Post Holdings Announces New Share Repurchase Authorization of $500 Million

Rhea-AI Summary

Post Holdings (NYSE:POST) announced a new $500 million share repurchase authorization approved by its Board of Directors on November 26, 2025.

Repurchases may begin on November 27, 2025. As of November 25, 2025, Post had repurchased approximately $275.2 million under its prior $500 million authorization (effective August 29, 2025), which was cancelled effective November 26, 2025.

Repurchases may occur in the open market, in private transactions, or through forward, derivative, accelerated repurchase or automatic purchase transactions; any shares repurchased would be held as treasury stock. The authorization does not obligate Post to acquire any specific number of shares and may be suspended or terminated at Post's discretion.

Positive

• Board approved a new $500 million repurchase authorization
• Repurchases may begin on November 27, 2025
• Previous repurchases of $275.2 million under prior authorization

Negative

• Authorization does not obligate Post to repurchase any shares
• Prior $500 million authorization was cancelled effective November 26, 2025

News Market Reaction

+1.18%

1 alert

+1.18% News Effect

On the day this news was published, POST gained 1.18%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

New buyback authorization: $500 million Prior authorization size: $500 million Repurchases to date: $275.2 million +3 more

6 metrics

New buyback authorization $500 million Board-approved share repurchase authorization announced Nov 26, 2025

Prior authorization size $500 million Previous share repurchase authorization effective Aug 29, 2025

Repurchases to date $275.2 million Amount repurchased under prior $500M authorization as of Nov 25, 2025

Start date November 27, 2025 Earliest date repurchases under new authorization may begin

Prior plan effective August 29, 2025 Effective date of previous $500M repurchase authorization

Prior plan cancelled November 26, 2025 Cancellation date of previous authorization

Market Reality Check

Price: $100.15 Vol: Volume 925,704 vs 20-day ...

normal vol

$100.15 Last Close

Volume Volume 925,704 vs 20-day average 1,003,231 indicates slightly below-normal trading activity pre-announcement. normal

Technical Shares traded below the 200-day MA of 108.81, with price near the 52-week low before this buyback news.

Peers on Argus

POST was down 0.33% while peers were mixed: BRFS -4.79%, BRBR -1.69%, LW +1.19%,...

POST was down 0.33% while peers were mixed: BRFS -4.79%, BRBR -1.69%, LW +1.19%, DAR +5.6%, INGR +1.65%, suggesting stock-specific dynamics around capital allocation.

Historical Context

5 past events · Latest: Dec 02 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Dec 02	Debt redemption plan	Positive	+1.2%	Planned redemption of $1,235.0M 5.50% notes funded by new 6.50% notes.
Dec 01	Asset sale close	Neutral	-1.4%	Completion of pasta business sale with no terms disclosed here.
Dec 01	Senior notes pricing	Negative	-1.4%	Pricing of $1,300.0M 6.50% senior notes due 2036.
Dec 01	Notes offering launch	Negative	-3.9%	Commencement of proposed $1,300.0M senior notes offering.
Nov 26	Share buyback	Positive	+1.2%	New $500M repurchase authorization replacing prior program with $275.2M used.

Pattern Detected

Recent corporate actions (debt offerings, redemptions, buybacks) generally saw price moves that aligned with the qualitative tone of the news.

Recent Company History

Over late Nov–Dec 2025, Post announced several balance sheet and portfolio moves: a new $500 million buyback on Nov 26, a proposed and then priced $1,300.0 million senior notes due 2036, completion of the pasta business sale effective Dec 1, and plans to redeem $1,235.0 million of 5.50% notes due 2029. The current buyback authorization continues this pattern of active capital structure and portfolio management.

Market Pulse Summary

This announcement detailed a new $500 million share repurchase authorization beginning as early as N...

Analysis

This announcement detailed a new $500 million share repurchase authorization beginning as early as November 27, 2025, replacing a prior $500 million program under which $275.2 million had been used. Buybacks can interact with other capital moves, such as recent senior notes offerings and debt redemptions. Investors may watch execution pace, changes in overall leverage, and future updates on portfolio transactions to contextualize this program.

