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Also trades as: 0KJZ.L (LSE) · $vol 0M

POST Smart Money

Post Holdings, Inc.
1W: +1.4% 1M: +6.0% 3M: -18.6% YTD: -20.3% 1Y: -27.5% 3Y: -2.8% 5Y: +13.4%
$79.40
-1.04 (-1.29%)
 
Weekly Expected Move ±3.8%
$74 $77 $81 $84 $87
NYSE · Consumer Defensive · Packaged Foods · Tech Score Buy · Power 67 · $3.5B mcap · 34M float · 2.60% daily turnover · Short 57% of daily vol
Credit Risk of going bust: higher than 60% of companies Debt: 68.6% of company value Bonds: $987.2M held by 501 funds, 188 bp over Treasuries → details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $7.31 (down 91%), Post Holdings, Inc. would be worth roughly what it owes.
Total debt $7.63B against a stock market value of $3.49B.
Distance to default 4.21 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $3.82B (short-term plus half of long-term), stock volatility 32.0%; Altman Z 1.42. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.

🏦 Institutional Activity

Latest: Q2 2026
493
Institutions Holding
+18 vs prior
114.0%
Ownership
-11.77%
68 New
110 Increased
252 Reduced
72 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-10-22 VITALE ROBERT V officer: executive chairman F-Tax Withholding 52,384 $78.06 $4.1M Filing
2026-10-22 CATOGGIO NICOLAS officer: pres & ceo A-Grant/Award 40,962 $— $0 Filing
2026-10-22 GRAY DIEDRE J officer: evp, gc & cao, secy F-Tax Withholding 18,655 $78.06 $1.5M Filing
2026-10-22 GRAY DIEDRE J officer: evp, gc & cao, secy A-Grant/Award 42,349 $— $0 Filing
2026-10-22 MAINER MATTHEW J officer: evp, cfo & treasurer F-Tax Withholding 7,940 $78.06 $620K Filing
2026-10-22 MAINER MATTHEW J officer: evp, cfo & treasurer A-Grant/Award 18,024 $— $0 Filing
2026-10-22 CATOGGIO NICOLAS officer: pres & ceo F-Tax Withholding 18,533 $78.06 $1.4M Filing
2026-10-22 Zadoks Jeff A director A-Grant/Award 40,710 $— $0 Filing
2026-10-22 Zadoks Jeff A director F-Tax Withholding 17,933 $78.06 $1.4M Filing
2026-10-22 WESTPHAL MARK W officer: pres., foodservice A-Grant/Award 38,441 $— $0 Filing
2026-10-22 WESTPHAL MARK W officer: pres., foodservice F-Tax Withholding 17,530 $78.06 $1.4M Filing
2026-10-22 VITALE ROBERT V officer: executive chairman A-Grant/Award 118,919 $— $0 Filing
2026-09-02 STIRITZ WILLIAM P other S-Sale 277,707 $84.23 $23.4M Filing
2026-09-02 STIRITZ WILLIAM P other S-Sale 228 $85.01 $19K Filing
2026-09-01 STIRITZ WILLIAM P other S-Sale 99,990 $83.54 $8.4M Filing
2026-09-01 STIRITZ WILLIAM P other S-Sale 6,207 $84.63 $525K Filing
2026-08-25 Zadoks Jeff A director G-Gift 26,215 $— $0 Filing
2026-08-25 Zadoks Jeff A director G-Gift 122,740 $— $0 Filing
2026-07-02 Zadoks Jeff A director F-Tax Withholding 3,551 $90.94 $323K Filing
2026-07-02 Zadoks Jeff A director F-Tax Withholding 3,867 $90.94 $352K Filing
2026-07-02 Zadoks Jeff A director F-Tax Withholding 2,544 $90.94 $231K Filing
2026-05-13 CURL GREGORY L director S-Sale 6,186 $105.05 $650K Filing
2026-03-16 Atkinson Michelle Marie director A-Grant/Award 1,700 $— $0 Filing
2026-03-16 Zadoks Jeff A director A-Grant/Award 1,700 $— $0 Filing
2026-02-09 CURL GREGORY L director S-Sale 6,983 $114.31 $798K Filing

🏛️ Congressional Trades

5 records
Date Politician Chamber Type Amount Filing
2020-09-11 Cynthia Axne House Buy $1,001 - $15,000 Filing
2020-09-11 Cynthia Axne House Buy $1,001 - $15,000 Filing
2019-11-29 Tom Malinowski House Sell $15,001 - $50,000 Filing
2019-02-05 Tom Malinowski House Sell $1,001 - $15,000 Filing
2019-01-28 Tom Malinowski House Sell $1,001 - $15,000 Filing

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
BlackRock, Inc. 3,933,480 $347M -46,322 2026-06-30 Filing
DIMENSIONAL FUND ADVISORS LP 3,156,637 $279M +84,762 2026-06-30 Filing
Route One Investment Company, L.P. 2,950,568 $260M — 2026-06-30 Filing
JPMORGAN CHASE & CO 2,455,999 $221M -212,815 2026-06-30 Filing
VANGUARD PORTFOLIO MANAGEMENT LLC 2,175,658 $192M -255,839 2026-06-30 Filing
VANGUARD CAPITAL MANAGEMENT LLC 1,784,517 $158M -89,520 2026-06-30 Filing
LONDON CO OF VIRGINIA 1,399,101 $123M -77,537 2026-06-30 Filing
STATE STREET CORP 1,348,671 $119M -73,548 2026-06-30 Filing
NORGES BANK 1,309,435 $116M +1,309,435 2026-06-30 Filing
Holocene Advisors, LP 1,247,073 $110M -519,569 2026-06-30 Filing
Clarkston Capital Partners, LLC 1,205,915 $106M +12,848 2026-06-30 Filing
UBS Group AG 1,167,906 $103M +123,544 2026-06-30 Filing
MANUFACTURERS LIFE INSURANCE COMPANY, TH 1,154,963 $102M -108,631 2026-06-30 Filing
CITADEL ADVISORS LLC 1,012,592 $89M +793,886 2026-06-30 Filing
MORGAN STANLEY 1,011,823 $89M +216,400 2026-06-30 Filing
GEODE CAPITAL MANAGEMENT, LLC 746,967 $66M -59,859 2026-06-30 Filing
TWO SIGMA INVESTMENTS, LP 639,671 $56M -752,377 2026-06-30 Filing
Diamond Hill Capital Management, LLC (In 618,618 $55M -197,525 2026-06-30 Filing
Junto Capital Management LP 589,457 $52M +181,849 2026-06-30 Filing
UBS AM, a distinct business unit of UBS 549,985 $49M +404,775 2026-06-30 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms