Teacher Retirement System of Texas Acquires Shares of 22,337 Phibro Animal Health Corporation $PAHC

Teacher Retirement System of Texas acquired a new stake in Phibro Animal Health Corporation (NASDAQ:PAHC) during the 3rd quarter, Holdings Channel reports. The institutional investor acquired 22,337 shares of the company’s stock, valued at approximately $904,000.

Several other large investors have also recently added to or reduced their stakes in the company. Geode Capital Management LLC grew its holdings in shares of Phibro Animal Health by 1.4% in the 2nd quarter. Geode Capital Management LLC now owns 554,927 shares of the company’s stock worth $14,175,000 after acquiring an additional 7,841 shares during the period. Millennium Management LLC lifted its holdings in shares of Phibro Animal Health by 74.3% in the first quarter. Millennium Management LLC now owns 362,030 shares of the company’s stock valued at $7,733,000 after purchasing an additional 154,281 shares in the last quarter. Ranger Investment Management L.P. increased its stake in shares of Phibro Animal Health by 101.1% during the 2nd quarter. Ranger Investment Management L.P. now owns 357,970 shares of the company’s stock worth $9,143,000 after purchasing an additional 179,975 shares in the last quarter. Arrowstreet Capital Limited Partnership raised its position in shares of Phibro Animal Health by 43.2% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 275,066 shares of the company’s stock worth $7,025,000 after purchasing an additional 83,018 shares during the last quarter. Finally, Bank of New York Mellon Corp increased its position in Phibro Animal Health by 0.3% during the 2nd quarter. Bank of New York Mellon Corp now owns 268,877 shares of the company’s stock worth $6,867,000 after purchasing an additional 906 shares in the last quarter. 99.34% of the stock is owned by hedge funds and other institutional investors.

Key Phibro Animal Health News

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

• Positive Sentiment: Board declared a quarterly cash dividend of $0.12 per share payable March 25, 2026 (record date March 4). Dividend supports shareholder returns and can attract income-minded investors. Phibro Animal Health Corporation Declares Quarterly Dividend
• Positive Sentiment: Zacks Research reiterated a Strong-Buy and nudged several forward-year and quarterly EPS estimates higher (FY2027/FY2028 upgrades and Q4/Q2 tweaks), signaling improved analyst sentiment about medium-term earnings power. 4 Medical Product Stocks to Watch From a Challenging Industry (Revised)
• Positive Sentiment: Institutional buying earlier (new positions reported from Capricorn Fund Managers, Allspring Global, Squarepoint and others) indicates continued interest from funds and helps support the stock’s valuation multiple. MarketBeat PAHC Profile
• Neutral Sentiment: Industry coverage pieces name PAHC among medical/animal-health names to watch amid steady demand despite macro headwinds — a constructive backdrop but not an immediate catalyst. 4 Medical Product Stocks to Watch From a Challenging Industry
• Negative Sentiment: CEO Jack Bendheim has executed a sequence of insider sales in January (recent disclosed sales include ~6,693 shares at ~$40.09), which investors often interpret as a sign of insider cashing out and can pressure sentiment. Phibro Animal Health CEO Jack Bendheim Sells Shares
• Negative Sentiment: Mixed analyst tweaks include a small near-term cut (Zacks trimmed Q2 2026 EPS modestly), which could feed short-term selling or cautious guidance expectations despite longer-term upgrades. (See Zacks notes above.)

Phibro Animal Health Price Performance

PAHC opened at $41.31 on Wednesday. The company has a fifty day simple moving average of $39.79 and a 200 day simple moving average of $38.04. The company has a current ratio of 3.09, a quick ratio of 1.35 and a debt-to-equity ratio of 2.32. The firm has a market cap of $1.67 billion, a price-to-earnings ratio of 24.89, a PEG ratio of 1.19 and a beta of 0.80. Phibro Animal Health Corporation has a twelve month low of $16.16 and a twelve month high of $46.42.

Phibro Animal Health (NASDAQ:PAHC) last released its earnings results on Wednesday, November 5th. The company reported $0.73 EPS for the quarter, beating the consensus estimate of $0.58 by $0.15. The company had revenue of $363.89 million during the quarter, compared to analysts’ expectations of $345.44 million. Phibro Animal Health had a return on equity of 36.26% and a net margin of 4.85%. Equities research analysts expect that Phibro Animal Health Corporation will post 1.95 EPS for the current fiscal year.

Phibro Animal Health Dividend Announcement

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

Insider Buying and Selling

In other news, CEO Jack Bendheim sold 38,303 shares of the business’s stock in a transaction that occurred on Monday, November 10th. The stock was sold at an average price of $45.29, for a total value of $1,734,742.87. Following the completion of the sale, the chief executive officer directly owned 20,577 shares in the company, valued at approximately $931,932.33. The trade was a 65.05% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Over the last 90 days, insiders sold 161,060 shares of company stock worth $6,945,844. Company insiders own 50.13% of the company’s stock.

Wall Street Analysts Forecast Growth

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

Phibro Animal Health 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.