Post Holdings, Inc.
POST · Grain Mill Products · 45.3M shares · -3%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $512M (gross $589M, SBC $77M)
Reference price $105.05 · est. market cap ~$4.8B — last insider sale, 2026-05-13 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C67Diversified, scaled CPG holding company that is solidly profitable but mature, acquisitive, and highly levered.
Strengths
- Above-median operating margin (70.5th), ROA (68.7th) and ocf_margin (61.1st)
- Diversified across cereal, foodservice eggs/potatoes and refrigerated retail with steady M&A growth
Risks
- High leverage: debt/equity 1.98 (90.4th), interest coverage only 2.2x (63.3rd)
- Mature, declining RTE cereal category and HPAI/egg-supply exposure
- Modest revenue growth (3%, 36.7th) and no top-decile standout metric
Notable findings
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
28.7%
Operating margin
9.8%
Net margin
4.1%
Return on equity
8.9%
Return on assets
2.5%
ROIC
5.7%
Revenue growth (QoQ)
-6.1%
Net-income growth
-8.5%
Debt / equity
2.0×
Net debt / EBITDA
5.5×
Interest coverage
2.2×
Current ratio
1.7×
EBITDA
$1.3B
Tangible book value
-$4.1B
Cash & investments
$177M
Stock comp / revenue
1.0%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-05-13 | CURL GREGORY L | Sell | 6.2K | $105.05 |
| 2026-04-05 | Pearson Gregory Carl | Grant | 2.6K | — |
| 2026-04-05 | Pearson Gregory Carl | Grant | 5.9K | — |
| 2026-03-16 | Atkinson Michelle Marie | Grant | 1.7K | — |
| 2026-03-16 | Zadoks Jeff A | Grant | 1.7K | — |
| 2026-02-09 | CURL GREGORY L | Sell | 7.0K | $114.31 |
| 2026-02-03 | BURWELL DOROTHY M | Grant | 1.6K | — |
| 2026-02-03 | JOHNSON JENNIFER KUPERMAN | Grant | 1.6K | — |
| 2026-02-03 | KEMPER DAVID W | Grant | 1.6K | — |
| 2026-02-03 | CURL GREGORY L | Grant | 1.6K | — |
| 2026-02-03 | SKARIE DAVID P | Grant | 1.6K | — |
| 2026-02-03 | ERB THOMAS C | Grant | 1.6K | — |
| 2026-01-09 | HARPER BRADLY A | Tax withheld | 478 | $98.43 |
| 2026-01-02 | Zadoks Jeff A | Tax withheld | 420 | $99.05 |
| 2026-01-02 | Zadoks Jeff A | Option exercise | 9.7K | — |
| 2026-01-02 | Zadoks Jeff A | Tax withheld | 458 | $99.05 |
| 2026-01-02 | Zadoks Jeff A | Tax withheld | 301 | $99.05 |
| 2025-12-26 | GRAY DIEDRE J | Gift | 131K | — |
| 2025-12-26 | GRAY DIEDRE J | Gift | 131K | — |
| 2025-12-18 | STIRITZ WILLIAM P | Option exercise | 170K | — |
| 2025-12-18 | STIRITZ WILLIAM P | Disposition | 170K | $101.81 |
| 2025-12-17 | STIRITZ WILLIAM P | Disposition | 11K | $101.19 |
| 2025-12-17 | STIRITZ WILLIAM P | Option exercise | 11K | — |
| 2025-12-05 | HARPER BRADLY A | Sell | 1.7K | $96.69 |
| 2025-12-04 | MAINER MATTHEW J | Gift | 600 | — |
