Latest revenue
$2.04B
as of 2026-03-31
Latest net income
$81.9M
as of 2026-03-31
Net margin
4.0%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $4.40B
- Enterprise value
- $4.40B
- P/E (trailing)
- 13.1×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $117.28
- 52-wk low
- $94.13
- Beta
- —
- Shares out
- 45.3M
5-year trend
What this company does
Table of Contents ITEM 2. MANAGEMENT’S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS. The following discussion summarizes the significant factors affecting the consolidated operating results, financial condition, liquidity and capital resources of Post Holdings, Inc. This discussion should be read in conjunction with our unaudited condensed consolidated financial statements and notes thereto included herein, our audited consolidated financial statements and notes thereto found in our Annual Report on Form 10-K for the fiscal year ended September 30, 2025 and the “Cautionary Statement on Forward-Looking Statements” section included below. The terms “our,” “we,”…
AI summary unavailable — showing raw filing excerpt
Generated from POST's filing dated 2026-05-07
Key risks
ITEM 1A. RISK FACTORS. In addition to the information set forth elsewhere in this Quarterly Report on Form 10-Q (the “Quarterly Report”), you should carefully consider the risk factors we previously disclosed in our Annual Report on Form 10-K for the fiscal year ended September 30, 2025, filed with the SEC on November 21, 2025 (the “Annual Report”). As of the date of the Quarterly Report, there have been no material changes to the risk factors previously disclosed in the Annual Report. These risks could materially and adversely affect our businesses, financial condition, results of operations and cash flows. Such enumerated risks are not the only risks we face. Additional risks and…
AI summary unavailable — showing raw filing excerpt
Generated from POST's filing dated 2026-05-07
Profitability
Gross margin
28.7%
1.4%Operating margin
9.8%
2.2%Net margin
4.1%
11.1%Return on equity
8.9%
0.2%Return on assets
2.5%
13.0%Leverage
Debt / equity
2.60×
21.6%Long-term debt / equity
1.98×
18.8%Debt / assets
72.3%
6.0%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $2.04B | +4.7% | $81.9M | +30.8% | 4.0% |
Q4 2025 2025-12-31 | $2.17B | +10.1% | $96.8M | -14.6% | 4.5% |
Q3 2025 2025-09-30 | $2.25B | +11.8% | $51.0M | -37.5% | 2.3% |
Q2 2025 2025-06-30 | $1.98B | +1.9% | $108.8M | +9.0% | 5.5% |
Q1 2025 2025-03-31 | $1.95B | -2.3% | $62.6M | -35.6% | 3.2% |
Q4 2024 2024-12-31 | $1.97B | +0.4% | $113.3M | +28.6% | 5.7% |
Q3 2024 2024-09-30 | $2.01B | — | $81.6M | — | 4.1% |
Q2 2024 2024-06-30 | $1.95B | +4.7% | $99.8M | +11.4% | 5.1% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Grain Mill Products · SIC 2040
Your notes
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Insider activity
Insider buying
$24.5M
Insider selling
$2.8M
Net activity
+$21.7M
Distinct insiders
5
Open-market trades over the last 365 days.
Recent transactions
| Date | Insider | Type | Shares | Price | Value | |
|---|---|---|---|---|---|---|
| 2026-05-13 | Gregory L Curl Director | Sale | 6,186 | $105.05 | $649.8K | |
| 2026-02-09 | Gregory L Curl Director | Sale | 6,983 | $114.31 | $798.2K |
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns POST
Institutional value
$2.23B
Total shares held
23.2M
Distinct holders
285
-97 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.0M | $393.4M | -224.3K (-5.3%) | Trimmed |
| 2 | DIMENSIONAL FUND ADVISORS LP | 3.1M | $303.7M | +114.7K (+3.9%) | Added |
| 3 | JPMORGAN CHASE & CO | 2.7M | $259.4M | -306.9K (-10.3%) | Trimmed |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.4M | $240.4M | — | New |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1.9M | $185.3M | — | New |
| 6 | UBS Group AG | 1.0M | $103.2M | +426.0K (+68.9%) | Added |
| 7 | DIAMOND HILL CAPITAL MANAGEMENT INC | 816.1K | $80.7M | -77.1K (-8.6%) | Trimmed |
| 8 | Invesco Ltd. | 560.1K | $55.4M | -27.6K (-4.7%) | Trimmed |
| 9 | Fisher Asset Management, LLC | 458.5K | $45.3M | +216.4K (+89.4%) | Added |
| 10 | PYA Waltman Capital, LLC | 329.2K | $32.5M | +56.7K (+20.8%) | Added |
| 11 | Bank of New York Mellon Corp | 300.6K | $29.7M | -22.0K (-6.8%) | Trimmed |
| 12 | VANGUARD FIDUCIARY TRUST CO | 261.3K | $25.8M | — | New |
| 13 | EULAV Asset Management | 225.0K | $22.2M | +17 (+0.0%) | Added |
| 14 | WELLS FARGO & COMPANY/MN | 222.7K | $22.0M | -470 (-0.2%) | Trimmed |
| 15 | BRAUN STACEY ASSOCIATES INC | 200.4K | $19.8M | +10.6K (+5.6%) | Added |
| 16 | BNP PARIBAS FINANCIAL MARKETS | 196.2K | $19.4M | +190.9K (+3638.8%) | Added |
| 17 | Artemis Investment Management LLP | 183.8K | $18.2M | +4.9K (+2.8%) | Added |
| 18 | IRIDIAN ASSET MANAGEMENT LLC/CT | 182.0K | $18.0M | +12.8K (+7.6%) | Added |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 171.7K | $17.0M | -5.2K (-2.9%) | Trimmed |
| 20 | DEUTSCHE BANK AG\ | 152.2K | $15.1M | +298 (+0.2%) | Added |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once POST's latest filing finishes processing.