POST

Post Holdings, Inc.

NYSE · Grain Mill Products · Inc. MO · CIK 0001530950
$93.14 -0.03% $4.2B
22 New Institutional Positions12 Institutional Exits
Vol
Market Cap$4.2B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (79%)
Inst. Holders50 funds
Inst. Value$2.7B
Inst. Activity22 buys / 12 sells
Insider Activity0B / 2S
Insider Net $-$1.4M
Reddit Sentiment48° Neutral
SEC Reports3
Exchange NYSE·Sector Grain Mill Products·Inc. MO·CIK 0001530950·Prev Close $93.17

Recent Activity

Jun 11, 2026 SEC
A mixed institutional cluster in POST for Q3 2025 shows three buyers (Morgan Stanley, Schwab, and Renaissance Technologi
INST-CLUSTER — Impact 4/10
Jun 1, 2026 short_volume
Short Volume: POST — 62.9% short (0.4M / 0.7M)
Short: 417,033 | Exempt: 46 | TRF Vol: 662,900 | Short Ratio: 62.9% | Off-exchange volume (dark pool
May 29, 2026 Insider
Atkinson Michelle Marie was granted 120.98 shares
Director @ $91.84 ($11.1K)
May 29, 2026 Insider
SKARIE DAVID P was granted 145.176 shares
Director @ $91.84 ($13.3K)
May 29, 2026 Insider
CURL GREGORY L was granted 120.98 shares
Director @ $91.84 ($11.1K)
May 13, 2026 SEC
Director Gregory L. Curl filed a Form 144 to sell 6,186 shares of Post Holdings common stock, valued at approximately $6
144 — Impact 2/10
Mar 4, 2026 SEC
Post Holdings announced the pricing of a $600 million senior notes offering, increasing the size from the original $500
8-K — Impact 5/10
Inst.
Holocene Advisors, LP — ADD
1,766,642 shares ($174.7M)

Price Targets

$122.33 +31.3% upside Strong Buy
Current $93.14 Low $110.00 Median $122.00 High $131.00 6 analysts
$110.00 $131.00

Analyst Ratings

Buy79% buy · 14 analysts
4Strong Buy
7Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 20, 2026 JP Morgan MAINTAIN Overweight → Overweight
Apr 14, 2026 Barclays MAINTAIN Overweight → Overweight
Apr 14, 2026 BTIG INITIATE Neutral
Apr 8, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight
Feb 9, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.72 $1.57 — $2.00 -15% YoY 7
Next Q $1.92 ▲ +6.8% $1.76 — $2.14 -8% YoY 7
Current FY $7.72 ▲ +4.3% $7.44 — $8.20 7% YoY 7
Next FY $8.76 ▲ +6.2% $8.06 — $10.17 14% YoY 7

Top Institutional Holders

FundValueMove
BlackRock, Inc.$393.4M
DIMENSIONAL FUND ADVISORS LP$303.7M
VANGUARD PORTFOLIO MANAGEMENT LLC$240.4M
VANGUARD CAPITAL MANAGEMENT LLC$185.3M
Holocene Advisors, LP$174.7MADD

Recent Insider Trades

DateInsiderTypeValue
May 29, 2026Atkinson MichelleA$11.1K
May 29, 2026SKARIE DAVIDA$13.3K
May 29, 2026CURL GREGORYA$11.1K
May 29, 2026ERB THOMASA$11.1K
May 29, 2026BURWELL DOROTHYA$11.1K

