Zacks Research Has Negative Outlook of PAHC FY2026 Earnings

Phibro Animal Health Corporation (NASDAQ:PAHC) – Equities research analysts at Zacks Research cut their FY2026 EPS estimates for shares of Phibro Animal Health in a note issued to investors on Monday, February 2nd. Zacks Research analyst Team now forecasts that the company will earn $2.73 per share for the year, down from their previous estimate of $2.75. 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 Q2 2028 earnings at $0.78 EPS.

A number of other brokerages have also weighed in on PAHC. JPMorgan Chase & Co. boosted their target price on shares of 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 research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, two have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $31.40.

Phibro Animal Health Stock Performance

Shares of PAHC stock opened at $41.00 on Wednesday. The company has a market capitalization of $1.66 billion, a price-to-earnings ratio of 24.70, a price-to-earnings-growth ratio of 1.17 and a beta of 0.80. The company has a debt-to-equity ratio of 2.32, a quick ratio of 1.35 and a current ratio of 3.09. Phibro Animal Health has a one year low of $16.16 and a one year high of $46.42. The company’s 50-day moving average is $39.74 and its 200 day moving average is $38.06.

Phibro Animal Health (NASDAQ:PAHC) last issued its quarterly earnings results on Wednesday, February 4th. The company reported $0.87 earnings per share for the quarter, beating the consensus estimate of $0.69 by $0.18. The firm had revenue of $373.91 million during the quarter, compared to the consensus estimate of $355.64 million. Phibro Animal Health had a return on equity of 36.26% and a net margin of 4.85%.Phibro Animal Health has set its FY 2026 guidance at 2.930-3.100 EPS.

Phibro Animal Health Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, March 25th. Investors of record on Wednesday, March 4th will be issued a $0.12 dividend. This represents a $0.48 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend is Wednesday, March 4th. Phibro Animal Health’s dividend payout ratio (DPR) is currently 28.92%.

Insiders Place Their Bets

In other Phibro Animal Health news, CEO Jack Bendheim sold 38,303 shares of the business’s stock in a transaction dated Monday, November 10th. The stock was sold at an average price of $45.29, for a total transaction of $1,734,742.87. Following the completion of the sale, the chief executive officer owned 20,577 shares of the company’s stock, valued at approximately $931,932.33. The trade was a 65.05% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Insiders sold 161,060 shares of company stock worth $6,945,844 in the last quarter. 50.13% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in the stock. Capricorn Fund Managers Ltd purchased a new stake in Phibro Animal Health in the 3rd quarter worth approximately $10,233,000. JPMorgan Chase & Co. boosted its position in shares of Phibro Animal Health by 1,730.9% in the third quarter. JPMorgan Chase & Co. now owns 238,115 shares of the company’s stock worth $9,634,000 after purchasing an additional 225,110 shares during the period. Allspring Global Investments Holdings LLC purchased a new stake in shares of Phibro Animal Health in the third quarter worth $8,931,000. Ranger Investment Management L.P. raised its position in shares of Phibro Animal Health by 101.1% during 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 period. Finally, Millennium Management LLC lifted its stake in shares of Phibro Animal Health by 74.3% during the 1st quarter. Millennium Management LLC now owns 362,030 shares of the company’s stock valued at $7,733,000 after buying an additional 154,281 shares in the last quarter. 99.34% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Phibro Animal Health

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

• Positive Sentiment: Q2 results and outlook beat consensus — Phibro reported $0.87 EPS vs. $0.69 expected and revenue of $373.9M vs. $355.6M, and raised FY2026 EPS guidance to $2.93–$3.10 (above the $2.75 consensus). Investors often reward beats and upgraded guidance. Q2 Results & Guidance
• Positive Sentiment: Dividend declared — Board approved a $0.12 quarterly cash dividend, providing income support and signaling confidence in cash flow. Dividend Announcement
• Neutral Sentiment: Analyst estimates and coverage mixed — Zacks maintains a Strong-Buy and has tweaked near-term quarter/year estimates (small upward and downward adjustments), which provides context but no clear directional push. Zacks Commentary
• Neutral Sentiment: Elevated trading activity — intraday volume is above average, reflecting heightened investor interest around the results; this can amplify moves in either direction. No external link provided
• Negative Sentiment: Significant insider selling — CEO Jack Bendheim has sold multiple blocks of shares in recent weeks (material dollar amounts), a factor some investors view as negative or as profit-taking. Insider Sales Report
• Negative Sentiment: Leverage level — the company’s debt-to-equity (~2.3) is elevated, which may concern risk-sensitive investors despite operating improvements. No external link provided

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.