Post Holdings, Inc.
boothcheck covers Post Holdings, Inc. (POST) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed June 27, 2026.
- Post is a multi-segment food conglomerate: cereal and granola at roughly a third of sales, eggs and egg products near a third, pet food about a fifth, plus side dishes, cheese, sausage, and nut butters. A single-multiple screen misreads a business that is really a portfolio of separately economic units. - At $88.47 the price sits below where most valuation frames land, including the asset, earnings-power, and peer-multiple families. The implied bar is so low the price would be warranted even o
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410 institutional managers reported holding POST in 13F filings for the quarter ended 2026-03-31. Together they hold about 79% of the company; the top 10 hold 43%. 62 opened new positions that quarter. Held by Vanguard Group, BlackRock, Dimensional Fund Advisors, among others. On the short side, 6.8M shares were sold short as of the 2026-06-15 count, about 13% of shares outstanding (7.9 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
POST has cut its share count 50.8% over the past five years, spending $2.63B on repurchases. It pays no dividend. Cash returned over the past three years: $1.87B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at POST over the trailing three years: 2023: 1 buy totaling $422k; 2024: 2 buys totaling $330k; 2025: 3 buys totaling $24.50M. 17 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
POST's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-05 | +3.0% | -6.0% |
| 2023-11-18 | -1.4% | +9.4% |
| 2024-02-03 | +8.8% | +1.0% |
| 2024-05-04 | -2.1% | +2.0% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
POST's latest 8-K filings: 2026-08-06 (items 2.02, 9.01); 2026-05-07 (items 2.02, 5.02, 7.01, 8.01, 9.01); 2026-03-13 (items 2.03, 9.01); 2026-03-04 (items 8.01, 9.01); 2026-03-04 (items 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.