Phibro Animal Health (NASDAQ:PAHC) CEO Jack Bendheim Sells 4,528 Shares of Stock

Phibro Animal Health Corporation (NASDAQ:PAHC) CEO Jack Bendheim sold 4,528 shares of the stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $48.49, for a total transaction of $219,562.72. Following the sale, the chief executive officer directly owned 56,152 shares in the company, valued at approximately $2,722,810.48. The trade was a 7.46% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Jack Bendheim also recently made the following trade(s):

• On Tuesday, May 5th, Jack Bendheim sold 7,040 shares of Phibro Animal Health stock. The shares were sold at an average price of $55.80, for a total value of $392,832.00.
• On Thursday, April 30th, Jack Bendheim sold 7,040 shares of Phibro Animal Health stock. The stock was sold at an average price of $52.76, for a total transaction of $371,430.40.
• On Tuesday, April 28th, Jack Bendheim sold 7,040 shares of Phibro Animal Health stock. The stock was sold at an average price of $55.91, for a total transaction of $393,606.40.
• On Wednesday, April 22nd, Jack Bendheim sold 7,040 shares of Phibro Animal Health stock. The stock was sold at an average price of $54.29, for a total value of $382,201.60.
• On Thursday, April 16th, Jack Bendheim sold 7,040 shares of Phibro Animal Health stock. The shares were sold at an average price of $54.64, for a total transaction of $384,665.60.
• On Tuesday, April 14th, Jack Bendheim sold 7,040 shares of Phibro Animal Health stock. The stock was sold at an average price of $59.08, for a total value of $415,923.20.
• On Thursday, March 19th, Jack Bendheim sold 7,040 shares of Phibro Animal Health stock. The stock was sold at an average price of $52.52, for a total value of $369,740.80.
• On Wednesday, March 18th, Jack Bendheim sold 10,560 shares of Phibro Animal Health stock. The shares were sold at an average price of $52.68, for a total transaction of $556,300.80.
• On Tuesday, March 17th, Jack Bendheim sold 5,280 shares of Phibro Animal Health stock. The stock was sold at an average price of $51.66, for a total value of $272,764.80.
• On Friday, March 13th, Jack Bendheim sold 5,280 shares of Phibro Animal Health stock. The shares were sold at an average price of $48.91, for a total value of $258,244.80.

Phibro Animal Health Trading Down 26.2%

NASDAQ PAHC opened at $43.16 on Friday. The company has a debt-to-equity ratio of 2.14, a quick ratio of 1.22 and a current ratio of 3.05. Phibro Animal Health Corporation has a one year low of $19.17 and a one year high of $60.08. The firm has a market cap of $1.75 billion, a price-to-earnings ratio of 18.52, a PEG ratio of 0.90 and a beta of 0.61. The firm has a 50 day simple moving average of $53.90 and a 200-day simple moving average of $46.51.

Phibro Animal Health (NASDAQ:PAHC) last posted its quarterly earnings data on Wednesday, May 6th. The company reported $0.76 earnings per share for the quarter, topping analysts’ consensus estimates of $0.72 by $0.04. Phibro Animal Health had a return on equity of 38.70% and a net margin of 6.35%.The business had revenue of $383.54 million for the quarter, compared to analyst estimates of $367.02 million. Phibro Animal Health has set its FY 2026 guidance at 2.980-3.100 EPS. Equities research analysts anticipate that Phibro Animal Health Corporation will post 3.03 EPS for the current fiscal year.

Phibro Animal Health Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 24th. Stockholders of record on Wednesday, June 3rd will be given a dividend of $0.12 per share. The ex-dividend date of this dividend is Wednesday, June 3rd. This represents a $0.48 dividend on an annualized basis and a dividend yield of 1.1%. Phibro Animal Health’s payout ratio is currently 20.60%.

Key Stories Impacting Phibro Animal Health

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

• Positive Sentiment: Quarterly results topped estimates: Phibro reported $0.76 EPS vs. $0.72 consensus and revenue of $383.5M vs. $367.0M expected, with ~10% y/y net sales growth and improved net income — evidence of continued top-line momentum. Phibro Q3 Results
• Neutral Sentiment: FY2026 EPS guidance issued at $2.98–$3.10 (midpoint roughly in line with consensus ~3.03) — the midpoint is close to expectations but the lower bound leaves room for downside, which can amplify volatility. Updated Guidance
• Neutral Sentiment: Dividend declared: quarterly payout of $0.12/share (record June 3, payable June 24) supports income investors but is small relative to market moves. (Company release)
• Neutral Sentiment: Investor access: management will present at the Bank of America Healthcare Conference next week — an opportunity for Q&A that could clarify guidance and strategy. Conference Participation
• Neutral Sentiment: Corporate ESG initiative (VERRATAIN™ platform) announced — positive for long-term positioning but unlikely to move near-term fundamentals. Sustainability Platform
• Negative Sentiment: Adjusted EBITDA guidance shifted to $247M–$255M alongside FY net sales guidance of $1.46B–$1.50B — the EBITDA range and any downward movement vs. prior expectations likely disappointed investors and pressured the stock. FY2026 Sales & EBITDA Guidance
• Negative Sentiment: Market reported the company expanded its revolving credit facility — investors interpreted this as higher leverage risk or a precautionary move, adding to selling pressure given the company’s leverage profile. Revolving Credit Facility Coverage
• Negative Sentiment: Significant insider selling: CEO Jack Bendheim has executed multiple planned stock sales (Rule 10b5-1), including recent trades disclosed in SEC filings — while many 10b5-1 plans are routine, concentrated insider selling in a short period can unsettle investors. SEC Insider Sale Filing

Analyst Upgrades and Downgrades

PAHC has been the subject of a number of recent research reports. Zacks Research upgraded shares of Phibro Animal Health from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, March 11th. Citigroup started coverage on Phibro Animal Health in a research report on Wednesday, April 15th. They set a “neutral” rating and a $62.00 price objective for the company. Finally, Morgan Stanley set a $49.00 price objective on Phibro Animal Health in a report on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $42.40.

Institutional Investors Weigh In On Phibro Animal Health

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. KBC Group NV purchased a new position in shares of Phibro Animal Health during the first quarter worth approximately $29,000. 1620 Investment Advisors Inc. raised its position in Phibro Animal Health by 77.4% in the 4th quarter. 1620 Investment Advisors Inc. now owns 676 shares of the company’s stock valued at $25,000 after purchasing an additional 295 shares during the last quarter. Farther Finance Advisors LLC boosted its stake in Phibro Animal Health by 113.2% during the 4th quarter. Farther Finance Advisors LLC now owns 727 shares of the company’s stock worth $27,000 after purchasing an additional 386 shares during the period. Hughes Financial Services LLC purchased a new position in Phibro Animal Health during the 3rd quarter worth $40,000. Finally, Rothschild Investment LLC grew its position in Phibro Animal Health by 2,500.0% during the 4th quarter. Rothschild Investment LLC now owns 1,040 shares of the company’s stock worth $39,000 after purchasing an additional 1,000 shares during the last quarter. 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.