Phibro Animal Health (NASDAQ:PAHC) Shares Gap Down After Insider Selling

Shares of Phibro Animal Health Corporation (NASDAQ:PAHC) gapped down prior to trading on Thursday after an insider sold shares in the company. The stock had previously closed at $58.50, but opened at $49.51. Phibro Animal Health shares last traded at $45.5950, with a volume of 121,766 shares.

Specifically, CEO Jack Bendheim sold 4,528 shares of the firm’s stock in a transaction on 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 owned 56,152 shares of the company’s stock, valued at $2,722,810.48. This trade represents a 7.46% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jack Bendheim sold 7,040 shares of the business’s stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $55.80, for a total value of $392,832.00. Following the completion of the transaction, the chief executive officer owned 67,720 shares in the company, valued at $3,778,776. The trade was a 9.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Wall Street Analysts Forecast Growth

PAHC has been the topic of several research reports. Morgan Stanley set a $49.00 price objective on Phibro Animal Health in a research report on Friday, February 6th. Citigroup began coverage on Phibro Animal Health in a report on Wednesday, April 15th. They set a “neutral” rating and a $62.00 target price for the company. Zacks Research raised shares of Phibro Animal Health from a “hold” rating to a “strong-buy” rating in a report on Wednesday, March 11th. Finally, Wall Street Zen lowered Phibro Animal Health from a “strong-buy” rating to a “buy” rating in a research report on Saturday. One equities 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’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $42.40.

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

Phibro Animal Health Trading Down 7.3%

The firm has a market cap of $1.62 billion, a P/E ratio of 17.17, a PEG ratio of 0.66 and a beta of 0.61. The company’s 50 day moving average is $53.90 and its two-hundred day moving average is $46.51. The company has a debt-to-equity ratio of 1.97, a current ratio of 3.17 and a quick ratio of 1.22.

Phibro Animal Health (NASDAQ:PAHC) last posted its earnings results on Wednesday, May 6th. The company reported $0.76 earnings per share for the quarter, topping the consensus estimate of $0.72 by $0.04. The company had revenue of $383.54 million for the quarter, compared to analyst estimates of $367.02 million. Phibro Animal Health had a net margin of 6.35% and a return on equity of 37.14%. Phibro Animal Health has set its FY 2026 guidance at 2.980-3.100 EPS. On average, sell-side analysts predict that Phibro Animal Health Corporation will post 3.05 earnings per share for the current year.

Phibro Animal Health Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, June 24th. Shareholders of record on Wednesday, June 3rd will be issued 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 yield of 1.2%. Phibro Animal Health’s dividend payout ratio (DPR) is currently 20.60%.

Hedge Funds Weigh In On Phibro Animal Health

Several hedge funds have recently bought and sold shares of the business. Millennium Management LLC lifted its stake in shares of 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 during the period. JPMorgan Chase & Co. raised its position in shares of Phibro Animal Health by 1,730.9% during the 3rd quarter. JPMorgan Chase & Co. now owns 238,115 shares of the company’s stock worth $9,634,000 after acquiring an additional 225,110 shares in the last quarter. Allspring Global Investments Holdings LLC increased its position in Phibro Animal Health by 145.5% in the 1st quarter. Allspring Global Investments Holdings LLC now owns 286,172 shares of the company’s stock valued at $15,671,000 after acquiring an additional 169,628 shares during the period. Advisors Preferred LLC acquired a new stake in shares of Phibro Animal Health in the third quarter valued at about $3,953,000. Finally, Lazard Asset Management LLC increased its position in Phibro Animal Health by 3,392.3% during the 2nd quarter. Lazard Asset Management LLC now owns 92,441 shares of the company’s stock worth $2,360,000 after purchasing an additional 89,794 shares in the last quarter. Institutional investors own 99.34% of the company’s stock.

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.