Phibro Animal Health (NASDAQ:PAHC) Downgraded to Buy Rating by Wall Street Zen

Wall Street Zen downgraded shares of Phibro Animal Health (NASDAQ:PAHC) from a strong-buy rating to a buy rating in a research note released on Saturday morning.

Other analysts also recently issued research reports about the company. Zacks Research raised Phibro Animal Health from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, March 11th. Citigroup began coverage on Phibro Animal Health in a research note on Wednesday, April 15th. They set a “neutral” rating and a $62.00 target price on the stock. Finally, Morgan Stanley set a $49.00 target price on 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 assigned a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Phibro Animal Health presently has a consensus rating of “Hold” and a consensus price target of $42.40.

Phibro Animal Health Trading Down 7.3%

Shares of NASDAQ PAHC opened at $40.00 on Friday. The company has a market cap of $1.62 billion, a price-to-earnings ratio of 17.17, a price-to-earnings-growth ratio of 0.61 and a beta of 0.61. Phibro Animal Health has a 12-month low of $22.16 and a 12-month high of $60.08. The company has a current ratio of 3.17, a quick ratio of 1.22 and a debt-to-equity ratio of 1.97. The stock’s 50 day simple moving average is $53.90 and its 200 day simple moving average is $46.51.

Phibro Animal Health (NASDAQ:PAHC) last announced its quarterly earnings results on Wednesday, May 6th. The company reported $0.76 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.72 by $0.04. The business had revenue of $383.54 million for the quarter, compared to the consensus estimate of $367.02 million. Phibro Animal Health had a return on equity of 37.14% and a net margin of 6.35%.Phibro Animal Health has set its FY 2026 guidance at 2.980-3.100 EPS. Equities research analysts expect that Phibro Animal Health will post 3.06 EPS for the current year.

Phibro Animal Health Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 24th. Stockholders of record on Wednesday, June 3rd will be paid a $0.12 dividend. This represents a $0.48 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend is Wednesday, June 3rd. Phibro Animal Health’s payout ratio is currently 20.60%.

Insider Activity at Phibro Animal Health

In other news, CEO Jack Bendheim sold 4,528 shares of the business’s stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $48.49, for a total value of $219,562.72. Following the sale, the chief executive officer owned 56,152 shares of the company’s stock, valued at approximately $2,722,810.48. The trade was a 7.46% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 182,326 shares of company stock valued at $9,584,712. 50.13% of the stock is currently owned by insiders.

Institutional Trading of Phibro Animal Health

Hedge funds and other institutional investors have recently modified their holdings of the company. 1620 Investment Advisors Inc. grew its holdings in shares of Phibro Animal Health by 77.4% in the 4th quarter. 1620 Investment Advisors Inc. now owns 676 shares of the company’s stock worth $25,000 after acquiring an additional 295 shares during the last quarter. Farther Finance Advisors LLC grew its holdings in shares of Phibro Animal Health by 113.2% in the 4th quarter. Farther Finance Advisors LLC now owns 727 shares of the company’s stock worth $27,000 after acquiring an additional 386 shares during the last quarter. KBC Group NV acquired a new position in shares of Phibro Animal Health in the 1st quarter worth $29,000. Rothschild Investment LLC grew its holdings in shares of Phibro Animal Health by 2,500.0% in the 4th quarter. Rothschild Investment LLC now owns 1,040 shares of the company’s stock worth $39,000 after acquiring an additional 1,000 shares during the last quarter. Finally, Hughes Financial Services LLC acquired a new position in shares of Phibro Animal Health in the 3rd quarter worth $40,000. Institutional investors own 99.34% of the company’s stock.

Key Stories Impacting Phibro Animal Health

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

• Positive Sentiment: Phibro reported better-than-expected quarterly results, with EPS of $0.76 versus $0.72 expected and revenue of $383.5 million versus $367.0 million expected. Net sales rose about 10% year over year and net income increased 15%, signaling solid operating momentum. Phibro Q3 Results
• Neutral Sentiment: The company also raised its FY2026 net sales outlook to $1.46 billion-$1.50 billion and adjusted EBITDA guidance to $247 million-$255 million, which keeps the long-term growth story intact but appears to have left some investors cautious about margins and execution. FY2026 Sales & EBITDA Guidance
• Neutral Sentiment: Management will present at the Bank of America Securities Health Care Conference next week, which could provide additional clarity on the outlook and help reset investor expectations. Conference Participation
• Negative Sentiment: CEO Jack Bendheim disclosed additional stock sales, including a sale of 4,528 shares at $48.49 and a prior sale of 7,040 shares at $55.80. Although the trades were made under a pre-arranged 10b5-1 plan, multiple insider sales in a short period can still weigh on sentiment. SEC Insider Sale Filing

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.