Zacks Research Issues Positive Forecast for PAHC Earnings

Phibro Animal Health Corporation (NASDAQ:PAHC) – Equities researchers at Zacks Research increased their Q3 2026 earnings per share estimates for shares of Phibro Animal Health in a research report issued on Wednesday, February 18th. Zacks Research analyst Team now anticipates that the company will post earnings per share of $0.71 for the quarter, up from their prior estimate of $0.69. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Phibro Animal Health’s current full-year earnings is $1.95 per share. Zacks Research also issued estimates for Phibro Animal Health’s Q4 2026 earnings at $0.65 EPS, Q1 2027 earnings at $0.76 EPS, Q2 2027 earnings at $0.77 EPS, Q3 2027 earnings at $0.72 EPS, Q4 2027 earnings at $0.78 EPS, FY2027 earnings at $3.03 EPS, Q1 2028 earnings at $0.78 EPS, Q2 2028 earnings at $0.84 EPS and FY2028 earnings at $3.16 EPS.

PAHC has been the subject of several other reports. Weiss Ratings restated a “buy (b-)” rating on shares of Phibro Animal Health in a research note on Monday, December 29th. Morgan Stanley set a $49.00 price target on Phibro Animal Health in a research report on Friday, February 6th. Finally, JPMorgan Chase & Co. increased their price objective on Phibro Animal Health from $45.00 to $50.00 and gave the company an “overweight” rating in a report on Friday, November 7th. Two analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $37.50.

Phibro Animal Health Trading Down 2.3%

PAHC opened at $51.08 on Thursday. The company has a debt-to-equity ratio of 2.14, a current ratio of 3.05 and a quick ratio of 1.22. Phibro Animal Health has a fifty-two week low of $16.16 and a fifty-two week high of $56.30. The firm has a 50 day simple moving average of $41.97 and a 200 day simple moving average of $39.69. The company has a market cap of $2.07 billion, a price-to-earnings ratio of 22.70, a price-to-earnings-growth ratio of 0.80 and a beta of 0.80.

Phibro Animal Health (NASDAQ:PAHC) last released its quarterly earnings results on Wednesday, February 4th. The company reported $0.87 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.69 by $0.18. Phibro Animal Health had a return on equity of 38.28% and a net margin of 6.29%.The business had revenue of $373.91 million during the quarter, compared to analysts’ expectations of $355.64 million. Phibro Animal Health has set its FY 2026 guidance at 2.930-3.100 EPS.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in PAHC. 1620 Investment Advisors Inc. lifted its holdings in shares of Phibro Animal Health by 77.4% in the fourth quarter. 1620 Investment Advisors Inc. now owns 676 shares of the company’s stock valued at $25,000 after purchasing an additional 295 shares in the last quarter. Tudor Investment Corp ET AL raised its position in Phibro Animal Health by 3.4% in the 3rd quarter. Tudor Investment Corp ET AL now owns 10,184 shares of the company’s stock valued at $412,000 after buying an additional 338 shares during the last quarter. JPMorgan Chase & Co. lifted its stake in Phibro Animal Health by 2.9% during the 2nd quarter. JPMorgan Chase & Co. now owns 13,005 shares of the company’s stock valued at $332,000 after acquiring an additional 363 shares in the last quarter. Farther Finance Advisors LLC boosted its holdings in Phibro Animal Health by 113.2% during the 4th quarter. Farther Finance Advisors LLC now owns 727 shares of the company’s stock worth $27,000 after acquiring an additional 386 shares during the last quarter. Finally, Brooklyn Investment Group grew its stake in shares of Phibro Animal Health by 8.7% in the 4th quarter. Brooklyn Investment Group now owns 6,757 shares of the company’s stock worth $255,000 after acquiring an additional 538 shares in the last quarter. Institutional investors own 99.34% of the company’s stock.

Insider Buying and Selling

In related news, CEO Jack Bendheim sold 110,842 shares of the firm’s stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $48.38, for a total transaction of $5,362,535.96. Following the sale, the chief executive officer owned 122,958 shares of the company’s stock, valued at $5,948,708.04. This trade represents a 47.41% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Insiders sold a total of 293,920 shares of company stock worth $13,833,025 over the last three months. 50.13% of the stock is currently owned by insiders.

Phibro Animal Health Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, March 25th. Stockholders of record on Wednesday, March 4th will be paid a $0.12 dividend. The ex-dividend date is Wednesday, March 4th. This represents a $0.48 annualized dividend and a dividend yield of 0.9%. Phibro Animal Health’s dividend payout ratio (DPR) is presently 21.33%.

Trending Headlines about Phibro Animal Health

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

• Positive Sentiment: Zacks Research raised EPS estimates across multiple upcoming quarters and materially boosted FY2027 and FY2028 forecasts (FY2027 to ~$3.03 and FY2028 to ~$3.16), signalling an improved earnings trajectory that supports higher valuation expectations. Zacks Research Estimate Updates
• Positive Sentiment: Morgan Stanley kept an Equal Weight rating but raised its price target to $49 (from $45), a modest bullish signal that may reinforce short-term buying interest. Morgan Stanley Coverage Note
• Neutral Sentiment: Management will present at the Bank of America 2026 Virtual Animal Health Summit on Feb. 26 — a scheduled investor event that could provide additional operational detail or near-term guidance color. Investor Presentation Notice
• Negative Sentiment: CEO Jack Bendheim sold blocks of stock (7,040 shares reported on Feb. 18 at ~$51.40 and an earlier sale at ~$51.96), reducing insider ownership — a potential negative signal that may cap upside until more insider/insider-context emerges. SEC Filing — Insider Sales

Phibro Animal Health Company Profile

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.