POST Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

03
Prezzo $73.78
Capitalizzazione di Mercato $3.90B
P/E (TTM) 13.5
EPS (TTM) $5.47
Ricavi (TTM) $8.41B
ROE (TTM) 8.3%
D/E Debito/Patrimonio (MRQ) 2.5
Intervallo 52 sett. $71–$117

POST Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

04
intervallo
barre

La granularità delle barre si adatta al periodo selezionato — passa il mouse sul grafico per vedere apertura/massimo/minimo/chiusura di una barra.

Split azionari 1
Data ex-dividendo Split Tipo
11 Marzo 2022 191-for-125 Avanti

Informazioni su Post Holdings, Inc. Common Stock Panoramica della società da 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

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

settoreConsumer Staples industriaFood Products dipendenti13.180 paeseUS

Performance decennale Andamento di ricavi, utile netto, margini e EPS

06
Ricavi$8.16B
2016-09-30 → 2025-09-30
EPS$5.51
2016-09-30 → 2025-09-30
Flusso di cassa libero$488M
2016-09-30 → 2025-09-30
Margine netto3.5%
2016-09-30 → 2025-09-30
Valutazione e Rapporti 07–12

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica Tendenza 5 anni POST media 5 anni Mediana dei peer Verdetto
P/E (TTM) 13.5media 5 anni ≈19.0 ≈19.0 16.2 Valore equo
P/S 0.5media 5 anni ≈0.8 ≈0.8 1.3 Sottovalutato
P/B 1.0media 5 anni ≈1.5 ≈1.5 2.2 Sottovalutato
EV / EBITDA 8.4media 5 anni ≈10.7 ≈10.7 8.0 Sopravvalutato
Price / FCF (Prezzo / FCF) 8.0media 5 anni ≈17.2 ≈17.2 · ·
Price / Cash Flow (Prezzo / Flusso di cassa) 3.9media 5 anni ≈8.0 ≈8.0 8.9 Sottovalutato
EV / Revenue (EV / Ricavi) 1.4media 5 anni ≈1.7 ≈1.7 · ·
EV / FCF 22.8media 5 anni ≈36.8 ≈36.8 · ·
PEG Ratio ≈0.1 · · ·

La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.

valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

14
Sorpresa media 13.5%
PeriodoRapportoEPS ActualEPS StimatoSorpresa
30 Giugno 2026 $1.78 $1.74 2.2%
31 Marzo 2026 $1.94 $1.76 10.3%
31 Dicembre 2025 $2.13 $1.73 23.4%
30 Settembre 2025 $2.09 $1.91 9.4%
30 Giugno 2025 $2.03 $1.68 20.8%
31 Marzo 2025 $1.41 $1.23 15.1%

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

15
Conto Economico 16
Metrica Tendenza 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
Stato Patrimoniale 28
Metrica Tendenza 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
Flusso di cassa 19
Metrica Tendenza 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
Redditività 8
Metrica Tendenza 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%
Liquidità e Solvibilità 5
Metrica Tendenza 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
Efficienza 3
Metrica Tendenza 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 Azione 6
Metrica Tendenza 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
Tassi di Crescita 9
Metrica Tendenza 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%···········
Valutazione (TTM) 16
Metrica Tendenza 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

Periodo più recente a sinistra · valori nulli mostrati come ·

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

16
Metrica 2025-09-302024-09-302023-09-302022-09-302021-09-30
Ricavi $8.16B $7.92B $6.99B $5.85B $4.98B
Margine Lordo % 28.7% 29.1% 26.9% 25.1% 29.1%
Margine Operativo % 9.8% 10.0% 8.6% 7.1% 10.5%
Utile netto $336M $367M $301M $757M $167M
EPS Diluito $5.51 $5.64 $4.82 $12.09 $2.38

Proprietari istituzionali (13F) 446 filer · $4.5B totale · Aggiornato al 30 Settembre 2026

17

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Detentori 446
Valore detenuto $4.5B
Nuove posizioni 66
Posizioni chiuse 72
Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
66 (-17 vs trimestre precedente) 72 (+31 vs trimestre precedente) 107 (-18 vs trimestre precedente) 178 (+22 vs trimestre precedente) -226K

