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

Phibro Animal Health (NASDAQ:PAHC) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 2.930-3.100 for the period, compared to the consensus estimate of 2.750. The company issued revenue guidance of $1.5 billion-$1.5 billion, compared to the consensus revenue estimate of $1.5 billion.

Wall Street Analyst Weigh In

PAHC has been the subject of a number of research reports. JPMorgan Chase & Co. upped their target price on shares of Phibro Animal Health from $45.00 to $50.00 and gave the company an “overweight” rating in a report on Friday, November 7th. Zacks Research raised Phibro Animal Health from a “hold” rating to a “strong-buy” rating in a report on Tuesday, December 9th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Phibro Animal Health in a research note on Monday, December 29th. One investment analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, two have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, Phibro Animal Health presently has a consensus rating of “Hold” and an average target price of $31.40.

Phibro Animal Health Price Performance

PAHC stock traded down $0.31 during mid-day trading on Wednesday, hitting $41.00. The company had a trading volume of 334,944 shares, compared to its average volume of 205,700. The company has a 50-day moving average price of $39.79 and a 200 day moving average price of $38.04. Phibro Animal Health has a 12-month low of $16.16 and a 12-month high of $46.42. The company has a market capitalization of $1.66 billion, a price-to-earnings ratio of 24.70, a P/E/G ratio of 1.19 and a beta of 0.80. The company has a quick ratio of 1.35, a current ratio of 3.09 and a debt-to-equity ratio of 2.32.

Phibro Animal Health (NASDAQ:PAHC) last issued its earnings results on Wednesday, February 4th. The company reported $0.87 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.69 by $0.18. Phibro Animal Health had a return on equity of 36.26% and a net margin of 4.85%.The firm had revenue of $373.91 million for the quarter, compared to analysts’ expectations of $355.64 million. Phibro Animal Health has set its FY 2026 guidance at 2.930-3.100 EPS. On average, research analysts anticipate that Phibro Animal Health will post 1.95 earnings per share for the current year.

Phibro Animal Health Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, March 25th. Investors of record on Wednesday, March 4th will be paid 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 yield of 1.2%. Phibro Animal Health’s dividend payout ratio is presently 28.92%.

Insider Activity at Phibro Animal Health

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

Key Stories Impacting Phibro Animal Health

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

• Positive Sentiment: Q2 results materially beat expectations: EPS $0.87 vs. $0.69 est.; revenue $373.9M vs. $355.6M consensus; net income and margins improved — a clear operational beat that supports higher earnings power. Quarterly Press Release
• Positive Sentiment: Management raised FY‑2026 EPS guidance to $2.93–$3.10 (vs. consensus ~ $2.75), signaling stronger full‑year profitability; revenue guidance was roughly in line with expectations (~$1.5B). This guidance lift is the primary bullish catalyst. Business Wire — Results & Guidance
• Positive Sentiment: The board declared a quarterly cash dividend of $0.12/share (payable March 25), adding a modest income component and supporting shareholder return. Dividend Release
• Neutral Sentiment: Analyst notes are mixed: Zacks retains a Strong‑Buy but made small tweaks to near‑term FY2026 estimates (minor downward revision to $2.73 in one note) while raising some quarter-level forecasts — overall analyst stance remains constructive but shows some model adjustments. Zacks Commentary
• Neutral Sentiment: Intraday volume is above average and the shares remain above key moving averages (50/200-day), indicating active trading and that technical support/resistance will influence near‑term moves.
• Negative Sentiment: Significant insider selling: CEO Jack Bendheim has recently sold multiple large blocks of shares (totaling tens of thousands), which can be perceived negatively by investors despite management commentary. Insider Sales Filing

Institutional Trading of Phibro Animal Health

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in PAHC. JPMorgan Chase & Co. grew its holdings in Phibro Animal Health by 2.9% during the 2nd quarter. JPMorgan Chase & Co. now owns 13,005 shares of the company’s stock worth $332,000 after acquiring an additional 363 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted 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 purchasing an additional 546 shares during the period. Intech Investment Management LLC boosted its stake in shares of Phibro Animal Health by 8.2% during the third quarter. Intech Investment Management LLC now owns 9,147 shares of the company’s stock valued at $370,000 after purchasing an additional 697 shares in the last quarter. Alliancebernstein L.P. increased its holdings in Phibro Animal Health by 0.7% during the third quarter. Alliancebernstein L.P. now owns 113,650 shares of the company’s stock valued at $4,598,000 after buying an additional 800 shares during the period. Finally, Brooklyn Investment Group raised its stake in Phibro Animal Health by 15.6% in the third quarter. Brooklyn Investment Group now owns 6,219 shares of the company’s stock worth $252,000 after buying an additional 840 shares in the last quarter. 99.34% of the stock is owned by hedge funds and other institutional investors.

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.