Key Terms

derivative, accelerated repurchase, treasury stock

3 terms

derivative financial

"through forward, derivative, accelerated repurchase or automatic purchase"

A derivative is a financial contract whose value depends on the price or performance of another asset or measure — for example a stock, index, interest rate, commodity, or currency. Investors use derivatives like insurance or leveraged bets to hedge risk, speculate, or gain exposure without owning the underlying asset; they can protect portfolios but also amplify losses and introduce counterparty and market risk.

accelerated repurchase financial

"through forward, derivative, accelerated repurchase or automatic purchase"

An accelerated repurchase is a way a company quickly reduces its number of outstanding shares by paying an investment bank up front to deliver shares now while the bank buys the same shares in the open market over time to settle the deal. For investors this matters because it immediately shrinks share count and can boost earnings per share and stock price, while using company cash and shifting short-term supply dynamics like a fast, prepaid buyback.

treasury stock financial

"Any shares repurchased would be held as treasury stock."

Treasury stock is shares that a company has bought back from the public and kept in its own control rather than retiring them. Think of it like a company holding its own tickets in a drawer: those shares no longer vote or receive dividends while held, but the company can reissue or retire them later; this reduces the number of shares available to outside investors and can boost per‑share earnings and influence ownership and stock price.

AI-generated analysis. Not financial advice.

ST. LOUIS, Nov. 26, 2025 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today announced its Board of Directors has approved a new $500 million share repurchase authorization. Share repurchases under the new authorization may begin on November 27, 2025. As of November 25, 2025, Post had repurchased approximately $275.2 million under its previous $500 million share repurchase authorization, which became effective on August 29, 2025 and was cancelled effective November 26, 2025.

Repurchases may be made from time to time in the open market, in private purchases, through forward, derivative, accelerated repurchase or automatic purchase transactions, or otherwise. Any shares repurchased would be held as treasury stock. The authorization does not, however, obligate Post to acquire any particular number of shares, and repurchases may be suspended or terminated at any time at Post's discretion.

About Post Holdings, Inc.

Post Holdings, Inc., headquartered in St. Louis, Missouri, is a consumer packaged goods holding company with businesses operating in the center-of-the-store, refrigerated, foodservice and food ingredient categories. Its businesses include Post Consumer Brands, Weetabix, Michael Foods and Bob Evans Farms. Post Consumer Brands is a leader in the North American branded and private label ready-to-eat cereal and granola, pet food, nut butter and pasta categories. Weetabix is home to the United Kingdom's number one selling ready-to-eat cereal brand, Weetabix^®. Michael Foods and Bob Evans Farms are leaders in refrigerated foods, delivering innovative, value-added egg and refrigerated potato side dish products to the foodservice and retail channels. For more information, visit www.postholdings.com.

Contact:
Investor Relations
Daniel O'Rourke
daniel.orourke@postholdings.com
(314) 806-3959

View original content to download multimedia:https://www.prnewswire.com/news-releases/post-holdings-announces-new-share-repurchase-authorization-of-500-million-302626177.html

SOURCE Post Holdings, Inc.

FAQ

What did Post (NYSE:POST) announce on November 26, 2025 regarding share repurchases?

The Board approved a new $500 million share repurchase authorization, effective to begin repurchases on November 27, 2025.

How much had Post repurchased under its previous repurchase authorization before November 26, 2025?

As of November 25, 2025, Post had repurchased approximately $275.2 million under the prior $500 million authorization.

When can Post start repurchasing shares under the new authorization (POST)?

Repurchases under the new authorization may begin on November 27, 2025.

What methods can Post use to repurchase shares under the November 26, 2025 authorization?

Repurchases may be made in the open market, private purchases, or through forward, derivative, accelerated repurchase or automatic purchase transactions.

Will shares repurchased by Post (POST) be retired or held?

Any shares repurchased would be held as treasury stock.

Does the $500 million authorization require Post to buy a specific number of shares?

No. The authorization does not obligate Post to acquire any particular number of shares and may be suspended or terminated at the company's discretion.