Post Holdings EVP Diedre Gray sells $1.76 million in stock

Published 25/02/2025, 23:08
Post Holdings EVP Diedre Gray sells $1.76 million in stock

Diedre J. Gray, Executive Vice President, General Counsel, and Chief Administrative Officer of Post Holdings , Inc. (NYSE:POST), recently executed a significant stock transaction. On February 21, Gray sold 15,157 shares of Post Holdings common stock, generating approximately $1.76 million. The shares were sold at a weighted average price of $115.7991, with transactions occurring in a price range from $115.35 to $116.03 per share. The transaction comes as POST maintains strong financial health with a current ratio of 2.39, earning a "GREAT" overall financial health score according to InvestingPro analysis.

In addition to the sale, Gray exercised stock options to acquire 15,157 shares at a price of $62.10 per share on the same day. While this insider transaction is notable, InvestingPro data reveals management has been actively buying back shares, suggesting confidence in the company’s value. Following these transactions, Gray holds 19,325 shares directly. Additionally, Gray holds indirect ownership of 125,054 shares through a trust and 45,839 shares through a spouse’s trust.

In other recent news, Post Holdings reported its first-quarter earnings for fiscal year 2024, surpassing analysts’ expectations with an earnings per share (EPS) of $1.73, compared to the forecasted $1.55. However, the company slightly missed revenue expectations, reporting $2 billion against the anticipated $2.01 billion. Piper Sandler has raised Post Holdings’ stock target to $140, citing better-than-expected fiscal first quarter 2025 EBITDA results and an increase in full-year 2025 guidance. Meanwhile, Stifel maintained a Buy rating with a $130 price target, emphasizing Post Holdings’ robust cash flow and balance sheet capacity, which could support acquisitions and share repurchases.

Barclays (LON:BARC) reiterated its Overweight rating on Post Holdings with a $125 price target, highlighting the company’s strategic approach to mergers and acquisitions (M&A) and its recent share repurchase activities. Jefferies also raised the price target for Post Holdings to $131, acknowledging the company’s efforts to improve profitability through SKU rationalization and margin expansion strategies. Despite facing volume pressures in several business segments, Post Holdings has maintained profitability, which analysts attribute to effective cost management and strategic initiatives. These developments reflect a positive outlook from analysts, who see potential in Post Holdings’ financial strategies and operational improvements.

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