POST Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas

03
Preço $72.56
Capitalização de Mercado $3.83B
P/E (TTM) 13.3
EPS (TTM) $5.47
Receita (TTM) $8.41B
ROE (TTM) 8.3%
Dívida/Capital (MRQ) 2.5
Intervalo 52 Semanas $71–$117

POST Gráfico de Preço da Ação OHLCV diário com indicadores técnicos — panorâmica, zoom e personalize sua visualização

04
intervalo
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Divisões de Ações 1
Data ex Desdobramento Tipo
11 de Março de 2022 191-for-125 Para frente

Sobre Post Holdings, Inc. Common Stock Visão geral da empresa 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 (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗

Wikidata ↗

setorConsumer Staples indústriaFood Products funcionários13.180 paísUS

Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS

06
Receita$8.16B
2016-09-30 → 2025-09-30
EPS$5.51
2016-09-30 → 2025-09-30
Fluxo de caixa livre$488M
2016-09-30 → 2025-09-30
Margem líquida3.5%
2016-09-30 → 2025-09-30
Avaliação e Proporções 07–12

Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?

Métrica Tendência de 5 anos POST média 5A Mediana de Pares Veredito
P/E (TTM) 13.3média 5A ≈19.0 ≈19.0 16.2 Valor justo
P/S 0.5média 5A ≈0.8 ≈0.8 1.3 Subvalorizado
P/B 1.0média 5A ≈1.5 ≈1.5 2.2 Subvalorizado
EV / EBITDA 8.4média 5A ≈10.7 ≈10.7 8.0 Sobreavaliado
Price / FCF (Preço / FCF) 7.8média 5A ≈17.2 ≈17.2 · ·
Price / Cash Flow (Preço / Fluxo de Caixa) 3.8média 5A ≈8.0 ≈8.0 8.9 Subvalorizado
EV / Revenue (EV / Receita) 1.4média 5A ≈1.7 ≈1.7 · ·
EV / FCF 22.7média 5A ≈36.8 ≈36.8 · ·
PEG Ratio ≈0.1 · · ·

A mediana dos pares é calculada em uma base padronizada por métrica e pode não corresponder sempre à base TTM/MRQ mostrada para esta ação.

valor · ≈ média 5A · mediana do setor · veredicto relativo à mediana

Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados

14
Surpresa Média 13.5%
PeríodoRelatórioEPS ActualEPS est.Surpresa
30 de Junho de 2026 $1.78 $1.74 2.2%
31 de Março de 2026 $1.94 $1.76 10.3%
31 de Dezembro de 2025 $2.13 $1.73 23.4%
30 de Setembro de 2025 $2.09 $1.91 9.4%
30 de Junho de 2025 $2.03 $1.68 20.8%
31 de Março de 2025 $1.41 $1.23 15.1%

Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa

15
Demonstração de Resultados 16
Métrica Tendência 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
Balanço Patrimonial 28
Métrica Tendência 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
Fluxo de Caixa 19
Métrica Tendência 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
Lucratividade 8
Métrica Tendência 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%
Liquidez e Solvência 5
Métrica Tendência 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
Eficiência 3
Métrica Tendência 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
Por Ação 6
Métrica Tendência 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
Taxas de Crescimento 9
Métrica Tendência 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%···········
Avaliação (TTM) 16
Métrica Tendência 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

Período mais recente à esquerda · valores nulos mostrados como ·

Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos

16
Métrica 2025-09-302024-09-302023-09-302022-09-302021-09-30
Receita $8.16B $7.92B $6.99B $5.85B $4.98B
Margem Bruta % 28.7% 29.1% 26.9% 25.1% 29.1%
Margem Operacional % 9.8% 10.0% 8.6% 7.1% 10.5%
Lucro líquido $336M $367M $301M $757M $167M
EPS Diluído $5.51 $5.64 $4.82 $12.09 $2.38

Investidores institucionais (13F) 446 declarantes · $4.5B total · Em 30 de Setembro de 2026

17

Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.

