Phibro Animal Health (NASDAQ:PAHC) Issues FY 2026 Earnings Guidance

Phibro Animal Health (NASDAQ:PAHC) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 2.980-3.100 for the period, compared to the consensus EPS estimate of 3.030. The company issued revenue guidance of $1.5 billion-$1.5 billion, compared to the consensus revenue estimate of $1.5 billion.

Phibro Animal Health Trading Down 21.0%

Shares of PAHC traded down $12.29 on Thursday, reaching $46.22. 458,218 shares of the company’s stock were exchanged, compared to its average volume of 273,512. The company has a current ratio of 3.05, a quick ratio of 1.22 and a debt-to-equity ratio of 2.14. The stock has a market capitalization of $1.87 billion, a P/E ratio of 20.49, a price-to-earnings-growth ratio of 0.86 and a beta of 0.61. The business has a 50 day moving average price of $54.07 and a two-hundred day moving average price of $46.48. Phibro Animal Health has a 12 month low of $19.17 and a 12 month high of $60.08.

Phibro Animal Health (NASDAQ:PAHC) last issued its quarterly earnings data on Wednesday, May 6th. The company reported $0.76 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.72 by $0.04. The firm had revenue of $383.54 million during the quarter, compared to analysts’ expectations of $367.02 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 2.980-3.100 EPS. Research analysts anticipate that Phibro Animal Health will post 3.03 earnings per share for the current year.

Phibro Animal Health Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, June 24th. Stockholders of record on Wednesday, June 3rd will be issued a $0.12 dividend. This represents a $0.48 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Wednesday, June 3rd. Phibro Animal Health’s dividend payout ratio is 21.33%.

Analyst Ratings Changes

Several analysts have issued reports on the stock. Morgan Stanley set a $49.00 price target on shares of Phibro Animal Health in a research report on Friday, February 6th. Zacks Research raised shares of Phibro Animal Health from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, March 11th. Finally, Citigroup started coverage on shares of Phibro Animal Health in a research report on Wednesday, April 15th. They issued a “neutral” rating and a $62.00 price objective on the stock. One investment analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $42.40.

Insider Buying and Selling

In related news, CEO Jack Bendheim sold 58,014 shares of the firm’s stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $51.81, for a total transaction of $3,005,705.34. Following the transaction, the chief executive officer directly owned 64,944 shares of the company’s stock, valued at approximately $3,364,748.64. This trade represents a 47.18% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders have sold 170,758 shares of company stock worth $8,972,317 over the last 90 days. 50.13% of the stock is currently owned by company insiders.

Key Stories Impacting Phibro Animal Health

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

• Positive Sentiment: Q3 results beat expectations — Phibro reported $0.76 EPS vs. $0.72 consensus and net sales of $383.5M (up ~10% year-over-year); net income rose ~15%. Strong top-line growth and margin improvements are the main fundamental positives investors will note. Business Wire: Q3 Results & Guidance
• Positive Sentiment: Dividend declared — the board approved a $0.12 quarterly dividend (record June 3; payable June 24), reinforcing shareholder returns and signaling confidence in cash flow. Press Release
• Positive Sentiment: Liquidity move — management expanded the revolving credit facility (coverage in investor reaction piece), which improves financial flexibility and reduces short-term refinancing risk. Yahoo: Investors React
• Neutral Sentiment: Sustainability platform launch — Phibro introduced the VERRATAIN™ sustainability solutions platform (strategic partnership with VAXA), a long-term ESG/market-positioning positive but unlikely to materially affect near-term results. 01net: Sustainability Platform
• Negative Sentiment: Business Wire: Guidance

Institutional Investors Weigh In On Phibro Animal Health

A number of large investors have recently bought and sold shares of PAHC. Millennium Management LLC grew its stake in Phibro Animal Health by 4,227.1% during the fourth quarter. Millennium Management LLC now owns 641,313 shares of the company’s stock worth $23,959,000 after buying an additional 626,492 shares in the last quarter. Lazard Asset Management LLC boosted its stake in shares of Phibro Animal Health by 3,392.3% in the 2nd quarter. Lazard Asset Management LLC now owns 92,441 shares of the company’s stock valued at $2,360,000 after purchasing an additional 89,794 shares in the last quarter. Barclays PLC boosted its stake in shares of Phibro Animal Health by 47.4% in the 3rd quarter. Barclays PLC now owns 269,568 shares of the company’s stock valued at $10,907,000 after purchasing an additional 86,719 shares in the last quarter. Federated Hermes Inc. boosted its stake in shares of Phibro Animal Health by 320.2% in the 4th quarter. Federated Hermes Inc. now owns 96,911 shares of the company’s stock valued at $3,621,000 after purchasing an additional 73,849 shares in the last quarter. Finally, Qube Research & Technologies Ltd boosted its stake in shares of Phibro Animal Health by 40.2% in the 3rd quarter. Qube Research & Technologies Ltd now owns 255,353 shares of the company’s stock valued at $10,332,000 after purchasing an additional 73,231 shares in the last quarter. 99.34% of the stock is currently owned by institutional investors and hedge funds.

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.