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POST Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

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High
103.510
Open
96.460
VWAP
100.62
Vol
1.63M
Mkt Cap
4.63B
Low
96.290
Amount
164.25M
EV/EBITDA(TTM)
8.25
Total Shares
45.32M
EV
12.00B
EV/OCF(TTM)
11.94
P/S(TTM)
0.71
Post Holdings, Inc. is a consumer-packaged goods holding company with businesses operating in the center-of-the-store, refrigerated, foodservice and food ingredient categories. Its businesses include Post Consumer Brands, Weetabix, Michael Foods, and Bob Evans Farms. Its segments include Post Consumer Brands, Weetabix, Foodservice, and Refrigerated Retail. Post Consumer Brands segment manufactures, markets and sells human and pet food products, primarily in the ready-to-eat (RTE) cereal, granola, hot cereal, nut butter and dog and cat food categories in North America. Weetabix segment markets and distributes branded and private label RTE cereal products. Weetabix is a manufacturer's breakfast cereals category, with its brands being Weetabix and Alpen. Foodservice segment produces and distributes egg and potato products through the foodservice and food ingredient channels. Refrigerated Retail segment produces and distributes side dishes, eggs and egg products, sausage, and others.
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Events Timeline

(ET)
2026-05-07
16:30:00
Company Reports Q2 Revenue of $2.04B
select
2026-05-07
16:30:00
Post Management Expects FY 2026 Capital Expenditures of $350-$390 Million
select
2026-05-07
16:30:00
Post Holdings Appoints Nicolas Catoggio as New CEO
select

