Zacks Research Analysts Lower Earnings Estimates for PAHC

Phibro Animal Health Corporation (NASDAQ:PAHC) – Equities research analysts at Zacks Research decreased their Q2 2026 EPS estimates for Phibro Animal Health in a research note issued on Monday, February 2nd. Zacks Research analyst Team now anticipates that the company will post earnings of $0.68 per share for the quarter, down from their previous forecast of $0.71. Zacks Research has a “Strong-Buy” 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 $0.63 EPS, Q2 2027 earnings at $0.67 EPS, Q4 2027 earnings at $0.70 EPS, FY2027 earnings at $2.77 EPS and FY2028 earnings at $3.05 EPS.

Other analysts also recently issued research reports about the company. JPMorgan Chase & Co. lifted their target price on Phibro Animal Health from $45.00 to $50.00 and gave the company an “overweight” rating in a research note on Friday, November 7th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Phibro Animal Health in a report on Monday, December 29th. One 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.com, Phibro Animal Health presently has a consensus rating of “Hold” and an average price target of $31.40.

Phibro Animal Health Price Performance

NASDAQ:PAHC opened at $41.31 on Tuesday. The company has a quick ratio of 1.35, a current ratio of 3.09 and a debt-to-equity ratio of 2.32. The business’s 50-day simple moving average is $39.79 and its two-hundred day simple moving average is $38.04. The stock has a market cap of $1.67 billion, a PE ratio of 24.89, a P/E/G ratio of 1.19 and a beta of 0.80. Phibro Animal Health has a 52 week low of $16.16 and a 52 week high of $46.42.

Phibro Animal Health (NASDAQ:PAHC) last announced its quarterly earnings data on Wednesday, November 5th. The company reported $0.73 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.58 by $0.15. Phibro Animal Health had a net margin of 4.85% and a return on equity of 36.26%. The firm had revenue of $363.89 million during the quarter, compared to analysts’ expectations of $345.44 million.

Hedge Funds Weigh In On Phibro Animal Health

Institutional investors and hedge funds have recently made changes to their positions in the business. Vanguard Group Inc. lifted its holdings in shares of Phibro Animal Health by 0.9% in the 4th quarter. Vanguard Group Inc. now owns 1,539,593 shares of the company’s stock valued at $57,519,000 after acquiring an additional 13,884 shares during the last quarter. Geode Capital Management LLC increased its stake in Phibro Animal Health by 1.4% during the second quarter. Geode Capital Management LLC now owns 554,927 shares of the company’s stock worth $14,175,000 after acquiring an additional 7,841 shares during the last quarter. Millennium Management LLC raised its position in Phibro Animal Health by 74.3% during the first quarter. Millennium Management LLC now owns 362,030 shares of the company’s stock valued at $7,733,000 after purchasing an additional 154,281 shares during the period. Ranger Investment Management L.P. lifted its stake in shares of Phibro Animal Health by 101.1% in the 2nd quarter. Ranger Investment Management L.P. now owns 357,970 shares of the company’s stock valued at $9,143,000 after purchasing an additional 179,975 shares during the last quarter. Finally, Invesco Ltd. boosted its holdings in shares of Phibro Animal Health by 22.5% in the 3rd quarter. Invesco Ltd. now owns 322,299 shares of the company’s stock worth $13,040,000 after purchasing an additional 59,226 shares during the period. 99.34% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Phibro Animal Health

In related news, CEO Jack Bendheim sold 38,303 shares of the company’s stock in a transaction on Monday, November 10th. The shares were sold at an average price of $45.29, for a total transaction of $1,734,742.87. Following the sale, the chief executive officer owned 20,577 shares of the company’s stock, valued at $931,932.33. This represents a 65.05% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Insiders have sold 161,060 shares of company stock valued at $6,945,844 over the last ninety days. Company insiders own 50.13% of the company’s stock.

Phibro Animal Health News Summary

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

• Positive Sentiment: Board declared a quarterly cash dividend of $0.12 per share payable March 25, 2026 (record date March 4). Dividend supports shareholder returns and can attract income-minded investors. Phibro Animal Health Corporation Declares Quarterly Dividend
• Positive Sentiment: Zacks Research reiterated a Strong-Buy and nudged several forward-year and quarterly EPS estimates higher (FY2027/FY2028 upgrades and Q4/Q2 tweaks), signaling improved analyst sentiment about medium-term earnings power. 4 Medical Product Stocks to Watch From a Challenging Industry (Revised)
• Positive Sentiment: Institutional buying earlier (new positions reported from Capricorn Fund Managers, Allspring Global, Squarepoint and others) indicates continued interest from funds and helps support the stock’s valuation multiple. MarketBeat PAHC Profile
• Neutral Sentiment: Industry coverage pieces name PAHC among medical/animal-health names to watch amid steady demand despite macro headwinds — a constructive backdrop but not an immediate catalyst. 4 Medical Product Stocks to Watch From a Challenging Industry
• Negative Sentiment: CEO Jack Bendheim has executed a sequence of insider sales in January (recent disclosed sales include ~6,693 shares at ~$40.09), which investors often interpret as a sign of insider cashing out and can pressure sentiment. Phibro Animal Health CEO Jack Bendheim Sells Shares
• Negative Sentiment: Mixed analyst tweaks include a small near-term cut (Zacks trimmed Q2 2026 EPS modestly), which could feed short-term selling or cautious guidance expectations despite longer-term upgrades. (See Zacks notes above.)

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.