Post Holdings (POST) Stock Overview
Operates as a consumer packaged goods holding company in the United States and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 1/6 |
| Past Performance | 2/6 |
| Financial Health | 2/6 |
| Dividends | 0/6 |
POST Community Fair Values
Create NarrativeSee what 11 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Post Holdings, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$100.53 |
| 52 Week High | US$117.28 |
| 52 Week Low | US$94.13 |
| Beta | 0.36 |
| 1 Month Change | -0.49% |
| 3 Month Change | -8.32% |
| 1 Year Change | -7.78% |
| 3 Year Change | 14.30% |
| 5 Year Change | -14.26% |
| Change since IPO | 276.52% |
Recent News & Updates
Narrative Update • May 02
POST: Share Repurchases And Updated Framework Will Support Future Upside Potential
Analysts have adjusted their price target on Post Holdings to $122.43 from $124.43, citing updates to discount rate assumptions, expectations for revenue growth, forecasts for profit margins, and the future P/E multiple used in their models. What's in the News Post Holdings, Inc.Narrative Update • Apr 17
POST: Ongoing Share Repurchases Will Support Future Upside Potential
Analysts now estimate fair value for Post Holdings at about $124.43 per share, compared with the prior estimate of $130.13. This reflects updated assumptions around revenue growth, profit margins, a slightly higher discount rate, and a lower expected future P/E multiple.Recent updates
Narrative Update • May 02
POST: Share Repurchases And Updated Framework Will Support Future Upside Potential
Analysts have adjusted their price target on Post Holdings to $122.43 from $124.43, citing updates to discount rate assumptions, expectations for revenue growth, forecasts for profit margins, and the future P/E multiple used in their models. What's in the News Post Holdings, Inc.Narrative Update • Apr 17
POST: Ongoing Share Repurchases Will Support Future Upside Potential
Analysts now estimate fair value for Post Holdings at about $124.43 per share, compared with the prior estimate of $130.13. This reflects updated assumptions around revenue growth, profit margins, a slightly higher discount rate, and a lower expected future P/E multiple.Narrative Update • Mar 22
POST: Share Repurchases And Stable Margins Will Support Further Upside
Analysts have modestly raised their price target on Post Holdings to $130.13. This reflects slight adjustments to discount rate and forward P/E assumptions while keeping fair value essentially unchanged.Narrative Update • Mar 06
POST: Share Repurchases And Stable Margins Will Support Further Upside
Analysts have nudged their price target for Post Holdings to $130.13, reflecting updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions that are now slightly different from prior estimates. What's in the News Post Holdings, Inc.Narrative Update • Feb 20
POST: Share Repurchases And Higher Margins Will Support Future Upside
Analysts have raised their price target on Post Holdings from $124.38 to $130.13, citing updated assumptions related to discount rates, revenue growth, profit margins, and future P/E multiples. What's in the News Post Holdings announced a share repurchase program authorizing the company to buy back up to $500 million of its shares over a 2 year period, with repurchased shares to be held as treasury stock (Key Developments).Narrative Update • Feb 05
POST: Share Repurchases And Treasury Shares Will Support Future Upside
Analysts have inched their price target on Post Holdings lower to US$124.38 from US$124.63, reflecting slightly adjusted assumptions around discount rate, revenue growth, profit margin and future P/E that modestly trim their valuation outlook. What's in the News Post Holdings has proposed amended and restated Articles of Incorporation for shareholder consideration at its annual meeting scheduled for January 29, 2026, which could affect governance and capital structure terms if approved (Key Developments).Narrative Update • Jan 22
POST: Share Repurchases And New Buyback Authorization Will Drive Future Upside
Analysts have raised their price target on Post Holdings slightly to about $124.63 from roughly $123.22, reflecting updated assumptions around the discount rate, revenue growth, profit margins, and future P/E levels. What's in the News Post Holdings plans to present amended and restated Articles of Incorporation for shareholder approval at its annual meeting on January 29, 2026.Seeking Alpha • Jan 21
Post Holdings: Double-Digit Buybacks And A Mispriced Stock
Summary Post Holdings (POST) is rated Buy, supported by robust free cash flow, aggressive buybacks, and strategic acquisitions despite industry headwinds. POST’s buyback yield exceeded 13% based on their FY25 level, with flexibility from minimal debt maturities until 2030, positioning it well for opportunistic capital allocation. Risks include regulatory threats, changing consumer behavior, and rising debt costs, but POST’s value-oriented portfolio and adaptability offer resilience. My conservative valuation yields an intrinsic value of $123.27 per share, well above the current price, highlighting upside potential. Read the full article on Seeking AlphaNarrative Update • Dec 25