| 2025-12-01 | GRAY DIEDRE J | Other | 41K | — |
| 2025-12-01 | Zadoks Jeff A | Gift | 30K | — |
| 2025-12-01 | Zadoks Jeff A | Gift | 30K | — |
| 2025-12-01 | MAINER MATTHEW J | Tax withheld | 269 | $104.03 |
| 2025-12-01 | HARPER BRADLY A | Tax withheld | 246 | $104.03 |
| 2025-12-01 | HARPER BRADLY A | Tax withheld | 200 | $104.03 |
| 2025-12-01 | GRAY DIEDRE J | Other | 41K | — |
| 2025-11-25 | CATOGGIO NICOLAS | Sell | 10K | $100.21 |
| 2025-11-24 | KEMPER DAVID W | Buy | 1.8K | $97.93 |
| 2025-11-18 | MAINER MATTHEW J | Grant | 8.1K | — |
| 2025-11-18 | CATOGGIO NICOLAS | Grant | 23K | — |
| 2025-11-18 | CATOGGIO NICOLAS | Grant | 3.5K | — |
| 2025-11-18 | HARPER BRADLY A | Grant | 4.0K | — |
| 2025-11-18 | HARPER BRADLY A | Grant | 904 | — |
| 2025-11-18 | WESTPHAL MARK W | Grant | 3.2K | — |
| 2025-11-18 | GRAY DIEDRE J | Grant | 17K | — |
| 2025-11-18 | GRAY DIEDRE J | Grant | 8.1K | — |
| 2025-11-18 | VITALE ROBERT V | Grant | 45K | — |
| 2025-11-18 | VITALE ROBERT V | Grant | 22K | — |
| 2025-11-18 | Zadoks Jeff A | Grant | 8.9K | — |
| 2025-11-18 | WESTPHAL MARK W | Grant | 17K | — |
| 2025-11-18 | MAINER MATTHEW J | Grant | 17K | — |
| 2025-11-16 | HARPER BRADLY A | Tax withheld | 192 | $106.70 |
| 2025-11-16 | HARPER BRADLY A | Option exercise | 435 | — |
| 2025-11-15 | Zadoks Jeff A | Tax withheld | 2.8K | $106.70 |
| 2025-11-15 | MAINER MATTHEW J | Tax withheld | 937 | $106.70 |
| 2025-11-15 | CATOGGIO NICOLAS | Tax withheld | 2.5K | $106.70 |
| 2025-11-15 | HARPER BRADLY A | Tax withheld | 299 | $106.70 |
| 2025-11-15 | WESTPHAL MARK W | Tax withheld | 2.5K | $106.70 |
| 2025-11-15 | GRAY DIEDRE J | Tax withheld | 2.6K | $106.70 |
| 2025-11-15 | VITALE ROBERT V | Tax withheld | 8.0K | $106.70 |
| 2025-11-14 | MAINER MATTHEW J | Tax withheld | 1.2K | $106.34 |
| 2025-11-14 | GRAY DIEDRE J | Tax withheld | 2.9K | $106.34 |
| 2025-11-14 | Zadoks Jeff A | Tax withheld | 2.8K | $106.34 |
| 2025-11-14 | VITALE ROBERT V | Tax withheld | 8.2K | $106.34 |
| 2025-11-14 | HARPER BRADLY A | Tax withheld | 743 | $106.34 |
| 2025-11-14 | CATOGGIO NICOLAS | Tax withheld | 2.9K | $106.34 |
| 2025-11-14 | WESTPHAL MARK W | Tax withheld | 2.8K | $106.34 |
| 2025-11-12 | Zadoks Jeff A | Option exercise | 4.9K | — |
| 2025-11-12 | MAINER MATTHEW J | Option exercise | 6.0K | — |
| 2025-11-12 | MAINER MATTHEW J | Tax withheld | 2.6K | $106.02 |
| 2025-11-12 | MAINER MATTHEW J | Option exercise | 3.9K | — |
| 2025-11-12 | MAINER MATTHEW J | Tax withheld | 1.7K | $106.02 |
| 2025-11-12 | CATOGGIO NICOLAS | Option exercise | 3.3K | — |
| 2025-11-12 | CATOGGIO NICOLAS | Tax withheld | 1.5K | $106.02 |