Reddit Sentiment

48°
Neutral
Bearish Neutral Bullish
16 mentions 5 bullish 6 bearish
50 institutional holders with $2.7B total value (27,784,004 shares) as of 2026-Q1. Top holders: BlackRock,, DIMENSIONAL, VANGUARD. Net buying activity: 22 institutions added/increased vs 12 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.3,979,802$393.4M14.3%
2DIMENSIONAL FUND ADVISORS LP3,071,875$303.7M11.1%
3VANGUARD PORTFOLIO MANAGEMENT LLC2,431,497$240.4M8.8%
4VANGUARD CAPITAL MANAGEMENT LLC1,874,037$185.3M6.7%
5Holocene Advisors, LP1,766,642$174.7M6.4%ADD +52.6%
6LONDON CO OF VIRGINIA1,476,638$146.0M5.3%
7STATE STREET CORP1,422,219$140.6M5.1%
8TWO SIGMA INVESTMENTS, LP1,392,048$137.6M5.0%DOUBLED +402.9%
9MANUFACTURERS LIFE INSURANCE COMPANY, THE1,263,594$124.9M4.5%
10FMR LLC831,169$82.2M3.0%DOUBLED +180.8%
11DIAMOND HILL CAPITAL MANAGEMENT INC816,143$80.7M2.9%
12MORGAN STANLEY795,423$78.6M2.9%
13Invesco Ltd.560,132$55.4M2.0%
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC466,298$46.1M1.7%
15Point72 Asset Management, L.P.427,198$42.2M1.5%DOUBLED +416.8%
16D. E. Shaw & Co., Inc.325,780$32.2M1.2%DOUBLED +116.7%
17BANK OF AMERICA CORP /DE/300,794$29.7M1.1%TRIM -28.7%
18VANGUARD FIDUCIARY TRUST CO261,266$25.8M0.9%
19LOOMIS SAYLES & CO L P258,688$25.6M0.9%
20ARROWSTREET CAPITAL, LIMITED PARTNERSHIP257,566$25.5M0.9%TRIM -38.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Holocene Advisors, LPADD1,157,5421,766,642+52.6%$174.7M2026-Q1
Point72 Asset Management, L.P.DOUBLED82,655427,198+416.8%$42.2M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPTRIM415,493257,566-38.0%$25.5M2026-Q1
ExodusPoint Capital Management, LPADD116,984205,943+76.0%$20.4M2026-Q1
Nuveen, LLCADD72,50495,548+31.8%$9.4M2026-Q1
Epoch Investment Partners, Inc.TRIM132,28571,189-46.2%$7.0M2026-Q1
Retirement Systems of AlabamaTRIM124,57451,738-58.5%$5.1M2026-Q1
Russell Investments Group, Ltd.DOUBLED18,97043,501+129.3%$4.3M2026-Q1
AGF MANAGEMENT LTDADD27,24834,749+27.5%$3.4M2026-Q1
BROWN BROTHERS HARRIMAN & CODOUBLED9,12234,650+279.9%$3.4M2026-Q1
PRUDENTIAL FINANCIAL INCDOUBLED6,72529,305+335.8%$2.9M2026-Q1
HSBC HOLDINGS PLCDOUBLED2,43428,336+1064.2%$2.8M2026-Q1
STIFEL FINANCIAL CORPTRIM39,80822,366-43.8%$2.2M2026-Q1
Magnetar Financial LLCDOUBLED2,08615,424+639.4%$1.5M2026-Q1
VOYA INVESTMENT MANAGEMENT LLCTRIM26,90914,899-44.6%$1.5M2026-Q1
FIFTH THIRD BANCORPDOUBLED75512,258+1523.6%$1.2M2026-Q1
TD Waterhouse Canada Inc.DOUBLED4,87010,336+112.2%$1.0M2026-Q1
AmundiNEAR_EXIT80,4369,094-88.7%$899.0K2026-Q1
&PARTNERSADD4,5678,636+89.1%$853.8K2026-Q1
Neuberger Berman Group LLCADD4,3157,329+69.8%$724.5K2026-Q1
HighTower Advisors, LLCTRIM8,9226,111-31.5%$604.1K2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.TRIM11,7995,902-50.0%$583.5K2026-Q1
Atria Investments, IncADD2,2122,902+31.2%$286.9K2026-Q1
Swiss Life Asset Management LtdADD2,0332,864+40.9%$283.1K2026-Q1
Vident Advisory, LLCTRIM4,5662,795-38.8%$276.3K2026-Q1
9 unique insiders with 46 transactions. Net insider value: -$1.4M ($0.00 bought, $1.4M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 29, 2026Atkinson Michelle MarieDirectorAWARD120.98$91.84$11.1K
May 29, 2026SKARIE DAVID PDirectorAWARD145.176$91.84$13.3K