POST: Share Repurchases Will Drive Future Upside Despite Goodwill Impairment Risk
Analysts modestly raised their price target on Post Holdings to align with an updated fair value estimate of 123.22 dollars per share. This reflects slightly higher discount rate and future earnings multiple assumptions that together support a marginally stronger long term outlook for the stock.Narrative Update • Dec 11
POST: Share Repurchases Will Drive Future Returns Despite Margin And Goodwill Headwinds
Analysts have modestly raised their price target on Post Holdings to approximately $123.22, reflecting slightly improved profit margin expectations despite a marginal increase in the assumed discount rate and a small downward revision to future valuation multiples. What's in the News Board of Directors authorizes a new share repurchase plan on November 25, 2025, enabling Post Holdings to buy back up to $500 million of its stock over a two year period, with repurchased shares to be held as treasury stock (company announcement).Narrative Update • Nov 27
POST: Share Buyback Program Will Drive Long-Term Value Despite Margin Risks
Analysts have revised their price target for Post Holdings downward by approximately $4.22, citing slower revenue growth forecasts and a slightly lower profit margin outlook as key factors in the reassessment. What's in the News Post Holdings announced a new share repurchase program, permitting buybacks of up to $500 million in company shares over a two-year period.Analysis Article • Mar 27
Post Holdings (NYSE:POST) Takes On Some Risk With Its Use Of Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Mar 05
Post Holdings: Stable Free Cash Flow, Opportunistic M&A Still Attractive
Summary Post Holdings has shown slow organic growth, but maintains stable earnings through effective cost control and pricing, further boosted by a surge in egg prices. Post was speculated to be in talks with Lamb Weston over a potential merger, but speculation has since died down with Post instead acquiring Potato Products of Idaho. Post's stable cash flow and strong historical M&A track record are still attractive. I estimate a fair value of $146 for POST stock, suggesting 28% upside even without further M&A. Read the full article on Seeking AlphaAnalysis Article • Jan 20
Here's Why We Think Post Holdings (NYSE:POST) Might Deserve Your Attention Today
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Seeking Alpha • Dec 19
Post Holdings Stock: Pullback Is An Opportunity With A Lamb Weston Deal Unlikely
Summary Post Holdings has generated solid performance due to successful M&A integration, resulting in strong free cash flow, despite recent share pullbacks from Lamb Weston deal rumors. Recent results highlight normalized margins driven by price stabilization and improved product mix, partially offset by increased marketing spending. Post's strategy focuses on buybacks, bolt-on M&A, and debt reduction, aiming for 3-4% EBITDA growth through portfolio optimization. A potential Lamb Weston acquisition is unlikely, as it would significantly alter Post's strategy and increase leverage, making current share weakness a buying opportunity. Read the full article on Seeking AlphaAnalysis Article • Dec 09
Post Holdings, Inc. (NYSE:POST) Not Lagging Market On Growth Or Pricing
With a median price-to-earnings (or "P/E") ratio of close to 19x in the United States, you could be forgiven for...Analysis Article • Nov 04
Here's Why Post Holdings (NYSE:POST) Has A Meaningful Debt Burden
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Oct 03
Post Holdings: An Irresistible Treat For Your Portfolio
Summary Post Holdings has aggressively grown through acquisitions and higher pricing, boosting revenue from $4.98 billion in 2021 to $6.99 billion in 2022, with continued growth in 2024. Despite high leverage, Post Holdings trades at low multiples, presenting a compelling investment opportunity with significant upside potential compared to peers. Management's focus on debt reduction and steady EBITDA growth is expected to improve the company's financial health, enhancing shareholder value over time. Given its attractive valuation and strategic debt reduction plans, I rate Post Holdings a 'strong buy' for investors willing to accept higher risk. Read the full article on Seeking AlphaAnalysis Article • Sep 29
Is Now The Time To Put Post Holdings (NYSE:POST) On Your Watchlist?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
New Narrative • Aug 28
Calculated Acquisitions And Market Innovation Fuel Growth In Cereal And Pet Segments
Management's aggressive strategy on acquisitions and share purchases highlights confidence in boosting earnings through realized synergies and intrinsic value.Analysis Article • Aug 21
Post Holdings, Inc.'s (NYSE:POST) Business Is Yet to Catch Up With Its Share Price
With a median price-to-earnings (or "P/E") ratio of close to 18x in the United States, you could be forgiven for...Seeking Alpha • Jul 21
