Post Holdings, Inc. (NYSE: POST) approved a new $500 million share‑repurchase authorization on November 26, 2025. The board granted the company the right to begin buying back shares on November 27, 2025, with the flexibility to execute purchases in the open market, through private transactions, or via accelerated repurchase mechanisms. The new program replaces a prior $500 million authorization that expired on the same day after the company had repurchased approximately $275 million under that mandate.
The prior authorization, effective from August 29, 2025, had been in place for just over three months. Post Holdings had already returned $275.2 million to shareholders before the expiration, leaving roughly $225 million of the original authorization unused. By re‑authorizing the same dollar amount, the company signals confidence that it can sustain a robust capital‑return program while maintaining its disciplined allocation strategy.
Post Holdings’ Q4 2025 earnings, released on November 20, 2025, provide context for the buyback decision. The company reported net sales of $2.2 billion and net earnings of $51.0 million, with adjusted EBITDA of $425.4 million. Fiscal‑year 2025 results showed net sales of $8.2 billion and adjusted EBITDA of $1.538 billion, and management projected 2026 adjusted EBITDA of $1.500–$1.540 billion. These figures demonstrate strong cash‑flow generation and a solid operating foundation that support the new repurchase program.
CEO Robert V. Vitale highlighted the company’s financial strength in the earnings release, noting that the fiscal‑year 2026 adjusted EBITDA outlook of $1.500–$1.540 billion reflects continued operational efficiency and a favorable mix of high‑margin consumer brands. Vitale emphasized that the share‑repurchase authorization is part of a broader strategy to return value to shareholders while preserving flexibility for future growth initiatives.
The new buyback program aligns with Post Holdings’ valuation profile, which as of November 26, 2025 had a price‑to‑earnings ratio of 18.76 and a price‑to‑sales ratio near a five‑year low. Management views the current share price as an attractive entry point for repurchases, reinforcing confidence in the company’s long‑term prospects. The authorization also provides a buffer for capital allocation decisions amid ongoing acquisitions and divestitures, such as the integration of 8th Avenue Food & Provisions and the sale of its pasta business.
By authorizing a fresh $500 million program, Post Holdings maintains a flexible tool to return capital to shareholders while ensuring sufficient liquidity to support strategic investments. The move signals management’s confidence in the company’s cash‑flow generation and its ability to balance growth with shareholder returns, positioning Post Holdings to adapt to market conditions without compromising its disciplined capital‑allocation framework.
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