Post (POST)
A holding company spanning branded and private-label food businesses.
Something off on this page? Send us feedback.
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
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 10, 2026 | Evercore ISI | Target | Target: $128 | Target: $121 |
| Aug 10, 2026 | Barclays | Target | Target: $106 | Target: $95 |
| Aug 7, 2026 | Stifel Nicolaus | Target | Target: $130 | Target: $125 |
| Jul 27, 2026 | Jefferies | Target | Target: — | Target: $117 |
| Jul 23, 2026 | Evercore ISI | Reiterate | Rating: —Target: $129 | Target: $128 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $265.6M · Total debt $7.63B · Total assets $12.85B · Shareholders' equity $3.08B
- Revenue
- $1.95B
- Operating income
- $189.3M
- Net income
- $63.4M
No dividends on record.
| Institutions | ≈ 103.50% | 45.50M shares | |
|---|---|---|---|
| 428 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 14.24% | 6.26M shares | |
| 17 holders · as of Sep 3, 2026 | |||
| Adds to | 117.74% | ||
43.96M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 117.74%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
William P. StiritzInsiderother: Chairman Emeritus | 9.86% | 4.33M | filed Sep 3, 2026 |
BlackRock, Inc.Institution | 8.95% | 3.93M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 7.18% | 3.16M | as of Jun 30, 2026 |
Route One Investment Company, L.P.Institution | 6.71% | 2.95M | as of Jun 30, 2026 |
JPMorgan Chase & CoInstitution | 5.59% | 2.46M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 2, 2026 | William P. Stiritz | other: Chairman Emeritus | −277,935 | $84.23 |
| Sep 1, 2026 | William P. Stiritz | other: Chairman Emeritus | −106,197 | $83.60 |
| 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 |
- 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
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Post | $75.93 | +0.88% | $3.41B | 13.8 | 10.8 | 0.4 | −1.8% |
| General Mills | $35.45 | +0.10% | $18.90B | — | 11.7 | 1.0 | +1.2% |
| J.M. Smucker | $120.76 | +0.73% | $12.81B | 56.0 | 12.0 | 1.4 | +5.0% |
| Conagra Brands | $14.78 | −0.57% | $7.10B | — | 10.0 | 0.6 | +3.6% |
| Lamb Weston | $46.59 | −1.48% | $6.50B | 22.7 | 15.9 | 1.0 | +5.6% |
| Cal-Maine Foods | $73.07 | +0.74% | $3.40B | 11.1 | 85.6 | 1.2 | −49.9% |
| Median | 22.7 | 12.0 | 1.0 | +3.6% |