Detentores 446
Valor detido $4.5B
Novas posições 66
Posições encerradas 72
Atividade institucional — Q2 2026 vs trimestre anterior
Novas posições Posições encerradas Aumentou Diminuído Variação líquida de ações
66 (-17 vs trimestre anterior) 72 (+31 vs trimestre anterior) 107 (-18 vs trimestre anterior) 178 (+22 vs trimestre anterior) -226K

Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.

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

Mostrar todos os 446 proprietários institucionais →

Ativistas e proprietários de 5%+ 2 participações

18

Investidores que apresentaram o Schedule 13D da SEC — propriedade benéfica acima de 5% com a intenção de influenciar o emissor (participações ativistas, campanhas no conselho, M&A). Cada linha mostra o estado mais recente conhecido da posição desse declarante.

Declarante Declarado Participação Status Propósito Declaração
William P. Stiritz ×5 declarações 5 de Março de 2026 10,30% Emenda · 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 declarações 10 de Fevereiro de 2015 · Declaração inicial · 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.

Executivos da empresa 29 insiders · 13 diretores · 16 conselheiros

19
Investidor com informação privilegiada Função Última atividade Ações detidas Compras 12m Vendas 12m Líquido 12m
Gregory Carl Pearson PRES & CEO, PCB 5 de Abril de 2026 A 8.485 0 0 $0
Nicolas Catoggio PRES & CEO, PCB 25 de Novembro de 2025 S 75.542 0 1 $-1.002.100
Robert V Vitale PRESIDENT & CEO 18 de Novembro de 2025 A 987.338 0 0 $0
Christopher J Neugent PRES & CEO-POST CONSUMER BRNDS 16 de Novembro de 2017 F 38.203 0 0 $0
James E Dwyer JR PRES & CEO-MICHAEL FOODS GROUP 16 de Novembro de 2017 F 18.106 0 0 $0
Richard R Koulouris EVP; Pres & CEO, Private Brnds 14 de Novembro de 2016 A 34.334 0 0 $0
Matthew J Mainer EVP, CFO & TREASURER 4 de Dezembro de 2025 G 74.670 0 0 $0
Terence E Block President & COO 15 de Outubro de 2014 F 48.548 0 0 $0
Howard A Friedman EVP & COO 17 de Novembro de 2021 F 69.948 0 0 $0
Bradly A Harper SVP, CHIEF ACCTING OFFICER 9 de Janeiro de 2026 F 10.963 0 1 $-160.295
Diedre J Gray EVP, GC & CAO, SECY 26 de Dezembro de 2025 G 131.187 0 0 $0
Mark W Westphal PRES., FOODSERVICE 18 de Novembro de 2025 A 197.756 0 0 $0
Jim Holbrook EVP and Pres., Post Foods 15 de Outubro de 2014 F 65.369 0 0 $0
Michelle Marie Atkinson Conselheiro 30 de Setembro de 2026 A 1.700 0 0 $0
Thomas C Erb Conselheiro 30 de Setembro de 2026 A 38.675 0 0 $0
Dorothy M Burwell Conselheiro 30 de Setembro de 2026 A 8.665 0 0 $0
Jennifer Kuperman Johnson Conselheiro 30 de Setembro de 2026 A 8.675 0 0 $0
Jeff A Zadoks Conselheiro 30 de Setembro de 2026 A 122.740 0 0 $0
Gregory L Curl Conselheiro 30 de Setembro de 2026 A 15.107 0 2 $-1.448.066
David P Skarie Conselheiro 30 de Setembro de 2026 A 56.991 0 0 $0
David W Kemper Conselheiro 30 de Setembro de 2026 A 33.122 1 0 $176.274
Ellen F Harshman Conselheiro 30 de Janeiro de 2025 A 10.372 0 0 $0
Robert E Grote Conselheiro 30 de Janeiro de 2025 A 9.665 0 0 $0
Edwin H Callison Conselheiro 30 de Junho de 2022 A 17.045 0 0 $0
Jay W Brown Conselheiro 30 de Novembro de 2020 A 3.300 0 0 $0
DANFORTH WILLIAM H Conselheiro 10 de Abril de 2015 A 125.499 0 0 $0
David R Banks Conselheiro 30 de Dezembro de 2013 A 1.000 0 0 $0
RALCORP HOLDINGS INC /MO Detentor de 10% 28 de Setembro de 2012 J 1.325.985 0 0 $0
William P Stiritz · 2 de Setembro de 2026 S 0 0 4 $-32.289.106

Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto

Participação em ETFs Detido por 85 ETFs

20

O peso reflete apenas participações diretas em ações (N-PORT); fundos alavancados ou baseados em derivativos podem deter exposição adicional a swaps não mostrada.

Fundo Peso Unidades Em Fonte
FXG · First Trust Exchange-Traded AlphaDE… 3,37% 84.554 NS 31 de Julho de 2026 N-PORT
PBJ · Invesco Exchange-Traded Fund Trust 2,62% 30.333 SH 2 de Outubro de 2026 Diário
EWO · iShares, Inc. 2,45% 137.325 SH 11 de Setembro de 2026 Diário
GURU · Global X Funds 1,00% 6.699 NS 31 de Julho de 2026 N-PORT
SYLD · Cambria ETF Trust 0,96% 103.903 NS 31 de Julho de 2026 N-PORT
HSMV · First Trust Exchange-Traded Fund III 0,75% 2.890 NS 31 de Julho de 2026 N-PORT
FNK · First Trust Exchange-Traded AlphaDE… 0,59% 14.684 NS 31 de Julho de 2026 N-PORT
RFV · Invesco Exchange-Traded Fund Trust 0,58% 25.900 SH 2 de Outubro de 2026 Diário
FNX · First Trust Exchange-Traded AlphaDE… 0,39% 58.352 NS 31 de Julho de 2026 N-PORT
IDV · iShares Trust 0,35% 825.746 SH 11 de Setembro de 2026 Diário
PAMC · Pacer Funds Trust 0,33% 1.943 NS 31 de Julho de 2026 N-PORT
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0,31% 15.739 NS 31 de Julho de 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0,31% 54.303 SH 2 de Outubro de 2026 Diário
DFSV · Dimensional ETF Trust 0,31% 276.853 NS 31 de Julho de 2026 N-PORT
FSTA · FIDELITY COVINGTON TRUST 0,29% 45.405 NS 31 de Julho de 2026 N-PORT
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0,29% 14.868 NS 31 de Julho de 2026 N-PORT
VDC · VANGUARD WORLD FUND 0,28% 296.630 SH 19 de Agosto de 2026 Diário
DFAT · Dimensional ETF Trust 0,21% 333.440 NS 31 de Julho de 2026 N-PORT
VFVA · VANGUARD WELLINGTON FUND 0,20% 19.658 SH 19 de Agosto de 2026 Diário
IVOV · VANGUARD ADMIRAL FUNDS 0,20% 34.261 SH 19 de Agosto de 2026 Diário
FAB · First Trust Exchange-Traded AlphaDE… 0,18% 3.246 NS 31 de Julho de 2026 N-PORT
EQAL · Invesco Exchange-Traded Fund Trust … 0,16% 17.927 SH 2 de Outubro de 2026 Diário
BKSE · BNY Mellon ETF Trust 0,16% 1.515 NS 31 de Julho de 2026 N-PORT
IYK · iShares Trust 0,15% 26.038 SH 11 de Setembro de 2026 Diário
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,14% 10.343 NS 31 de Julho de 2026 N-PORT
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0,12% 33.655 NS 31 de Julho de 2026 N-PORT
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0,11% 9.839 NS 31 de Julho de 2026 N-PORT
DFAS · Dimensional ETF Trust 0,10% 171.873 NS 31 de Julho de 2026 N-PORT
PTMC · Pacer Funds Trust 0,10% 4.377 NS 31 de Julho de 2026 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0,10% 64.362 SH 19 de Agosto de 2026 Diário
QVMM · Invesco Exchange-Traded Fund Trust … 0,10% 5.461 SH 2 de Outubro de 2026 Diário
PKW · Invesco Exchange-Traded Fund Trust 0,09% 20.500 SH 2 de Outubro de 2026 Diário
MIDU · Direxion Shares ETF Trust 0,08% 586 NS 31 de Julho de 2026 N-PORT
IEUS · iShares Trust 0,07% 3.579 SH 11 de Setembro de 2026 Diário
VBR · VANGUARD INDEX FUNDS 0,07% 561.281 SH 19 de Agosto de 2026 Diário
ISCF · iShares Trust 0,06% 10.575 SH 11 de Setembro de 2026 Diário
SMMD · iShares Trust 0,05% 21.567 SH 11 de Setembro de 2026 Diário
DXUV · Dimensional ETF Trust 0,04% 2.554 NS 31 de Julho de 2026 N-PORT
WSML · iShares Trust 0,04% 4.592 SH 11 de Setembro de 2026 Diário
