POST Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $72.56
Market Cap $3.83B
P/E (TTM) 13.3
EPS (TTM) $5.47
Revenue (TTM) $8.41B
ROE (TTM) 8.3%
Debt/Equity (MRQ) 2.5
52W Range $71–$117

POST Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
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Stock splits 1
Ex-date Split Type
March 11, 2022 191-for-125 Forward

About Post Holdings, Inc. Common Stock Company overview from Wikipedia

05 · wikidata

Post Holdings, Inc. is an American consumer packaged goods holding company headquartered in St. Louis, Missouri, with businesses operating in the center-of-the-store, refrigerated, foodservice, and food ingredient categories.

Its Post Consumer Brands business manufactures, markets, and sells both branded and private label products, mainly breakfast cereals. Its Michael Foods Group business supplies value-added egg products and refrigerated potato products to the foodservice and food ingredient channels. Through its Post Refrigerated Retail business, Post offers potato, egg, sausage, and cheese refrigerated side dishes products. Post participates in the private brand food category through its investment in 8th Avenue Food & Provisions, a leading, private brand centric, consumer products holding company.

History

Predecessor: Post Cereals Company

C. W. Post established his company, "Postum Cereals" in Battle Creek, Michigan, in 1895. Post's first product was not a cereal, however, but a roasted, cereal-based beverage, Postum.

Postum's main ingredients were naturally caffeine-free wheat grain, bran, and molasses. Initially, Postum had to be brewed like coffee, but in 1911, Post introduced a powdered, instant formulation. This version of the product was manufactured in Battle Creek until it was discontinued in 2007. As of January 2013, Eliza's Quest Food had succeeded in returning Postum to many grocery stores across the United States and Canada.

History of Post Holdings

On December 31, 2012, Post Holdings acquired Attune Foods, a marketer of premium organic cereals and snacks under the Attune, Uncle Sam and Erewhon brands.

On May 28, 2013, Post Holdings purchased the branded and private label cereal, granola and snacks business of Hearthside Food Solutions, which included the Golden Temple, Peace Cereal, Sweet Home Farm and Willamette Valley Granola Company brands, originally Yogi Bhajan's Sikh Dharma International's Golden Temple of Oregon's cereal division. Post combined this business with Attune Foods. On September 1, 2013, Post Holdings acquired Premier Nutrition Company, a marketer of premium protein shakes and bars under the Premier Protein brand and nutritional supplements under the Joint Juice brand.

On January 1, 2014, Post Holdings acquired private label pasta manufacturer Dakota Growers Pasta Company. On February 1, 2014, Post Holdings acquired Golden Boy Foods and Dymatize Enterprises. Golden Boy Foods is a manufacturer of private label peanut and other nut butters, as well as dried fruits and snacking nuts. Dymatize Enterprises is a manufacturer and marketer of premium protein powders, bars and nutritional supplements. In August 2014, Post Holdings acquired Honey Ohs! cereal from PepsiCo. On October 1, 2014, Post Holdings acquired PowerBar, Musashi and related worldwide assets from Nestlé. On June 2, 2014, Post Holdings acquired Michael Foods, a producer of value-added food products and service solutions to customers across the foodservice, retail and food ingredient channels including egg products, refrigerated potato products and cheese and other dairy case products through the Papetti's, AllWhites, Better‘n Eggs, Easy Eggs, Abbotsford Farms, Simply Potatoes and Crystal Farms brands. On November 1, 2014, Post Holdings acquired American Blanching Company, a manufacturer of private label peanut butter.

On May 4, 2015, Post Holdings purchased competitor MOM Brands, maker of the Malt-O-Meal line of cereals, for $1.15 billion ($1.05 billion cash and 2.5 million shares of Post Holdings stock). On October 5, 2015, Post Holdings acquired Willamette Egg Farms, a producer, processor and wholesale distributor of eggs and egg products. On July 3, 2017, Post Holdings acquired Weetabix Limited, UK based manufacturer of the Weetabix, Alpen and Ready Brek brands of breakfast cereals, from Bright Food and Baring Private Equity Asia for $1.4 billion.

On January 12, 2018, Post Holdings acquired Bob Evans Farms, a leading producer and distributor of refrigerated potato, pasta and vegetable-based side dishes, pork sausage, and a variety of refrigerated and frozen convenience food items under the Bob Evans Farms, Owens, Country Creek and Pineland Farms brands. On August 2, 2018, Post Holdings announced it formed 8th Avenue Food & Provisions, consisting of Post's private brands business, and entered into an agreement with Thomas H. Lee Partners, L.P., a private equity company, in which Post and THL together will separately capitalize 8th Avenue.

On October 17, 2019, Post Holdings brought its active nutrition business public – the business is now named BellRing Brands, Inc., which includes brands such as Premier Protein®, Dymatize® and PowerBar® and is traded under the symbol “BRBR” on the New York Stock Exchange. On July 1, 2020, Post acquired Henningsen Foods, a manufacturer of value-added egg, meat and poultry products. It was integrated into the Michael Foods foodservice business.

