024 and fiscal year 2025 outlook and to respond to questions.
Charts implemented using Lightweight Charts™