Post Holdings stock slips as analysts trim price targets after mixed quarter. BRYCE TUOHEY - UPDATED AUG. 28, 2026, 4:38 PM ET Post Holdings Inc. stocks have been trading up by 4.74 percent following upbeat sentiment around its latest strategic growth developments. What traders need to know. * Q3 adjusted EPS of $1.78 beat roughly $1.70-$1.71 consensus, but $1.95B revenue missed about $2.03B and dipped slightly year over year. * Management narrowed FY26 adjusted EBITDA guidance to $1.56B-$1.57B and flagged about $80M in non-recurring tailwinds, with FY27 EBITDA roughly flat around $1.48B. * Shares dropped about 4% after hours on the Q3 release as traders focused on the revenue miss and softer forward growth signals. * Major brokers Evercore ISI, JPMorgan, Barclays, and Stifel all cut price targets yet kept positive ratings, pointing to moderated but still constructive sentiment. * Planned FY26 capex will be sizable, targeting Foodservice and egg facility expansions, signaling a push into areas management sees as strategic. Weekly Update Aug 24 - Aug 28, 2026: On Friday, August 28, 2026 Post Holdings Inc. stock [NYSE: POST] is trending up by 4.74%! Discover the key drivers behind this movement as well as its expert analysis in the detailed breakdown below. Consumer Staples industry expert: Analyst sentiment - positive Post Holdings holds a solid but leveraged position in packaged foods, with $8.16B in revenue, mid-20s gross margin (28.8%), and EBITDA margin just above 10%, slightly below best-in-class staples peers. Free cash flow is strong at $131M in the quarter and a very attractive ~4.3x price-to-FCF and 0.43x sales, but balance sheet risk is notable: debt/EBITDA is high (leverage ratio 4.2x, debt/equity 2.5x) and interest coverage only ~2x. Technically, POST shows a short-term upside reversal after several tight sessions around $81-82 and a sharp push to $85.35, turning prior resistance into an emerging support band. Intraday 5-minute action confirms strong buying into the close with expanding ranges and higher volume on upticks, suggesting active institutional demand. The dominant near-term trend is now bullish; $81 is the key tactical stop-loss/support level, while $86-87 is the first upside target for active traders. Fundamentally, the stock screens better than the broader Consumer Staples and Foods group on valuation and cash conversion but worse on leverage and organic growth visibility. Q3 beat on EPS but missed on revenue, and FY26-27 EBITDA guidance implies essentially flat earnings power after non-recurring tailwinds, prompting multiple target cuts (Evercore, Barclays, JPMorgan) despite maintained positive ratings. With improving technicals, I see risk-reward skewed favorably: buy with $81 support and a 6-12 month target of $95. Quick financial overview. Post Holdings Inc. is trading in the mid-$80s, with the weekly data showing a climb from the low $81s to about $85 by week's end. That steady grind up, despite the recent 4% post-earnings drop, points to underlying dip demand around the low $80s. For short-term traders, the $81-$82 area looks like a near-term support band, while $85-$86 is the immediate resistance zone that needs to clear for momentum to extend. Intraday, the 5-minute chart shows a tight range day with price mostly holding between $84 and $85.50 and closing near the highs. That intraday pattern suggests buyers were willing to step in on minor pullbacks, which often signals short covering and fresh positioning after a headline drop. For active traders, that kind of closing strength after early volatility often sets up a follow-through test of the intraday high on the next session. On the fundamental side, Post Holdings Inc. generates about $8.16B in annual revenue with a gross margin near 28.8% and EBITDA margin around 10.1%. The stock trades at roughly 15x earnings and about 0.43x sales, alongside a price-to-cash-flow near 4.2 and price-to-book around 1.17, which is more value than growth. Leverage is high, with total debt-to-equity at 2.48 and interest coverage around 2, but liquidity is decent with a current ratio of 1.9. Q3 free cash flow of about $131.2M and operating cash flow over $213M support the capex plan, though heavy debt and modest 3-4% net margins keep it a cash-flow and execution story rather than an aggressive growth name. Conclusion. This is stock news, not investment advice. Timothy Sykes News delivers real-time stock market news focused on key catalysts driving short-term price movements. Its content is tailored for active traders and investors seeking to capitalize on rapid price fluctuations, particularly in volatile sectors like penny stocks. Readers come to Millionaire Media, LLC. for detailed coverage on earnings reports, mergers, FDA approvals, new contracts, and unusual trading volumes that can trigger significant short-term price action. 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Post (NYSE:POST) stock price up 4.1% - Here's what happened. August 28, 2026 Key points. * Post Holdings shares rose 4.1% to about $84.86 in Friday midday trading, despite volume running 65% below the stock's average session volume. The move appeared driven largely by broader market strength and trading or technical factors rather than a new company-specific announcement. * Post's latest quarter showed adjusted EPS of $1.78, ahead of the $1.70 consensus, but revenue of $1.95 billion missed estimates and declined 1.8% year over year, highlighting weaker sales momentum. * Analyst sentiment remains mixed: the stock has a consensus "Hold" rating and an average price target of $109, while recent actions included price-target cuts from Barclays and Wells Fargo and a downgrade from Weiss Ratings to "Sell." * Five stocks to consider instead of Post. Post Holdings, Inc. (NYSE:POST - Get Free Report) shares were up 4.1% during mid-day trading on Friday. The stock traded as high as $84.95 and last traded at $84.86. 