On December 8, 2020, Post announced that it was acquiring the Peter Pan peanut butter brand from Conagra Brands. The transaction was completed on January 25, 2021. With the acquisition of Peter Pan peanut butter on January 25, 2021, Post created a new group called Animated Brands, with the Peter Pan brand being the founding member. Animated Brands is managed under Post Consumer Brands by a separate management team and sales force. Animated Brands was chosen as the group name because it speaks to the intention to grow by adding other like-minded brands to this group – those that are energetic, action-oriented and have a spirit of growth aimed at driving strong business performance. On December 14, 2020, Post announced it will acquire Almark Foods, a leading provider of hard-cooked and deviled egg products. The transaction was completed on February 1, 2021.

On February 9, 2021, Post announced that one of its subsidiaries, Post Holdings Partnering Corporation (“PHPC”), a newly formed special purpose acquisition company, filed a registration statement on Form S-1 with the Securities and Exchange Commission (“SEC”) in connection with a proposed initial public offering. The proposed offering is subject to, among other things, completion of the SEC review and comment process. Post Holdings Partnering Corporation (PHPC) closed on May 28, 2021.

On March 29, 2021, Post, through its 8th Avenue Food & Provisions subsidiary, announced that it was acquiring Ronzoni from Ebro Foods' Riviana Foods subsidiary for $95 million. The acquisition is expected to be completed in the second quarter of 2021, pending regulatory approval. The transaction was completed on June 1, 2021.On May 28, 2021, Post acquired the Egg Beaters brand from Conagra Brands. The acquisition was completed on July 14, 2021. On June 1, 2021, Post announced it acquired the ready-to-eat ("RTE") cereal business of TreeHouse Foods.

On March 10, 2022, Post and BellRing Brands, Inc. (NYSE:BRBR) (“New BellRing”) announced the completion of the spin-off of 80.1% of Post’s interest in New BellRing to Post shareholders. On August 9, 2022, Post announced debt-for-equity exchange and offering of BellRing Brands Common Stock by selling stockholders. On November 25, 2022, Post divested remainder of Post's interest in BellRing Brands.

On January 13, 2023, after receiving a cease-and-desist letter from a band named OK Go, Post Consumer Brands filed for a declaratory judgement action in federal court requesting a judge find it can use the name OK GO! for a new on-the-go cereal product.

Brands

Post Consumer Brands

9Lives

Grape-Nuts

Gravy Train

Great Grains

Honey Bunches of Oats

Honeycomb

Kibbles 'n Bits

Pebbles

Peter Pan peanut butter

Premier Protein

Raisin Bran

Shredded Wheat

Three Sisters Cereal Brands

Former MOM Brands

Malt-O-Meal

Marshmallow Mateys

Following Post Holdings' acquisition of the parent company in 2015, MOM Brands were merged with Post's existing cereal business and are now branded as Post Consumer Brands.

Weetabix brands

Alpen

Barbara's

Ready Brek

Weetabix

Weetos

UFIT High Protein Drinks

Michael Foods brands

Abbotsford Farms – Foodservice

BEF Foods

Davidson's Safest Choice – Foodservice

Michael Foods

Papetti's HyGrade Egg Products

Pineland Farm Potato Company – Foodservice

Simply Potatoes – Foodservice

Post Refrigerated Retail brands

Abbotsford Farms

Better'n Eggs

Bob Evans Farms

Country Creek Farms

Crystal Farms

Davidson's Safest Choice

Egg Beaters

Owens

Pineland Farms Potato Company

Simply Potatoes

8th Avenue Food & Provisions (private brands)

Dakota Growers Pasta Company

Golden Boy Foods

Attune Foods brands

American Blanching Company

Ronzoni Pasta

Bright Future Foods

Airly Foods

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

sectorConsumer Staples industryFood Products employees13,180 countryUS

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$8.16B
2016-09-30 → 2025-09-30
EPS$5.51
2016-09-30 → 2025-09-30
Free Cash Flow$488M
2016-09-30 → 2025-09-30
Net margin3.5%
2016-09-30 → 2025-09-30
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend POST 5Y avg Peer Median Verdict
P/E (TTM) 13.35Y avg ≈19.0 ≈19.0 16.2 Fair value
P/S 0.55Y avg ≈0.8 ≈0.8 1.3 Undervalued
P/B 1.05Y avg ≈1.5 ≈1.5 2.2 Undervalued
EV / EBITDA 8.45Y avg ≈10.7 ≈10.7 8.0 Overvalued
Price / FCF 7.85Y avg ≈17.2 ≈17.2 · ·
Price / Cash Flow 3.85Y avg ≈8.0 ≈8.0 8.9 Undervalued
EV / Revenue 1.45Y avg ≈1.7 ≈1.7 · ·
EV / FCF 22.75Y avg ≈36.8 ≈36.8 · ·
PEG Ratio ≈0.1 · · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise 13.5%
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 $1.78 $1.74 2.2%
March 31, 2026 $1.94 $1.76 10.3%
Dec. 31, 2025 $2.13 $1.73 23.4%
Sept. 30, 2025 $2.09 $1.91 9.4%
June 30, 2025 $2.03 $1.68 20.8%
March 31, 2025 $1.41 $1.23 15.1%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 16
Metric Trend 202520242023202220212020201920182017201620152014
Revenue $8.16B$7.92B$6.99B$5.85B$4.98B$4.71B$5.68B$6.26B$5.23B$5.03B$4.65B$2.41B
Cost of Revenue $5.82B$5.62B$5.11B$4.38B$3.55B$3.26B$3.89B$4.40B$3.65B$3.48B$3.47B$1.79B
Gross Profit $2.34B$2.30B$1.88B$1.47B$1.43B$1.45B$1.79B$1.85B$1.57B$1.55B$1.17B$621M
R&D Expense $32M$29M$23M$19M$22M$19M$25M$25M$19M$16M$17M$10M
SG&A Expense $1.31B$1.33B$1.08B$905M$807M$782M$912M$976M$868M$840M$734M$460M
Operating Income $799M$794M$599M$416M$488M$536M$781M$574M$517M$546M$213M$-208M
Interest Expense $361M$316M$279M$318M$333M$334M$322M$387M$315M$306M$258M$184M
Other Non-op $5M$13M$13M$20M$29M$12M$-307M$96M$92M$-183M$-92M$-36M
Pretax Income $444M$472M$413M$895M$214M$-46M$159M$265M$74M$-30M$-167M$-427M
Income Tax $109M$105M$100M$86M$58M$-21M$-4M$-204M$26M$-27M$-52M$-84M
Net Income $336M$367M$301M$757M$167M$800.0K$125M$467M$48M$-3M$-115M$-343M
EPS (Basic) $5.98$6.12$5.21$12.42$2.42$0.01$1.72$6.87$0.51$-0.41$-2.33$-9.03
EPS (Diluted) $5.51$5.64$4.82$12.09$2.38$0.01$1.66$6.16$0.50$-0.41$-2.33$-9.03
Shares (Basic) 56,100,00059,900,00060,000,00060,900,00064,200,00068,900,00070,800,00066,600,00067,800,00068,800,00056,700,00039,700,000
Shares (Diluted) 62,900,00066,900,00067,000,00062,700,00065,300,00068,900,00075,100,00075,900,00069,900,00068,800,00056,700,00039,700,000
EBITDA $1.32B$1.27B$1.01B$796M$1.08B$1.07B$1.16B$986M$843M$848M$486M$-52M
Balance Sheet 28
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents $177M$787M$93M$586M$664M$1.19B$1.05B$990M$1.53B$1.14B$841M$268M
Receivables $735M$583M$512M$544M$452M$442M$445M$462M$481M$385M$366M$414M
Inventory $875M$754M$790M$549M$477M$599M$580M$484M$574M$503M$465M$381M
Prepaid Expense $115M$104M$59M$98M$100M$53M$47M$64M$32M$37M$33M$44M
Current Assets $2.02B$2.23B$1.48B$2.22B$2.09B$2.29B$2.13B$2.20B$2.62B$2.08B$1.77B$1.22B
PP&E (Net) $2.70B$2.31B$2.02B$1.75B$1.83B$1.78B$1.74B$1.71B$1.69B$1.35B$1.33B$832M
