POST 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围

03
价格 $72.56
市值 $3.83B
P/E (TTM) 13.3
EPS (TTM) $5.47
收入 (TTM) $8.41B
ROE (TTM) 8.3%
负债/权益 (MRQ) 2.5
52周区间 $71–$117

POST 股价图表 包含技术指标的日 OHLCV — 平移、缩放和自定义您的视图

04
区间
条形图

柱状图粒度会根据所选周期进行调整 — 将鼠标悬停在图表上可查看柱状图的开盘价/最高价/最低价/收盘价。

股票拆分 1
除息日 拆股 类型
2022年3月11日 191-for-125 正向

关于 Post Holdings, Inc. Common Stock 公司概况(来自维基百科)

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

来源:维基百科 (英语), CC BY-SA 4.0 · 在维基百科上查看 ↗

Wikidata ↗

行业板块Consumer Staples 行业Food Products 员工13180 国家US

10年表现 收入、净利润、利润率和每股收益趋势

06
收入$8.16B
2016-09-30 → 2025-09-30
EPS$5.51
2016-09-30 → 2025-09-30
自由现金流$488M
2016-09-30 → 2025-09-30
净利率3.5%
2016-09-30 → 2025-09-30
估值与比率 07–12

估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜?

指标 5年趋势 POST 5年均值 同行中位数 结论
P/E (TTM) 13.35年均值 ≈19.0 ≈19.0 16.2 公允价值
P/S 0.55年均值 ≈0.8 ≈0.8 1.3 低估
P/B (市净率) 1.05年均值 ≈1.5 ≈1.5 2.2 低估
EV / EBITDA (企业价值 / EBITDA) 8.45年均值 ≈10.7 ≈10.7 8.0 估值过高
Price / FCF (股价/自由现金流) 7.85年均值 ≈17.2 ≈17.2 · ·
Price / Cash Flow (市现率) 3.85年均值 ≈8.0 ≈8.0 8.9 低估
EV / Revenue (市值/营收) 1.45年均值 ≈1.7 ≈1.7 · ·
EV / FCF (市值/自由现金流) 22.75年均值 ≈36.8 ≈36.8 · ·
PEG Ratio (市盈率增长比) ≈0.1 · · ·

同行中位数按每项指标的标准化基础计算,可能与本股票显示的TTM/MRQ基础不完全匹配。

价值 · ≈ 5年均值 · 行业中值 · 相对于中值的评判

收益历史 每股收益实际值 vs 预估值,惊喜%,达标率,下次财报日期

14
平均惊喜 13.5%
期间报告EPS ActualEPS 预期惊喜
2026年6月30日 $1.78 $1.74 2.2%
2026年3月31日 $1.94 $1.76 10.3%
2025年12月31日 $2.13 $1.73 23.4%
2025年9月30日 $2.09 $1.91 9.4%
2025年6月30日 $2.03 $1.68 20.8%
2025年3月31日 $1.41 $1.23 15.1%

完整基本面 所有年度指标 — 损益表、资产负债表、现金流量表

15
损益表 16
指标 趋势 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
资产负债表 28
指标 趋势 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
现金流 19
指标 趋势 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
盈利能力 8
指标 趋势 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%
流动性与偿付能力 5
指标 趋势 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
效率 3
指标 趋势 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
每股 6
指标 趋势 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
增长率 9
指标 趋势 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%···········
估值 (TTM) 16
指标 趋势 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

最近期在左侧 · 空值显示为 ·

财务报表 损益表、资产负债表、现金流量表 — 年度,近5年

16
指标 2025-09-302024-09-302023-09-302022-09-302021-09-30
收入 $8.16B $7.92B $6.99B $5.85B $4.98B
毛利率 % 28.7% 29.1% 26.9% 25.1% 29.1%
营业利润率 % 9.8% 10.0% 8.6% 7.1% 10.5%
净收入 $336M $367M $301M $757M $167M
稀释后每股收益 (EPS) $5.51 $5.64 $4.82 $12.09 $2.38

机构持有人 (13F) 446 家申报者 · $4.5B 总计 · 截至 2026年9月30日

17

在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸;单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存,而非方向性判断。

持有人 446
持有价值 $4.5B
新仓位 66
已退出持仓 72
机构活动 — Q2 2026 与上一季度对比
新仓位 已退出持仓 增加 减少 净股数变动
66 (-17 与上一季度对比) 72 (+31 与上一季度对比) 107 (-18 与上一季度对比) 178 (+22 与上一季度对比) -226K