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione Valore Azioni % di 13F tracciati Tipo
VANGUARD GROUP INC $512.338.007 5.172.519 11,46% Azioni
BlackRock, Inc. $347.168.944 3.933.480 7,77% Azioni
DIMENSIONAL FUND ADVISORS LP $278.611.718 3.156.637 6,23% Azioni
Route One Investment Company, L.P. $260.417.132 2.950.568 5,83% Azioni
JPMORGAN CHASE & CO $220.535.652 2.455.999 4,93% Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC $192.023.575 2.175.658 4,30% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $157.501.470 1.784.517 3,52% Azioni
LONDON CO OF VIRGINIA $123.482.273 1.399.101 2,76% Azioni
STATE STREET CORP $119.033.702 1.348.671 2,66% Azioni
NORGES BANK $115.570.733 1.309.435 2,59% Azioni
Holocene Advisors, LP $110.066.663 1.247.073 2,46% Azioni
Clarkston Capital Partners, LLC $106.434.058 1.205.915 2,38% Azioni
UBS Group AG $103.079.383 1.167.906 2,31% Azioni
MANUFACTURERS LIFE INSURANCE COMPANY, THE $101.937.034 1.154.963 2,28% Azioni
CITADEL ADVISORS LLC $89.371.370 1.012.592 2,00% Azioni
MORGAN STANLEY $89.303.721 1.011.823 2,00% Azioni
TWO SIGMA ADVISERS, LP $77.815.166 785.615 1,74% Azioni
GEODE CAPITAL MANAGEMENT, LLC $65.943.999 746.967 1,48% Azioni
TWO SIGMA INVESTMENTS, LP $56.457.362 639.671 1,26% Azioni
Diamond Hill Capital Management, LLC (Investment Advisor) $54.599.225 618.618 1,22% Azioni
Junto Capital Management LP $52.025.475 589.457 1,16% Azioni
FMR LLC $45.593.072 516.577 1,02% Azioni
Fisher Asset Management, LLC $42.490.958 481.429 0,95% Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $40.168.715 455.118 0,90% Azioni
NORTHERN TRUST CORP $33.094.588 374.967 0,74% Azioni
AQR CAPITAL MANAGEMENT LLC $32.023.296 364.398 0,72% Azioni
PYA Waltman Capital, LLC $29.976.850 339.643 0,67% Azioni
BANK OF AMERICA CORP /DE/ $28.962.079 328.145 0,65% Azioni
GOLDMAN SACHS GROUP INC $26.262.116 297.554 0,59% Azioni
Quantinno Capital Management LP $26.068.032 295.355 0,58% Azioni
Invesco Ltd. $25.392.490 287.701 0,57% Azioni
MILLENNIUM MANAGEMENT LLC $25.063.104 283.969 0,56% Azioni
CITIGROUP INC $24.648.811 279.275 0,55% Azioni
VICTORY CAPITAL MANAGEMENT INC $24.119.516 273.278 0,54% Azioni
Bank of New York Mellon Corp $23.560.606 266.945 0,53% Azioni
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $22.789.173 258.205 0,51% Azioni
LOOMIS SAYLES & CO L P $22.322.123 252.913 0,50% Azioni
VANGUARD FIDUCIARY TRUST CO $22.203.921 251.574 0,50% Azioni
Balyasny Asset Management L.P. $21.401.550 242.483 0,48% Azioni
RAYMOND JAMES FINANCIAL INC $20.527.334 232.578 0,46% Azioni
EULAV Asset Management $20.390.267 231.025 0,46% Azioni
GAMCO INVESTORS, INC. ET AL $19.961.411 226.166 0,45% Azioni
IRIDIAN ASSET MANAGEMENT LLC/CT $19.849.056 224.893 0,44% Azioni
H Squared Management LP $19.098.317 216.387 0,43% Azioni
BRAUN STACEY ASSOCIATES INC $18.418.538 208.685 0,41% Azioni
BNP PARIBAS FINANCIAL MARKETS $17.215.025 195.049 0,39% Azioni
JONES FINANCIAL COMPANIES LLLP $16.635.708 186.062 0,37% Azioni
Wallace Capital Management Inc. $16.463.138 186.530 0,37% Azioni
GABELLI FUNDS LLC $16.046.551 181.810 0,36% Azioni
Gotham Asset Management, LLC $15.517.697 175.818 0,35% Azioni

Mostra tutti i 446 proprietari istituzionali →

Attivisti e proprietari del 5%+ 2 partecipazioni

18

Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.

Depositante Depositato Partecipazione Stato Scopo Deposito
William P. Stiritz ×5 depositi 05 Marzo 2026 10,30% Modifica · 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 depositi 10 Febbraio 2015 · Deposito iniziale · 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.

