Post Holdings announces new $500 million share repurchase program

ST. LOUIS - Post Holdings, Inc. (NYSE:POST) announced Wednesday its Board of Directors has approved a new $500 million share repurchase authorization, effective November 27, 2025. The company, currently trading at $102.82 per share with a market capitalization of approximately $5.4 billion, appears undervalued according to InvestingPro analysis.

The consumer packaged goods holding company has already repurchased approximately $275.2 million under its previous $500 million share repurchase program, which was initiated on August 29, 2025 and has been cancelled effective Wednesday.

According to the company statement, repurchases may be conducted through various methods including open market transactions, private purchases, forward or derivative transactions, and accelerated or automatic purchase arrangements. Any repurchased shares will be held as treasury stock.

The company noted that the authorization does not obligate Post to acquire any specific number of shares, and the repurchase program may be suspended or terminated at the company’s discretion.

Post Holdings operates several food businesses including Post Consumer Brands, Weetabix, Michael Foods and Bob Evans Farms. The company’s portfolio spans ready-to-eat cereals, granola, pet food, nut butter, pasta, and refrigerated foods.

The information is based on a press release issued by the company.

In other recent news, Post Holdings reported strong fourth-quarter results, with EBITDA reaching $425.4 million, exceeding Stifel’s estimate by $24 million. The company’s full-year EBITDA also surpassed expectations, coming in approximately $20 million above the high end of its guidance range. Despite these positive earnings, Post Holdings fell short on revenue, reporting $2.2 billion against an anticipated $2.25 billion. Evercore ISI recently adjusted its price target for Post Holdings to $129.00 from $131.00, maintaining an Outperform rating due to concerns about trends in the high-margin cereal business. The research firm also trimmed its fiscal year 2026 EBITDA estimate by 1%. Additionally, Post Holdings announced that its board approved grants of restricted stock units and performance-based restricted stock units to several executive officers under the company’s long-term incentive plan. These developments highlight the company’s ongoing efforts to manage costs and incentivize leadership amid fluctuating market conditions.

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