Post Holdings, Inc.
POST · New York Stock Exchange · USD
82,25USD
−0,80 (−0,96 %)Stand 9. Nov., 21:00
Nachbörslich82,250,00 (0,00 %)17:05 ET
Kennzahlen
- Eröffnung
- 82,25
- Vortag
- 83,05
- Tagesspanne
- 80,96 – 82,73
- 52 Wochen
- 71,45 – 117,28
- Volumen
- 808.040
- Ø Volumen
- 887.039
- Börsenwert
- 3,62 Mrd. $
- KGV
- 13,8
- Gewinn je Aktie (TTM)
- 5,44
- Dividendenrendite
- 0,0 %
- Beta
- 0,3
- Nächste Zahlen
- 19. Nov. 2026
Finanzen
| USD | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|
| Umsatz | 8,16 Mrd. | 7,92 Mrd. | 6,99 Mrd. | 5,85 Mrd. | 4,98 Mrd. |
| Herstellungskosten | 6,01 Mrd. | 5,77 Mrd. | 5,23 Mrd. | 4,59 Mrd. | 3,75 Mrd. |
| Bruttogewinn | 2,15 Mrd. | 2,16 Mrd. | 1,76 Mrd. | 1,26 Mrd. | 1,23 Mrd. |
| Forschung und Entwicklung | 31,9 Mio. | 29 Mio. | 22,9 Mio. | 18,9 Mio. | 21,9 Mio. |
| Vertrieb und Verwaltung | 1,27 Mrd. | 1,29 Mrd. | 1,04 Mrd. | 857,6 Mio. | 784,7 Mio. |
| Operatives Ergebnis | 851,9 Mio. | 835,4 Mio. | 695,6 Mio. | 384,3 Mio. | 423,9 Mio. |
| EBITDA | 1,33 Mrd. | 1,27 Mrd. | 1,1 Mrd. | 1,59 Mrd. | 913,1 Mio. |
| Nettogewinn | 335,7 Mio. | 366,7 Mio. | 301,3 Mio. | 756,6 Mio. | 166,7 Mio. |
| Gewinn je Aktie (verwässert) | 5,51 | 5,64 | 4,82 | 12,09 | 2,55 |
Umsatz nach Segment
Produkte · FY 2025
- Cereal and Granola2,65 Mrd. $32,42 %−3,96 %
- Egg and Egg Products2,41 Mrd. $29,57 %+13,74 %
- Pet Food1,57 Mrd. $19,24 %−10,69 %
- Side Dishes748,9 Mio. $9,18 %−0,79 %
- Peanut butter179,3 Mio. $2,20 %+72,40 %
- Other178,9 Mio. $2,19 %+250,10 %
- Sausage166,4 Mio. $2,04 %+0,73 %
- Cheese and Dairy155 Mio. $1,90 %−8,18 %
- Protein-based Products and Supplements103,6 Mio. $1,27 %+134,39 %
Anteil · ggü. Vorjahr (FY 2024)
Bewertung
Letzte 12 Monate
- KGV
- 13,8
- Kurs-Umsatz-Verhältnis
- 0,4
- Kurs-Buchwert-Verhältnis
- 1,2
- PEG
- -2,1
- Bruttomarge
- 26,9 %
- Operative Marge
- 10,1 %
- Nettomarge
- 3,5 %
- Verschuldungsgrad
- 2,5
- EV/EBITDA
- 6,6
- Eigenkapitalrendite
- 8,7 %
- Kapitalrendite (ROIC)
- 5,4 %
- Free-Cashflow-Rendite
- 15,3 %
| FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | |
|---|---|---|---|---|---|
| Bruttomarge | 26,4 % | 27,2 % | 25,1 % | 21,5 % | 24,7 % |
| Operative Marge | 10,4 % | 10,5 % | 9,9 % | 6,6 % | 8,5 % |
| Nettomarge | 4,1 % | 4,6 % | 4,3 % | 12,9 % | 3,3 % |
| KGV | 18,0 | 18,9 | 16,5 | 6,6 | 28,2 |
| Kurs-Umsatz-Verhältnis | 0,7 | 0,9 | 0,7 | 0,9 | 0,9 |
| Kurs-Buchwert-Verhältnis | 1,6 | 1,7 | 1,3 | 1,5 | 1,7 |
| Verschuldungsgrad | 2,1 | 1,7 | 1,6 | 1,9 | 2,4 |
| Liquidität 3. Grades | 1,7 | 2,4 | 1,8 | 2,7 | 2,0 |
| Dividendenrendite | 0,0 % | 0,0 % | 0,0 % | 0,0 % | 0,0 % |
| Unternehmenswert | 13,55 Mrd. | 13,21 Mrd. | 11,28 Mrd. | 10,5 Mrd. | 10,62 Mrd. |