PP&E (Gross) $4.96B$4.34B$3.77B$3.27B$3.22B$2.98B$2.74B$2.54B$2.39B$1.90B$1.74B$1.12B
Accum. Depreciation $2.26B$2.02B$1.75B$1.52B$1.39B$1.20B$1.00B$833M$703M$546M$404M$289M
Goodwill $4.84B$4.70B$4.57B$4.35B$4.50B$4.44B$4.40B$4.50B$4.03B$3.08B$3.07B$2.89B
Intangibles $3.01B$3.15B$3.21B$2.71B$2.92B$3.20B$3.34B$3.54B$3.35B$2.83B$2.97B$2.64B
Other Non-current Assets $521M$464M$360M$271M$348M$329M$206M$247M$184M$16M$16M$150M
Total Assets $13.53B$12.85B$11.65B$11.31B$12.41B$12.15B$11.95B$13.06B$11.88B$9.36B$9.16B$7.67B
Accounts Payable $624M$484M$369M$453M$384M$368M$396M$365M$336M$264M$265M$225M
Current Liabilities $1.21B$945M$805M$824M$1.05B$974M$803M$792M$704M$634M$611M$520M
Capital Leases $233M$207M$170M$114M$105M$103M$0·····
Deferred Tax $638M$653M$674M$688M$729M$784M$688M$778M$906M$726M$832M$915M
Other Non-current Liabilities $372M$343M$277M$267M$508M$600M$457M$499M$328M$440M$290M$182M
Total Liabilities $9.76B$8.75B$7.80B$7.74B$9.36B$9.32B$9.01B$10.00B$9.09B$6.35B$6.19B$5.45B
Long-term Debt $7.42B$6.81B$6.04B$5.96B$6.44B$7.02B$7.08B$7.25B$7.17B$4.60B$4.45B$3.83B
Total Debt $7.42B$6.81B$6.04B$5.96B$7.04B$7.02B$7.08B$7.25B$7.17B$4.56B$4.53B$3.86B
Common Stock $900.0K$900.0K$900.0K$900.0K$900.0K$800.0K$800.0K$800.0K$700.0K$700.0K$600.0K$500.0K
Paid-in Capital $5.37B$5.33B$5.29B$4.75B$4.25B$4.18B$3.73B$3.59B$3.57B$3.55B$3.54B$2.67B
Retained Earnings $2.12B$1.78B$1.42B$1.11B$347M$209M$208M$88M$-376M$-424M$-421M$-306M
Treasury Stock $3.75B$3.03B$2.73B$2.34B$1.90B$1.51B$921M$590M$371M$53M$53M$53M
AOCI $9M$6M$-135M$-263M$43M$-29M$-97M$-39M$-40M$-60M$-89M$-28M
Stockholders' Equity $3.75B$4.09B$3.84B$3.25B$2.74B$2.85B$2.93B$3.05B$2.78B$3.01B$2.98B$2.28B
Liabilities + Equity $13.53B$12.85B$11.65B$11.31B$12.41B$12.15B$11.95B$13.06B$11.88B$9.36B$9.16B$7.73B
Shares Outstanding 52,800,00058,400,00060,400,00058,700,00063,100,00066,400,00072,100,00066,700,00066,100,00064,900,00062,100,00044,800,000
Cash Flow 19
Metric Trend 202520242023202220212020201920182017201620152014
D&A $524M$477M$407M$380M$366M$345M$380M$398M$323M$303M$273M$156M
Stock-based Comp $82M$84M$77M$66M$49M$43M$39M$31M$24M$17M$23M$14M
Deferred Tax $5M$-36M$-23M$-10M$68M$-44M$-80M$-256M$17M$-75M$-120M$-88M
Amort. of Intangibles $201M$185M$161M$146M$143M$138M$161M$177M$159M$153M$142M$71M
Restructuring $10M$7M··$5M·$10M$5M$0$2M$15M$9M
Other Non-cash $52M$39M$-12M$-810M$-114M$248M$225M$79M$-26M$260M$392M$444M
Operating Cash Flow $998M$932M$750M$383M$588M$626M$688M$719M$387M$502M$452M$183M
CapEx $510M$430M$303M$255M$191M$232M$274M$225M$190M$122M$108M$116M
Investing Cash Flow $-1.42B$-678M$-669M$-221M$-794M$-218M$27M$-1.68B$-2.10B$-196M$-1.25B$-3.79B
Debt Issued ······$0$0$41M$0$0·
Net Debt Issued $-526M$-2.04B$-307M$-1.56B$-1.81B$-4.35B$-919M$-912M$-2.05B$-1.63B$-1.23B$-7M
Stock Issued ········$0$0$733M$593M
Stock Repurchased ···$443M$397M$589M$322M$219M$318M$0$0$0
Net Stock Activity ···$-443M$-397M$-589M$-322M$-219M$-318M$0$733M$593M
Dividends Paid ·········$14M$17M$14M
Financing Cash Flow $-189M$416M$-556M$-387M$-168M$-272M$-652M$423M$2.05B$-4M$1.37B$3.48B
Net Change in Cash $-608M$674M$-473M$-234M$-369M$139M$60M$-536M$382M$302M$573M$-134M
Free Cash Flow $488M$502M$447M$127M$396M$391M$414M$494M$196M$381M$344M$68M