Insider aziendali 29 insider · 13 dirigenti · 16 direttori

19
Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Gregory Carl Pearson PRES & CEO, PCB 05 Aprile 2026 A 8.485 0 0 $0
Nicolas Catoggio PRES & CEO, PCB 25 Novembre 2025 S 75.542 0 1 $-1.002.100
Robert V Vitale PRESIDENT & CEO 18 Novembre 2025 A 987.338 0 0 $0
Christopher J Neugent PRES & CEO-POST CONSUMER BRNDS 16 Novembre 2017 F 38.203 0 0 $0
James E Dwyer JR PRES & CEO-MICHAEL FOODS GROUP 16 Novembre 2017 F 18.106 0 0 $0
Richard R Koulouris EVP; Pres & CEO, Private Brnds 14 Novembre 2016 A 34.334 0 0 $0
Matthew J Mainer EVP, CFO & TREASURER 04 Dicembre 2025 G 74.670 0 0 $0
Terence E Block President & COO 15 Ottobre 2014 F 48.548 0 0 $0
Howard A Friedman EVP & COO 17 Novembre 2021 F 69.948 0 0 $0
Bradly A Harper SVP, CHIEF ACCTING OFFICER 09 Gennaio 2026 F 10.963 0 1 $-160.295
Diedre J Gray EVP, GC & CAO, SECY 26 Dicembre 2025 G 131.187 0 0 $0
Mark W Westphal PRES., FOODSERVICE 18 Novembre 2025 A 197.756 0 0 $0
Jim Holbrook EVP and Pres., Post Foods 15 Ottobre 2014 F 65.369 0 0 $0
Michelle Marie Atkinson Direttore 30 Settembre 2026 A 1.700 0 0 $0
Thomas C Erb Direttore 30 Settembre 2026 A 38.675 0 0 $0
Dorothy M Burwell Direttore 30 Settembre 2026 A 8.665 0 0 $0
Jennifer Kuperman Johnson Direttore 30 Settembre 2026 A 8.675 0 0 $0
Jeff A Zadoks Direttore 30 Settembre 2026 A 122.740 0 0 $0
Gregory L Curl Direttore 30 Settembre 2026 A 15.107 0 2 $-1.448.066
David P Skarie Direttore 30 Settembre 2026 A 56.991 0 0 $0
David W Kemper Direttore 30 Settembre 2026 A 33.122 1 0 $176.274
Ellen F Harshman Direttore 30 Gennaio 2025 A 10.372 0 0 $0
Robert E Grote Direttore 30 Gennaio 2025 A 9.665 0 0 $0
Edwin H Callison Direttore 30 Giugno 2022 A 17.045 0 0 $0
Jay W Brown Direttore 30 Novembre 2020 A 3.300 0 0 $0
DANFORTH WILLIAM H Direttore 10 Aprile 2015 A 125.499 0 0 $0
David R Banks Direttore 30 Dicembre 2013 A 1.000 0 0 $0
RALCORP HOLDINGS INC /MO Proprietario del 10% 28 Settembre 2012 J 1.325.985 0 0 $0
William P Stiritz · 02 Settembre 2026 S 0 0 4 $-32.289.106

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Proprietà ETF Posseduti da 85 ETF