May 29, 2026CURL GREGORY LDirectorAWARD120.98$91.84$11.1K
May 29, 2026ERB THOMAS CDirectorAWARD120.98$91.84$11.1K
May 29, 2026BURWELL DOROTHY MDirectorAWARD120.98$91.84$11.1K
May 29, 2026KEMPER DAVID WDirectorAWARD187.52$91.84$17.2K
May 29, 2026JOHNSON JENNIFER KUPERMANDirectorAWARD120.98$91.84$11.1K
May 13, 2026CURL GREGORY LDirectorSELL6,186$105.05$649.8K
Apr 30, 2026Atkinson Michelle MarieDirectorAWARD106.07$104.75$11.1K
Apr 30, 2026BURWELL DOROTHY MDirectorAWARD106.07$104.75$11.1K
Apr 30, 2026CURL GREGORY LDirectorAWARD106.07$104.75$11.1K
Apr 30, 2026ERB THOMAS CDirectorAWARD106.07$104.75$11.1K
Apr 30, 2026KEMPER DAVID WDirectorAWARD164.409$104.75$17.2K
Apr 30, 2026JOHNSON JENNIFER KUPERMANDirectorAWARD106.07$104.75$11.1K
Apr 30, 2026SKARIE DAVID PDirectorAWARD127.284$104.75$13.3K
Apr 30, 2026Zadoks Jeff ADirectorAWARD106.07$104.75$11.1K
Apr 5, 2026Pearson Gregory CarlPRES & CEO, PCBAWARD5,914
Mar 31, 2026Atkinson Michelle MarieDirectorAWARD61.633$98.86$6.1K
Mar 31, 2026BURWELL DOROTHY MDirectorAWARD112.39$98.86$11.1K
Mar 31, 2026CURL GREGORY LDirectorAWARD112.39$98.86$11.1K
Mar 31, 2026ERB THOMAS CDirectorAWARD112.39$98.86$11.1K
Mar 31, 2026KEMPER DAVID WDirectorAWARD174.204$98.86$17.2K
Mar 31, 2026JOHNSON JENNIFER KUPERMANDirectorAWARD112.39$98.86$11.1K
Mar 31, 2026SKARIE DAVID PDirectorAWARD134.867$98.86$13.3K
Mar 31, 2026Zadoks Jeff ADirectorAWARD61.633$98.86$6.1K
Mar 16, 2026Zadoks Jeff ADirectorAWARD1,700
Mar 16, 2026Atkinson Michelle MarieDirectorAWARD1,700
Feb 27, 2026SKARIE DAVID PDirectorAWARD125.428$106.30$13.3K
Feb 27, 2026JOHNSON JENNIFER KUPERMANDirectorAWARD104.523$106.30$11.1K
Feb 27, 2026KEMPER DAVID WDirectorAWARD162.011$106.30$17.2K
Feb 27, 2026ERB THOMAS CDirectorAWARD104.523$106.30$11.1K
Feb 27, 2026CURL GREGORY LDirectorAWARD104.523$106.30$11.1K
Feb 27, 2026BURWELL DOROTHY MDirectorAWARD104.523$106.30$11.1K
Feb 9, 2026CURL GREGORY LDirectorSELL6,983$114.31$798.2K
Feb 3, 2026KEMPER DAVID WDirectorAWARD1,600
Feb 3, 2026BURWELL DOROTHY MDirectorAWARD1,600
Feb 3, 2026ERB THOMAS CDirectorAWARD1,600
Feb 3, 2026CURL GREGORY LDirectorAWARD1,600
Feb 3, 2026SKARIE DAVID PDirectorAWARD1,600
Feb 3, 2026JOHNSON JENNIFER KUPERMANDirectorAWARD1,600
Jan 30, 2026BURWELL DOROTHY MDirectorAWARD108.6$102.31$11.1K
Jan 30, 2026KEMPER DAVID WDirectorAWARD168.33$102.31$17.2K
Jan 30, 2026CURL GREGORY LDirectorAWARD108.6$102.31$11.1K
Jan 30, 2026SKARIE DAVID PDirectorAWARD130.32$102.31$13.3K
Jan 30, 2026JOHNSON JENNIFER KUPERMANDirectorAWARD108.6$102.31$11.1K
Jan 30, 2026ERB THOMAS CDirectorAWARD108.6$102.31$11.1K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (79% buy). Based on 14 analysts: 4 strong buy, 7 buy, 3 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$122.33 mean target +31.3% upside Strong Buy (3.00)
$110.00 Low $131.00 High
MetricValue
Current Price$93.14
Target Low$110.00
Target Mean$122.33
Target Median$122.00
Target High$131.00
# Analysts6
RecommendationStrong Buy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.72 $1.57 $2.00 -15.1% +0.1% 2↑ 3↓ $2.0B 2.6% 7
Next Q
2026-09-30
$1.92 $1.76 $2.14 -8.3% +6.8% 3↑ 1↓ $2.1B -8.0% 7
Current FY
2026-09-30
$7.72 $7.44 $8.20 6.8% +4.3% 5↑ 1↓ $8.3B 2.0% 7
Next FY
2027-09-30
$8.76 $8.06 $10.17 13.5% +6.2% 5↑ 1↓ $8.3B -0.6% 7

