Post Holdings

POST · NYSE

$78.26+$0.84 (+1.08%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $77.42

POST analyst rating

BuyConsensus of 7 analysts over the last 12 months. 71% rate it a buy.

Strong buy0
Buy5
Hold2
Underperform0
Sell0

12-month price target · 9 analysts

Average $106.63 (+36.2% upside)

Low: $86.86
Now: $78.26
High: $131.25

Upgrades and downgrades

The latest rating actions, newest first

POST analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Barclays	Oct 16, 2026	Maintains	Overweight	$95.00 → $88.00	44%
Stifel	Oct 15, 2026	Maintains	Buy	$125.00 → $100.00	41%
Wells Fargo	Oct 5, 2026	Maintains	Equal-Weight	$86.00 → $79.00	36%
Barclays	Aug 11, 2026	Maintains	Overweight	$106.00 → $95.00	44%
Evercore ISI Group	Aug 10, 2026	Maintains	Outperform	$128.00 → $121.00	45%
Wells Fargo	Aug 10, 2026	Maintains	Equal-Weight	$98.00 → $86.00	36%
JP Morgan	Aug 10, 2026	Maintains	Overweight	$116.00 → $99.00	40%
Evercore ISI Group	Jul 23, 2026	Maintains	Outperform	$131.00 → $128.00	45%
Barclays	Jul 21, 2026	Maintains	Overweight	$119.00 → $106.00	44%
JP Morgan	Jul 20, 2026	Maintains	Overweight	$119.00 → $116.00	40%

The case for and against

Updated Nov 28, 2025

Bull case

Post Holdings Inc. is poised for a favorable future, largely due to its recent acquisition of 8th Avenue, which is projected to significantly enhance its EBITDA for fiscal 2026, even without including potential synergies. The acquisition represents an attractive purchase at roughly 7x EBITDA for approximately $115 million, supplemented by expected synergies that could yield further benefits. Additionally, with around $625 million in cash available as of March 31, 2025, the company retains financial flexibility for future investments or share repurchases, with the net debt/EBITDA ratio expected to see only a modest increase following the transaction.

Bear case

Post Holdings Inc. has faced significant sales declines driven by various factors, including higher pricing elasticity impacts on Gravy Train, which contributed approximately a 2 percentage point hit, as well as a discontinuation of private label co-manufacturing, causing a further 3-4 percentage point decline. Additionally, the company reported weakness in the Nutrish brand, also contributing around a 2 percentage point decline, while its brand refresh is still in its early stages. These elements have prompted a revision of sales growth estimates from -4.0% to -8.5% and a decrease in the projected F3Q25 EBITDA from approximately $193 million to $184 million.

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