20

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo Peso Unità Aggiornato al Fonte
FXG · First Trust Exchange-Traded AlphaDE… 3,37% 84.554 NS 31 Luglio 2026 N-PORT
PBJ · Invesco Exchange-Traded Fund Trust 2,62% 30.333 SH 02 Ottobre 2026 Giornaliero
EWO · iShares, Inc. 2,45% 137.325 SH 11 Settembre 2026 Giornaliero
GURU · Global X Funds 1,00% 6.699 NS 31 Luglio 2026 N-PORT
SYLD · Cambria ETF Trust 0,96% 103.903 NS 31 Luglio 2026 N-PORT
HSMV · First Trust Exchange-Traded Fund III 0,75% 2.890 NS 31 Luglio 2026 N-PORT
FNK · First Trust Exchange-Traded AlphaDE… 0,59% 14.684 NS 31 Luglio 2026 N-PORT
RFV · Invesco Exchange-Traded Fund Trust 0,58% 25.900 SH 02 Ottobre 2026 Giornaliero
FNX · First Trust Exchange-Traded AlphaDE… 0,39% 58.352 NS 31 Luglio 2026 N-PORT
IDV · iShares Trust 0,35% 825.746 SH 11 Settembre 2026 Giornaliero
PAMC · Pacer Funds Trust 0,33% 1.943 NS 31 Luglio 2026 N-PORT
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0,31% 15.739 NS 31 Luglio 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0,31% 54.303 SH 02 Ottobre 2026 Giornaliero
DFSV · Dimensional ETF Trust 0,31% 276.853 NS 31 Luglio 2026 N-PORT
FSTA · FIDELITY COVINGTON TRUST 0,29% 45.405 NS 31 Luglio 2026 N-PORT
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0,29% 14.868 NS 31 Luglio 2026 N-PORT
VDC · VANGUARD WORLD FUND 0,28% 296.630 SH 19 Agosto 2026 Giornaliero
DFAT · Dimensional ETF Trust 0,21% 333.440 NS 31 Luglio 2026 N-PORT
VFVA · VANGUARD WELLINGTON FUND 0,20% 19.658 SH 19 Agosto 2026 Giornaliero
IVOV · VANGUARD ADMIRAL FUNDS 0,20% 34.261 SH 19 Agosto 2026 Giornaliero
FAB · First Trust Exchange-Traded AlphaDE… 0,18% 3.246 NS 31 Luglio 2026 N-PORT
EQAL · Invesco Exchange-Traded Fund Trust … 0,16% 17.927 SH 02 Ottobre 2026 Giornaliero
BKSE · BNY Mellon ETF Trust 0,16% 1.515 NS 31 Luglio 2026 N-PORT
IYK · iShares Trust 0,15% 26.038 SH 11 Settembre 2026 Giornaliero
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,14% 10.343 NS 31 Luglio 2026 N-PORT
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0,12% 33.655 NS 31 Luglio 2026 N-PORT
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0,11% 9.839 NS 31 Luglio 2026 N-PORT
DFAS · Dimensional ETF Trust 0,10% 171.873 NS 31 Luglio 2026 N-PORT
PTMC · Pacer Funds Trust 0,10% 4.377 NS 31 Luglio 2026 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0,10% 64.362 SH 19 Agosto 2026 Giornaliero
QVMM · Invesco Exchange-Traded Fund Trust … 0,10% 5.461 SH 02 Ottobre 2026 Giornaliero
PKW · Invesco Exchange-Traded Fund Trust 0,09% 20.500 SH 02 Ottobre 2026 Giornaliero
MIDU · Direxion Shares ETF Trust 0,08% 586 NS 31 Luglio 2026 N-PORT
IEUS · iShares Trust 0,07% 3.579 SH 11 Settembre 2026 Giornaliero
VBR · VANGUARD INDEX FUNDS 0,07% 561.281 SH 19 Agosto 2026 Giornaliero
ISCF · iShares Trust 0,06% 10.575 SH 11 Settembre 2026 Giornaliero
SMMD · iShares Trust 0,05% 21.567 SH 11 Settembre 2026 Giornaliero
DXUV · Dimensional ETF Trust 0,04% 2.554 NS 31 Luglio 2026 N-PORT
WSML · iShares Trust 0,04% 4.592 SH 11 Settembre 2026 Giornaliero
VXF · VANGUARD INDEX FUNDS 0,04% 456.965 SH 19 Agosto 2026 Giornaliero
VB · VANGUARD INDEX FUNDS 0,04% 884.005 SH 19 Agosto 2026 Giornaliero
SCZ · iShares Trust 0,03% 113.449 SH 11 Settembre 2026 Giornaliero
IWS · iShares Trust 0,03% 60.327 SH 11 Settembre 2026 Giornaliero
PDN · Invesco Exchange-Traded Fund Trust … 0,03% 3.114 SH 02 Ottobre 2026 Giornaliero
VSS · VANGUARD INTERNATIONAL EQUITY INDEX… 0,03% 118.024 SH 19 Agosto 2026 Giornaliero
TILT · FlexShares Trust 0,03% 6.636 NS 31 Luglio 2026 N-PORT
IUS · Invesco Exchange-Traded Self-Indexe… 0,03% 3.508 SH 02 Ottobre 2026 Giornaliero
DFUV · Dimensional ETF Trust 0,03% 43.348 NS 31 Luglio 2026 N-PORT
IWR · iShares Trust 0,02% 165.094 SH 11 Settembre 2026 Giornaliero
DFAC · Dimensional ETF Trust 0,02% 121.625 NS 31 Luglio 2026 N-PORT
DCOR · Dimensional ETF Trust 0,02% 7.378 NS 31 Luglio 2026 N-PORT
NEAR · iShares U.S. ETF Trust 0,02% 1.068.000 SH 11 Settembre 2026 Giornaliero
PRF · Invesco Exchange-Traded Fund Trust 0,02% 21.081 SH 02 Ottobre 2026 Giornaliero
IEUR · iShares Trust 0,01% 27.839 SH 11 Settembre 2026 Giornaliero
VGK · VANGUARD INTERNATIONAL EQUITY INDEX… 0,01% 77.888 SH 19 Agosto 2026 Giornaliero
VONE · VANGUARD SCOTTSDALE FUNDS 0,01% 6.708 SH 19 Agosto 2026 Giornaliero
VONV · VANGUARD SCOTTSDALE FUNDS 0,01% 24.523 SH 19 Agosto 2026 Giornaliero
ESGV · VANGUARD WORLD FUND 0,01% 9.170 SH 19 Agosto 2026 Giornaliero
IUSV · iShares Trust 0,01% 34.072 SH 11 Settembre 2026 Giornaliero
IWD · iShares Trust 0,01% 90.140 SH 11 Settembre 2026 Giornaliero
IDEV · iShares Trust 0,01% 75.053 SH 11 Settembre 2026 Giornaliero
DFAU · Dimensional ETF Trust 0,01% 11.125 NS 31 Luglio 2026 N-PORT
DFUS · Dimensional ETF Trust 0,01% 11.491 NS 31 Luglio 2026 N-PORT
IYY · iShares Trust 0,00% 1.803 SH 10 Settembre 2026 Giornaliero
IWB · iShares Trust 0,00% 28.035 SH 11 Settembre 2026 Giornaliero
IEFA · iShares Trust 0,00% 244.923 SH 11 Settembre 2026 Giornaliero
ITOT · iShares Trust 0,00% 53.979 SH 11 Settembre 2026 Giornaliero
IWV · iShares Trust 0,00% 11.161 SH 11 Settembre 2026 Giornaliero
IXUS · iShares Trust 0,00% 65.715 SH 11 Settembre 2026 Giornaliero
GTO · Invesco Actively Managed Exchange-T… 0,00% 47.000 02 Ottobre 2026 Giornaliero
VTI · VANGUARD INDEX FUNDS 0,00% 1.223.063 SH 19 Agosto 2026 Giornaliero
VXUS · VANGUARD STAR FUNDS 0,00% 460.062 SH 19 Agosto 2026 Giornaliero
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,00% 59.901 SH 19 Agosto 2026 Giornaliero
VEA · VANGUARD TAX-MANAGED FUNDS 0,00% 309.145 SH 19 Agosto 2026 Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 3.425 SH 19 Agosto 2026 Giornaliero
VSGX · VANGUARD WORLD FUND 0,00% 6.764 SH 19 Agosto 2026 Giornaliero
VGHY · VANGUARD FIXED INCOME SECURITIES FU… · · 15 Luglio 2026 Giornaliero
VGMS · VANGUARD MALVERN FUNDS · · 15 Luglio 2026 Giornaliero
IJH · iShares Trust · 1.399.430 SH 11 Settembre 2026 Giornaliero
IJJ · iShares Trust · 203.920 SH 31 Agosto 2026 Giornaliero
XJH · iShares Trust · 5.492 SH 08 Settembre 2026 Giornaliero
ISCB · iShares Trust · 1.685 SH 11 Settembre 2026 Giornaliero
ISCV · iShares Trust · 8.427 SH 11 Settembre 2026 Giornaliero
SMLF · iShares Trust · 54.471 SH 11 Settembre 2026 Giornaliero
SMMV · iShares Trust · 16.367 SH 01 Settembre 2026 Giornaliero