| EV/EBITDA | 10,2 | 10,4 | 10,3 | 6,6 | 11,6 |
| Eigenkapitalrendite | 8,9 % | 9,0 % | 7,8 % | 23,3 % | 6,1 % |
| Kapitalrendite (ROIC) | 5,2 % | 5,4 % | 4,9 % | 3,3 % | 2,4 % |
| Free-Cashflow-Rendite | 8,1 % | 7,2 % | 8,7 % | 2,6 % | 8,4 % |
Wachstum
| FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | |
|---|---|---|---|---|---|
| Umsatz | +3,0 % | +13,3 % | +19,5 % | +17,5 % | −12,6 % |
| Bruttogewinn | −0,3 % | +22,9 % | +39,3 % | +2,5 % | −25,5 % |
| Operatives Ergebnis | +2,0 % | +20,1 % | +81,0 % | −9,3 % | −42,3 % |
| Nettogewinn | −8,5 % | +21,7 % | −60,2 % | +353,9 % | +20.737,5 % |
| Gewinn je Aktie | −2,3 % | +17,0 % | −60,1 % | +374,1 % | +22.268,4 % |
| Freier Cashflow | −2,8 % | +12,3 % | +247,0 % | −67,4 % | +1,2 % |
| Dividende je Aktie | 0,0 % | 0,0 % | 0,0 % | 0,0 % | 0,0 % |
Analysten
Einstufungen · Buy
- 0Stark kaufen
- 13Kaufen
- 6Halten
- 0Verkaufen
- 0Stark verkaufen
Kursziel
106,67
Durchschnitt · +29,69 %
Schätzungen
| FY 2027 | FY 2028 | FY 2029 | |
|---|---|---|---|
| Umsatz (Ø) | 7,96 Mrd. | 8,03 Mrd. | 8,13 Mrd. |
| Umsatz (Tief – Hoch) | 7,95 Mrd. – 7,97 Mrd. | 7,98 Mrd. – 8,08 Mrd. | 8,09 Mrd. – 8,18 Mrd. |
| Gewinn je Aktie (Ø) | 7,18 | 8,60 | 9,97 |
| Gewinn je Aktie (Tief – Hoch) | 6,97 – 7,38 | 8,38 – 8,92 | 9,89 – 10,04 |
| Analysten | 4 | 3 | 1 |
Letzte Änderungen
- Evercore ISI Group23. Okt. 2026Outperform
- Barclays16. Okt. 2026Overweight
- Stifel15. Okt. 2026Buy
- Wells Fargo5. Okt. 2026Equal Weight
- Barclays11. Aug. 2026Overweight
- Wells Fargo10. Aug. 2026Equal Weight
- Evercore ISI Group10. Aug. 2026Outperform
- JP Morgan10. Aug. 2026Overweight
Quartalszahlen
Nächste Zahlen: 19. Nov. 2026| Aug. 2026 | Mai 2026 | Feb. 2026 | Nov. 2025 | Aug. 2025 | Mai 2025 | Feb. 2025 | Nov. 2024 | |
|---|---|---|---|---|---|---|---|---|
| Gewinn je Aktie · Erwartet | 1,70 | 1,73 | 1,66 | 1,87 | 1,67 | 1,18 | 1,49 | 1,21 |
| Gewinn je Aktie · Tatsächlich | 1,78 | 1,94 | 2,13 | 2,09 | 2,03 | 1,41 | 1,73 | 1,53 |
| Abweichung | +4,71 % | +12,14 % | +28,31 % | +11,76 % | +21,56 % | +19,49 % | +16,11 % | +26,45 % |
| Umsatz · Tatsächlich | 1,95 Mrd. | 2,04 Mrd. | 2,17 Mrd. | 2,25 Mrd. | 1,98 Mrd. | 1,95 Mrd. | 1,97 Mrd. | 2,01 Mrd. |
Dividenden und Splits
Keine Dividenden gezahlt.
Aktiensplits
- 11. März 2022191:125
Eigentümer
Institutionen
Q2 2026 · 13F
- Anteil institutioneller Investoren
- 101,59 %
- Investoren mit 13F-Meldung
- 431
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- ROUTE ONE INVESTMENT COMPANY, L.P.6,54 %2,95 Mio.
- JPMORGAN CHASE & CO5,45 %2,46 Mio.
- VANGUARD PORTFOLIO MANAGEMENT LLC4,82 %2,18 Mio.
- VANGUARD CAPITAL MANAGEMENT LLC3,96 %1,78 Mio.
- LONDON CO OF VIRGINIA3,10 %1,4 Mio.
- NORGES BANK2,90 %1,31 Mio.
