post holdings, headquartered in st. louis, missouri, is a consumer packaged goods holding company operating in the center-of-the-store, refrigerated, active nutrition and private label food categories. post's center-of-the-store portfolio includes diverse offerings to meet the taste and nutritional needs of all families, including such favorites as honey bunches of oats®, pebbles™, great grains®, post® shredded wheat, post® raisin bran, grape-nuts® and honeycomb®. post also offers premium natural and organic cereal, granola and snacks through the attune®, uncle sam®, erewhon®, golden temple™, peace cereal®, sweet home farm® and willamette valley granola company™ brands. post's refrigerated portfolio, through michael foods, includes value-added egg products, refrigerated potato products and cheese and other dairy case products and the papetti's®, all whites®, better'n eggs®, easy eggs®, abbotsford farms®, simply potatoes® and crystal farms® brands. post's active nutrition platform
Company profile
Ticker
POST
Exchange
Website
CEO
Robert Vitale
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
8th Avenue Food & Provisions, Inc. • Agricore United Holdings Inc. • Alpen Food Company • American Blanching Company, LLC • Animated Brands Holding, LLC • Animated Brands, LLC • Attune Foods, LLC • BE Partner LLC • BEF Foods, Inc. • BEF Management, Inc. ...
IRS number
453355106
POST stock data
Latest filings (excl ownership)
8-K
Other Events
1 Mar 24
8-K
Entry into a Material Definitive Agreement
26 Feb 24
8-K
Departure of Directors or Certain Officers
20 Feb 24
8-K
Post Holdings Announces Redemption of $459.3 Million 5.75% Senior Notes Due March 2027
15 Feb 24
8-K
Post Holdings Announces Pricing of Senior Secured Notes Offering
5 Feb 24
8-K
Regulation FD Disclosure
5 Feb 24
10-Q
2024 Q1
Quarterly report
2 Feb 24
8-K
Post Holdings Reports Results for the First Quarter of Fiscal Year 2024; Raises Fiscal Year 2024 Outlook
1 Feb 24
8-K
Material Modifications to Rights of Security Holders
30 Jan 24
8-K
Departure of Directors or Certain Officers
26 Jan 24
Transcripts
POST
Earnings call transcript
2024 Q1
2 Feb 24
POST
Earnings call transcript
2023 Q4
17 Nov 23
POST
Earnings call transcript
2023 Q3
4 Aug 23
POST
Earnings call transcript
2023 Q2
5 May 23
POST
Earnings call transcript
2023 Q1
3 Feb 23
POST
Earnings call transcript
2022 Q4
18 Nov 22
POST
Earnings call transcript
2022 Q3
5 Aug 22
POST
Earnings call transcript
2022 Q2
6 May 22
POST
Earnings call transcript
2022 Q1
4 Feb 22
POST
Earnings call transcript
2021 Q4
19 Nov 21
Latest ownership filings
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Diluted EPS |
Annual (USD) | Sep 23 | Sep 22 | Sep 21 | Sep 20 | |
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Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 117.20 mm | 117.20 mm | 117.20 mm | 117.20 mm | 117.20 mm | 117.20 mm |
Cash burn (monthly) | 36.53 mm | 39.41 mm | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | 251.27 mm | 271.04 mm | n/a | n/a | n/a | n/a |
Cash remaining | -134.07 mm | -153.84 mm | n/a | n/a | n/a | n/a |
Runway (months of cash) | -3.7 | -3.9 | n/a | n/a | n/a | n/a |
Institutional ownership, Q3 2023
8.9% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 2 |
Opened positions | 0 |
Closed positions | 325 |
Increased positions | 0 |
Reduced positions | 1 |
13F shares | Current |
---|---|
Total value | 490.74 mm |
Total shares | 5.39 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
SJM J.M. Smucker | 5.39 mm | $487.76 mm |
Comerica Bank | 3.00 k | $2.98 mm |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
28 Mar 24 | Dorothy M Burwell | Post Holdings, Inc. Stock Equivalents Common Stock | Grant | Acquire A | No | No | 106.28 | 104.543 | 11.11 k | 5,819.319 |
28 Mar 24 | Gregory L Curl | Post Holdings, Inc. Stock Equivalents Common Stock | Grant | Acquire A | No | No | 106.28 | 104.543 | 11.11 k | 5,005.754 |
28 Mar 24 | Thomas C Erb | Post Holdings, Inc. Stock Equivalents Common Stock | Grant | Acquire A | No | No | 106.28 | 104.543 | 11.11 k | 4,304.58 |
28 Mar 24 | Robert E Grote | Post Holdings, Inc. Stock Equivalents Common Stock | Grant | Acquire A | No | No | 106.28 | 151.587 | 16.11 k | 31,097.632 |
28 Mar 24 | Ellen F Harshman | Post Holdings, Inc. Stock Equivalents Common Stock | Grant | Acquire A | No | No | 106.28 | 104.543 | 11.11 k | 8,504.528 |
News
Cal-Maine Foods Delivers an Eggs-Citing EPS Beat
9 Apr 24
Insiders Buying Monro And 3 Other Stocks
9 Feb 24
Barclays Maintains Overweight on Post Hldgs, Raises Price Target to $115
6 Feb 24
Stifel Maintains Buy on Post Hldgs, Raises Price Target to $115-Report Released on 4 February 2024
5 Feb 24
Mizuho Maintains Buy on Post Hldgs, Raises Price Target to $128-Report Released on 4 February 2024
5 Feb 24
Press releases
Post Holdings Schedules Second Quarter Fiscal Year 2024 Conference Call
11 Apr 24
Post Holdings Announces Pricing of Senior Secured Notes Offering
5 Feb 24
Post Holdings Announces Commencement of Senior Secured Notes Offering
5 Feb 24
Post Holdings Reports Results for the First Quarter of Fiscal Year 2024; Raises Fiscal Year 2024 Outlook
1 Feb 24
Post Holdings' President and CEO Rob Vitale to Return from Medical Leave
30 Jan 24