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 7,296 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
50% more funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 6 (+2) [Q1 2025]
14% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 51
2.48% more ownership
Funds ownership: 90.45% [Q4 2024] → 92.93% (+2.48%) [Q1 2025]
1% more capital invested
Capital invested by funds: $6.02B [Q4 2024] → $6.09B (+$65.1M) [Q1 2025]
0% more funds holding
Funds holding: 408 [Q4 2024] → 408 (+0) [Q1 2025]
28% less repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 164
71% less call options, than puts
Call options by funds: $2.56M | Put options by funds: $8.84M
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$120
7%
upside
Avg. target
$132
18%
upside
High target
$150
34%
upside
4 analyst ratings
3 positive
75%
1 neutral
25%
0 negative
0%
Piper Sandler Michael Lavery | 34%upside $150 | Overweight Maintained | 11 Jun 2025 |
Evercore ISI Group David Palmer | 17%upside $131 | Outperform Maintained | 4 Jun 2025 |
Mizuho John Baumgartner | 13%upside $127 | Outperform Maintained | 28 May 2025 |
Wells Fargo Marc Torrente | 7%upside $120 | Equal-Weight Maintained | 12 May 2025 |
Financial journalist opinion
Positive
WSJ
1 week ago
Post Holdings to Buy Ronzoni Pasta Owner 8th Avenue Food
Post Holdings agreed to buy 8th Avenue Food & Provisions for $880 million, which includes assumed debt.
Neutral
PRNewsWire
1 week ago
Post Holdings to Acquire 8th Avenue Food & Provisions; Updates Fiscal Year 2025 Outlook
Acquisition expands strategically important categories to deepen portfolio price-point diversification Clear line-of-sight to business and synergy potential Accretive to Post's free cash flow* * For additional information regarding non-GAAP measures, such as Adjusted EBITDA and free cash flow, see the related explanations presented under "Use of Non-GAAP Measures" later in this release. ST. LOUIS , June 3, 2025 /PRNewswire/ -- Post Holdings, Inc. (NYSE: Post) ("Post"), a consumer packaged goods holding company, announced today it has signed a definitive agreement to acquire 8th Avenue Food & Provisions, Inc. ("8th Avenue").
Positive
Seeking Alpha
1 month ago
Post Holdings: Long-Term Gain Is Worth This Short-Term Pain
Post Holdings has shifted from aggressive growth to focusing on debt reduction and profitability, despite mixed financial results and recent stock underperformance. The company experienced revenue and net income growth from 2023 to 2024, but recent declines in key segments like Post Consumer Brands and Weetabix. Management remains optimistic for 2025, with plans to reduce debt using free cash flow and continued share buybacks, despite high leverage.
Neutral
Seeking Alpha
1 month ago
Post Holdings, Inc. (POST) Q2 2025 Earnings Call Transcript
Post Holdings, Inc. POST) Q2 2025 Results Conference Call May 9, 2025 9:00 AM ET Company Participants Daniel O'Rourke - Investor Relations Rob Vitale - President and Chief Executive Officer Jeff Zadoks - Chief Operating Officer Matt Mainer - Chief Financial Officer and Treasurer Conference Call Participants Andrew Lazar - Barclays David Palmer - Evercore ISI Ken Goldman - JPMorgan Michael Lavery - Piper Sandler John Baumgartner - Mizuho Securities Scott Marks - Jefferies Marc Torrente - Wells Fargo Carla Casella - JPMorgan Operator Welcome to the Post Holdings Second Quarter 2025 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
1 month ago
Post Holdings Q2 Earnings Beat Estimates, FY25 Outlook Raised
POST's fiscal second-quarter results show a year-over-year sales decline, due to mixed segment trends. Management raises its 2025 outlook.
Positive
Zacks Investment Research
1 month ago
Post Holdings (POST) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for Post Holdings (POST) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Positive
Zacks Investment Research
1 month ago
Post Holdings (POST) Tops Q2 Earnings Estimates
Post Holdings (POST) came out with quarterly earnings of $1.41 per share, beating the Zacks Consensus Estimate of $1.18 per share. This compares to earnings of $1.51 per share a year ago.
Neutral
PRNewsWire
1 month ago
Post Holdings Reports Results for the Second Quarter of Fiscal Year 2025; Raises Fiscal Year 2025 Outlook
ST. LOUIS , May 8, 2025 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today reported results for the second fiscal quarter ended March 31, 2025. Highlights: Second quarter net sales of $2.0 billion Operating profit of $182.2 million; net earnings of $62.6 million and Adjusted EBITDA (non-GAAP)* of $346.5 million Raised fiscal year 2025 Adjusted EBITDA (non-GAAP)* outlook to $1,430-$1,470 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
1 month ago
Countdown to Post Holdings (POST) Q2 Earnings: A Look at Estimates Beyond Revenue and EPS
Evaluate the expected performance of Post Holdings (POST) for the quarter ended March 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Neutral
Zacks Investment Research
1 month ago
Post Holdings Set to Release Q2 Earnings: Key Insights for Investors
POST's second-quarter results are likely to reflect avian flu impacts and cost headwinds, partly offset by Foodservice strength.
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