与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天,外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过,优先显示最近一个已完整报告的季度对。

机构 价值 股份 % 已追踪的13F 类型
VANGUARD GROUP INC $512338007 5172519 11.46% 股份
BlackRock, Inc. $347168944 3933480 7.77% 股份
DIMENSIONAL FUND ADVISORS LP $278611718 3156637 6.23% 股份
Route One Investment Company, L.P. $260417132 2950568 5.83% 股份
JPMORGAN CHASE & CO $220535652 2455999 4.93% 股份
VANGUARD PORTFOLIO MANAGEMENT LLC $192023575 2175658 4.30% 股份
VANGUARD CAPITAL MANAGEMENT LLC $157501470 1784517 3.52% 股份
LONDON CO OF VIRGINIA $123482273 1399101 2.76% 股份
STATE STREET CORP $119033702 1348671 2.66% 股份
NORGES BANK $115570733 1309435 2.59% 股份
Holocene Advisors, LP $110066663 1247073 2.46% 股份
Clarkston Capital Partners, LLC $106434058 1205915 2.38% 股份
UBS Group AG $103079383 1167906 2.31% 股份
MANUFACTURERS LIFE INSURANCE COMPANY, THE $101937034 1154963 2.28% 股份
CITADEL ADVISORS LLC $89371370 1012592 2.00% 股份
MORGAN STANLEY $89303721 1011823 2.00% 股份
TWO SIGMA ADVISERS, LP $77815166 785615 1.74% 股份
GEODE CAPITAL MANAGEMENT, LLC $65943999 746967 1.48% 股份
TWO SIGMA INVESTMENTS, LP $56457362 639671 1.26% 股份
Diamond Hill Capital Management, LLC (Investment Advisor) $54599225 618618 1.22% 股份
Junto Capital Management LP $52025475 589457 1.16% 股份
FMR LLC $45593072 516577 1.02% 股份
Fisher Asset Management, LLC $42490958 481429 0.95% 股份
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $40168715 455118 0.90% 股份
NORTHERN TRUST CORP $33094588 374967 0.74% 股份
AQR CAPITAL MANAGEMENT LLC $32023296 364398 0.72% 股份
PYA Waltman Capital, LLC $29976850 339643 0.67% 股份
BANK OF AMERICA CORP /DE/ $28962079 328145 0.65% 股份
GOLDMAN SACHS GROUP INC $26262116 297554 0.59% 股份
Quantinno Capital Management LP $26068032 295355 0.58% 股份
Invesco Ltd. $25392490 287701 0.57% 股份
MILLENNIUM MANAGEMENT LLC $25063104 283969 0.56% 股份
CITIGROUP INC $24648811 279275 0.55% 股份
VICTORY CAPITAL MANAGEMENT INC $24119516 273278 0.54% 股份
Bank of New York Mellon Corp $23560606 266945 0.53% 股份
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $22789173 258205 0.51% 股份
LOOMIS SAYLES & CO L P $22322123 252913 0.50% 股份
VANGUARD FIDUCIARY TRUST CO $22203921 251574 0.50% 股份
Balyasny Asset Management L.P. $21401550 242483 0.48% 股份
RAYMOND JAMES FINANCIAL INC $20527334 232578 0.46% 股份
EULAV Asset Management $20390267 231025 0.46% 股份
GAMCO INVESTORS, INC. ET AL $19961411 226166 0.45% 股份
IRIDIAN ASSET MANAGEMENT LLC/CT $19849056 224893 0.44% 股份
H Squared Management LP $19098317 216387 0.43% 股份
BRAUN STACEY ASSOCIATES INC $18418538 208685 0.41% 股份
BNP PARIBAS FINANCIAL MARKETS $17215025 195049 0.39% 股份
JONES FINANCIAL COMPANIES LLLP $16635708 186062 0.37% 股份
Wallace Capital Management Inc. $16463138 186530 0.37% 股份
GABELLI FUNDS LLC $16046551 181810 0.36% 股份
Gotham Asset Management, LLC $15517697 175818 0.35% 股份

显示全部 446 个机构持有人 →

激进投资者及 5%+ 股东 2 持仓

18

提交了 SEC Schedule 13D 的投资者 — 持有超过 5% 的受益所有权,意图影响发行人(激进股东持股、董事会活动、并购)。每一行显示该申报人持仓的最新已知状态。

申报人 已申报 持股 状态 目的 申报
William P. Stiritz ×5 申报 2026年3月5日 10.30% 修订 · 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 申报 2015年2月10日 · 初始申报 · 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.

