Aristides Capital LLC Has $347,000 Stock Position in Post Holdings, Inc. (NYSE:POST)

Aristides Capital LLC lifted its stake in Post Holdings, Inc. (NYSE:POST) by 59.9% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 3,031 shares of the company’s stock after purchasing an additional 1,136 shares during the period. Aristides Capital LLC’s holdings in Post were worth $347,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in POST. Aster Capital Management DIFC Ltd bought a new position in Post during the fourth quarter worth about $213,000. Russell Investments Group Ltd. raised its position in shares of Post by 49.9% in the 4th quarter. Russell Investments Group Ltd. now owns 19,347 shares of the company’s stock valued at $2,215,000 after acquiring an additional 6,442 shares during the period. Envestnet Asset Management Inc. boosted its stake in Post by 5.9% during the 4th quarter. Envestnet Asset Management Inc. now owns 269,246 shares of the company’s stock worth $30,818,000 after acquiring an additional 15,020 shares during the last quarter. Resona Asset Management Co. Ltd. acquired a new position in Post during the fourth quarter valued at approximately $984,000. Finally, ExodusPoint Capital Management LP bought a new stake in Post in the fourth quarter valued at approximately $3,430,000. 94.85% of the stock is owned by institutional investors and hedge funds.

Post Stock Performance

Shares of Post stock opened at $117.51 on Friday. The company has a debt-to-equity ratio of 1.78, a current ratio of 2.39 and a quick ratio of 1.64. The firm has a market cap of $6.64 billion, a price-to-earnings ratio of 19.36 and a beta of 0.65. Post Holdings, Inc. has a one year low of $99.62 and a one year high of $125.84. The stock’s 50-day moving average is $112.28 and its 200-day moving average is $112.79.

Post (NYSE:POST) last posted its quarterly earnings data on Thursday, February 6th. The company reported $1.73 EPS for the quarter, topping analysts’ consensus estimates of $1.49 by $0.24. Post had a net margin of 4.94% and a return on equity of 10.48%. Equities analysts predict that Post Holdings, Inc. will post 6.41 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on POST. Piper Sandler lifted their price target on shares of Post from $120.00 to $140.00 and gave the stock an “overweight” rating in a research report on Monday, February 10th. Wells Fargo & Company lifted their target price on Post from $122.00 to $124.00 and gave the stock an “equal weight” rating in a report on Wednesday. One research analyst has rated the stock with a hold rating and five have assigned a buy rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $127.50.

Insiders Place Their Bets

In other Post news, CEO Nicolas Catoggio sold 5,000 shares of the company’s stock in a transaction on Tuesday, February 25th. The shares were sold at an average price of $116.50, for a total value of $582,500.00. Following the transaction, the chief executive officer now directly owns 55,501 shares in the company, valued at $6,465,866.50. The trade was a 8.26 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director David W. Kemper sold 8,939 shares of the firm’s stock in a transaction dated Tuesday, February 11th. The stock was sold at an average price of $110.75, for a total transaction of $989,994.25. Following the sale, the director now owns 29,722 shares of the company’s stock, valued at approximately $3,291,711.50. This represents a 23.12 % decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders have sold 36,096 shares of company stock valued at $4,129,355. 11.40% of the stock is currently owned by corporate insiders.

Post Company Profile

Post Holdings, Inc operates as a consumer packaged goods holding company in the United States and internationally. It operates through four segments: Post Consumer Brands, Weetabix, Foodservice, and Refrigerated Retail. 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 brand names; hot cereal; peanut butter under the Peter Pan brand; and branded and private label dog and cat food products under Rachael Ray Nutrish, Nature's Recipe, 9Lives, Kibbles 'n Bits and Gravy Train brand names.