POST Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

21
rating · 14 analisti COMPRA
Target mediano $102.00 +38,2%
4 28,6% Acquisto forte
7 50,0% Compra
3 21,4% Mantieni
0 0,0% Vendi
0 0,0% Vendita forte

Target Price a 12 Mesi

6 analisti · 2026-10-06

Target medio $105.17 +42,5%

← Sotto tutti i target Prezzo attuale $73.78
Basso$86.00 Media$105.17 Alto$125.00

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

22

Base FY, prezzi alla chiusura dell'ultimo anno fiscale di ciascuna società.

Ticker Capitalizzazione di Mercato P/E Rev YoY Margine Netto ROE Margine lordo
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%
FRPT $2.98B 23.1 13.0% 12.6% 12.2% 40.8%
TR $1.49B · 1.3% 13.7% 11.1% 35.3%
MZTI $3.12B 16.4 1.1% 9.9% 18.4% 24.7%
UTZ · 1046.0 2.1% 0.06% 0.11% 24.9%

Ultime notizie Notizie recenti che menzionano questa società

23

Segnali di trading Segnali recenti di acquisto/vendita con prezzo di entrata e rapporto rischio/rendimento

25

Nessun segnale aperto al momento — nessuna scheda è compilata, e questo è onesto.

Le Mie Metriche La tua watchlist personale — righe selezionate da Fondamentali Completi

26

Scegli le metriche che contano per te: fai clic sul + accanto a qualsiasi riga in Fondamentali Completi sopra.

La tua selezione è salvata e ti segue su tutti i ticker.

Fonte: SEC 10-Q depositato Ago 6, 2026