297,184 shares changed hands during trading, a decline of 65% from the average session volume of 858,291 shares. The stock had previously closed at $81.49. Key headlines impacting Post. Here are the key news stories impacting Post this week: * Broader U.S. equities traded higher, supported by strong Nvidia results and continued enthusiasm for artificial-intelligence spending. While Post Holdings is not an AI company, a firmer overall market may have improved investor risk appetite. * The latest Post Holdings-specific items in the feed are stock-quote pages rather than news reports, suggesting the move may reflect trading, technical factors, or a rebound from recent weakness instead of a fresh business update. * The company's most recent reported quarter showed adjusted EPS of $1.78, ahead of the $1.70 consensus, although revenue of $1.95 billion fell short of the $2.02 billion estimate and declined 1.8% year over year. This leaves investors balancing earnings execution against softer sales momentum. * Consumer-staples stocks were among the weaker areas of the broader market in the referenced session, which could limit sector support for Post Holdings. In addition, the company's revenue decline and relatively high debt-to-equity ratio remain risks for investors. Analysts set new price targets. A number of research analysts recently commented on POST shares. Weiss Ratings downgraded Post from a "hold (c)" rating to a "sell (d+)" rating in a research note on Monday, August 17th. Barclays cut their price target on shares of Post from $106.00 to $95.00 and set an "overweight" rating for the company in a report on Monday, August 10th. Stifel Nicolaus set a $125.00 price target on shares of Post in a research report on Friday, August 7th. Evercore set a $121.00 price objective on shares of Post in a research note on Monday, August 10th. Finally, Wells Fargo & Company lowered their price objective on shares of Post from $98.00 to $86.00 and set an "equal weight" rating for the company in a research report on Monday, August 10th. Four analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and an average target price of $109.00. Discover more My Portfolio Tracker Balancing A Stocks And Bonds Portfolio Post trading up 4.1%. The firm's 50-day moving average is $86.55 and its 200 day moving average is $95.52. The company has a current ratio of 1.85, a quick ratio of 0.99 and a debt-to-equity ratio of 2.47. The firm has a market capitalization of $3.84 billion, a price-to-earnings ratio of 15.60 and a beta of 0.40. Post (NYSE:POST - Get Free Report) last announced its quarterly earnings results on Thursday, August 6th. The company reported $1.78 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.70 by $0.08. The firm had revenue of $1.95 billion during the quarter, compared to analysts' expectations of $2.02 billion. Post had a net margin of 3.48% and a return on equity of 13.22%. The company's revenue was down 1.8% on a year-over-year basis. During the same period in the prior year, the company posted $2.03 EPS. On average, equities analysts predict that Post Holdings, Inc. will post 7.56 earnings per share for the current fiscal year. Institutional trading of Post. A number of institutional investors and hedge funds have recently bought and sold shares of the stock. Corient Private Wealth LP lifted its holdings in Post by 3.5% during the 2nd quarter. Corient Private Wealth LP now owns 35,734 shares of the company's stock worth $3,154,000 after buying an additional 1,206 shares during the period. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new position in shares of Post during the second quarter worth about $1,553,000. California State Teachers Retirement System lifted its stake in shares of Post by 8,443.5% in the second quarter. California State Teachers Retirement System now owns 4,353,425 shares of the company's stock worth $384,233,000 after acquiring an additional 4,302,469 shares during the period. AlphaGrep UK Ltd bought a new stake in Post in the second quarter valued at approximately $304,000. Finally, Concurrent Investment Advisors LLC increased its position in Post by 5.4% during the 2nd quarter. Concurrent Investment Advisors LLC now owns 2,987 shares of the company's stock valued at $264,000 after purchasing an additional 153 shares during the period. 94.85% of the stock is currently owned by institutional investors and hedge funds. About post. 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. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Continue following MarketBeat Before you consider Post, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Post wasn't on the list. While Post currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys. MarketBeat just released its list of the 7 hottest IPOs expected to hit Wall Street in 2026. See which companies are preparing to go public and why investors are watching closely.

