Post Holdings, Inc. (POST)Consumer Defensive | Packaged Foods | Saint Louis, United States | NYSE
86.70 USD
+0.42
(0.487%)
⇧
(July 13, 2026, 4 p.m.
EDT)
|
Hot Take ↕ | July 11, 2026, 5:01 a.m. EDT
Post Holdings presents a compelling value case with a forward P/E of 9.9x and analyst targets suggesting nearly 40% upside, yet the technical picture remains stubbornly bearish with the stock trading well below its 200-day average. While the nine-year price trajectory shows a robust 88% gain and earnings growth is accelerating, the balance sheet carries significant leverage with debt-to-equity exceeding 230%. There is no dividend income to offset capital appreciation risk. Short-term momentum is weak, but the combination of oversold conditions and high short interest creates a potential inflection point. Long-term investors should view this as a turnaround play rather than a compounder, given the sub-10% ROE and modest revenue growth. |
| Model | MAE |
|---|---|
| MSTL_66_126 ✓ | 0.061326 |
| MSTL_126 | 0.063760 |
| MSTL | 0.068323 |
| AutoARIMA | 0.068616 |
| AutoETS | 0.068862 |
| MSTL_66 | 0.069186 |
| AutoTheta | 0.073426 |
Forecast horizon: 60 days | Selected: MSTL_66_126
| Forecast Reliability | |
|---|---|
| Score | 51% |
| H-stat | 6.67 |
| Ljung-Box p | 0.000 |
| Jarque-Bera p | 0.139 |
| Excess Kurtosis | -1.22 |
| Attribute | Value |
|---|---|
| Sector | Consumer Defensive |
| Debt to Equity Ratio | 238.094 |
| Revenue per Share | 161.391 |
| Market Cap | 3,929,467,904 |
| Trailing P/E | 14.55 |
| Forward P/E | 9.98 |
| Beta | 0.33 |
| Profit Margins | 4.01% |
| Website | https://www.postholdings.com |
As of July 11, 2026, 5:01 a.m. EDT: Call open interest is heavily skewed toward December 2026 strikes above the current price, indicating speculative bets on a significant upside recovery. Put activity remains substantial in September and December, primarily focused on hedging downside volatility rather than aggressive bearish positioning. Implied volatility is elevated across all expirations, reflecting market uncertainty despite the bullish analyst consensus.
| Attribute | Value |
|---|---|
| 52 Week Change | -0.19266397 |
| Address1 | 2,503 South Hanley Road |
| All Time High | 125.84 |
| All Time Low | 16.58377 |
| Ask | 0.0 |
| Ask Size | 100 |
| Audit Risk | 4 |
| Average Analyst Rating | 1.9 - Buy |
| Average Daily Volume10 Day | 954,470 |
| Average Daily Volume3 Month | 846,986 |
| Average Volume | 846,986 |
| Average Volume10Days | 954,470 |
| Beta | 0.33 |
| Bid | 86.2 |
| Bid Size | 100 |
| Board Risk | 5 |
| Book Value | 70.479 |
| City | Saint Louis |
| Compensation As Of Epoch Date | 1,767,139,200 |
| Compensation Risk | 4 |
| Country | United States |
| Crypto Tradeable | 0 |
| Currency | USD |
| Current Price | 86.7 |
| Current Ratio | 1.854 |
| Custom Price Alert Confidence | HIGH |
| Date Short Interest | 1,782,777,600 |
| Day High | 88.5 |
| Day Low | 86.2106 |
| Debt To Equity | 238.094 |
| Display Name | Post |
| Earnings Call Timestamp End | 1,778,245,200 |
| Earnings Call Timestamp Start | 1,778,245,200 |
| Earnings Growth | 0.511 |
| Earnings Quarterly Growth | 0.308 |
| Earnings Timestamp | 1,778,184,000 |
| Earnings Timestamp End | 1,786,046,400 |
| Earnings Timestamp Start | 1,786,046,400 |
| Ebitda | 1,486,099,968 |
| Ebitda Margins | 0.17589001 |
| Enterprise To Ebitda | 7.605 |
| Enterprise To Revenue | 1.338 |
| Enterprise Value | 11,302,267,904 |
| Eps Current Year | 7.71479 |
| Eps Forward | 8.68786 |
| Eps Trailing Twelve Months | 5.96 |
| Esg Populated | 0 |
| Exchange | NYQ |
| Exchange Data Delayed By | 0 |
| Exchange Timezone Name | America/New_York |
| Exchange Timezone Short Name | EDT |
| Fifty Day Average | 94.4488 |
| Fifty Day Average Change | -7.748802 |
| Fifty Day Average Change Percent | -0.08204236 |
| Fifty Two Week Change Percent | -19.266397 |
| Fifty Two Week High | 117.28 |
| Fifty Two Week High Change | -30.580002 |
| Fifty Two Week High Change Percent | -0.26074353 |
| Fifty Two Week Low | 83.89 |
| Fifty Two Week Low Change | 2.8099976 |
| Fifty Two Week Low Change Percent | 0.033496216 |
| Fifty Two Week Range | 83.89 - 117.28 |
| Financial Currency | USD |
| First Trade Date Milliseconds | 1,327,674,600,000 |
| Float Shares | 35,396,033 |
| Forward Eps | 8.68786 |
| Forward P E | 9.979443 |
| Free Cashflow | 316,475,008 |
| Full Exchange Name | NYSE |
| Full Time Employees | 13,180 |
| Gmt Off Set Milliseconds | -14,400,000 |
| Governance Epoch Date | 1,782,864,000 |
| Gross Margins | 0.2905 |
| Gross Profits | 2,454,400,000 |
| Has Pre Post Market Data | 1 |
| Held Percent Insiders | 0.15385 |
| Held Percent Institutions | 1.04541 |
| Implied Shares Outstanding | 45,322,586 |
| Industry | Packaged Foods |
| Industry Disp | Packaged Foods |
| Industry Key | packaged-foods |
