Richmond Hill Investments Trimmed Its Post Hldgs (POST) Stake as Stock Value Declined; Punch & Associates Investment Management Increases Holding in Transcat (TRNS)

April 22, 2018 - By Peter Erickson

Post Holdings, Inc. (NYSE:POST) Logo

Punch & Associates Investment Management Inc increased its stake in Transcat Inc (TRNS) by 7.84% based on its latest 2017Q4 regulatory filing with the SEC. Punch & Associates Investment Management Inc bought 25,242 shares as the company’s stock rose 17.69% while stock markets declined. The hedge fund held 347,400 shares of the capital goods company at the end of 2017Q4, valued at $4.95M, up from 322,158 at the end of the previous reported quarter. Punch & Associates Investment Management Inc who had been investing in Transcat Inc for a number of months, seems to be bullish on the $121.60M market cap company. The stock increased 2.10% or $0.35 during the last trading session, reaching $17. About 259 shares traded. Transcat, Inc. (NASDAQ:TRNS) has risen 30.99% since April 22, 2017 and is uptrending. It has outperformed by 19.44% the S&P500.

Richmond Hill Investments Llc decreased its stake in Post Hldgs Inc (POST) by 25.4% based on its latest 2017Q4 regulatory filing with the SEC. Richmond Hill Investments Llc sold 38,067 shares as the company’s stock declined 6.68% with the market. The hedge fund held 111,826 shares of the consumer non-durables company at the end of 2017Q4, valued at $8.86 million, down from 149,893 at the end of the previous reported quarter. Richmond Hill Investments Llc who had been investing in Post Hldgs Inc for a number of months, seems to be less bullish one the $5.28B market cap company. The stock decreased 1.46% or $1.14 during the last trading session, reaching $76.81. About 692,778 shares traded. Post Holdings, Inc. (NYSE:POST) has declined 11.75% since April 22, 2017 and is downtrending. It has underperformed by 23.30% the S&P500.

Analysts await Post Holdings, Inc. (NYSE:POST) to report earnings on May, 14. They expect $1.11 earnings per share, up 101.82% or $0.56 from last year’s $0.55 per share. POST’s profit will be $76.27 million for 17.30 P/E if the $1.11 EPS becomes a reality. After $0.88 actual earnings per share reported by Post Holdings, Inc. for the previous quarter, Wall Street now forecasts 26.14% EPS growth.

Among 13 analysts covering Post (NYSE:POST), 12 have Buy rating, 0 Sell and 1 Hold. Therefore 92% are positive. Post had 31 analyst reports since August 10, 2015 according to SRatingsIntel. The firm has “Hold” rating given on Wednesday, April 19 by Vertical Research. The firm has “Buy” rating by Pivotal Research given on Thursday, May 11. The company was maintained on Monday, October 23 by Stifel Nicolaus. SunTrust maintained Post Holdings, Inc. (NYSE:POST) on Thursday, November 16 with “Buy” rating. The stock of Post Holdings, Inc. (NYSE:POST) earned “Hold” rating by BMO Capital Markets on Wednesday, June 14. The stock of Post Holdings, Inc. (NYSE:POST) earned “Buy” rating by TheStreet on Monday, August 17. On Wednesday, September 30 the stock rating was upgraded by SunTrust to “Buy”. BB&T Capital upgraded the shares of POST in report on Thursday, June 23 to “Buy” rating. BMO Capital Markets reinitiated Post Holdings, Inc. (NYSE:POST) rating on Monday, August 24. BMO Capital Markets has “Outperform” rating and $72 target. The stock of Post Holdings, Inc. (NYSE:POST) earned “Overweight” rating by KeyBanc Capital Markets on Thursday, May 26.

Investors sentiment increased to 1.4 in 2017 Q4. Its up 0.31, from 1.09 in 2017Q3. It improved, as 35 investors sold POST shares while 68 reduced holdings. 47 funds opened positions while 97 raised stakes. 72.04 million shares or 0.47% more from 71.70 million shares in 2017Q3 were reported. Seabridge Investment Ltd Liability Com accumulated 0.23% or 13,285 shares. Levin Capital Strategies LP stated it has 1.32% in Post Holdings, Inc. (NYSE:POST). 962,763 are held by Tiaa Cref Inv Mngmt Ltd Com. Panagora Asset Mgmt invested in 0% or 200 shares. Kingdon Mgmt Ltd Llc reported 15,700 shares. Bank & Trust Of Nova Scotia invested 0.01% in Post Holdings, Inc. (NYSE:POST). Hbk Invs Limited Partnership owns 9,811 shares. Amalgamated Bancorporation has invested 0.03% in Post Holdings, Inc. (NYSE:POST). Ny State Common Retirement Fund invested 0.02% of its portfolio in Post Holdings, Inc. (NYSE:POST). State Of Tennessee Treasury Department owns 0.01% invested in Post Holdings, Inc. (NYSE:POST) for 40,000 shares. St Johns Mgmt Limited Liability Com holds 0% or 33 shares in its portfolio. Winfield Assocs reported 5 shares. Nordea Mgmt Ab stated it has 30,648 shares or 0.01% of all its holdings. Metropolitan Life Ny holds 0.02% or 18,905 shares in its portfolio. Riverhead Management Limited Liability Com owns 0.03% invested in Post Holdings, Inc. (NYSE:POST) for 8,086 shares.

Since February 6, 2018, it had 2 insider buys, and 0 sales for $299,691 activity. Zadoks Jeff A also bought $99,177 worth of Post Holdings, Inc. (NYSE:POST) on Tuesday, February 6.

Punch & Associates Investment Management Inc, which manages about $832.72M and $1.16 billion US Long portfolio, decreased its stake in Douglas Dynamics Inc (NYSE:PLOW) by 46,163 shares to 403,071 shares, valued at $15.24 million in 2017Q4, according to the filing. It also reduced its holding in Malibu Boats Inc (NASDAQ:MBUU) by 84,040 shares in the quarter, leaving it with 486,441 shares, and cut its stake in Ishares Tr (SHY).

Since February 1, 2018, it had 1 buy, and 1 insider sale for $28,320 activity. 200 shares were bought by TSCHIDERER MICHAEL, worth $3,080.

Among 2 analysts covering Transcat (NASDAQ:TRNS), 2 have Buy rating, 0 Sell and 0 Hold. Therefore 100% are positive. Transcat had 2 analyst reports since February 5, 2018 according to SRatingsIntel. Singular Research maintained Transcat, Inc. (NASDAQ:TRNS) on Monday, February 5 with “Buy” rating. The stock has “Buy” rating by Roth Capital on Friday, February 9.

Post Holdings, Inc. (NYSE:POST) Institutional Positions Chart

- Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings with our FREE daily email newsletter.

By

Free Email Newsletter

Enter your email address below to get the latest news and analysts' ratings for your stocks with our FREE daily email newsletter:


>