Iridian Asset Management LLC CT Purchases 50,044 Shares of Post Holdings, Inc. $POST

13 Apr 2026, 10:04 by Kim Johansen · The Markets Daily

Iridian Asset Management LLC CT lifted its stake in shares of Post Holdings, Inc. (NYSE:POST – Free Report) by 42.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 169,125 shares of the company’s stock after acquiring an additional 50,044 shares during the period. Post accounts for about 6.2% of Iridian Asset Management LLC CT’s investment portfolio, making the stock its 4th largest position. Iridian Asset Management LLC CT owned 0.33% of Post worth $16,752,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also modified their holdings of the stock. Caitong International Asset Management Co. Ltd purchased a new stake in shares of Post during the third quarter valued at approximately $26,000. Northwestern Mutual Wealth Management Co. increased its stake in shares of Post by 119.5% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 248 shares of the company’s stock worth $27,000 after buying an additional 135 shares during the last quarter. Millstone Evans Group LLC increased its stake in shares of Post by 50.0% in the third quarter. Millstone Evans Group LLC now owns 375 shares of the company’s stock worth $40,000 after buying an additional 125 shares during the last quarter. Ameriflex Group Inc. increased its stake in shares of Post by 332.0% in the third quarter. Ameriflex Group Inc. now owns 432 shares of the company’s stock worth $46,000 after buying an additional 332 shares during the last quarter. Finally, Headlands Technologies LLC bought a new stake in shares of Post in the second quarter worth $64,000. 94.85% of the stock is currently owned by hedge funds and other institutional investors.

Key Post News

Here are the key news stories impacting Post this week:

Positive Sentiment: Zacks highlights Post’s Refrigerated Retail unit as a stabilizing force: management is leaning on seasonal demand, private‑label growth and pass‑through pricing to help protect volumes and margins in a tougher consumer environment. This supports the case for near‑term margin resilience. Can Post Holdings’ Refrigerated Retail Balance Pricing and Volume?
Neutral Sentiment: U.S. equities traded mixed on the day despite a strong weekly rally, indicating market‑wide rotation that can lift or pressure individual stocks like POST depending on sector flows and earnings momentum. U.S. Stocks Turn In Mixed Performance But Post Strong Weekly Gains
Neutral Sentiment: Macro data showed slower GDP growth in the latest BEA release, which can damp consumer spending growth and weigh on packaged‑food demand if the trend persists — a mixed signal for Post: pricing power helps, but volume risk remains. GDP (Third Estimate), Industries, Corporate Profits, State GDP, and State Personal Income, 4th Quarter and Year 2025 – BEA
Negative Sentiment: Oil and shipping disruptions tied to the Strait of Hormuz and the related weekly oil sell‑off have left energy and transport cost volatility elevated; higher fuel and logistics costs would be a headwind to Post’s supply‑chain expenses and margins if sustained. Oil Markets Recover Friday Despite Posting Worst Weekly Decline Since June Amid Hormuz Crisis
Negative Sentiment: Analysis on broader food‑system risk argues supply bottlenecks remain a tail risk; commodity volatility and input cost swings can pressure near‑term margins even as Post tries to pass costs through to retailers. This contributes to investor caution. Why the Food Crisis Is Only Postponed — Not Canceled — Amid U.S.-Iran Ceasefire

Insider Transactions at Post

In other news, Director Gregory L. Curl sold 6,983 shares of the firm’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $114.31, for a total transaction of $798,226.73. Following the sale, the director owned 21,293 shares of the company’s stock, valued at $2,434,002.83. This trade represents a 24.70% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Company insiders own 14.05% of the company’s stock.

Wall Street Analyst Weigh In

POST has been the subject of a number of research reports. Weiss Ratings raised shares of Post from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, February 6th. Wells Fargo & Company reduced their price objective on shares of Post from $120.00 to $110.00 and set an “equal weight” rating for the company in a report on Wednesday, April 8th. Zacks Research upgraded shares of Post from a “strong sell” rating to a “hold” rating in a research report on Monday, February 9th. Wall Street Zen upgraded Post from a “hold” rating to a “buy” rating in a report on Saturday, February 7th. Finally, Barclays restated an “overweight” rating and set a $127.00 price objective on shares of Post in a report on Monday, February 9th. Five research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $128.00.

Get Our Latest Analysis on POST

Post Stock Performance

Shares of NYSE POST opened at $101.09 on Monday. Post Holdings, Inc. has a one year low of $94.13 and a one year high of $118.93. The firm has a market capitalization of $4.83 billion, a price-to-earnings ratio of 18.69 and a beta of 0.44. The company has a current ratio of 1.90, a quick ratio of 1.02 and a debt-to-equity ratio of 2.15. The business has a fifty day simple moving average of $103.17 and a 200 day simple moving average of $102.70.

Post (NYSE:POST – Get Free Report) last posted its quarterly earnings results on Thursday, February 5th. The company reported $2.13 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.66 by $0.47. The business had revenue of $2.17 billion for the quarter, compared to analysts’ expectations of $2.18 billion. Post had a return on equity of 12.37% and a net margin of 3.82%.The firm’s quarterly revenue was up 10.2% compared to the same quarter last year. During the same quarter last year, the business earned $1.73 earnings per share. Sell-side analysts expect that Post Holdings, Inc. will post 6.41 EPS for the current year.

Post Profile

(Free Report)

Post Holdings, Inc is a consumer packaged goods company that operates as a holding company for a diverse portfolio of food and beverage brands. The company’s principal activities include the production, marketing and distribution of ready-to-eat cereal, refrigerated and frozen foods, and nutritional beverages. Through its operating segments—Post Consumer Brands, Foodservice, Refrigerated Side Dishes & Bakery, and Active Nutrition—Post Holdings delivers a broad array of products to retail grocers, convenience stores, foodservice operators and e-commerce channels.