Post (POST) to release earnings on Thursday. July 30, 2026 Key points. * Post is scheduled to report Q3 2026 earnings after the market closes on Thursday, August 6. Analysts expect EPS of $1.70 and revenue of approximately $2.02 billion; the earnings call is set for August 7 at 9:00 a.m. ET. * In its most recent quarter, Post reported EPS of $1.94, beating the $1.73 consensus estimate, while revenue of $2.04 billion fell short of the $2.08 billion forecast but rose 4.7% year over year. * Analysts maintain a "Moderate Buy" consensus with an average price target of $114.17, compared with the stock's recent price near $97.48. Institutional investors own 94.85% of shares, while a company director recently sold 6,186 shares. * Five stocks to consider instead of Post. Post (NYSE:POST - Get Free Report) is expected to be posting its Q3 2026 results after the market closes on Thursday, August 6th. Analysts expect Post to announce earnings of $1.70 per share and revenue of $2.0238 billion for the quarter. Individuals can check the company's upcoming Q3 2026 earning summary page for the latest details on the call scheduled for Friday, August 7, 2026 at 9:00 AM ET. Post (NYSE:POST - Get Free Report) last issued its quarterly earnings results on Thursday, May 7th. The company reported $1.94 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.73 by $0.21. The firm had revenue of $2.04 billion for the quarter, compared to analyst estimates of $2.08 billion. Post had a return on equity of 13.36% and a net margin of 4.01%.The company's quarterly revenue was up 4.7% compared to the same quarter last year. During the same period in the previous year, the company posted $1.41 earnings per share. On average, analysts expect Post to post $8 EPS for the current fiscal year and $8 EPS for the next fiscal year. Post trading up 3.4%. Post stock opened at $97.48 on Thursday. The business has a 50 day moving average price of $90.62 and a two-hundred day moving average price of $98.08. The company has a quick ratio of 1.03, a current ratio of 1.85 and a debt-to-equity ratio of 2.38. Post has a 12 month low of $83.89 and a 12 month high of $117.28. The stock has a market cap of $4.42 billion, a price-to-earnings ratio of 16.41 and a beta of 0.39. Wall Street analysts forecast growth. A number of research firms have recently issued reports on POST. BTIG Research initiated coverage on Post in a research report on Monday, April 13th. They set a "neutral" rating on the stock. Evercore reiterated an "outperform" rating and set a $128.00 price target on shares of Post in a research note on Thursday, July 23rd. Weiss Ratings lowered shares of Post from a "hold (c)" rating to a "hold (c-)" rating in a report on Monday, June 8th. Wall Street Zen cut shares of Post from a "buy" rating to a "hold" rating in a research note on Saturday, May 9th. Finally, Barclays reduced their price objective on shares of Post from $119.00 to $106.00 and set an "overweight" rating for the company in a report on Tuesday, July 21st. Four research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average target price of $114.17. Insider activity at post. In related 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 transaction of $649,839.30. Following the completion of the transaction, the director owned 15,107 shares in the company, valued at $1,586,990.35. This trade represents a 29.05% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 14.05% of the stock is owned by company insiders. Institutional inflows and outflows. Hedge funds have recently bought and sold shares of the stock. Arrowstreet Capital Limited Partnership lifted its holdings in shares of Post by 104.5% during the fourth quarter. Arrowstreet Capital Limited Partnership now owns 415,493 shares of the company's stock valued at $41,155,000 after acquiring an additional 212,325 shares during the period. H Squared Management LP bought a new stake in shares of Post in the 4th quarter worth about $19,115,000. Duquesne Family Office LLC acquired a new stake in shares of Post during the 3rd quarter worth about $18,959,000. Orion Porfolio Solutions LLC increased its position in shares of Post by 773.1% during the 2nd quarter. Orion Porfolio Solutions LLC now owns 176,386 shares of the company's stock worth $19,231,000 after purchasing an additional 156,184 shares in the last quarter. Finally, Qube Research & Technologies Ltd lifted its holdings in Post by 208.2% during the 3rd quarter. Qube Research & Technologies Ltd now owns 219,673 shares of the company's stock valued at $23,610,000 after purchasing an additional 148,390 shares during the last quarter. 94.85% of the stock is currently owned by institutional investors and hedge funds. Post news summary. Here are the key news stories impacting Post this week: * Neutral Sentiment: No new earnings release, guidance update, acquisition announcement, analyst action, or other material disclosure involving POST was included in the latest news flow. * Neutral Sentiment: The most recent company-specific results provided show adjusted strength: Post reported quarterly EPS of $1.94, exceeding the $1.73 consensus estimate, while revenue of $2.04 billion was below expectations of $2.08 billion. Revenue nevertheless increased 4.7% year over year. * Neutral Sentiment: Shares opened at $97.49, above the 50-day moving average of $90.62 but near the 200-day moving average of $98.08, suggesting that broader market conditions and technical trading may be influencing the stock in the absence of fresh company news. About post. 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. Further reading. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Before you consider Post, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Post wasn't on the list. While Post currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys. The AI wave will soon hit public markets with Anthropic and OpenAI set to go public later this year. However, you don't have to wait to invest. This report shows seven AI stocks that you can buy today while the big model providers get ready to go public.