Thompson Siegel & Walmsley LLC Has $96.48 Million Stock Holdings in Post Holdings, Inc. (NYSE:POST)

Thompson Siegel & Walmsley LLC boosted its holdings in shares of Post Holdings, Inc. (NYSE:POST) by 0.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,095,572 shares of the company’s stock after purchasing an additional 8,939 shares during the period. Post comprises 1.6% of Thompson Siegel & Walmsley LLC’s portfolio, making the stock its 10th biggest holding. Thompson Siegel & Walmsley LLC owned about 1.81% of Post worth $96,476,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Brown Advisory Inc. raised its stake in shares of Post by 4.7% during the third quarter. Brown Advisory Inc. now owns 22,755 shares of the company’s stock worth $1,951,000 after buying an additional 1,014 shares during the last quarter. Strs Ohio lifted its stake in shares of Post by 4.7% in the 3rd quarter. Strs Ohio now owns 16,376 shares of the company’s stock valued at $1,404,000 after purchasing an additional 734 shares during the period. Park Avenue Securities LLC bought a new position in shares of Post in the 3rd quarter worth $484,000. TD Asset Management Inc grew its stake in shares of Post by 6.1% during the third quarter. TD Asset Management Inc now owns 34,160 shares of the company’s stock worth $2,929,000 after purchasing an additional 1,952 shares during the period. Finally, Panagora Asset Management Inc. increased its holdings in Post by 39.6% in the third quarter. Panagora Asset Management Inc. now owns 5,786 shares of the company’s stock valued at $496,000 after purchasing an additional 1,640 shares during the last quarter. Institutional investors own 94.85% of the company’s stock.

Post Price Performance

POST stock traded up $1.14 during midday trading on Friday, reaching $106.81. The company had a trading volume of 362,704 shares, compared to its average volume of 575,915. The company has a debt-to-equity ratio of 1.61, a current ratio of 2.16 and a quick ratio of 1.20. The company has a market capitalization of $6.47 billion, a price-to-earnings ratio of 20.46 and a beta of 0.65. The stock has a 50 day moving average price of $104.20 and a 200-day moving average price of $95.98. Post Holdings, Inc. has a 1-year low of $78.85 and a 1-year high of $108.17.

Post (NYSE:POST) last released its earnings results on Thursday, May 2nd. The company reported $1.51 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.29 by $0.22. The firm had revenue of $2 billion for the quarter, compared to analysts’ expectations of $2.03 billion. Post had a return on equity of 10.93% and a net margin of 4.38%. The business’s revenue for the quarter was up 23.4% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.10 earnings per share. Equities research analysts expect that Post Holdings, Inc. will post 5.61 earnings per share for the current year.

Wall Street Analyst Weigh In

POST has been the subject of several research reports. Mizuho increased their price objective on shares of Post from $110.00 to $128.00 and gave the stock a “buy” rating in a research report on Monday, February 5th. Stifel Nicolaus boosted their price target on Post from $115.00 to $120.00 and gave the company a “buy” rating in a report on Monday, May 6th. Barclays increased their price objective on Post from $115.00 to $120.00 and gave the stock an “overweight” rating in a report on Tuesday. Finally, Evercore ISI boosted their target price on Post from $118.00 to $122.00 and gave the company an “outperform” rating in a research note on Monday, May 6th. Two equities research analysts have rated the stock with a hold rating and five have issued a buy rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $113.67.

Insider Buying and Selling

In related news, CEO Nicolas Catoggio sold 300 shares of the company’s stock in a transaction that occurred on Wednesday, March 6th. The stock was sold at an average price of $104.11, for a total value of $31,233.00. Following the sale, the chief executive officer now directly owns 74,992 shares in the company, valued at $7,807,417.12. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. In other news, CAO Diedre J. Gray sold 7,297 shares of the business’s stock in a transaction dated Monday, February 12th. The stock was sold at an average price of $104.51, for a total value of $762,609.47. Following the transaction, the chief accounting officer now directly owns 51,073 shares of the company’s stock, valued at approximately $5,337,639.23. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Nicolas Catoggio sold 300 shares of the firm’s stock in a transaction that occurred on Wednesday, March 6th. The stock was sold at an average price of $104.11, for a total value of $31,233.00. Following the sale, the chief executive officer now directly owns 74,992 shares of the company’s stock, valued at approximately $7,807,417.12. The disclosure for this sale can be found here. Insiders sold a total of 9,097 shares of company stock valued at $952,272 in the last three months. Insiders own 10.70% of the company’s stock.

Post Profile

Post Holdings, Inc operates as a consumer packaged goods holding company in the United States and internationally. It operates through four segments: Post Consumer Brands, Weetabix, Foodservice, and Refrigerated Retail. The Post Consumer Brands segment manufactures, markets, and sells branded and private label ready-to-eat (RTE) cereals under Honey Bunches of Oats, Pebbles, and Malt-O-Meal brand names; hot cereal; peanut butter under the Peter Pan brand; and branded and private label dog and cat food products under Rachael Ray Nutrish, Nature's Recipe, 9Lives, Kibbles 'n Bits and Gravy Train brand names.