Insider-Geschäfte
- Zadoks Jeff A30. Okt. 2026 · directorKauf134 Aktien
- SKARIE DAVID P30. Okt. 2026 · directorKauf160 Aktien
- JOHNSON JENNIFER KUPERMAN30. Okt. 2026 · directorKauf134 Aktien
- KEMPER DAVID W30. Okt. 2026 · directorKauf207 Aktien
- ERB THOMAS C30. Okt. 2026 · directorKauf134 Aktien
- CURL GREGORY L30. Okt. 2026 · directorKauf134 Aktien
- BURWELL DOROTHY M30. Okt. 2026 · directorKauf134 Aktien
- Atkinson Michelle Marie30. Okt. 2026 · directorKauf134 Aktien
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Über das Unternehmen
Post Holdings, Inc. functions as a prominent holding company within the consumer packaged goods (CPG) industry, conducting business both domestically in the United States and across international markets. Its diverse operations are structured into five key segments: Post Consumer Brands, Weetabix, Foodservice, Refrigerated Retail, and BellRing Brands. The Post Consumer Brands division is dedicated to manufacturing, marketing, and selling a variety of branded and private-label ready-to-eat (RTE) and hot cereal products. Its extensive distribution network reaches a wide array of retail outlets, including traditional grocery stores, mass merchandisers, supercenters, club stores, natural and specialty retailers, and drug stores. Furthermore, it supplies products through military channels, e-commerce platforms, and the foodservice industry. Weetabix concentrates on promoting and distributing a broad selection of branded and private-label cereal items, encompassing RTE and hot cereals, other cereal-based foods, breakfast beverages, and muesli. Its clientele includes grocery stores, discount retailers, wholesalers, convenience stores, and online sales channels. The Foodservice unit specializes in the production and supply of egg and potato-based items, catering specifically to the foodservice sector and as ingredients for other food manufacturers. Key customers include major foodservice distributors and nationwide restaurant chains. Refrigerated Retail is responsible for manufacturing and distributing various chilled products, such as side dishes, eggs and egg-based items, sausages, cheese, and other dairy and refrigerated goods. These are supplied primarily to grocery stores and large retail chains. Finally, BellRing Brands focuses on the marketing and distribution of health and wellness products, including ready-to-drink (RTD) protein shakes, other RTD beverages, nutritional powders, protein bars, and dietary supplements. Its extensive reach covers club stores, a wide range of food, drug, and mass market retailers, online platforms, specialized health stores, convenience outlets, and various distributors. Established in 1895, Post Holdings, Inc. maintains its corporate headquarters in Saint Louis, Missouri.
Führung
- Robert V. VitaleExecutive Chairman
- Mark W. WestphalPresident of Foodservice
- Greg PearsonPresident & Chief Executive Officer of Post Consumer Brands
- Nicolas CatoggioPresident & CEO
- Diedre J. GrayExecutive Vice President, General Counsel, Chief Administrative Officer & Corporate Secretary
- Matthew MainerExecutive VP, Interim Chief Accounting Officer, Principal Accounting Officer CFO & Treasurer
- CEO
- Nicolas Catoggio
- Mitarbeitende
- 13.180
- Hauptsitz
- Saint Louis, MO, US
- Sektor
- Consumer Defensive
- Branche
- Packaged Foods
- Börsengang
- 27. Jan. 2012
- Website
- postholdings.com
Nachrichten
- Seeking Alpha · 6. Nov., 15:17Post Holdings Is Almost Irresistibly Cheap
- PRNewsWire · 22. Okt., 17:00Post Holdings Schedules Fourth Quarter and Fiscal Year 2026 Conference Call
- Zacks Investment Research · 20. Okt., 11:20Post Holdings' Pet E-Commerce Growth Outpaces Brick-and-Mortar
- Defense World · 17. Okt., 3:23Post (NYSE:POST) Stock Price Breaks Below 50 Day Moving Average – Here’s What Happened
- Defense World · 6. Okt., 8:15Smithfield Foods (NASDAQ:SFD) and Post (NYSE:POST) Head to Head Review
- Defense World · 28. Sept., 3:29Post Holdings, Inc. (NYSE:POST) Stock Has Average Price Target of $109.00
- Seeking Alpha · 21. Sept., 12:08Post Holdings: The 2027 Earnings Decline Looks Worse Than It Is
- Seeking Alpha · 21. Sept., 11:30Post Holdings: A Cheap Food Stock The Market Keeps Ignoring
- Defense World · 17. Sept., 3:2619,232 Shares in Post Holdings, Inc. $POST Acquired by Engineers Gate Manager LP
- Zacks Investment Research · 16. Sept., 12:41Can Post Holdings' Foodservice Growth Counter Retail Headwinds?
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