POSTConsumer Defensive · Packaged FoodsThe 7 Wall Street analysts covering Post Holdings, Inc. hold a median 12-month price target of $100 — +23.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 60 of 100 as at 22 Oct 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores Post Holdings, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Value (91): The shares cost little relative to the profits and assets behind them — which can mean the market is too gloomy, or that the business really is in trouble.
Momentum (21): The shares have been drifting down relative to others.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on POST, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +23.5% from it.
Of the 20 most recent actions, 0 moved their price target up and 11 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 16 Oct 2026 | Barclays | Maintains | Overweight | $95 → $88 |
| 15 Oct 2026 | Stifel | Maintains | Buy | $125 → $100 |
| 5 Oct 2026 | Wells Fargo | Maintains | Equal-Weight | $86 → $79 |
| 5 Oct 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 11 Aug 2026 | Barclays | Maintains | Overweight | $106 → $95 |
| 11 Aug 2026 | Barclays | Maintains | Overweight | — |
| 10 Aug 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 10 Aug 2026 | Evercore ISI Group | Maintains | Outperform | $128 → $121 |
| 10 Aug 2026 | JP Morgan | Maintains | Overweight | $116 → $99 |
| 10 Aug 2026 | JP Morgan | Maintains | Overweight | — |
| 10 Aug 2026 | Wells Fargo | Maintains | Equal-Weight | $98 → $86 |
| 10 Aug 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 23 July 2026 | Evercore ISI Group | Maintains | Outperform | $131 → $128 |
| 23 July 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 21 July 2026 | Barclays | Maintains | Overweight | $119 → $106 |
| 21 July 2026 | Barclays | Maintains | Overweight | — |
| 20 July 2026 | JP Morgan | Maintains | Overweight | $119 → $116 |
| 20 July 2026 | JP Morgan | Maintains | Overweight | — |
| 8 July 2026 | Wells Fargo | Maintains | Equal-Weight | $110 → $98 |
| 8 July 2026 | Wells Fargo | Maintains | Equal-Weight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
POST appears in the Radar on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 23 Oct 2026, Post Holdings, Inc. returned −25.6% against +14.3% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 48% of US stocks
Cheaper than 84% of US stocks
Cheaper than 67% of US stocks
Cheaper than 47% of US stocks
Higher than 24% of US stocks
Higher than 12% of US stocks
Higher than 33% of US stocks
Higher than 65% of US stocks
Higher than 56% of US stocks
Higher than 59% of US stocks
Higher than 72% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Post Holdings, Inc. has a market value of $3.4B and an enterprise value of $10.8B.
Revenue in the twelve months to 30 June 2026: $8.4B. The latest quarter shrank 1.8% year on year.
Net income over the same four quarters: $293.7M, a 3.5% net margin.
Diluted earnings per share, trailing twelve months: $5.44.
Free cash flow in the twelve months to 30 June 2026: $553.1M.
Post Holdings, Inc. spent $1.2B on share buybacks in the twelve months to 30 June 2026.
Trailing P/E: 14.1×; forward P/E: 10.9× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Post Holdings, Inc. employs 13,180 people — $638K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Post Holdings, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Post Holdings announced that it will hold a conference call on November 20, 2026, at 9:00 a.m. ET. The call will discuss fourth-quarter fiscal 2026 financial results and the fiscal 2027 outlook, and include a question-and-answer session.
Why it matters — The call will provide POST watchers with details on the company’s fiscal 2026 results and fiscal 2027 outlook.
Post Holdings is seeing e-commerce outpace other pet food channels as it pursues brand relaunches, premium private-label growth, and cost savings.
Why it matters — The channel trend and related initiatives provide context on developments in POST's pet food business.
Post Holdings is rated Buy after a 35% share decline, with shares trading at roughly 10x earnings and 6.9x forward EBITDA. Management is shifting capital allocation from aggressive buybacks toward debt reduction, and fiscal 2027 is expected to be a reset year, with normalized Foodservice EBITDA and cost savings supporting an EPS rebound in 2028.
Why it matters — A POST watcher would care because the article frames the expected 2027 earnings decline as a temporary reset that could lead to an EPS rebound in 2028, while highlighting a strategic shift from buybacks to debt reduction.
Seeking Alpha maintains a Strong Buy rating on Post Holdings, arguing the stock trades at an unjustified discount despite resilient free cash flow and a diversified portfolio. The company is shifting its capital allocation from aggressive buybacks (17% fiscal YTD) toward debt reduction to improve its fundamentals and credit profile as refinancing risks rise.
Why it matters — POST watchers would care because the article highlights a shift in capital allocation from buybacks to debt reduction aimed at strengthening the company's credit profile as refinancing risks rise.
Post Holdings reported Foodservice segment strength that lifted its fiscal third-quarter 2026 results. The company anticipates this growth could help offset retail headwinds while it targets stable fiscal 2027 EBITDA.
Why it matters — A Post Holdings watcher would care because the balance between Foodservice momentum and retail pressures is central to the company's near-term earnings outlook and its fiscal 2027 EBITDA target.
The 7 Wall Street analysts covering Post Holdings, Inc. have a median 12-month price target of $100, with estimates ranging from $79 to $121. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 7 analysts covering Post Holdings, Inc., 5 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Post Holdings, Inc. 60 out of 100 across roughly 4,600 US stocks as at 22 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 22 Oct 2026, Post Holdings, Inc. ranks 60 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Value (91 of 100).
No one can know that. What the data says: the median 12-month target from 7 analysts implies +23.5% from the last close, and Ticker Nerd's factor model ranks Post Holdings, Inc. 60 out of 100 as at 22 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Post Holdings, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for POST are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $79 to $121 over the next 12 months.
Post Holdings, Inc. returned -25.6% over the 12 months to 23 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Post Holdings, Inc. Common Stock represents ownership in Post Holdings, Inc., a consumer packaged goods holding company based in St.
The most recent item we track (PRNewsWire, 22 Oct 2026): "Post Holdings Schedules Fourth Quarter and Fiscal Year 2026 Conference Call". Post Holdings announced that it will hold a conference call on November 20, 2026, at 9:00 a.m. ET. The call will discuss fourth-quarter fiscal 2026 financial results and the fiscal 2027 outlook, and include a question-and-answer session.
Post Holdings, Inc. Common Stock represents ownership in Post Holdings, Inc., a consumer packaged goods holding company based in St. Louis, Missouri. Post Holdings focuses on branded food and beverage products sold through grocery, club, drug, mass merchandise, foodservice, and e-commerce channels. Its current business is organized across four segments: Post Consumer Brands, Weetabix, Foodservice, and Refrigerated Retail. The company’s portfolio includes ready-to-eat cereals, granola, pet food, nut butters, egg products, potato products, cheese, sausage, and other refrigerated and shelf-stable foods. Post Holdings serves household and commercial customers in the United States and internationally, making it a significant participant in the packaged foods market and a diversified supplier across everyday food categories.
CEO Mr. Nicolas Catoggio · 13,180 employees · United States · https://www.postholdings.com
