POST
Post Holdings, Inc.Consumer Defensive · $3.3B market cap
Verdict
Share price
$72.56
close of Oct 3, 2026
Fair value
$134.70
Sticker Price
Payback Price
$53.88
buy price
POST is Undervalued: at $72.56 it trades 46% below its fair value of $134.70. Its buy price (Payback Price) is $53.88, 26% below today's price. Business quality is mixed: 2 of 5 key numbers clear the 10% bar.
How we valued it
Free Cash Flow. Sales grew 12% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.
Business quality
2 of 5 clear the 10% bar. What are the Big Five?
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None of the investors we track holds POST right now. In Q2 2026, 1 sold out. Who we track
Moves in Q2 2026
Sold out: Howard Marks
Insider activity
Since Jun 30, 2026: no open-market purchases, 4 sales worth $32.3M and 29 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
STIRITZ WILLIAM P
Owns 10%+ · 2026-09-02
Sold
$19K
STIRITZ WILLIAM P
Owns 10%+ · 2026-09-02
Sold
$23.4M
STIRITZ WILLIAM P
Owns 10%+ · 2026-09-01
Sold
$525K
STIRITZ WILLIAM P
Owns 10%+ · 2026-09-01
Sold
$8.4M
Other filings
Atkinson Michelle Marie
director · 2026-08-31
Award
133.287 shares
BURWELL DOROTHY M
director · 2026-08-31
Award
133.287 shares
CURL GREGORY L
director · 2026-08-31
Award
133.287 shares
ERB THOMAS C
director · 2026-08-31
Award
133.287 shares
KEMPER DAVID W
director · 2026-08-31
Award
206.595 shares
Show all 29 other filingsShow fewer
JOHNSON JENNIFER KUPERMAN
director · 2026-08-31
Award
133.287 shares
SKARIE DAVID P
director · 2026-08-31
Award
159.945 shares
Zadoks Jeff A
director · 2026-08-31
Award
133.287 shares
Zadoks Jeff A
director · 2026-08-25
G-Gift
26,215 shares
Zadoks Jeff A
director · 2026-08-25
G-Gift
122,740 shares
Atkinson Michelle Marie
director · 2026-07-31
Award
121.549 shares
BURWELL DOROTHY M
director · 2026-07-31
Award
121.549 shares
CURL GREGORY L
director · 2026-07-31
Award
121.549 shares
ERB THOMAS C
director · 2026-07-31
Award
121.549 shares
KEMPER DAVID W
director · 2026-07-31
Award
188.402 shares
JOHNSON JENNIFER KUPERMAN
director · 2026-07-31
Award
121.549 shares
SKARIE DAVID P
director · 2026-07-31
Award
145.859 shares
Zadoks Jeff A
director · 2026-07-31
Award
121.549 shares
Zadoks Jeff A
director · 2026-07-02
Tax withholding
$323K
Zadoks Jeff A
director · 2026-07-02
Tax withholding
$352K
Zadoks Jeff A
director · 2026-07-02
Tax withholding
$231K
Atkinson Michelle Marie
director · 2026-06-30
Award
125.887 shares
BURWELL DOROTHY M
director · 2026-06-30
Award
125.887 shares
CURL GREGORY L
director · 2026-06-30
Award
125.887 shares
ERB THOMAS C
director · 2026-06-30
Award
125.887 shares
KEMPER DAVID W
director · 2026-06-30
Award
195.126 shares
JOHNSON JENNIFER KUPERMAN
director · 2026-06-30
Award
125.887 shares
SKARIE DAVID P
director · 2026-06-30
Award
151.065 shares
Zadoks Jeff A
director · 2026-06-30
Award
125.887 shares
About Post Holdings, Inc.
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…
Packaged Foods
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works