VXF · VANGUARD INDEX FUNDS 0,04% 456.965 SH 19 de Agosto de 2026 Diário
VB · VANGUARD INDEX FUNDS 0,04% 884.005 SH 19 de Agosto de 2026 Diário
SCZ · iShares Trust 0,03% 113.449 SH 11 de Setembro de 2026 Diário
IWS · iShares Trust 0,03% 60.327 SH 11 de Setembro de 2026 Diário
PDN · Invesco Exchange-Traded Fund Trust … 0,03% 3.114 SH 2 de Outubro de 2026 Diário
VSS · VANGUARD INTERNATIONAL EQUITY INDEX… 0,03% 118.024 SH 19 de Agosto de 2026 Diário
TILT · FlexShares Trust 0,03% 6.636 NS 31 de Julho de 2026 N-PORT
IUS · Invesco Exchange-Traded Self-Indexe… 0,03% 3.508 SH 2 de Outubro de 2026 Diário
DFUV · Dimensional ETF Trust 0,03% 43.348 NS 31 de Julho de 2026 N-PORT
IWR · iShares Trust 0,02% 165.094 SH 11 de Setembro de 2026 Diário
DFAC · Dimensional ETF Trust 0,02% 121.625 NS 31 de Julho de 2026 N-PORT
DCOR · Dimensional ETF Trust 0,02% 7.378 NS 31 de Julho de 2026 N-PORT
NEAR · iShares U.S. ETF Trust 0,02% 1.068.000 SH 11 de Setembro de 2026 Diário
PRF · Invesco Exchange-Traded Fund Trust 0,02% 21.081 SH 2 de Outubro de 2026 Diário
IEUR · iShares Trust 0,01% 27.839 SH 11 de Setembro de 2026 Diário
VGK · VANGUARD INTERNATIONAL EQUITY INDEX… 0,01% 77.888 SH 19 de Agosto de 2026 Diário
VONE · VANGUARD SCOTTSDALE FUNDS 0,01% 6.708 SH 19 de Agosto de 2026 Diário
VONV · VANGUARD SCOTTSDALE FUNDS 0,01% 24.523 SH 19 de Agosto de 2026 Diário
ESGV · VANGUARD WORLD FUND 0,01% 9.170 SH 19 de Agosto de 2026 Diário
IUSV · iShares Trust 0,01% 34.072 SH 11 de Setembro de 2026 Diário
IWD · iShares Trust 0,01% 90.140 SH 11 de Setembro de 2026 Diário
IDEV · iShares Trust 0,01% 75.053 SH 11 de Setembro de 2026 Diário
DFAU · Dimensional ETF Trust 0,01% 11.125 NS 31 de Julho de 2026 N-PORT
DFUS · Dimensional ETF Trust 0,01% 11.491 NS 31 de Julho de 2026 N-PORT
IYY · iShares Trust 0,00% 1.803 SH 10 de Setembro de 2026 Diário
IWB · iShares Trust 0,00% 28.035 SH 11 de Setembro de 2026 Diário
IEFA · iShares Trust 0,00% 244.923 SH 11 de Setembro de 2026 Diário
ITOT · iShares Trust 0,00% 53.979 SH 11 de Setembro de 2026 Diário
IWV · iShares Trust 0,00% 11.161 SH 11 de Setembro de 2026 Diário
IXUS · iShares Trust 0,00% 65.715 SH 11 de Setembro de 2026 Diário
GTO · Invesco Actively Managed Exchange-T… 0,00% 47.000 2 de Outubro de 2026 Diário
VTI · VANGUARD INDEX FUNDS 0,00% 1.223.063 SH 19 de Agosto de 2026 Diário
VXUS · VANGUARD STAR FUNDS 0,00% 460.062 SH 19 de Agosto de 2026 Diário
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,00% 59.901 SH 19 de Agosto de 2026 Diário
VEA · VANGUARD TAX-MANAGED FUNDS 0,00% 309.145 SH 19 de Agosto de 2026 Diário
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 3.425 SH 19 de Agosto de 2026 Diário
VSGX · VANGUARD WORLD FUND 0,00% 6.764 SH 19 de Agosto de 2026 Diário
VGHY · VANGUARD FIXED INCOME SECURITIES FU… · · 15 de Julho de 2026 Diário
VGMS · VANGUARD MALVERN FUNDS · · 15 de Julho de 2026 Diário
IJH · iShares Trust · 1.399.430 SH 11 de Setembro de 2026 Diário
IJJ · iShares Trust · 203.920 SH 31 de Agosto de 2026 Diário
XJH · iShares Trust · 5.492 SH 8 de Setembro de 2026 Diário
ISCB · iShares Trust · 1.685 SH 11 de Setembro de 2026 Diário
ISCV · iShares Trust · 8.427 SH 11 de Setembro de 2026 Diário
SMLF · iShares Trust · 54.471 SH 11 de Setembro de 2026 Diário
SMMV · iShares Trust · 16.367 SH 1 de Setembro de 2026 Diário