News

seekingalpha
9.5
05-08seekingalpha
Post Holdings Q2 2026 Earnings Call Insights
  • Performance Exceeds Expectations: Post Holdings reported adjusted EBITDA above expectations for Q2 2026, yet maintained its full-year EBITDA guidance due to new headwinds from the Middle East conflict, demonstrating resilience in a challenging environment.
  • Capital Return Strategy: The company has reduced its share count by 15% year-to-date through aggressive buybacks, indicating strong cash flow and liquidity that provide flexibility for capital allocation, thereby enhancing investor confidence.
  • CEO Succession Plans: Management highlighted a smooth transition in CEO succession, indicating stability during leadership changes and reinforcing confidence in the company's strategic direction moving forward.
  • Market Pricing Strategy: Management noted that in response to inflationary pressures, the company will adjust pricing strategies based on the duration of cost pressures, showcasing its keen responsiveness to market dynamics and flexibility in operations.
seekingalpha
9.5
05-07seekingalpha
Post Holdings Q2 Earnings Beat Expectations
  • Earnings Beat: Post Holdings reported a Q2 Non-GAAP EPS of $1.94, exceeding expectations by $0.19, indicating strong profitability despite revenue falling short of projections.
  • Revenue Growth Lags: Revenue increased by 4.6% year-over-year to $2.04 billion, yet missed expectations by $30 million, reflecting intensified market competition and fluctuations in consumer demand impacting sales.
  • Stable Outlook: Management affirmed its fiscal year 2026 adjusted EBITDA guidance range of $1.55 billion to $1.58 billion, demonstrating confidence in future profitability despite external challenges.
  • Capital Expenditure Plans: Projected capital expenditures for fiscal year 2026 are expected to range between $350 million and $390 million, including ongoing investments in cage-free egg facility expansion and the completion of the Norwalk, Iowa precooked egg facility expansion, totaling $80 million to $90 million.
PRnewswire
9.5
05-07PRnewswire
Post Holdings Reports Strong Q2 Results with Increased Earnings
  • Significant Sales Growth: Post Holdings reported net sales of $2.0429 billion for Q2, a 4.7% increase year-over-year, including $152.3 million from acquisitions, indicating strong market performance and successful acquisition strategies.
  • Improved Profitability: The company achieved a gross profit of $617.6 million in Q2, representing 30.2% of net sales, up 13.2% from the previous year, demonstrating effective cost control and pricing strategies.
  • Increased Adjusted Net Earnings: Adjusted net earnings for Q2 reached $104.7 million, an 18.1% increase from $88.7 million in the prior year, reflecting improvements in operational efficiency and market demand.
  • Enhanced Shareholder Returns: The company repurchased 3.3 million shares for $331 million in Q2, emphasizing its commitment to shareholder returns, while the board approved a new $600 million share repurchase authorization, further boosting market confidence.
Fool
9.5
05-05Fool
BellRing Brands Shares Plunge 46.9% After Disappointing Q2 Report
  • Disappointing Performance: BellRing Brands reported only 2% year-over-year sales growth in Q2 2026, significantly below the analyst consensus of 3.5%, with adjusted earnings plummeting from $0.53 to $0.14 per share, indicating weakness in market competitiveness.
  • Guidance Downgrade: Management has revised full-year sales growth expectations down from 5% to 1%, with adjusted EBITDA now projected at approximately $325 million, a 25% reduction from the previous estimate of $433 million, reflecting a challenging market environment.
  • Intensifying Competition: The sales growth of BellRing Brands has heavily relied on deep discount promotions, which have eroded profit margins and raised concerns about organic demand, as the CEO noted that retailers will focus on the most successful brands amidst increasing competition in the protein shake market.
  • Stock Volatility: BellRing's stock has crashed 87% over the past year, trading at just 6.8 times trailing earnings, presenting investors with either a potential turnaround opportunity or the risk of further declines, leaving the market uncertain about its future performance.
NASDAQ.COM
9.5
05-05NASDAQ.COM
BellRing Brands Stock Plummets After Q2 Earnings Miss
  • Earnings Decline: BellRing Brands reported a significant drop in adjusted earnings per share from $0.53 to $0.14 for Q2 FY2026, falling short of the analyst consensus of $0.32, which triggered a nearly 47% plunge in stock price, indicating severe deterioration in profitability.
  • Weak Sales Growth: Although the company achieved a 2% year-over-year sales growth in Q2, management has lowered its full-year sales growth forecast to 1%, down from 5% three months ago, highlighting significant challenges in market competition, particularly under pressure from discount promotions.
  • Margin Pressure: The company's profit margins have been severely impacted by deep discount promotions and rising raw material costs, with adjusted EBITDA now expected to be approximately $325 million, a 25% decrease from the previous guidance of $433 million, reflecting difficulties in maintaining profitability.
  • Intensifying Competition: CEO Darcy Davenport, who is set to retire, noted that BellRing faces increasing competition in the protein shake market, especially within warehouse club retail channels, suggesting that future market share will be increasingly concentrated among successful brands, adding strategic pressure on the company.
Fool
5.0
04-19Fool
Investment Opportunities in Consumer Goods Amid Market Volatility
  • Post Holdings Potential: Post Holdings (POST), a cereal and convenience food company, is projected to achieve significant earnings growth over the next 12 months, with a market cap of $4.9 billion and a stock price of $101.59, indicating strong pricing power and stability amid market volatility.
  • Utz Brands Market Positioning: Utz Brands (UTZ) focuses on high-velocity products while cutting underperforming units, and despite limited media coverage, it holds a significant position in the salty snack market characterized by strong brand loyalty, showcasing robust long-term investment value.
  • Hormel Foods Resilience: Hormel Foods (HRL), a 'Dividend King' with 60 consecutive years of dividend increases, currently has a market cap of $12 billion and a stock price of $21.16, attracting consumers during economic downturns and demonstrating stability and appeal in uncertain markets.
  • Clorox Innovation Investment: Clorox (CLX), while facing private-label competition, is investing in innovation and marketing to maintain market share, with a market cap of $13 billion and a stock price of $104.58, indicating its long-term investment potential in the essential goods market.
Wall Street analysts forecast POST stock price to rise
7 Analyst Rating
Wall Street analysts forecast POST stock price to rise
6 Buy
1 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
108.00
Averages
121.71
High
130.00
Current: 0.000
sliders
Low
108.00
Averages
121.71
High
130.00
JPMorgan
Overweight
to
Overweight
downgrade
$133 -> $119
AI Analysis
2026-04-20
Reason
JPMorgan
Price Target
$133 -> $119
AI Analysis
2026-04-20
downgrade
Overweight
to
Overweight
Reason
JPMorgan lowered the firm's price target on Post Holdings to $119 from $133 and keeps an Overweight rating on the shares. The firm cites industry multiple compression for the target cut ahead of the company's fiscal Q2 report on May 7. JPMorgan expects an EBITDA beat due to falling egg prices and views the share setup as favorable into earnings.
Barclays
Overweight
downgrade
$127 -> $119
2026-04-14
Reason
Barclays
Price Target
$127 -> $119
2026-04-14
downgrade
Overweight
Reason
Barclays lowered the firm's price target on Post Holdings to $119 from $127 and keeps an Overweight rating on the shares. The firm adjusted targets in the consumer staples group as part of a Q1 preview. Barclays has "growing caution" on the group into the prints due to higher input costs. In food, there are now "building concerns" around the sustainability of the dividend for certain companies, the analyst tells investors in a research note.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for POST
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Valuation Metrics