| Is Earnings Date Estimate | 1 |
| Language | en-US |
| Last Fiscal Year End | 1,759,190,400 |
| Last Split Date | 1,646,956,800 |
| Last Split Factor | 1,528:1000 |
| Long Business Summary | Post Holdings, Inc. operates as a consumer packaged goods holding company in the United States and internationally. It operates through Post Consumer Brands, Weetabix, Foodservice, and Refrigerated Retail segments. The Post Consumer Brands segment manufactures, markets, and sells branded and private label ready-to-eat (RTE) cereals under Honey Bunches of Oats, Pebbles, and Malt-O-Meal brands; hot cereal; peanut butter under the Peter Pan brand; and branded and private label pet food under Rachael Ray Nutrish, Nature's Recipe, 9Lives, Kibbles 'n Bits and Gravy Train brands. The Weetabix segment manufactures, markets, and distributes branded and private label RTE cereal under Weetabix and Alpen brands; hot cereals and other cereal-based food products; private label cereals; and protein-based shakes under the UFIT brand, and nutritional snacks. The Foodservice segment produces and distributes egg products primarily under Papetti's and Abbotsford Farms brands, as well as potato products in the foodservice and food ingredient channels. The segment also manufactures certain meat products. The Refrigerated Retail segment produces and distributes side dish, potato, sausage products under Bob Evans, Bob Evans Farms, and Simply Potatoes brands; eggs and egg products under Bob Evans Egg Whites and Egg Beaters brands; and cheese and other dairy products under Crystal Farms brand. It serves grocery stores, mass merchandise customers, supercenters, club stores, natural/specialty stores, dollar stores, discounters, wholesalers, convenience stores, pet supply retailers, drug store customers, foodservice distributors, and national restaurant chains, as well as sells its products in the military, ecommerce, and foodservice channels. The company was founded in 1895 and is headquartered in Saint Louis, Missouri. |
| Long Name | Post Holdings, Inc. |
| Market | us_market |
| Market Cap | 3,929,467,904 |
| Market State | PRE |
| Max Age | 86,400 |
| Message Board Id | finmb_140950927 |
| Most Recent Quarter | 1,774,915,200 |
| Net Income To Common | 338,500,000 |
| Next Fiscal Year End | 1,790,726,400 |
| Non Diluted Market Cap | 3,929,468,206 |
| Number Of Analyst Opinions | 6 |
| Open | 86.92 |
| Operating Cashflow | 1,005,200,000 |
| Operating Margins | 0.1189 |
| Overall Risk | 3 |
| Payout Ratio | 0.0 |
| Peg Ratio | 1.17 |
| Phone | 314 644 7600 |
| Pre Market Change | -0.049995422 |
| Pre Market Change Percent | -0.05766485 |
| Pre Market Price | 86.65 |
| Pre Market Time | 1,784,024,254 |
| Previous Close | 86.28 |
| Price Eps Current Year | 11.238154 |
| Price Hint | 2 |
| Price To Book | 1.2301537 |
| Price To Sales Trailing12 Months | 0.46509185 |
| Profit Margins | 0.04006 |
| Quick Ratio | 0.902 |
| Quote Source Name | Delayed Quote |
| Quote Type | EQUITY |
| Recommendation Key | buy |
| Recommendation Mean | 1.85714 |
| Region | US |
| Regular Market Change | 0.419998 |
| Regular Market Change Percent | 0.486785 |
| Regular Market Day High | 88.5 |
| Regular Market Day Low | 86.2106 |
| Regular Market Day Range | 86.2106 - 88.5 |
| Regular Market Open | 86.92 |
| Regular Market Previous Close | 86.28 |
| Regular Market Price | 86.7 |
| Regular Market Time | 1,783,972,803 |
| Regular Market Volume | 443,161 |
| Return On Assets | 0.04447 |
| Return On Equity | 0.09616 |
| Revenue Growth | 0.047 |
| Revenue Per Share | 161.391 |
| Sand P52 Week Change | 0.20847368 |
| Sector | Consumer Defensive |
| Sector Disp | Consumer Defensive |
| Sector Key | consumer-defensive |
| Share Holder Rights Risk | 3 |
| Shares Outstanding | 45,322,586 |
| Shares Percent Shares Out | 0.1299 |
| Shares Short | 5,887,804 |
| Shares Short Previous Month Date | 1,780,012,800 |
| Shares Short Prior Month | 6,590,844 |
| Short Name | Post Holdings, Inc. |
| Short Percent Of Float | 0.1531 |
| Short Ratio | 6.76 |
| Source Interval | 15 |
| State | MO |
| Symbol | POST |
| Target High Price | 131.0 |
| Target Low Price | 98.0 |
| Target Mean Price | 120.33333 |
| Target Median Price | 122.0 |
| Total Cash | 269,500,000 |
| Total Cash Per Share | 5.946 |
| Total Debt | 7,631,399,936 |
| Total Revenue | 8,448,799,744 |
| Tradeable | 0 |
| Trailing Annual Dividend Rate | 0.0 |
| Trailing Annual Dividend Yield | 0.0 |
| Trailing Eps | 5.96 |
| Trailing P E | 14.546979 |
| Trailing Peg Ratio | None |
| Triggerable | 1 |
| Two Hundred Day Average | 100.6665 |
| Two Hundred Day Average Change | -13.966499 |
| Two Hundred Day Average Change Percent | -0.1387403 |
| Type Disp | Equity |
| Volume | 443,161 |
| Website | https://www.postholdings.com |
| Zip | 63,144 |