Public Sector Pension Investment Board increased its stake in shares of Phibro Animal Health Corporation (NASDAQ:PAHC – Free Report) by 14.7% in the third quarter, Holdings Channel.com reports. The firm owned 79,478 shares of the company’s stock after buying an additional 10,184 shares during the quarter. Public Sector Pension Investment Board’s holdings in Phibro Animal Health were worth $3,216,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds have also added to or reduced their stakes in PAHC. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in shares of Phibro Animal Health by 4.7% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 12,164 shares of the company’s stock worth $260,000 after buying an additional 546 shares during the last quarter. Millennium Management LLC boosted its holdings in shares of Phibro Animal Health by 74.3% during the 1st quarter. Millennium Management LLC now owns 362,030 shares of the company’s stock valued at $7,733,000 after acquiring an additional 154,281 shares in the last quarter. Jane Street Group LLC grew its position in Phibro Animal Health by 65.3% during the 1st quarter. Jane Street Group LLC now owns 33,917 shares of the company’s stock worth $724,000 after acquiring an additional 13,404 shares during the last quarter. Yousif Capital Management LLC acquired a new position in Phibro Animal Health in the 2nd quarter worth about $200,000. Finally, Envestnet Asset Management Inc. raised its position in Phibro Animal Health by 97.3% in the second quarter. Envestnet Asset Management Inc. now owns 24,334 shares of the company’s stock valued at $621,000 after purchasing an additional 11,999 shares during the last quarter. Institutional investors own 99.34% of the company’s stock.
Analyst Ratings Changes
Several analysts have recently weighed in on the company. Morgan Stanley set a $49.00 price target on Phibro Animal Health in a report on Friday, February 6th. Weiss Ratings reissued a “buy (b-)” rating on shares of Phibro Animal Health in a report on Monday, December 29th. JPMorgan Chase & Co. upped their price target on shares of Phibro Animal Health from $45.00 to $50.00 and gave the company an “overweight” rating in a research report on Friday, November 7th. Finally, Zacks Research downgraded shares of Phibro Animal Health from a “strong-buy” rating to a “hold” rating in a research note on Monday, February 9th. Two investment analysts have rated the stock with a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $37.50.
Insider Activity at Phibro Animal Health
In related news, CEO Jack Bendheim sold 7,040 shares of the firm’s stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $51.40, for a total transaction of $361,856.00. Following the completion of the sale, the chief executive officer owned 36,680 shares of the company’s stock, valued at $1,885,352. This trade represents a 16.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. In the last 90 days, insiders sold 293,920 shares of company stock worth $13,833,025. 50.13% of the stock is owned by corporate insiders.
Phibro Animal Health Stock Performance
NASDAQ:PAHC opened at $52.80 on Friday. The company has a market capitalization of $2.14 billion, a PE ratio of 23.47, a P/E/G ratio of 0.81 and a beta of 0.80. Phibro Animal Health Corporation has a fifty-two week low of $16.16 and a fifty-two 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 company has a 50 day simple moving average of $42.44 and a two-hundred day simple moving average of $40.05.
Phibro Animal Health (NASDAQ:PAHC – Get Free Report) last posted its quarterly earnings data on Wednesday, February 4th. The company reported $0.87 EPS for the quarter, beating analysts’ consensus estimates of $0.69 by $0.18. Phibro Animal Health had a net margin of 6.29% and a return on equity of 38.28%. The company 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. Research analysts anticipate 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 disclosed a quarterly dividend, which will be paid on Wednesday, March 25th. Stockholders of record on Wednesday, March 4th will be paid a $0.12 dividend. This represents a $0.48 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend is Wednesday, March 4th. Phibro Animal Health’s payout ratio is currently 21.33%.
Key Stories Impacting Phibro Animal Health
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.
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