The current forward P/E ratio for Post Holdings Inc (POST.N) is 28.25, compared to its 5-year average forward P/E of 23.83. For a more detailed relative valuation and DCF analysis to assess Post Holdings Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
23.83
Current PE
28.25
Overvalued PE
35.67
Undervalued PE
11.99

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
9.81
Current EV/EBITDA
10.46
Overvalued EV/EBITDA
11.71
Undervalued EV/EBITDA
7.91

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
0.81
Current PS
0.59
Overvalued PS
0.97
Undervalued PS
0.64

Financials

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Whales Holding POST

R
Route One Investment Company, L.P.
Holding
POST
+7.75%
3M Return
T
The London Company of Virginia, LLC
Holding
POST
-0.30%
3M Return
C
Clarkston Capital Partners, LLC
Holding
POST
-5.62%
3M Return

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Frequently Asked Questions

What is Post Holdings Inc (POST) stock price today?

The current price of POST is 102.05 USD — it has decreased -0.91

What is Post Holdings Inc (POST)'s business?

Post Holdings, Inc. is a consumer-packaged goods holding company with businesses operating in the center-of-the-store, refrigerated, foodservice and food ingredient categories. Its businesses include Post Consumer Brands, Weetabix, Michael Foods, and Bob Evans Farms. Its segments include Post Consumer Brands, Weetabix, Foodservice, and Refrigerated Retail. Post Consumer Brands segment manufactures, markets and sells human and pet food products, primarily in the ready-to-eat (RTE) cereal, granola, hot cereal, nut butter and dog and cat food categories in North America. Weetabix segment markets and distributes branded and private label RTE cereal products. Weetabix is a manufacturer's breakfast cereals category, with its brands being Weetabix and Alpen. Foodservice segment produces and distributes egg and potato products through the foodservice and food ingredient channels. Refrigerated Retail segment produces and distributes side dishes, eggs and egg products, sausage, and others.

What is the price predicton of POST Stock?

Wall Street analysts forecast POST stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for POST is121.71 USD with a low forecast of 108.00 USD and a high forecast of 130.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Post Holdings Inc (POST)'s revenue for the last quarter?

Post Holdings Inc revenue for the last quarter amounts to 2.04B USD, increased 4.65

What is Post Holdings Inc (POST)'s earnings per share (EPS) for the last quarter?

Post Holdings Inc. EPS for the last quarter amounts to 1.56 USD, increased 51.46

How many employees does Post Holdings Inc (POST). have?

Post Holdings Inc (POST) has 13180 emplpoyees as of May 11 2026.

What is Post Holdings Inc (POST) market cap?

Today POST has the market capitalization of 4.63B USD.