Phibro Animal Health (NASDAQ:PAHC) Releases Earnings Results, Beats Expectations By $0.18 EPS

Phibro Animal Health (NASDAQ:PAHC) announced its quarterly earnings data on Wednesday. The company reported $0.87 EPS for the quarter, topping analysts’ consensus estimates of $0.69 by $0.18, FiscalAI reports. Phibro Animal Health had a return on equity of 36.26% and a net margin of 4.85%.The business had revenue of $373.91 million during the quarter, compared to the consensus estimate of $355.64 million. Phibro Animal Health updated its FY 2026 guidance to 2.930-3.100 EPS.

Phibro Animal Health Stock Performance

Shares of NASDAQ PAHC traded down $0.31 during mid-day trading on Wednesday, hitting $41.00. 334,944 shares of the company were exchanged, compared to its average volume of 205,700. The stock has a 50 day simple moving average of $39.79 and a 200-day simple moving average of $38.04. Phibro Animal Health has a 1-year low of $16.16 and a 1-year high of $46.42. 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 firm has a market cap of $1.66 billion, a price-to-earnings ratio of 24.70, a price-to-earnings-growth ratio of 1.19 and a beta of 0.80.

Phibro Animal Health Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, March 25th. Stockholders of record on Wednesday, March 4th will be paid a dividend of $0.12 per share. This represents a $0.48 annualized dividend and a dividend yield of 1.2%. The ex-dividend date is Wednesday, March 4th. Phibro Animal Health’s dividend payout ratio is 28.92%.

Wall Street Analyst Weigh In

A number of research firms have weighed in on PAHC. Weiss Ratings restated a “buy (b-)” rating on shares of Phibro Animal Health in a research note on Monday, December 29th. JPMorgan Chase & Co. boosted their target price 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. Finally, Zacks Research upgraded shares of Phibro Animal Health from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, December 9th. One research 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 issued a Sell rating to the company. Based on data from MarketBeat, Phibro Animal Health presently has a consensus rating of “Hold” and a consensus price target of $31.40.

Trending Headlines about 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

Insider Buying and Selling

In other news, CEO Jack Bendheim sold 38,303 shares of the firm’s stock in a transaction on Monday, November 10th. The shares were 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 owned 20,577 shares in the company, valued at approximately $931,932.33. This trade represents a 65.05% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. In the last ninety days, insiders have sold 161,060 shares of company stock worth $6,945,844. 50.13% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Phibro Animal Health

A number of institutional investors have recently added to or reduced their stakes in PAHC. Franklin Resources Inc. boosted its stake in shares of Phibro Animal Health by 8.0% in the third quarter. Franklin Resources Inc. now owns 23,428 shares of the company’s stock valued at $948,000 after buying an additional 1,739 shares in the last quarter. Danske Bank A S purchased a new position in Phibro Animal Health in the third quarter worth $955,000. Jane Street Group LLC lifted its holdings in Phibro Animal Health by 39.2% in the second quarter. Jane Street Group LLC now owns 47,197 shares of the company’s stock valued at $1,205,000 after acquiring an additional 13,280 shares during the period. Man Group plc boosted its position in shares of Phibro Animal Health by 84.7% during the 3rd quarter. Man Group plc now owns 24,342 shares of the company’s stock worth $985,000 after purchasing an additional 11,166 shares in the last quarter. Finally, Aquatic Capital Management LLC grew its stake in shares of Phibro Animal Health by 89.5% during the 3rd quarter. Aquatic Capital Management LLC now owns 14,785 shares of the company’s stock worth $598,000 after purchasing an additional 6,983 shares during the period. Hedge funds and other institutional investors own 99.34% of the company’s 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.