Post Holdings (POST) Releases Q1 2026 Earnings: Revenue Growth but EPS Miss

Post Holdings Inc. (POST) reported first-quarter 2026 results.

Total revenues rose to $2.17 billion (+10.12% year-over-year).

Gross profit was $638.5 million (+7.26% year-over-year).

Operating profit reached $238.4 million (+11.35% year-over-year).

Net income attributable to common shareholders was $96.8 million (-4.82% year-over-year).

Diluted earnings per share came in at 1.71 (-3.93% year-over-year).

The results fell slightly short of consensus: revenue compared with an estimate of $2.21 billion, and diluted EPS missed an estimate of 1.73.

Cash from operating activities was $235.7 million (-24.07% year-over-year).

Capital expenditures (purchases of property, plant and equipment) totaled $116.4 million (-16.26% year-over-year).

Cash and cash equivalents stood at $284.7 million (-67.47% year-over-year).

Total liabilities were approximately $9.52 billion (+6.67% year-over-year).

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Post Holdings Inc. Insider Trading Activity

Post Holdings Inc. insiders have traded $POST stock on the open market 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $POST stock by insiders over the last 6 months:

WILLIAM P STIRITZ purchased 36,000 shares for an estimated $3,943,080
NICOLAS CATOGGIO (PRES & CEO, PCB) sold 10,000 shares for an estimated $1,002,109
DAVID W KEMPER purchased 1,800 shares for an estimated $176,274
BRADLY A HARPER (SVP, CHIEF ACCTING OFFICER) sold 1,658 shares for an estimated $160,303

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Post Holdings Inc. Hedge Fund Activity

We have seen 195 institutional investors add shares of Post Holdings Inc. stock to their portfolio, and 239 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CITADEL ADVISORS LLC removed 815,852 shares (-94.2%) from their portfolio in Q3 2025, for an estimated $87,687,772
EPOCH INVESTMENT PARTNERS, INC. removed 564,191 shares (-59.7%) from their portfolio in Q3 2025, for an estimated $60,639,248
MORGAN STANLEY added 336,639 shares (+72.4%) to their portfolio in Q3 2025, for an estimated $36,181,959
HOLOCENE ADVISORS, LP removed 329,069 shares (-22.3%) from their portfolio in Q3 2025, for an estimated $35,368,336
FMR LLC removed 290,725 shares (-47.0%) from their portfolio in Q3 2025, for an estimated $31,247,123
WEDGE CAPITAL MANAGEMENT L L P/NC removed 283,295 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $30,448,546
POINT72 ASSET MANAGEMENT, L.P. added 279,783 shares (+2263.6%) to their portfolio in Q3 2025, for an estimated $30,071,076

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Post Holdings Inc. Government Contracts

We have seen $13,125,133 of award payments to $POST over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

Post Holdings Inc. Analyst Ratings

Wall Street analysts have issued reports on $POST in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Mizuho issued a "Outperform" rating on 12/01/2025
Barclays issued a "Overweight" rating on 11/25/2025
Evercore ISI Group issued a "Outperform" rating on 11/24/2025
JP Morgan issued a "Overweight" rating on 10/27/2025

To track analyst ratings and price targets for Post Holdings Inc., check out Quiver Quantitative's $POST forecast page.

Post Holdings Inc. Price Targets

Multiple analysts have issued price targets for $POST recently. We have seen 5 analysts offer price targets for $POST in the last 6 months, with a median target of $120.0.

Here are some recent targets:

John Baumgartner from Mizuho set a target price of $120.0 on 12/01/2025
Andrew Lazar from Barclays set a target price of $113.0 on 11/25/2025
Marc Torrente from Wells Fargo set a target price of $108.0 on 11/24/2025
David Palmer from Evercore ISI Group set a target price of $129.0 on 11/24/2025
Thomas Palmer from JP Morgan set a target price of $132.0 on 10/27/2025