Levered FCF $215M$256M$236M$-160M$116M$24M$84M$-191M$-8M$347M$146M$-80M
Profitability 8
Metric Trend 202520242023202220212020201920182017201620152014
Gross Margin 28.7%29.1%26.9%25.1%29.1%31.4%31.5%29.8%30.1%30.8%25.3%25.8%
Operating Margin 9.8%10.0%8.6%7.1%10.5%12.3%13.8%9.4%10.0%10.9%4.6%-8.6%
Net Margin 4.1%4.6%4.3%12.9%2.7%0.01%2.2%7.5%0.92%-0.07%-2.5%-14.2%
Pretax Margin 5.4%6.0%5.9%15.3%5.4%1.1%2.8%4.2%1.4%-0.60%-3.6%-17.7%
EBITDA Margin 16.2%16.0%14.4%13.6%17.3%18.8%20.4%15.8%16.1%16.9%10.4%-2.1%
ROA 2.5%3.0%2.6%6.4%1.4%0.01%1.0%3.8%0.45%-0.04%-1.4%-6.1%
ROE 8.8%9.1%7.7%22.8%6.0%0.03%4.1%15.3%1.7%-0.11%-4.4%-18.1%
ROIC 5.4%5.7%4.6%4.1%5.0%6.7%8.0%10.1%3.4%0.79%1.9%-2.7%
Liquidity & Solvency 5
Metric Trend 202520242023202220212020201920182017201620152014
Current Ratio 1.72.41.82.72.02.32.62.83.73.32.92.3
Quick Ratio 0.81.50.81.41.31.71.91.82.82.42.01.3
Debt / Equity 2.01.71.61.82.62.52.42.42.61.51.51.7
LT Debt / Equity 2.01.71.61.82.52.42.42.42.61.51.51.7
Interest Coverage 2.22.52.11.31.71.82.41.51.71.80.7-1.1
Efficiency 3
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 0.60.60.60.50.50.50.50.50.50.50.60.4
Inventory Turnover 7.17.37.68.57.46.67.38.36.87.28.27.1
Receivables Turnover 12.414.513.211.712.512.912.513.312.113.411.99.7
Per Share 6
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share $71.08$70.04$63.61$55.43$43.46$42.99$40.58$45.73$42.06$46.36$47.92·
Revenue / Share $129.70$118.43$104.34$93.32$95.36$81.29$75.65$82.44$74.76$73.06$81.98$60.73
Cash Flow / Share $15.87$13.93$11.20$6.10$9.01$8.92$9.16$9.48$5.53$7.30$7.96$4.61
Cash / Share $3.35$13.48$1.54$9.99$12.95$17.89$14.57$14.84$23.08$17.62$13.55·
Dividend Paid / Share ···$2.97········
EPS (TTM) $5.51$5.64$4.82$12.09$2.38$0.01$1.66$6.16$0.50$-0.41$-2.33$-9.03
Growth Rates 9
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 3.0%13.3%19.5%17.5%5.7%·······
Revenue CAGR 3Y 11.7%16.7%14.1%·········
Revenue CAGR 5Y 11.6%···········
EPS YoY -2.3%17.0%-60.1%408.0%23700.0%·······
EPS CAGR 3Y -23.0%33.3%684.1%·········
EPS CAGR 5Y 253.4%···········
Net Income YoY -8.5%21.7%-60.2%353.9%20737.5%·······
Net Income CAGR 3Y -23.7%30.0%622.2%·········
Net Income CAGR 5Y 234.6%···········
Valuation (TTM) 16
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM $8.16B$7.92B$6.99B$5.85B$4.98B$4.71B$5.68B$6.26B$5.23B$5.03B$4.65B$2.41B
Net Income TTM $336M$367M$301M$757M$167M$800.0K$125M$467M$48M$-3M$-115M$-343M
Market Cap $5.67B$6.76B$5.18B$4.81B$4.55B$3.74B$4.99B$4.28B$3.82B$3.28B$2.40B·
Enterprise Value $12.92B$12.79B$11.13B$10.18B$10.77B$9.57B$11.02B$10.54B$9.46B$6.70B$6.09B·
P/E 19.520.517.86.830.35628.341.710.4115.5-123.2-16.6-2.4
P/S 0.70.90.70.80.90.80.90.70.70.70.5·
P/B 1.51.71.31.51.71.31.71.41.41.10.8·
P / Cash Flow 5.77.36.912.67.76.07.35.99.96.55.3·
P / FCF 11.613.511.637.811.59.612.18.719.58.67.0·
EV / EBITDA 9.810.111.112.810.08.99.510.711.27.912.5·
EV / FCF 26.525.524.980.027.224.526.621.348.217.617.7·
EV / Revenue 1.61.61.61.72.22.01.91.71.81.31.3·
Dividend Yield ·········0.44%0.71%·
Earnings Yield 5.1%4.9%5.6%14.8%3.3%0.02%2.4%9.6%0.87%-0.81%-6.0%-41.6%
Payout Ratio ·········-436.4%··
Annual Payout ·········$14M$17M$14M

