Phibro Animal Health (NASDAQ:PAHC) Issues FY 2026 Earnings Guidance

Phibro Animal Health (NASDAQ:PAHC) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 2.980-3.100 for the period, compared to the consensus estimate of 3.030. The company issued revenue guidance of $1.5 billion-$1.5 billion, compared to the consensus revenue estimate of $1.5 billion.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on the stock. Citigroup assumed coverage on shares of Phibro Animal Health in a report on Wednesday, April 15th. They set a “neutral” rating and a $62.00 target price for the company. Morgan Stanley set a $49.00 price target on Phibro Animal Health in a report on Friday, February 6th. Finally, Zacks Research upgraded Phibro Animal Health from a “hold” rating to a “strong-buy” rating in a report on Wednesday, March 11th. One research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $42.40.

Phibro Animal Health Trading Down 4.0%

NASDAQ PAHC traded down $1.71 during trading on Friday, hitting $41.45. The company had a trading volume of 65,924 shares, compared to its average volume of 285,417. The company’s fifty day moving average is $53.90 and its 200-day moving average is $46.51. Phibro Animal Health has a one year low of $22.16 and a one year high of $60.08. The company has a current ratio of 3.05, a quick ratio of 1.22 and a debt-to-equity ratio of 2.14. The company has a market cap of $1.68 billion, a price-to-earnings ratio of 18.01, a price-to-earnings-growth ratio of 0.90 and a beta of 0.61.

Phibro Animal Health (NASDAQ:PAHC) last announced its earnings results on Wednesday, May 6th. The company reported $0.76 earnings per share for the quarter, beating analysts’ consensus estimates of $0.72 by $0.04. Phibro Animal Health had a net margin of 6.35% and a return on equity of 38.70%. The firm had revenue of $383.54 million for the quarter, compared to analyst estimates of $367.02 million. Phibro Animal Health has set its FY 2026 guidance at 2.980-3.100 EPS. On average, sell-side analysts predict that Phibro Animal Health will post 3.03 earnings per share for the current year.

Phibro Animal Health Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, June 24th. Shareholders of record on Wednesday, June 3rd will be issued a dividend of $0.12 per share. The ex-dividend date is Wednesday, June 3rd. This represents a $0.48 dividend on an annualized basis and a dividend yield of 1.2%. Phibro Animal Health’s dividend payout ratio is 20.60%.

Insider Activity

In other news, CEO Jack Bendheim sold 58,014 shares of the firm’s stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $51.81, for a total value of $3,005,705.34. Following the completion of the transaction, the chief executive officer owned 64,944 shares in the company, valued at $3,364,748.64. This trade represents a 47.18% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Over the last three months, insiders sold 182,326 shares of company stock valued at $9,584,712. 50.13% of the stock is currently owned by corporate insiders.

Key Headlines Impacting Phibro Animal Health

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

• Positive Sentiment: Q3 results beat expectations — Phibro reported $0.76 EPS vs. $0.72 consensus and revenue of $383.5M vs. $367.0M expected, with ~10% y/y net‑sales growth and improved net income, supporting the company’s operational momentum. Phibro Q3 Results
• Neutral Sentiment: FY2026 EPS guidance set at $2.98–$3.10 (midpoint roughly in line with Street estimates) — keeps full‑year earnings near consensus but leaves a wider band that can drive volatility. Updated Guidance
• Neutral Sentiment: Dividend maintained: quarterly payout of $0.12/share (record June 3, payable June 24) — modest income support but unlikely to change near‑term trading dynamics. (Company release)
• Neutral Sentiment: Management access: senior management will present at the Bank of America Healthcare Conference on May 13 — a chance for analysts to probe guidance drivers and margin outlook. Conference Participation
• Negative Sentiment: Adjusted EBITDA guidance trimmed/shifted to $247M–$255M alongside FY net‑sales guidance of $1.46B–$1.50B — investors viewed the EBITDA band and the sales range as conservative vs. prior expectations, which likely prompted downward re‑rating. FY2026 Sales & EBITDA Guidance
• Negative Sentiment: Insider selling concentration: CEO Jack Bendheim has executed multiple large Rule 10b5‑1 sales in recent weeks (most recently ~4,528 shares at ~$48.49), which—despite being planned—can unsettle shareholders when clustered in a short period. SEC Insider Sale Filing
• Negative Sentiment: Reports the company expanded its revolving credit facility — some investors treated the move as increased leverage or a precautionary step, adding to near‑term selling pressure given the company’s leverage profile. Revolving Credit Facility Coverage

Institutional Trading of Phibro Animal Health

Hedge funds have recently modified their holdings of the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its position in shares of Phibro Animal Health by 4.7% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 12,164 shares of the company’s stock worth $260,000 after buying an additional 546 shares during the period. Millennium Management LLC boosted its stake in Phibro Animal Health by 74.3% during the first quarter. Millennium Management LLC now owns 362,030 shares of the company’s stock worth $7,733,000 after acquiring an additional 154,281 shares in the last quarter. Jane Street Group LLC increased its stake in shares of Phibro Animal Health by 65.3% during the first quarter. Jane Street Group LLC now owns 33,917 shares of the company’s stock valued at $724,000 after purchasing an additional 13,404 shares in the last quarter. Cetera Investment Advisers lifted its holdings in shares of Phibro Animal Health by 63.0% during the second quarter. Cetera Investment Advisers now owns 18,830 shares of the company’s stock valued at $481,000 after purchasing an additional 7,280 shares during the last quarter. Finally, JPMorgan Chase & Co. grew its stake in shares of Phibro Animal Health by 2.9% in the 2nd quarter. JPMorgan Chase & Co. now owns 13,005 shares of the company’s stock worth $332,000 after buying an additional 363 shares during the last quarter. Institutional investors own 99.34% of the company’s stock.

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.