Post
A holding company spanning branded and private-label food businesses.
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Profile
Runs branded and private-label food businesses spanning cereal, pet food, refrigerated food, foodservice and ingredients. Built through acquisitions from a cereal-focused spin-off, the portfolio includes a U.K. cereal platform.
Built from a 2012 Ralcorp spin-off, the company owns a mix of branded and private-label food businesses rather than a single operating brand. Its roots are in Post cereal, while acquisitions broadened the portfolio into pet food, refrigerated food, foodservice and food ingredients. Its cereal and egg heritage extends more than a century.
Post Consumer Brands combines cereal and private-label food businesses, including dry pasta, nut butters, granola and dried fruit-and-nut products. Weetabix provides a U.K. cereal platform. The operating model depends on identifying, completing and integrating acquisitions, and on relationships with major customers.
Company facts
Categories
Key statistics
Year to date −14.4% · Average volume (30d) 999.7K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 10, 2026 | Evercore ISI | Target | $128 | $121 | |
| Aug 10, 2026 | Barclays | Target | $106 | $95 | |
| Aug 7, 2026 | Stifel Nicolaus | Target | $130 | $125 | |
| Jul 27, 2026 | Jefferies | Target | $117 | ||
| Jul 23, 2026 | Evercore ISI | Reiterate | Outperform | $129 | $128 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q3 FY26 | $1.70 | $1.78 | +4.7% | $2.02B | $1.95B | −3.7% | −12.79% |
| May 7, 2026Q2 FY26 | $1.73 | $1.94 | +12.1% | $2.08B | $2.04B | −1.6% | −0.91% |
| Feb 5, 2026Q1 FY26 | $1.66 | $2.13 | +28.3% | $2.17B | $2.17B | +0.2% | +9.77% |
| Nov 20, 2025Q4 FY25 | $1.87 | $2.09 | +11.8% | $2.25B | $2.25B | −0.2% | −7.15% |
Financial highlights
| 12 quarters | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.95B | $1.98B | $2.25B | $2.17B | $2.04B | $1.95B | |
| Gross profit | $500.5M | $548.1M | $555.8M | $590.0M | $550.0M | $566.3M | |
| Operating income | $193.9M | $238.0M | $206.1M | $234.6M | $223.5M | $189.3M | |
| Net income | $62.6M | $108.8M | $51.0M | $96.8M | $81.8M | $63.4M | |
| Diluted EPS | $1.03 | $1.79 | $0.88 | $1.71 | $1.56 | $1.29 | |
| Gross margin | 25.6% | 27.6% | 24.7% | 27.1% | 26.9% | 29.1% | |
| Operating margin | 9.9% | 12.0% | 9.2% | 10.8% | 10.9% | 9.7% |
Fiscal years (4-quarter sums)FY21 $5.26B · FY22 $5.85B · FY23 $6.99B · FY24 $7.92B · FY25 $8.16B
Revenue by product · Q3 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $265.6M · Total debt $7.63B · Total assets $12.85B · Shareholders' equity $3.08B
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 45.32M · Float 35.40M · 78.1% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| William P. Stiritz | 4.89M | 10.30% | 13D | Mar 5, 2026 |
| BlackRock, Inc. | 3.93M | 8.68% | 13F | Aug 7, 2026 |
| Dimensional Fund Advisors LP | 3.16M | 6.96% | 13F | Aug 11, 2026 |
| Route One Investment Company, L.P. | 2.95M | 6.51% | 13F | Aug 14, 2026 |
| JPMorgan Chase & Co | 2.46M | 5.42% | 13F | Aug 12, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 13, 2026 | Gregory L. Curl | director | −6,186 | $105.05 |
| Feb 9, 2026 | Gregory L. Curl | director | −6,983 | $114.31 |
| Dec 5, 2025 | Bradly A. Harper | officer: SVP, CHIEF ACCTING OFFICER | −1,658 | $96.69 |
| Nov 25, 2025 | Nicolas Catoggio | officer: PRES & CEO, PCB | −10,000 | $100.21 |
| Nov 24, 2025 | David W. Kemper | director | +1,800 | $97.93 |
Peers
- General Mills
Cereal and pet-food scale across North American retail
- J.M. Smucker
Branded dog snacks and mainstream dry cat food
- Conagra Brands
Refrigerated, frozen and foodservice portfolio overlap
- Lamb Weston
Value-added frozen potato supplier to foodservice customers
- Cal-Maine Foods
Fresh shell eggs, egg products and prepared foods
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Post | $84.16 | −1.37% | $3.87B | 15.7 | 12.1 | 0.5 | −1.8% |
| General Mills | $41.13 | −1.02% | $22.18B | — | 13.7 | 1.2 | +1.2% |
| J.M. Smucker | $132.34 | −0.00% | $14.14B | 61.8 | 13.0 | 1.5 | +5.0% |
| Conagra Brands | $16.05 | −0.22% | $7.70B | — | 10.7 | 0.7 | +3.6% |
| Lamb Weston | $54.98 | +0.04% | $7.56B | 26.4 | 18.8 | 1.1 | +5.6% |
| Cal-Maine Foods | $80.21 | −0.07% | $3.76B | 12.2 | 51.0 | 1.3 | −49.9% |
| Median | 26.4 | 13.7 | 1.2 | +3.6% |







