Post Holdings, Inc. (POST) Remains Favored as Analysts Look Past Near-Term Challenges

Group 1 - Post Holdings, Inc. (NYSE:POST) is recommended as a consumer defensive stock, with 80% of analysts giving it a 'Buy' or equivalent rating, and a median price target of $125 indicating a 26.60% upside potential from the current price [1] - Mizuho reduced its price target for Post Holdings to $120 from $122 while maintaining an 'Outperform' rating, citing challenges in U.S. consumer brands and cereal headwinds in Europe [2] - The company announced a new $500 million share repurchase authorization effective November 27, replacing a previous program that repurchased $275.2 million in shares [4] Group 2 - For the fourth quarter, Post Holdings reported an EPS of $2.09, exceeding the consensus estimate of $1.87, while revenue was $2.2 billion, below the analyst estimate of $2.25 billion [5] - CEO Rob Vitale emphasized the company's strategic focus on diversification to navigate uncertainty during the earnings call [5] - Following the mixed financial results, analysts made several adjustments, with Evercore ISI trimming its price target to $129 from $131 while maintaining an 'Outperform' rating, and Stifel reaffirming its Buy rating with a $130 price target [5] Group 3 - Post Holdings, Inc. is a Missouri-based consumer packaged goods holding company, founded in 1895, operating through four segments: Post Consumer Brands, Weetabix, Foodservice, and Refrigerated Retail [6]