| 2025-11-12 | CATOGGIO NICOLAS | Option exercise | 5.3K | — |
| 2025-11-12 | CATOGGIO NICOLAS | Tax withheld | 2.4K | $106.02 |
| 2025-11-12 | HARPER BRADLY A | Option exercise | 1.3K | — |
| 2025-11-12 | HARPER BRADLY A | Tax withheld | 564 | $106.02 |
| 2025-11-12 | WESTPHAL MARK W | Option exercise | 3.1K | — |
| 2025-11-12 | WESTPHAL MARK W | Tax withheld | 1.4K | $106.02 |
| 2025-11-12 | WESTPHAL MARK W | Option exercise | 4.8K | — |
| 2025-11-12 | WESTPHAL MARK W | Tax withheld | 2.2K | $106.02 |
| 2025-11-12 | GRAY DIEDRE J | Option exercise | 8.3K | — |
| 2025-11-12 | GRAY DIEDRE J | Tax withheld | 3.7K | $106.02 |
| 2025-11-12 | GRAY DIEDRE J | Option exercise | 5.4K | — |
| 2025-11-12 | GRAY DIEDRE J | Tax withheld | 2.4K | $106.02 |
| 2025-11-12 | VITALE ROBERT V | Option exercise | 23K | — |
| 2025-11-12 | VITALE ROBERT V | Tax withheld | 10K | $106.02 |
| 2025-11-12 | VITALE ROBERT V | Option exercise | 15K | — |
| 2025-11-12 | VITALE ROBERT V | Tax withheld | 6.4K | $106.02 |
| 2025-11-12 | Zadoks Jeff A | Option exercise | 9.5K | — |
| 2025-11-12 | Zadoks Jeff A | Tax withheld | 4.2K | $106.02 |
| 2025-11-12 | Zadoks Jeff A | Tax withheld | 2.1K | $106.02 |
| 2025-10-22 | MAINER MATTHEW J | Tax withheld | 7.3K | $107.19 |
| 2025-10-22 | MAINER MATTHEW J | Grant | 17K | — |
| 2025-10-22 | CATOGGIO NICOLAS | Grant | 41K | — |
| 2025-10-22 | CATOGGIO NICOLAS | Tax withheld | 19K | $107.19 |
| 2025-10-22 | WESTPHAL MARK W | Grant | 43K | — |
| 2025-10-22 | WESTPHAL MARK W | Tax withheld | 20K | $107.19 |
| 2025-10-22 | GRAY DIEDRE J | Grant | 47K | — |
| 2025-10-22 | GRAY DIEDRE J | Tax withheld | 21K | $107.19 |
| 2025-10-22 | VITALE ROBERT V | Grant | 142K | — |
| 2025-10-22 | VITALE ROBERT V | Tax withheld | 63K | $107.19 |
| 2025-10-22 | Zadoks Jeff A | Grant | 49K | — |
| 2025-10-22 | Zadoks Jeff A | Tax withheld | 21K | $107.19 |
| 2025-09-13 | CATOGGIO NICOLAS | Tax withheld | 6.3K | $104.98 |
| 2025-09-04 | Zadoks Jeff A | Gift | 1.3K | — |
| 2025-08-29 | GRAY DIEDRE J | Gift | 1.1K | — |
| 2025-08-19 | STIRITZ WILLIAM P | Buy | 36K | $109.53 |
| 2025-08-15 | VITALE ROBERT V | Gift | 465 | — |
| 2025-08-15 | VITALE ROBERT V | Gift | 930 | — |
| 2025-08-15 | VITALE ROBERT V | Gift | 279 | — |
| 2025-08-15 | VITALE ROBERT V | Gift | 465 | — |
| 2025-06-05 | STIRITZ WILLIAM P | Buy | 187K | $109.11 |
| 2025-06-05 | CATOGGIO NICOLAS | Sell | 1.8K | $108.97 |
| 2025-03-07 | CATOGGIO NICOLAS | Sell | 5.0K | $117.00 |
| 2025-03-04 | HARPER BRADLY A | Sell | 2.0K | $114.59 |
| 2025-03-03 | CATOGGIO NICOLAS | Sell | 5.0K | $114.50 |
| 2025-02-25 | VITALE ROBERT V | Sell | 3.7K | $116.55 |