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-09-302024-09-302023-09-302022-09-302021-09-30
Revenue $8.16B $7.92B $6.99B $5.85B $4.98B
Gross Margin % 28.7% 29.1% 26.9% 25.1% 29.1%
Operating Margin % 9.8% 10.0% 8.6% 7.1% 10.5%
Net Income $336M $367M $301M $757M $167M
Diluted EPS $5.51 $5.64 $4.82 $12.09 $2.38

Institutional owners (13F) 446 filers · $4.5B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 446
Value held $4.5B
New positions 66
Exited positions 72
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
66 (-17 vs prior Q) 72 (+31 vs prior Q) 107 (-18 vs prior Q) 178 (+22 vs prior Q) -226K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
VANGUARD GROUP INC $512,338,007 5,172,519 11.46% Shares
BlackRock, Inc. $347,168,944 3,933,480 7.77% Shares
DIMENSIONAL FUND ADVISORS LP $278,611,718 3,156,637 6.23% Shares
Route One Investment Company, L.P. $260,417,132 2,950,568 5.83% Shares
JPMORGAN CHASE & CO $220,535,652 2,455,999 4.93% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $192,023,575 2,175,658 4.30% Shares
VANGUARD CAPITAL MANAGEMENT LLC $157,501,470 1,784,517 3.52% Shares
LONDON CO OF VIRGINIA $123,482,273 1,399,101 2.76% Shares
STATE STREET CORP $119,033,702 1,348,671 2.66% Shares
NORGES BANK $115,570,733 1,309,435 2.59% Shares
Holocene Advisors, LP $110,066,663 1,247,073 2.46% Shares
Clarkston Capital Partners, LLC $106,434,058 1,205,915 2.38% Shares
UBS Group AG $103,079,383 1,167,906 2.31% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $101,937,034 1,154,963 2.28% Shares
CITADEL ADVISORS LLC $89,371,370 1,012,592 2.00% Shares
MORGAN STANLEY $89,303,721 1,011,823 2.00% Shares
TWO SIGMA ADVISERS, LP $77,815,166 785,615 1.74% Shares
GEODE CAPITAL MANAGEMENT, LLC $65,943,999 746,967 1.48% Shares
TWO SIGMA INVESTMENTS, LP $56,457,362 639,671 1.26% Shares
Diamond Hill Capital Management, LLC (Investment Advisor) $54,599,225 618,618 1.22% Shares
Junto Capital Management LP $52,025,475 589,457 1.16% Shares
FMR LLC $45,593,072 516,577 1.02% Shares
Fisher Asset Management, LLC $42,490,958 481,429 0.95% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $40,168,715 455,118 0.90% Shares
NORTHERN TRUST CORP $33,094,588 374,967 0.74% Shares
AQR CAPITAL MANAGEMENT LLC $32,023,296 364,398 0.72% Shares
PYA Waltman Capital, LLC $29,976,850 339,643 0.67% Shares
BANK OF AMERICA CORP /DE/ $28,962,079 328,145 0.65% Shares
GOLDMAN SACHS GROUP INC $26,262,116 297,554 0.59% Shares
Quantinno Capital Management LP $26,068,032 295,355 0.58% Shares
Invesco Ltd. $25,392,490 287,701 0.57% Shares
MILLENNIUM MANAGEMENT LLC $25,063,104 283,969 0.56% Shares
CITIGROUP INC $24,648,811 279,275 0.55% Shares
VICTORY CAPITAL MANAGEMENT INC $24,119,516 273,278 0.54% Shares
Bank of New York Mellon Corp $23,560,606 266,945 0.53% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $22,789,173 258,205 0.51% Shares
LOOMIS SAYLES & CO L P $22,322,123 252,913 0.50% Shares
VANGUARD FIDUCIARY TRUST CO $22,203,921 251,574 0.50% Shares
Balyasny Asset Management L.P. $21,401,550 242,483 0.48% Shares
RAYMOND JAMES FINANCIAL INC $20,527,334 232,578 0.46% Shares
EULAV Asset Management $20,390,267 231,025 0.46% Shares
GAMCO INVESTORS, INC. ET AL $19,961,411 226,166 0.45% Shares
IRIDIAN ASSET MANAGEMENT LLC/CT $19,849,056 224,893 0.44% Shares
H Squared Management LP $19,098,317 216,387 0.43% Shares
BRAUN STACEY ASSOCIATES INC $18,418,538 208,685 0.41% Shares
BNP PARIBAS FINANCIAL MARKETS $17,215,025 195,049 0.39% Shares
JONES FINANCIAL COMPANIES LLLP $16,635,708 186,062 0.37% Shares
Wallace Capital Management Inc. $16,463,138 186,530 0.37% Shares
GABELLI FUNDS LLC $16,046,551 181,810 0.36% Shares
Gotham Asset Management, LLC $15,517,697 175,818 0.35% Shares

Show all 446 institutional owners →

Activists & 5%+ owners 2 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
William P. Stiritz ×5 filings March 5, 2026 10.30% Amendment · SEC
Gabelli Funds, LLC I.D. No., GAMCO Asset Management Inc. I.D. No., MJG Associates, Inc. I.D. No., MJG-IV Limited Partnership I.D. No., GGCP, Inc. I.D. No., GAMCO Investors, Inc. I.D. No., Mario J. Gabelli ×2 filings Feb. 10, 2015 · Initial filing · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 29 insiders · 13 officers · 16 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Gregory Carl Pearson PRES & CEO, PCB April 5, 2026 A 8,485 0 0 $0
Nicolas Catoggio PRES & CEO, PCB Nov. 25, 2025 S 75,542 0 1 $-1,002,100
Robert V Vitale PRESIDENT & CEO Nov. 18, 2025 A 987,338 0 0 $0
Christopher J Neugent PRES & CEO-POST CONSUMER BRNDS Nov. 16, 2017 F 38,203 0 0 $0
James E Dwyer JR PRES & CEO-MICHAEL FOODS GROUP Nov. 16, 2017 F 18,106 0 0 $0
Richard R Koulouris EVP; Pres & CEO, Private Brnds Nov. 14, 2016 A 34,334 0 0 $0
Matthew J Mainer EVP, CFO & TREASURER Dec. 4, 2025 G 74,670 0 0 $0
Terence E Block President & COO Oct. 15, 2014 F 48,548 0 0 $0
Howard A Friedman EVP & COO Nov. 17, 2021 F 69,948 0 0 $0
Bradly A Harper SVP, CHIEF ACCTING OFFICER Jan. 9, 2026 F 10,963 0 1 $-160,295
Diedre J Gray EVP, GC & CAO, SECY Dec. 26, 2025 G 131,187 0 0 $0
Mark W Westphal PRES., FOODSERVICE Nov. 18, 2025 A 197,756 0 0 $0
Jim Holbrook EVP and Pres., Post Foods Oct. 15, 2014 F 65,369 0 0 $0
Michelle Marie Atkinson Director Sept. 30, 2026 A 1,700 0 0 $0
Thomas C Erb Director Sept. 30, 2026 A 38,675 0 0 $0
Dorothy M Burwell Director Sept. 30, 2026 A 8,665 0 0 $0
Jennifer Kuperman Johnson Director Sept. 30, 2026 A 8,675 0 0 $0
Jeff A Zadoks Director Sept. 30, 2026 A 122,740 0 0 $0
Gregory L Curl Director Sept. 30, 2026 A 15,107 0 2 $-1,448,066
David P Skarie Director Sept. 30, 2026 A 56,991 0 0 $0
David W Kemper Director Sept. 30, 2026 A 33,122 1 0 $176,274
Ellen F Harshman Director Jan. 30, 2025 A 10,372 0 0 $0
Robert E Grote Director Jan. 30, 2025 A 9,665 0 0 $0
Edwin H Callison Director June 30, 2022 A 17,045 0 0 $0
Jay W Brown Director Nov. 30, 2020 A 3,300 0 0 $0
DANFORTH WILLIAM H Director April 10, 2015 A 125,499 0 0 $0
David R Banks Director Dec. 30, 2013 A 1,000 0 0 $0
RALCORP HOLDINGS INC /MO 10% owner Sept. 28, 2012 J 1,325,985 0 0 $0
William P Stiritz · Sept. 2, 2026 S 0 0 4 $-32,289,106