公司内部人士 29 位内幕人士 · 13 位高管 · 16 位董事

19
内部人士 角色 上次活动 持股数量 买入 12个月 卖出 12个月 净额 12个月
Gregory Carl Pearson PRES & CEO, PCB 2026年4月5日 A 8485 0 0 $0
Nicolas Catoggio PRES & CEO, PCB 2025年11月25日 S 75542 0 1 $-1002100
Robert V Vitale PRESIDENT & CEO 2025年11月18日 A 987338 0 0 $0
Christopher J Neugent PRES & CEO-POST CONSUMER BRNDS 2017年11月16日 F 38203 0 0 $0
James E Dwyer JR PRES & CEO-MICHAEL FOODS GROUP 2017年11月16日 F 18106 0 0 $0
Richard R Koulouris EVP; Pres & CEO, Private Brnds 2016年11月14日 A 34334 0 0 $0
Matthew J Mainer EVP, CFO & TREASURER 2025年12月4日 G 74670 0 0 $0
Terence E Block President & COO 2014年10月15日 F 48548 0 0 $0
Howard A Friedman EVP & COO 2021年11月17日 F 69948 0 0 $0
Bradly A Harper SVP, CHIEF ACCTING OFFICER 2026年1月9日 F 10963 0 1 $-160295
Diedre J Gray EVP, GC & CAO, SECY 2025年12月26日 G 131187 0 0 $0
Mark W Westphal PRES., FOODSERVICE 2025年11月18日 A 197756 0 0 $0
Jim Holbrook EVP and Pres., Post Foods 2014年10月15日 F 65369 0 0 $0
Michelle Marie Atkinson 董事 2026年9月30日 A 1700 0 0 $0
Thomas C Erb 董事 2026年9月30日 A 38675 0 0 $0
Dorothy M Burwell 董事 2026年9月30日 A 8665 0 0 $0
Jennifer Kuperman Johnson 董事 2026年9月30日 A 8675 0 0 $0
Jeff A Zadoks 董事 2026年9月30日 A 122740 0 0 $0
Gregory L Curl 董事 2026年9月30日 A 15107 0 2 $-1448066
David P Skarie 董事 2026年9月30日 A 56991 0 0 $0
David W Kemper 董事 2026年9月30日 A 33122 1 0 $176274
Ellen F Harshman 董事 2025年1月30日 A 10372 0 0 $0
Robert E Grote 董事 2025年1月30日 A 9665 0 0 $0
Edwin H Callison 董事 2022年6月30日 A 17045 0 0 $0
Jay W Brown 董事 2020年11月30日 A 3300 0 0 $0
DANFORTH WILLIAM H 董事 2015年4月10日 A 125499 0 0 $0
David R Banks 董事 2013年12月30日 A 1000 0 0 $0
RALCORP HOLDINGS INC /MO 10% 所有者 2012年9月28日 J 1325985 0 0 $0
William P Stiritz · 2026年9月2日 S 0 0 4 $-32289106

