Penserra Capital Management LLC Makes New $519,000 Investment in Phibro Animal Health Corporation $PAHC

Penserra Capital Management LLC acquired a new position in shares of Phibro Animal Health Corporation (NASDAQ:PAHC) during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 12,852 shares of the company’s stock, valued at approximately $519,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in Phibro Animal Health by 4.7% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 12,164 shares of the company’s stock worth $260,000 after purchasing an additional 546 shares during the last quarter. Millennium Management LLC grew its stake in shares of Phibro Animal Health by 74.3% in the 1st quarter. Millennium Management LLC now owns 362,030 shares of the company’s stock worth $7,733,000 after buying an additional 154,281 shares in the last quarter. Jane Street Group LLC increased its holdings in shares of Phibro Animal Health by 65.3% in the 1st quarter. Jane Street Group LLC now owns 33,917 shares of the company’s stock worth $724,000 after buying an additional 13,404 shares during the last quarter. Yousif Capital Management LLC purchased a new stake in shares of Phibro Animal Health during the 2nd quarter valued at about $200,000. Finally, Envestnet Asset Management Inc. lifted its holdings in shares of Phibro Animal Health by 97.3% in the 2nd quarter. Envestnet Asset Management Inc. now owns 24,334 shares of the company’s stock valued at $621,000 after acquiring an additional 11,999 shares during the last quarter. 99.34% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Phibro Animal Health

In other Phibro Animal Health news, CEO Jack Bendheim sold 3,520 shares of the company’s stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $41.15, for a total value of $144,848.00. Following the transaction, the chief executive officer directly owned 48,800 shares in the company, valued at $2,008,120. This represents a 6.73% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Over the last three months, insiders have sold 132,417 shares of company stock valued at $5,605,682. 50.13% of the stock is owned by insiders.

Analyst Ratings Changes

Several equities research analysts have weighed in on the company. JPMorgan Chase & Co. boosted their price objective 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. Zacks Research upgraded 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 report on Monday, December 29th. Finally, Morgan Stanley set a $49.00 price target on Phibro Animal Health in a research report on Friday. One 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 given a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $34.40.

Phibro Animal Health News Roundup

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

• Positive Sentiment: Q2 operational beat — Phibro reported EPS of $0.87 vs. $0.69 consensus and revenue of ~$373.9M (broad sales growth and margin improvement cited by management), the primary bullish catalyst. Phibro Q2 Results & Guidance
• Positive Sentiment: Upgraded FY2026 guidance — management raised full‑year EPS guidance to $2.93–$3.10, above prior consensus, improving forward earnings visibility and likely driving the re‑rating. Guidance & Market Reaction
• Positive Sentiment: Momentum and growth narratives gaining traction — recent Zacks pieces highlight PAHC as a momentum and growth idea, which can pull in style‑driven flows. 3 Reasons Growth Investors Will Love Phibro (PAHC) PAHC Top‑Ranked Momentum Stock
• Positive Sentiment: Analyst support & dividend — recent price‑target increases/overweight calls and a newly announced $0.12 quarterly dividend bolster investor confidence and signal cash‑flow strength.
• Neutral Sentiment: Earnings materials posted — slide deck and full call transcript are available for diligence on segment trends, pricing and cost leverage (useful for confirming sustainability of margin gains). Earnings Presentation Earnings Transcript
• Negative Sentiment: Insider selling — CEO Jack Bendheim disclosed multiple sizable sales in January/February, materially reducing his holdings; repeated insider sales can concern investors about timing or dilution. SEC Filing: Insider Sales
• Negative Sentiment: Contrarian caution — a recent Zacks/third‑party note flagged a more cautious view on the quarter and sustainability of margin gains, which may increase near‑term volatility as investors validate the guide and organic trends. Zacks Pessimistic Note

Phibro Animal Health Price Performance

Shares of PAHC stock opened at $53.07 on Monday. The stock has a 50 day moving average price of $40.10 and a 200 day moving average price of $38.43. Phibro Animal Health Corporation has a 52-week low of $16.16 and a 52-week high of $56.30. The company has a debt-to-equity ratio of 2.14, a quick ratio of 1.22 and a current ratio of 3.05. The firm has a market capitalization of $2.15 billion, a P/E ratio of 23.59, a P/E/G ratio of 0.82 and a beta of 0.80.

Phibro Animal Health (NASDAQ:PAHC) last released its earnings results on Wednesday, February 4th. The company reported $0.87 earnings per share for the quarter, topping 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 for the quarter, compared to analyst estimates of $355.64 million. Phibro Animal Health has set its FY 2026 guidance at 2.930-3.100 EPS. As a group, sell-side analysts predict that Phibro Animal Health Corporation will post 1.95 earnings per share for the current year.

Phibro Animal Health Dividend Announcement

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

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.