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 85 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
FXG · First Trust Exchange-Traded AlphaDE… 3.37% 84,554 NS July 31, 2026 N-PORT
PBJ · Invesco Exchange-Traded Fund Trust 2.62% 30,333 SH Oct. 2, 2026 Daily
EWO · iShares, Inc. 2.45% 137,325 SH Sept. 11, 2026 Daily
GURU · Global X Funds 1.00% 6,699 NS July 31, 2026 N-PORT
SYLD · Cambria ETF Trust 0.96% 103,903 NS July 31, 2026 N-PORT
HSMV · First Trust Exchange-Traded Fund III 0.75% 2,890 NS July 31, 2026 N-PORT
FNK · First Trust Exchange-Traded AlphaDE… 0.59% 14,684 NS July 31, 2026 N-PORT
RFV · Invesco Exchange-Traded Fund Trust 0.58% 25,900 SH Oct. 2, 2026 Daily
FNX · First Trust Exchange-Traded AlphaDE… 0.39% 58,352 NS July 31, 2026 N-PORT
IDV · iShares Trust 0.35% 825,746 SH Sept. 11, 2026 Daily
PAMC · Pacer Funds Trust 0.33% 1,943 NS July 31, 2026 N-PORT
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0.31% 15,739 NS July 31, 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0.31% 54,303 SH Oct. 2, 2026 Daily
DFSV · Dimensional ETF Trust 0.31% 276,853 NS July 31, 2026 N-PORT
FSTA · FIDELITY COVINGTON TRUST 0.29% 45,405 NS July 31, 2026 N-PORT
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0.29% 14,868 NS July 31, 2026 N-PORT
VDC · VANGUARD WORLD FUND 0.28% 296,630 SH Aug. 19, 2026 Daily
DFAT · Dimensional ETF Trust 0.21% 333,440 NS July 31, 2026 N-PORT
VFVA · VANGUARD WELLINGTON FUND 0.20% 19,658 SH Aug. 19, 2026 Daily
IVOV · VANGUARD ADMIRAL FUNDS 0.20% 34,261 SH Aug. 19, 2026 Daily
FAB · First Trust Exchange-Traded AlphaDE… 0.18% 3,246 NS July 31, 2026 N-PORT
EQAL · Invesco Exchange-Traded Fund Trust … 0.16% 17,927 SH Oct. 2, 2026 Daily
BKSE · BNY Mellon ETF Trust 0.16% 1,515 NS July 31, 2026 N-PORT
IYK · iShares Trust 0.15% 26,038 SH Sept. 11, 2026 Daily
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0.14% 10,343 NS July 31, 2026 N-PORT
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0.12% 33,655 NS July 31, 2026 N-PORT
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0.11% 9,839 NS July 31, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.10% 171,873 NS July 31, 2026 N-PORT
PTMC · Pacer Funds Trust 0.10% 4,377 NS July 31, 2026 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0.10% 64,362 SH Aug. 19, 2026 Daily
QVMM · Invesco Exchange-Traded Fund Trust … 0.10% 5,461 SH Oct. 2, 2026 Daily
PKW · Invesco Exchange-Traded Fund Trust 0.09% 20,500 SH Oct. 2, 2026 Daily
MIDU · Direxion Shares ETF Trust 0.08% 586 NS July 31, 2026 N-PORT
IEUS · iShares Trust 0.07% 3,579 SH Sept. 11, 2026 Daily
VBR · VANGUARD INDEX FUNDS 0.07% 561,281 SH Aug. 19, 2026 Daily
ISCF · iShares Trust 0.06% 10,575 SH Sept. 11, 2026 Daily
SMMD · iShares Trust 0.05% 21,567 SH Sept. 11, 2026 Daily
DXUV · Dimensional ETF Trust 0.04% 2,554 NS July 31, 2026 N-PORT
WSML · iShares Trust 0.04% 4,592 SH Sept. 11, 2026 Daily
VXF · VANGUARD INDEX FUNDS 0.04% 456,965 SH Aug. 19, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.04% 884,005 SH Aug. 19, 2026 Daily
SCZ · iShares Trust 0.03% 113,449 SH Sept. 11, 2026 Daily
IWS · iShares Trust 0.03% 60,327 SH Sept. 11, 2026 Daily
PDN · Invesco Exchange-Traded Fund Trust … 0.03% 3,114 SH Oct. 2, 2026 Daily
VSS · VANGUARD INTERNATIONAL EQUITY INDEX… 0.03% 118,024 SH Aug. 19, 2026 Daily
TILT · FlexShares Trust 0.03% 6,636 NS July 31, 2026 N-PORT
IUS · Invesco Exchange-Traded Self-Indexe… 0.03% 3,508 SH Oct. 2, 2026 Daily
DFUV · Dimensional ETF Trust 0.03% 43,348 NS July 31, 2026 N-PORT
IWR · iShares Trust 0.02% 165,094 SH Sept. 11, 2026 Daily
DFAC · Dimensional ETF Trust 0.02% 121,625 NS July 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.02% 7,378 NS July 31, 2026 N-PORT
NEAR · iShares U.S. ETF Trust 0.02% 1,068,000 SH Sept. 11, 2026 Daily
PRF · Invesco Exchange-Traded Fund Trust 0.02% 21,081 SH Oct. 2, 2026 Daily
IEUR · iShares Trust 0.01% 27,839 SH Sept. 11, 2026 Daily
VGK · VANGUARD INTERNATIONAL EQUITY INDEX… 0.01% 77,888 SH Aug. 19, 2026 Daily
VONE · VANGUARD SCOTTSDALE FUNDS 0.01% 6,708 SH Aug. 19, 2026 Daily
VONV · VANGUARD SCOTTSDALE FUNDS 0.01% 24,523 SH Aug. 19, 2026 Daily
ESGV · VANGUARD WORLD FUND 0.01% 9,170 SH Aug. 19, 2026 Daily
IUSV · iShares Trust 0.01% 34,072 SH Sept. 11, 2026 Daily
IWD · iShares Trust 0.01% 90,140 SH Sept. 11, 2026 Daily
IDEV · iShares Trust 0.01% 75,053 SH Sept. 11, 2026 Daily
DFAU · Dimensional ETF Trust 0.01% 11,125 NS July 31, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.01% 11,491 NS July 31, 2026 N-PORT
IYY · iShares Trust 0.00% 1,803 SH Sept. 10, 2026 Daily
IWB · iShares Trust 0.00% 28,035 SH Sept. 11, 2026 Daily
IEFA · iShares Trust 0.00% 244,923 SH Sept. 11, 2026 Daily
ITOT · iShares Trust 0.00% 53,979 SH Sept. 11, 2026 Daily
IWV · iShares Trust 0.00% 11,161 SH Sept. 11, 2026 Daily
IXUS · iShares Trust 0.00% 65,715 SH Sept. 11, 2026 Daily
GTO · Invesco Actively Managed Exchange-T… 0.00% 47,000 Oct. 2, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.00% 1,223,063 SH Aug. 19, 2026 Daily
VXUS · VANGUARD STAR FUNDS 0.00% 460,062 SH Aug. 19, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.00% 59,901 SH Aug. 19, 2026 Daily
VEA · VANGUARD TAX-MANAGED FUNDS 0.00% 309,145 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.00% 3,425 SH Aug. 19, 2026 Daily
VSGX · VANGUARD WORLD FUND 0.00% 6,764 SH Aug. 19, 2026 Daily
VGHY · VANGUARD FIXED INCOME SECURITIES FU… · · July 15, 2026 Daily
VGMS · VANGUARD MALVERN FUNDS · · July 15, 2026 Daily
IJH · iShares Trust · 1,399,430 SH Sept. 11, 2026 Daily
IJJ · iShares Trust · 203,920 SH Aug. 31, 2026 Daily
XJH · iShares Trust · 5,492 SH Sept. 8, 2026 Daily
ISCB · iShares Trust · 1,685 SH Sept. 11, 2026 Daily
ISCV · iShares Trust · 8,427 SH Sept. 11, 2026 Daily
SMLF · iShares Trust · 54,471 SH Sept. 11, 2026 Daily
SMMV · iShares Trust · 16,367 SH Sept. 1, 2026 Daily

