Zacks Research Has Positive Outlook of PAHC FY2026 Earnings

Phibro Animal Health Corporation (NASDAQ:PAHC) – Stock analysts at Zacks Research lifted their FY2026 earnings per share estimates for Phibro Animal Health in a research note issued to investors on Wednesday, February 18th. Zacks Research analyst Team now expects that the company will earn $2.96 per share for the year, up from their prior forecast of $2.73. 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.

Phibro Animal Health (NASDAQ:PAHC) last announced 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 company had revenue of $373.91 million during the quarter, compared to the consensus estimate of $355.64 million. Phibro Animal Health has set its FY 2026 guidance at 2.930-3.100 EPS.

A number of other brokerages have also issued reports on PAHC. JPMorgan Chase & Co. increased their target price on Phibro Animal Health from $45.00 to $50.00 and gave the company an “overweight” rating in a research report on Friday, November 7th. Morgan Stanley set a $49.00 price target on shares of Phibro Animal Health in a report on Friday, February 6th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Phibro Animal Health in a report on Monday, December 29th. Two analysts have rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $37.50.

Phibro Animal Health Stock Performance

NASDAQ PAHC opened at $52.80 on Friday. The stock has a market capitalization of $2.14 billion, a price-to-earnings ratio of 23.47, a PEG ratio of 0.80 and a beta of 0.80. The stock has a 50-day moving average of $42.44 and a 200 day moving average of $39.95. The company has a current ratio of 3.05, a quick ratio of 1.22 and a debt-to-equity ratio of 2.14. Phibro Animal Health has a twelve month low of $16.16 and a twelve month high of $56.30.

Phibro Animal Health Dividend Announcement

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

Insider Activity at Phibro Animal Health

In other news, CEO Jack Bendheim sold 7,040 shares of the firm’s stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $51.40, for a total value of $361,856.00. Following the transaction, the chief executive officer directly owned 36,680 shares of the company’s stock, valued at approximately $1,885,352. This trade represents a 16.10% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Insiders have sold 293,920 shares of company stock valued at $13,833,025 in the last ninety days. 50.13% of the stock is owned by corporate insiders.

Institutional Trading of Phibro Animal Health

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its position in shares of Phibro Animal Health by 4.7% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 12,164 shares of the company’s stock valued at $260,000 after buying an additional 546 shares during the period. Millennium Management LLC raised its position in Phibro Animal Health by 74.3% in 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. Jane Street Group LLC lifted its stake 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 valued at $724,000 after purchasing an additional 13,404 shares during the last quarter. Yousif Capital Management LLC purchased a new position in shares of Phibro Animal Health during the 2nd quarter worth $200,000. Finally, Envestnet Asset Management Inc. grew its holdings in shares of Phibro Animal Health by 97.3% during the 2nd quarter. Envestnet Asset Management Inc. now owns 24,334 shares of the company’s stock worth $621,000 after purchasing an additional 11,999 shares during the period. Institutional investors and hedge funds own 99.34% of the company’s stock.

Phibro Animal Health News Summary

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

• Positive Sentiment: Zacks added PAHC to multiple Rank #1 (Strong Buy) lists — including momentum and value screens — which can attract short-term momentum traders and systematic buy programs. Best Momentum Stocks to Buy for February 20th New Strong Buy Stocks for February 20th Best Value Stocks to Buy for February 20th
• Positive Sentiment: Analyst models moved higher: Zacks Research has repeatedly raised quarterly and full‑year EPS forecasts (FY2026 to $2.96 from $2.73 and upgrades to FY2027/FY2028 estimates), signaling improved earnings visibility after the company’s February quarter beat and FY2026 guidance. That fundamental re-rating supports higher multiples. MarketBeat PAHC coverage
• Positive Sentiment: Recent fundamentals: Phibro beat Q4/quarterly estimates and gave FY2026 EPS guidance (2.93–3.10), and it declared a modest quarterly dividend — all supportive to investor confidence and institutional interest. MarketBeat PAHC coverage
• Neutral Sentiment: A Yahoo Finance piece flags valuation after the recent run — helpful context for investors assessing whether current gains are driven by fundamentals or short‑term momentum. It suggests caution on stretch valuations even as momentum persists. Assessing Phibro Animal Health (PAHC) Valuation After Strong Share Price Momentum
• Neutral Sentiment: Analyst mix remains mixed: despite estimate lifts, coverage is varied (several Holds, a few Buys and one Sell per MarketBeat), so upside depends on continued execution vs. elevated expectations. MarketBeat PAHC coverage
• Negative Sentiment: Insider selling: CEO Jack Bendheim has sold multiple sizable blocks in February (recent disclosures show several transactions at ~\$51–\$52), which some investors view as a negative signal on near‑term insider conviction. That selling can cap enthusiasm despite the other positives. Phibro Animal Health (NASDAQ:PAHC) CEO Sells $361,856.00 in 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.