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.723
7d ago$1.703+0.020
30d ago$1.722+0.001
60d ago$1.744-0.020
90d ago$1.777-0.054
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 20, 2026 JP Morgan MAINTAIN Overweight Overweight
Apr 14, 2026 Barclays MAINTAIN Overweight Overweight
Apr 14, 2026 BTIG INITIATE Neutral
Apr 8, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Feb 9, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20264730079%
May 1, 20264830080%
Apr 1, 20264920087%
Mar 1, 20264920087%
Feb 1, 20264920087%
Jan 1, 20264930081%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

48°
Neutral
Bearish Neutral Bullish
16 mentions 5 bullish 6 bearish 16 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 3, 2026140° Cool011
Jun 3, 2026140° Cool011
Jun 3, 2026160° Warm101
Jun 3, 2026160° Warm101
Jun 3, 2026144° Neutral001
Jun 2, 2026144° Neutral001
Jun 2, 2026160° Warm101
May 7, 2026140° Cool011
May 7, 2026140° Cool011
May 7, 2026160° Warm101
May 7, 2026160° Warm101
Apr 8, 2026150° Neutral001
Apr 8, 2026150° Neutral001
Apr 5, 2026150° Neutral001
Mar 23, 2026140° Cool011
Mar 23, 2026140° Cool011
Jun 1, 2026
short_volume
Short Volume: POST — 62.9% short (0.4M / 0.7M)
Short: 417,033 | Exempt: 46 | TRF Vol: 662,900 | Short Ratio: 62.9% | Off-exchange volume (dark pool + OTC)
May 25, 2026
dark_pool
Dark Pool: POST — 1.0M shares, 24,666 trades
Week starting 2026-05-25. Total ATS volume: 953,516 shares across 24,666 trades.
May 18, 2026
dark_pool
Dark Pool: POST — 1.3M shares, 31,242 trades
Week starting 2026-05-18. Total ATS volume: 1,325,657 shares across 31,242 trades.
May 14, 2026
short_interest
FTD: POST — 9,982 shares ($1.0M) failed to deliver
Settlement: 20260514, Price: $104.31, FTD Value: $1,041,222.42, POST HLDGS INC COM STK (MO)
May 11, 2026
dark_pool
Dark Pool: POST — 1.4M shares, 39,796 trades
Week starting 2026-05-11. Total ATS volume: 1,384,745 shares across 39,796 trades.
May 8, 2026
short_volume
Short Volume: POST — 59.1% short (0.4M / 0.7M)
Short: 400,385 | Exempt: 15 | TRF Vol: 677,580 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
May 7, 2026
earnings_calendar
POST Q2 2026 Earnings After Market Close — 2026-05-07
May 4, 2026
dark_pool
Dark Pool: POST — 1.8M shares, 40,100 trades
Week starting 2026-05-04. Total ATS volume: 1,760,427 shares across 40,100 trades.
Apr 27, 2026
dark_pool
Dark Pool: POST — 1.0M shares, 29,003 trades
Week starting 2026-04-27. Total ATS volume: 960,906 shares across 29,003 trades.
Apr 21, 2026
short_volume
Short Volume: POST — 86.9% short (0.4M / 0.5M)
Short: 445,614 | Exempt: 0 | TRF Vol: 512,843 | Short Ratio: 86.9% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
dark_pool
Dark Pool: POST — 1.4M shares, 29,399 trades
Week starting 2026-04-20. Total ATS volume: 1,402,075 shares across 29,399 trades.
Apr 20, 2026
short_interest
FTD: POST — 13,080 shares ($1.3M) failed to deliver
Settlement: 20260420, Price: $101.59, FTD Value: $1,328,797.2, POST HLDGS INC COM STK (MO)
Apr 13, 2026
dark_pool
Dark Pool: POST — 0.9M shares, 24,586 trades
Week starting 2026-04-13. Total ATS volume: 890,132 shares across 24,586 trades.
Apr 9, 2026
short_interest
FTD: POST — 7,299 shares ($0.7M) failed to deliver
Settlement: 20260409, Price: $101.54, FTD Value: $741,140.46, POST HLDGS INC COM STK (MO)
Apr 6, 2026
dark_pool
Dark Pool: POST — 1.0M shares, 32,316 trades
Week starting 2026-04-06. Total ATS volume: 1,008,680 shares across 32,316 trades.