Post Holdings: Expansion Into Pet Food Continues Great M&A Track Record
Summary Post Holdings has a great track record of strategic M&A where the company expands the acquired businesses accretively, while the organic performance is overall stable. The expansion into pet food marks Post Holdings' newest continuation of the story with two reasonably priced acquisitions. Earnings turbulence should be expected due to a recent Influenza outbreak, but the turbulence shouldn't disturb the long-term strategy and earnings. The stock is valued attractively considering the low overall risk level in the consumer staples sector. Read the full article on Seeking AlphaAnalysis Article • Jun 28
Is Post Holdings (NYSE:POST) Using Too Much Debt?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Seeking Alpha • May 06
Post Holdings: Acquisitions Are Adding Value
Summary Post Holdings recently reported strong fundamental performance and raised guidance for 2024, indicating a strong market position and continued growth. The company operates in four segments, including Post Consumer Brands, Weetabix, Foodservice, and Refrigerated Retail, offering a diverse range of food products. While competition in the consumer packaged goods industry remains fierce, Post Holdings' iconic brands and history make it a strong performer, with over $7 billion in annual sales. Shares are a hold with price target of $115. Read the full article on Seeking AlphaAnalysis Article • Mar 03
Post Holdings, Inc. (NYSE:POST) Investors Are Less Pessimistic Than Expected
With a price-to-earnings (or "P/E") ratio of 20.9x Post Holdings, Inc. ( NYSE:POST ) may be sending bearish signals at...Seeking Alpha • Feb 06
Post Holdings: Stable Prospects, Fair Valuation
Summary 1Q 2024: revenue growth driven by pet food acquisitions. Margins recovery helped by moderating input cost inflation and better-than-expected pet food margin realization. Relatively high debt levels may constrain the ability to fund acquisition-driven growth. Pet food business likely to support growth. Productivity initiatives and cost synergies from pet food acquisition could support margin expansion. The valuation appears fair. Read the full article on Seeking AlphaSeeking Alpha • Jan 04
Post Holdings: Shift To Pet Food Should Benefit Shares In 2024
Summary Post Holdings faced sluggish demand in 2023 but is seeing improving margins and has an active M&A strategy. The company has done over $1 billion in asset portfolio management in the past three years, increasing its pet exposure. Despite a large debt load, Post Holdings has an attractive 8% forward free cash flow yield and is poised to continue expanding margins and generate strong cash flow. Read the full article on Seeking AlphaShareholder Returns
| POST | US Food | US Market | |
|---|---|---|---|
| 7D | -3.2% | -0.5% | 2.6% |
| 1Y | -7.8% | -7.4% | 26.2% |
Return vs Industry: POST underperformed the US Food industry which returned -6.1% over the past year.
Return vs Market: POST underperformed the US Market which returned 31.1% over the past year.
Price Volatility
| POST volatility | |
|---|---|
| POST Average Weekly Movement | 3.1% |
| Food Industry Average Movement | 5.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: POST has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: POST's weekly volatility (3%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1895 | 13,180 | Rob Vitale | www.postholdings.com |
Post Holdings, Inc. operates as a consumer packaged goods holding company in the United States and internationally. It operates through Post Consumer Brands, Weetabix, Foodservice, and Refrigerated Retail segments. The Post Consumer Brands segment manufactures, markets, and sells branded and private label ready-to-eat (RTE) cereals under Honey Bunches of Oats, Pebbles, and Malt-O-Meal brands; hot cereal; peanut butter under the Peter Pan brand; and branded and private label pet food under Rachael Ray Nutrish, Nature’s Recipe, 9Lives, Kibbles ’n Bits and Gravy Train brands.
Post Holdings, Inc. Fundamentals Summary
| POST fundamental statistics | |
|---|---|
| Market cap | US$4.63b |
| Earnings (TTM) | US$338.50m |
| Revenue (TTM) | US$8.45b |
13.5x
P/E Ratio0.5x
P/S RatioIs POST overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| POST income statement (TTM) | |
|---|---|
| Revenue | US$8.45b |
| Cost of Revenue | US$5.99b |
| Gross Profit | US$2.45b |
| Other Expenses | US$2.12b |
| Earnings | US$338.50m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 7.47 |
| Gross Margin | 29.05% |
| Net Profit Margin | 4.01% |
| Debt/Equity Ratio | 237.1% |
How did POST perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/11 06:24 |
| End of Day Share Price | 2026/05/11 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/09/30 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Post Holdings, Inc. is covered by 18 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Andrew Lazar | Barclays |
| Kenneth Zaslow | BMO Capital Markets Equity Research |
| Robert Dickerson | BTIG |