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

Phibro Animal Health (NASDAQ:PAHC) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 2.930-3.100 for the period, compared to the consensus earnings per share estimate of 2.750. The company issued revenue guidance of $1.5 billion-$1.5 billion, compared to the consensus revenue estimate of $1.5 billion.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on the stock. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Phibro Animal Health in a research note on Monday, December 29th. JPMorgan Chase & Co. boosted their price target on Phibro Animal Health from $45.00 to $50.00 and gave the company an “overweight” rating in a report on Friday, November 7th. Finally, Zacks Research raised Phibro Animal Health from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, December 9th. One investment analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, two have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $31.40.

Phibro Animal Health Stock Performance

PAHC traded down $0.31 during trading hours on Wednesday, reaching $41.00. The company’s stock had a trading volume of 334,944 shares, compared to its average volume of 189,583. The company’s 50-day moving average is $39.74 and its 200-day moving average is $38.06. The company has a debt-to-equity ratio of 2.32, a quick ratio of 1.35 and a current ratio of 3.09. The firm has a market cap of $1.66 billion, a PE ratio of 24.70, a price-to-earnings-growth ratio of 1.17 and a beta of 0.80. Phibro Animal Health has a 52 week low of $16.16 and a 52 week high of $46.42.

Phibro Animal Health (NASDAQ:PAHC) last released its quarterly earnings results on Wednesday, February 4th. The company reported $0.87 earnings per share for the quarter, topping the consensus estimate of $0.69 by $0.18. Phibro Animal Health had a return on equity of 36.26% and a net margin of 4.85%.The business had revenue of $373.91 million during the quarter, compared to analysts’ expectations of $355.64 million. Phibro Animal Health has set its FY 2026 guidance at 2.930-3.100 EPS. On average, equities analysts forecast that Phibro Animal Health will post 1.95 EPS for the current year.

Phibro Animal Health Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, March 25th. Investors of record on Wednesday, March 4th will be paid a $0.12 dividend. This represents a $0.48 annualized dividend and a dividend yield of 1.2%. The ex-dividend date is Wednesday, March 4th. Phibro Animal Health’s payout ratio is 28.92%.

Insiders Place Their Bets

In other news, CEO Jack Bendheim sold 38,303 shares of the company’s stock in a transaction that occurred on Monday, November 10th. The shares were sold at an average price of $45.29, for a total transaction of $1,734,742.87. Following the completion of the sale, the chief executive officer owned 20,577 shares of the company’s stock, valued at approximately $931,932.33. This represents a 65.05% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Over the last ninety days, insiders sold 161,060 shares of company stock valued at $6,945,844. 50.13% of the stock is owned by insiders.

Key Headlines Impacting Phibro Animal Health

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

• Positive Sentiment: Q2 results and outlook beat consensus — Phibro reported $0.87 EPS vs. $0.69 expected and revenue of $373.9M vs. $355.6M, and raised FY2026 EPS guidance to $2.93–$3.10 (above the $2.75 consensus). Investors often reward beats and upgraded guidance. Q2 Results & Guidance
• Positive Sentiment: Dividend declared — Board approved a $0.12 quarterly cash dividend, providing income support and signaling confidence in cash flow. Dividend Announcement
• Neutral Sentiment: Analyst estimates and coverage mixed — Zacks maintains a Strong-Buy and has tweaked near-term quarter/year estimates (small upward and downward adjustments), which provides context but no clear directional push. Zacks Commentary
• Neutral Sentiment: Elevated trading activity — intraday volume is above average, reflecting heightened investor interest around the results; this can amplify moves in either direction. No external link provided
• Negative Sentiment: Significant insider selling — CEO Jack Bendheim has sold multiple blocks of shares in recent weeks (material dollar amounts), a factor some investors view as negative or as profit-taking. Insider Sales Report
• Negative Sentiment: Leverage level — the company’s debt-to-equity (~2.3) is elevated, which may concern risk-sensitive investors despite operating improvements. No external link provided

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of PAHC. iSAM Funds UK Ltd bought a new position in Phibro Animal Health during the 3rd quarter worth $61,000. EverSource Wealth Advisors LLC boosted its holdings in Phibro Animal Health by 7,671.4% in the second quarter. EverSource Wealth Advisors LLC now owns 2,720 shares of the company’s stock valued at $69,000 after acquiring an additional 2,685 shares during the last quarter. Advisory Services Network LLC acquired a new stake in Phibro Animal Health during the 3rd quarter valued at approximately $96,000. Tower Research Capital LLC TRC increased its position in Phibro Animal Health by 768.2% during the 2nd quarter. Tower Research Capital LLC TRC now owns 4,610 shares of the company’s stock valued at $118,000 after purchasing an additional 4,079 shares during the period. Finally, State of Wyoming raised its holdings in Phibro Animal Health by 148.8% during the 2nd quarter. State of Wyoming now owns 6,608 shares of the company’s stock worth $169,000 after purchasing an additional 3,952 shares during the last quarter. Institutional investors and hedge funds 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.