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Post Holdings, Inc. filings document operating results, material events, governance actions and capital-structure changes for a consumer packaged goods holding company. Form 8-K reports include quarterly results releases, Regulation FD disclosures, officer and director changes, board appointments, and amendments to the company’s articles of incorporation that lowered certain supermajority voting thresholds after shareholder approval.
The filing record also details senior unsecured note issuances, including notes due 2034 and 2036, related indentures, subsidiary guarantees, interest terms, maturity dates and the ranking of the obligations. Shareholder meeting and proxy-related disclosures cover voting matters, governance provisions, director compensation arrangements and security-holder rights.
Post Holdings, Inc. director Dorothy M. Burwell reported an equity award of 1,600 shares of common stock acquired on February 3, 2026 at a price of $0 per share. These shares reflect restricted stock units granted under the company’s Amended and Restated 2021 Long-Term Incentive Plan.
Each restricted stock unit represents a contingent right to receive one share of Post Holdings common stock and will vest in full on the first anniversary of the grant date, subject to the award agreement. Following this grant, Burwell beneficially owns 8,665 shares of Post Holdings common stock directly.
Post Holdings reported higher sales but lower profit for the quarter ended December 31, 2025. Net sales rose to $2.17 billion from $1.97 billion, helped by the 8th Avenue and PPI acquisitions, while net earnings fell to $96.8 million from $113.3 million as interest and debt-extinguishment costs increased.
Post Consumer Brands sales grew 15% to $1.10 billion, largely from adding 8th Avenue, though pet food sales declined. Foodservice sales rose 9% and segment profit jumped 36%, aided by lower raw material costs. Refrigerated Retail sales were flat but profit improved 26%, and Weetabix delivered 8% sales growth and 36% higher profit.
Operating cash flow was $235.7 million, down from $310.4 million, while investing activities benefited from $378.5 million of proceeds from selling the Pasta Business. The company issued $1.3 billion of 6.50% senior notes due 2036, redeemed $1.235 billion of 5.50% notes, and repurchased 3.7 million shares for $382.2 million, ending with $7.51 billion of total debt and $3.47 billion of shareholders’ equity.
Post Holdings, Inc. reported a strong first fiscal quarter ended December 31, 2025, with net sales of $2,174.6 million, up 10.1% from the prior year, driven largely by contributions from recent acquisitions and growth in Foodservice and Weetabix. Operating profit rose to $238.4 million, while Adjusted EBITDA grew 13.1% to $418.2 million, although net earnings declined to $96.8 million as higher interest expense and a larger loss on extinguishment of debt weighed on results.
Adjusted net earnings increased to $123.7 million, and Adjusted diluted earnings per share rose to $2.13 from $1.73, reflecting underlying earnings strength. By segment, Foodservice and Weetabix delivered notable profit and Adjusted EBITDA growth, while Refrigerated Retail improved profitability on flat sales and Post Consumer Brands absorbed pet food and cereal volume declines.
Management raised its fiscal 2026 Adjusted EBITDA outlook to $1,550–$1,580 million and expects capital expenditures of $350–$390 million, including egg facility expansions. The company was highly active in share repurchases, buying 3.7 million shares for $378.9 million in the quarter and an additional 1.8 million shares for $175.4 million afterward, and the Board approved a new $500 million repurchase authorization effective February 7, 2026. The Board also appointed Michelle M. Atkinson (independent) and former executive Jeff A. Zadoks as directors effective March 15, 2026, expanding the Board to nine members.
Post Holdings, Inc. is implementing a leadership change at its Post Consumer Brands segment. Effective April 1, 2026, Greg Pearson will become President and Chief Executive Officer of Post Consumer Brands. Nicolas Catoggio, who currently holds that role, will stop leading the segment but will remain the Company’s Executive Vice President and Chief Operating Officer.
The Company states that Mr. Catoggio’s fiscal year 2026 compensation will not change as a result of this transition. Post Holdings also issued a press release on February 5, 2026 describing these leadership changes, which is included as Exhibit 99.1 to this report.
Post Holdings, Inc. reported results of its 2026 virtual annual meeting held on January 29, 2026 and related changes to its articles of incorporation. Shareholders approved amendments eliminating several supermajority voting requirements for removing directors and approving or changing rules for certain business combinations with interested shareholders. The revised Amended and Restated Articles of Incorporation became effective upon filing in Missouri on January 29, 2026. All director nominees were elected, PricewaterhouseCoopers LLP was ratified as independent auditor, and executive compensation received 87.94% of votes cast in favor. Of 51,603,620 shares entitled to vote, 48,942,339 were represented, a 94.84% quorum.
Post Holdings director David P. Skarie reported an automatic grant of deferred stock-based compensation. On 01/30/2026, he acquired 130.32 Post Holdings, Inc. stock equivalents at $102.31 each under the company’s Deferred Compensation Plan for Non-Management Directors, bringing his total to 32,837.786 stock equivalents held directly.
These stock equivalents represent deferred director retainers, credited after the month in which fees are earned. According to the plan, they are paid out in cash on a one-for-one basis with the underlying common stock value when Skarie leaves the Board, and they have no fixed exercise or expiration dates.
Post Holdings director Jennifer Kuperman Johnson reported an automatic award of 108.6 Post Holdings, Inc. stock equivalents on January 30, 2026. These were credited at $102.31 per stock equivalent under the company’s Deferred Compensation Plan for Non-Management Directors, based on her director retainer.
After this transaction, she beneficially owns 6,534.294 stock equivalents, held directly. The filing explains that director retainers are deferred into stock equivalents and later paid out in cash on a one-for-one basis when the director leaves the board, and that these stock equivalents have no fixed exercisable or expiration dates.
Post Holdings, Inc. director David W. Kemper was credited with 168.33 Post Holdings stock equivalents on January 30, 2026 under the company’s Deferred Compensation Plan for Non-Management Directors at a reference value of $102.31 per equivalent. Following this accrual, he holds 20,046.29 stock equivalents, which represent deferred board retainers and are paid out in cash on a one-for-one basis after he leaves the board. These stock equivalents have no fixed exercisable or expiration dates.
Post Holdings, Inc. director Thomas C. Erb reported receiving 108.6 Post Holdings, Inc. stock equivalents on January 30, 2026. These were credited at a reference price of $102.31 per stock equivalent under the company’s Deferred Compensation Plan for Non-Management Directors.
After this transaction, Erb held 6,534.294 stock equivalents in total, shown as directly owned. The filing explains that director retainers are deferred into stock equivalents, which are later paid out in cash on a one-for-one basis after the director leaves the board, and that these stock equivalents have no fixed exercise or expiration dates.
Post Holdings director Gregory L. Curl reported receiving 108.6 Post Holdings, Inc. stock equivalents on January 30, 2026 under the company’s Deferred Compensation Plan for Non-Management Directors. These stock equivalents were credited at a reference value of $102.31 per equivalent.
After this transaction, Curl beneficially owned 7,234.078 stock equivalents in total. The director’s board retainers are deferred into these stock equivalents, which are later paid out in cash on a one-for-one basis when he leaves the Board. The stock equivalents have no fixed exercisable or expiration dates.