Phibro Animal Health (NASDAQ:PAHC) Announces Quarterly Earnings Results, Beats Estimates By $0.18 EPS

Phibro Animal Health (NASDAQ:PAHC) released its quarterly earnings results on Wednesday. The company reported $0.87 earnings per share for the quarter, topping analysts’ consensus estimates of $0.69 by $0.18, FiscalAI reports. Phibro Animal Health had a return on equity of 36.26% and a net margin of 4.85%.The firm had revenue of $373.91 million during the quarter, compared to analysts’ expectations of $355.64 million. Phibro Animal Health updated its FY 2026 guidance to 2.930-3.100 EPS.

Phibro Animal Health Stock Performance

Shares of PAHC stock traded down $0.31 on Wednesday, hitting $41.00. 334,944 shares of the stock traded hands, compared to its average volume of 205,700. The company’s fifty day moving average is $39.79 and its 200 day moving average is $38.04. Phibro Animal Health has a 1-year low of $16.16 and a 1-year high of $46.42. The company has a market capitalization of $1.66 billion, a PE ratio of 24.70, a PEG ratio of 1.19 and a beta of 0.80. The company has a debt-to-equity ratio of 2.32, a current ratio of 3.09 and a quick ratio of 1.35.

Phibro Animal Health Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, March 25th. Investors of record on Wednesday, March 4th will be given a dividend of $0.12 per share. This represents a $0.48 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Wednesday, March 4th. Phibro Animal Health’s dividend payout ratio is currently 28.92%.

Wall Street Analysts Forecast Growth

PAHC has been the subject of a number of recent analyst reports. Zacks Research raised shares of Phibro Animal Health from a “hold” rating to a “strong-buy” rating in a report on Tuesday, December 9th. Weiss Ratings restated a “buy (b-)” rating on shares of Phibro Animal Health in a research note on Monday, December 29th. Finally, JPMorgan Chase & Co. boosted their price target on Phibro Animal Health from $45.00 to $50.00 and gave the stock an “overweight” rating in a research note on Friday, November 7th. One equities research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, two have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $31.40.

Insiders Place Their Bets

In other Phibro Animal Health news, CEO Jack Bendheim sold 6,693 shares of the stock in a transaction on Friday, January 30th. The shares were sold at an average price of $40.09, for a total transaction of $268,322.37. Following the sale, the chief executive officer directly owned 31,980 shares of the company’s stock, valued at approximately $1,282,078.20. This represents a 17.31% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Insiders have sold a total of 161,060 shares of company stock worth $6,945,844 in the last three months. 50.13% of the stock is owned by insiders.

Institutional Investors Weigh In On Phibro Animal Health

A number of institutional investors have recently modified their holdings of PAHC. JPMorgan Chase & Co. lifted its holdings in Phibro Animal Health by 2.9% in the second quarter. JPMorgan Chase & Co. now owns 13,005 shares of the company’s stock worth $332,000 after acquiring an additional 363 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its holdings in shares of Phibro Animal Health by 4.7% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 12,164 shares of the company’s stock valued at $260,000 after purchasing an additional 546 shares during the last quarter. Intech Investment Management LLC boosted its position in Phibro Animal Health by 8.2% during the 3rd quarter. Intech Investment Management LLC now owns 9,147 shares of the company’s stock valued at $370,000 after purchasing an additional 697 shares during the period. Alliancebernstein L.P. grew its stake in Phibro Animal Health by 0.7% during the 3rd quarter. Alliancebernstein L.P. now owns 113,650 shares of the company’s stock worth $4,598,000 after buying an additional 800 shares during the last quarter. Finally, Brooklyn Investment Group increased its position in Phibro Animal Health by 15.6% in the third quarter. Brooklyn Investment Group now owns 6,219 shares of the company’s stock worth $252,000 after buying an additional 840 shares during the period. Institutional investors own 99.34% of the company’s stock.

Phibro Animal Health News Summary

Here are the key news stories impacting Phibro Animal Health this week:

• Positive Sentiment: Q2 results materially beat expectations: EPS $0.87 vs. $0.69 est.; revenue $373.9M vs. $355.6M consensus; net income and margins improved — a clear operational beat that supports higher earnings power. Quarterly Press Release
• Positive Sentiment: Management raised FY‑2026 EPS guidance to $2.93–$3.10 (vs. consensus ~ $2.75), signaling stronger full‑year profitability; revenue guidance was roughly in line with expectations (~$1.5B). This guidance lift is the primary bullish catalyst. Business Wire — Results & Guidance
• Positive Sentiment: The board declared a quarterly cash dividend of $0.12/share (payable March 25), adding a modest income component and supporting shareholder return. Dividend Release
• Neutral Sentiment: Analyst notes are mixed: Zacks retains a Strong‑Buy but made small tweaks to near‑term FY2026 estimates (minor downward revision to $2.73 in one note) while raising some quarter-level forecasts — overall analyst stance remains constructive but shows some model adjustments. Zacks Commentary
• Neutral Sentiment: Intraday volume is above average and the shares remain above key moving averages (50/200-day), indicating active trading and that technical support/resistance will influence near‑term moves.
• Negative Sentiment: Significant insider selling: CEO Jack Bendheim has recently sold multiple large blocks of shares (totaling tens of thousands), which can be perceived negatively by investors despite management commentary. Insider Sales Filing

About Phibro Animal Health

Phibro Animal Health Corporation (NASDAQ: PAHC) is a diversified global animal health and mineral nutrition company headquartered in Teaneck, New Jersey. The company develops, manufactures and markets a broad range of pharmaceutical, mineral nutrition and performance products designed to support the health and productivity of livestock, companion animals and aquaculture species. Phibro’s portfolio includes vaccines, anti-infective therapies, coccidiostats, disinfectants, premix minerals and specialty feed additives aimed at enhancing growth, immunity and overall animal well-being.

The company operates through three principal business segments: Animal Health, Mineral Nutrition and Performance Products.