来自SEC表格3/4/5申报的内部人士;净额=仅公开市场买卖

ETF持仓 由 85 只交易所交易基金持有

20

权重仅反映直接股权持仓(N-PORT);杠杆基金或基于衍生品的基金可能持有未显示的额外掉期敞口。

基金 权重 单位 截至 来源
FXG · First Trust Exchange-Traded Alpha... 3.37% 84554 NS 2026年7月31日 N-PORT
PBJ · Invesco Exchange-Traded Fund Trust 2.62% 30333 SH 2026年10月2日 每日
EWO · iShares, Inc. 2.45% 137325 SH 2026年9月11日 每日
GURU · Global X Funds 1.00% 6699 NS 2026年7月31日 N-PORT
SYLD · Cambria ETF Trust 0.96% 103903 NS 2026年7月31日 N-PORT
HSMV · First Trust Exchange-Traded Fund III 0.75% 2890 NS 2026年7月31日 N-PORT
FNK · First Trust Exchange-Traded Alpha... 0.59% 14684 NS 2026年7月31日 N-PORT
RFV · Invesco Exchange-Traded Fund Trust 0.58% 25900 SH 2026年10月2日 每日
FNX · First Trust Exchange-Traded Alpha... 0.39% 58352 NS 2026年7月31日 N-PORT
IDV · iShares Trust 0.35% 825746 SH 2026年9月11日 每日
PAMC · Pacer Funds Trust 0.33% 1943 NS 2026年7月31日 N-PORT
JPUS · J.P. Morgan Exchange-Traded Fund ... 0.31% 15739 NS 2026年7月31日 N-PORT
RWK · Invesco Exchange-Traded Fund Trus... 0.31% 54303 SH 2026年10月2日 每日
DFSV · Dimensional ETF Trust 0.31% 276853 NS 2026年7月31日 N-PORT
FSTA · FIDELITY COVINGTON TRUST 0.29% 45405 NS 2026年7月31日 N-PORT
JPME · J.P. Morgan Exchange-Traded Fund ... 0.29% 14868 NS 2026年7月31日 N-PORT
VDC · VANGUARD WORLD FUND 0.28% 296630 SH 2026年8月19日 每日
DFAT · Dimensional ETF Trust 0.21% 333440 NS 2026年7月31日 N-PORT
VFVA · VANGUARD WELLINGTON FUND 0.20% 19658 SH 2026年8月19日 每日
IVOV · VANGUARD ADMIRAL FUNDS 0.20% 34261 SH 2026年8月19日 每日
FAB · First Trust Exchange-Traded Alpha... 0.18% 3246 NS 2026年7月31日 N-PORT
EQAL · Invesco Exchange-Traded Fund Trus... 0.16% 17927 SH 2026年10月2日 每日
BKSE · BNY Mellon ETF Trust 0.16% 1515 NS 2026年7月31日 N-PORT
IYK · iShares Trust 0.15% 26038 SH 2026年9月11日 每日
BBSC · J.P. Morgan Exchange-Traded Fund ... 0.14% 10343 NS 2026年7月31日 N-PORT
JMOM · J.P. Morgan Exchange-Traded Fund ... 0.12% 33655 NS 2026年7月31日 N-PORT
JVAL · J.P. Morgan Exchange-Traded Fund ... 0.11% 9839 NS 2026年7月31日 N-PORT
DFAS · Dimensional ETF Trust 0.10% 171873 NS 2026年7月31日 N-PORT
PTMC · Pacer Funds Trust 0.10% 4377 NS 2026年7月31日 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0.10% 64362 SH 2026年8月19日 每日
QVMM · Invesco Exchange-Traded Fund Trus... 0.10% 5461 SH 2026年10月2日 每日
PKW · Invesco Exchange-Traded Fund Trust 0.09% 20500 SH 2026年10月2日 每日
MIDU · Direxion Shares ETF Trust 0.08% 586 NS 2026年7月31日 N-PORT
IEUS · iShares Trust 0.07% 3579 SH 2026年9月11日 每日
VBR · VANGUARD INDEX FUNDS 0.07% 561281 SH 2026年8月19日 每日
ISCF · iShares Trust 0.06% 10575 SH 2026年9月11日 每日
SMMD · iShares Trust 0.05% 21567 SH 2026年9月11日 每日
DXUV · Dimensional ETF Trust 0.04% 2554 NS 2026年7月31日 N-PORT
WSML · iShares Trust 0.04% 4592 SH 2026年9月11日 每日
VXF · VANGUARD INDEX FUNDS 0.04% 456965 SH 2026年8月19日 每日
VB · VANGUARD INDEX FUNDS 0.04% 884005 SH 2026年8月19日 每日
SCZ · iShares Trust 0.03% 113449 SH 2026年9月11日 每日
IWS · iShares Trust 0.03% 60327 SH 2026年9月11日 每日
PDN · Invesco Exchange-Traded Fund Trus... 0.03% 3114 SH 2026年10月2日 每日