| 2025-02-25 | CATOGGIO NICOLAS | Sell | 5.0K | $116.50 |
| 2025-02-25 | VITALE ROBERT V | Option exercise | 44K | $54.06 |
| 2025-02-25 | VITALE ROBERT V | Sell | 40K | $115.87 |
| 2025-02-24 | VITALE ROBERT V | Sell | 17K | $115.53 |
| 2025-02-24 | VITALE ROBERT V | Sell | 2.1K | $116.43 |
| 2025-02-24 | VITALE ROBERT V | Option exercise | 19K | $54.06 |
| 2025-02-21 | GRAY DIEDRE J | Option exercise | 15K | $62.10 |
| 2025-02-21 | GRAY DIEDRE J | Sell | 15K | $115.80 |
| 2025-02-13 | Zadoks Jeff A | Gift | 17K | — |
| 2025-02-13 | Zadoks Jeff A | Gift | 17K | — |
| 2025-02-12 | VITALE ROBERT V | Gift | 220 | — |
| 2025-02-12 | CATOGGIO NICOLAS | Sell | 10K | $111.73 |
| 2025-02-11 | KEMPER DAVID W | Sell | 8.9K | $110.75 |
| 2025-02-10 | KEMPER DAVID W | Option exercise | 15K | $43.61 |
| 2025-02-10 | KEMPER DAVID W | Tax withheld | 5.9K | $109.81 |
| 2025-02-04 | SKARIE DAVID P | Grant | 1.6K | — |
| 2025-02-04 | JOHNSON JENNIFER KUPERMAN | Grant | 1.6K | — |
| 2025-02-04 | KEMPER DAVID W | Grant | 1.6K | — |
| 2025-02-04 | CURL GREGORY L | Grant | 1.6K | — |
| 2025-02-04 | BURWELL DOROTHY M | Grant | 1.6K | — |
| 2025-02-04 | ERB THOMAS C | Grant | 1.6K | — |
| 2025-02-04 | STIRITZ WILLIAM P | Grant | 2.5K | — |
| 2025-01-09 | HARPER BRADLY A | Tax withheld | 479 | $107.57 |
| 2025-01-06 | CURL GREGORY L | Option exercise | 7.4K | $31.45 |
| 2025-01-06 | CURL GREGORY L | Tax withheld | 2.1K | $109.44 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-07 | ResultsExec/director changeReg FDOtherExhibits | filing ↗ |
| 2026-03-13 | Debt obligationExhibits | filing ↗ |
| 2026-03-04 | OtherExhibits | filing ↗ |
| 2026-03-04 | OtherExhibits | filing ↗ |
| 2026-02-05 | ResultsExec/director changeOtherExhibits | filing ↗ |
| 2026-02-05 | Exec/director changeReg FDExhibits | filing ↗ |
| 2026-02-04 | 3.035.03Shareholder voteExhibits | filing ↗ |
| 2025-12-19 | Debt obligationOtherExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 10-Q | 2026-05-07 | 2026-03-31 | 0001530950-26-000057 ↗ |
| 8-K | 2026-05-07 | 2026-05-05 | 0001530950-26-000056 ↗ |
| 8-K | 2026-03-13 | 2026-03-13 | 0001530950-26-000041 ↗ |
| 8-K | 2026-03-04 | 2026-03-04 | 0001530950-26-000034 ↗ |
| 8-K | 2026-03-04 | 2026-03-04 | 0001530950-26-000038 ↗ |
| 10-Q | 2026-02-05 | 2025-12-31 | 0001530950-26-000020 ↗ |
| 8-K | 2026-02-05 | 2026-02-03 | 0001530950-26-000019 ↗ |
| 8-K | 2026-02-05 | 2026-02-05 | 0001530950-26-000013 ↗ |
| 8-K | 2026-02-04 | 2026-01-29 | 0001530950-26-000009 ↗ |
| 8-K | 2025-12-19 | 2025-12-15 | 0001530950-25-000289 ↗ |
| 8-K | 2025-12-02 | 2025-12-02 | 0001530950-25-000278 ↗ |
| 8-K | 2025-12-01 | 2025-12-01 | 0001530950-25-000275 ↗ |