POST Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta

21
classificação · 14 analistas COMPRA
Alvo mediano $102.00 +40,6%
4 28,6% Compra forte
7 50,0% Compra
3 21,4% Manter
0 0,0% Venda
0 0,0% Venda forte

Preço-alvo de 12 meses

6 analistas · 2026-09-29

Alvo médio $105.17 +44,9%

← Abaixo de todos os alvos Preço atual $72.56
Mín$86.00 Média$105.17 Máx$125.00

Comparação de pares (subindústria GICS) Métricas chave vs pares do setor

22

Base do ano fiscal, preços no fechamento do último ano fiscal de cada empresa.

Ticker Capitalização de Mercado P/E Receita YoY Margem Líquida ROE Margem Bruta
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%

Últimas notícias Notícias recentes mencionando esta empresa

23

Sinais de trading Sinais recentes de compra/venda com preço de entrada e relação risco/recompensa

25

Nenhum sinal aberto no momento — nenhum cartão está preenchido, e isso é honesto.

Minhas Métricas Sua lista pessoal — linhas selecionadas de Fundamentos Completos

26

Escolha as métricas que importam para si — clique no + ao lado de qualquer linha em Fundamentos Completos acima.

Sua seleção é salva e acompanha você em todos os tickers.

Fonte: SEC 10-Q arquivado Ago 6, 2026