VSS · VANGUARD INTERNATIONAL EQUITY IND... 0.03% 118024 SH 2026年8月19日 每日
TILT · FlexShares Trust 0.03% 6636 NS 2026年7月31日 N-PORT
IUS · Invesco Exchange-Traded Self-Inde... 0.03% 3508 SH 2026年10月2日 每日
DFUV · Dimensional ETF Trust 0.03% 43348 NS 2026年7月31日 N-PORT
IWR · iShares Trust 0.02% 165094 SH 2026年9月11日 每日
DFAC · Dimensional ETF Trust 0.02% 121625 NS 2026年7月31日 N-PORT
DCOR · Dimensional ETF Trust 0.02% 7378 NS 2026年7月31日 N-PORT
NEAR · iShares U.S. ETF Trust 0.02% 1068000 SH 2026年9月11日 每日
PRF · Invesco Exchange-Traded Fund Trust 0.02% 21081 SH 2026年10月2日 每日
IEUR · iShares Trust 0.01% 27839 SH 2026年9月11日 每日
VGK · VANGUARD INTERNATIONAL EQUITY IND... 0.01% 77888 SH 2026年8月19日 每日
VONE · VANGUARD SCOTTSDALE FUNDS 0.01% 6708 SH 2026年8月19日 每日
VONV · VANGUARD SCOTTSDALE FUNDS 0.01% 24523 SH 2026年8月19日 每日
ESGV · VANGUARD WORLD FUND 0.01% 9170 SH 2026年8月19日 每日
IUSV · iShares Trust 0.01% 34072 SH 2026年9月11日 每日
IWD · iShares Trust 0.01% 90140 SH 2026年9月11日 每日
IDEV · iShares Trust 0.01% 75053 SH 2026年9月11日 每日
DFAU · Dimensional ETF Trust 0.01% 11125 NS 2026年7月31日 N-PORT
DFUS · Dimensional ETF Trust 0.01% 11491 NS 2026年7月31日 N-PORT
IYY · iShares Trust 0.00% 1803 SH 2026年9月10日 每日
IWB · iShares Trust 0.00% 28035 SH 2026年9月11日 每日
IEFA · iShares Trust 0.00% 244923 SH 2026年9月11日 每日
ITOT · iShares Trust 0.00% 53979 SH 2026年9月11日 每日
IWV · iShares Trust 0.00% 11161 SH 2026年9月11日 每日
IXUS · iShares Trust 0.00% 65715 SH 2026年9月11日 每日
GTO · Invesco Actively Managed Exchange... 0.00% 47000 2026年10月2日 每日
VTI · VANGUARD INDEX FUNDS 0.00% 1223063 SH 2026年8月19日 每日
VXUS · VANGUARD STAR FUNDS 0.00% 460062 SH 2026年8月19日 每日
VT · VANGUARD INTERNATIONAL EQUITY IND... 0.00% 59901 SH 2026年8月19日 每日
VEA · VANGUARD TAX-MANAGED FUNDS 0.00% 309145 SH 2026年8月19日 每日
VTHR · VANGUARD SCOTTSDALE FUNDS 0.00% 3425 SH 2026年8月19日 每日
VSGX · VANGUARD WORLD FUND 0.00% 6764 SH 2026年8月19日 每日
VGHY · VANGUARD FIXED INCOME SECURITIES ... · · 2026年7月15日 每日
VGMS · VANGUARD MALVERN FUNDS · · 2026年7月15日 每日
IJH · iShares Trust · 1399430 SH 2026年9月11日 每日
IJJ · iShares Trust · 203920 SH 2026年8月31日 每日
XJH · iShares Trust · 5492 SH 2026年9月8日 每日
ISCB · iShares Trust · 1685 SH 2026年9月11日 每日
ISCV · iShares Trust · 8427 SH 2026年9月11日 每日
SMLF · iShares Trust · 54471 SH 2026年9月11日 每日
SMMV · iShares Trust · 16367 SH 2026年9月1日 每日

POST 分析师共识 看涨和看跌分析师观点、12个月价格目标、上涨空间

21
评级 · 14 位分析师 买入
中位数目标 $102.00 +40.6%
4 28.6% 强烈买入
7 50.0% 买入
3 21.4% 持有
0 0.0% 卖出
0 0.0% 强烈卖出

12个月价格目标

6 位分析师 · 2026-09-29

平均目标 $105.17 +44.9%

← 低于所有目标 当前价格 $72.56
最低$86.00 平均值$105.17 最高$125.00

同行比较(GICS 子行业) 关键指标与行业同行对比

22

财年依据,价格截至各公司上一个财年末收盘价。

股票代码 市值 P/E 营收同比增长 净利润率 ROE 毛利率
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%

最新新闻 提及该公司的近期头条新闻

23

交易信号 近期买入/卖出信号,包含入场价和风险/回报比

25

目前没有公开信号 — 没有卡片被填写,这是诚实的。

我的指标 您的个人关注列表 — 来自完整基本面的选定行

26

选择对您重要的指标 — 点击上方完整基本面中任意行的 + 号。

您的选择已保存,并会跟随您浏览所有股票。

来源:SEC 10-Q 于 八月 6, 2026 申报