POST Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 14 analysts BUY
Median target $102.00 +40.6%
4 28.6% Strong Buy
7 50.0% Buy
3 21.4% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

6 analysts · 2026-09-29

Mean target $105.17 +44.9%

← Below all targets Current price $72.56
Low$86.00 Mean$105.17 High$125.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
POST $5.67B 19.5 3.0% 4.1% 8.8% 28.7%
PPC $9.46B 8.8 3.5% 5.9% 27.3% 12.8%
CAG $7.76B -3.3 -2.9% -17.0% -26.5% 23.9%
LW $5.94B 20.8 2.5% 4.4% 16.2% 20.6%
CPB · 16.8 -5.0% 4.1% 10.4% ·
CALM · 11.3 -31.7% 10.9% 12.2% 23.1%
TR $1.49B · 1.3% 13.7% 11.1% 35.3%
FRPT $2.98B 23.1 13.0% 12.6% 12.2% 40.8%
MZTI $3.12B 16.4 1.1% 9.9% 18.4% 24.7%
UTZ · 1046.0 2.1% 0.06% 0.11% 24.9%

Latest News Recent headlines mentioning this company

23

Trading Signals Recent buy/sell signals with entry price and risk/reward ratio

25

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26

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Source: SEC 10-Q filed Aug 6, 2026