Crawford Investment Counsel Inc. Has $8.81 Million Position in Phibro Animal Health Corporation $PAHC

Crawford Investment Counsel Inc. lowered its holdings in Phibro Animal Health Corporation (NASDAQ:PAHC) by 7.8% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 217,636 shares of the company’s stock after selling 18,499 shares during the period. Crawford Investment Counsel Inc. owned approximately 0.54% of Phibro Animal Health worth $8,806,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of PAHC. JPMorgan Chase & Co. raised its position in Phibro Animal Health by 2.9% during the second quarter. JPMorgan Chase & Co. now owns 13,005 shares of the company’s stock valued at $332,000 after buying an additional 363 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in 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 acquiring an additional 546 shares in the last quarter. Intech Investment Management LLC increased its holdings in shares of Phibro Animal Health by 8.2% in the 3rd 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 during the period. Harbor Capital Advisors Inc. increased its holdings in shares of Phibro Animal Health by 7.1% in the 3rd quarter. Harbor Capital Advisors Inc. now owns 10,589 shares of the company’s stock valued at $428,000 after purchasing an additional 704 shares during the period. Finally, Alliancebernstein L.P. lifted its position in shares of Phibro Animal Health by 0.7% in the third quarter. Alliancebernstein L.P. now owns 113,650 shares of the company’s stock worth $4,598,000 after purchasing an additional 800 shares in the last quarter. Institutional investors and hedge funds own 99.34% of the company’s stock.

Analyst Ratings Changes

PAHC has been the topic of a number of research analyst reports. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Phibro Animal Health in a research report on Monday, December 29th. Zacks Research upgraded shares of Phibro Animal Health from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, March 11th. Finally, Morgan Stanley set a $49.00 target price on shares of Phibro Animal Health in a research note on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $37.50.

Insider Buying and Selling

In other news, CEO Jack Bendheim sold 110,842 shares of the company’s stock in a transaction that occurred on Thursday, February 5th. The stock was sold at an average price of $48.38, for a total transaction of $5,362,535.96. Following the completion of the transaction, the chief executive officer directly owned 122,958 shares in the company, valued at $5,948,708.04. The trade was a 47.41% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Over the last quarter, insiders sold 288,640 shares of company stock valued at $13,821,518. Insiders own 50.13% of the company’s stock.

Key Headlines Impacting Phibro Animal Health

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

• Positive Sentiment: Zacks Research upgraded PAHC from “Hold” to “Strong Buy” (3/13), signaling a more bullish view from a widely followed research shop — a near-term catalyst for buying interest. Read More.
• Positive Sentiment: Zacks lifted multiple quarterly and full‑year EPS forecasts across FY2026–FY2028 (modest increases: FY2026 to ~$2.98, FY2027 to ~$3.05, FY2028 to ~$3.17), which supports higher forward earnings expectations and valuation support. Read More.
• Positive Sentiment: Zacks featured PAHC on a GARP (growth-at-a-reasonable-price) stock roundup, highlighting it as a candidate for investors seeking growth with value characteristics — this can attract longer‑term, fundamentals‑driven flows. Read More.
• Positive Sentiment: PAHC was named to Zacks Rank #1 (Strong Buy) value stocks list on March 12, a separate endorsement that can draw attention from value-oriented retail and institutional buyers. Read More.

Phibro Animal Health Stock Performance

Shares of PAHC opened at $49.47 on Monday. The company has a market capitalization of $2.01 billion, a PE ratio of 21.99, a price-to-earnings-growth ratio of 0.76 and a beta of 0.73. The company has a debt-to-equity ratio of 2.14, a current ratio of 3.05 and a quick ratio of 1.22. Phibro Animal Health Corporation has a one year low of $16.16 and a one year high of $56.30. The company’s fifty day moving average price is $46.32 and its 200 day moving average price is $42.32.

Phibro Animal Health (NASDAQ:PAHC) last released 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. The company had revenue of $373.91 million during the quarter, compared to analysts’ expectations of $355.64 million. Phibro Animal Health had a net margin of 6.29% and a return on equity of 38.28%. Phibro Animal Health has set its FY 2026 guidance at 2.930-3.100 EPS. As a group, analysts expect that Phibro Animal Health Corporation will post 1.95 earnings per share for the current year.

Phibro Animal Health Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, March 25th. Shareholders of record on Wednesday, March 4th will be issued a $0.12 dividend. 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 1.0%. Phibro Animal Health’s dividend payout ratio (DPR) is 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.