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.

Analyst Ratings Changes

Several equities research analysts recently weighed in on PAHC shares. Morgan Stanley set a $49.00 price target on Phibro Animal Health in a report on Friday. JPMorgan Chase & Co. raised their target price 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. Weiss Ratings reissued a “buy (b-)” rating on shares of Phibro Animal Health in a report on Monday, December 29th. Finally, Zacks Research raised Phibro Animal Health from a “hold” rating to a “strong-buy” rating in a report on Tuesday, December 9th. One equities research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, two have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $34.40.

Phibro Animal Health Trading Up 6.3%

Shares of Phibro Animal Health stock traded up $3.17 during trading hours on Friday, reaching $53.17. 444,956 shares of the company’s stock were exchanged, compared to its average volume of 245,710. The firm has a market capitalization of $2.15 billion, a price-to-earnings ratio of 23.63, a price-to-earnings-growth ratio of 1.16 and a beta of 0.80. The company has a current ratio of 3.09, a quick ratio of 1.35 and a debt-to-equity ratio of 2.32. Phibro Animal Health has a 52-week low of $16.16 and a 52-week high of $56.30. The company has a fifty day moving average of $39.88 and a 200-day moving average of $38.14.

Phibro Animal Health (NASDAQ:PAHC) last released its 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. The firm had revenue of $373.91 million for the quarter, compared to the consensus estimate of $355.64 million. Phibro Animal Health had a return on equity of 39.76% and a net margin of 6.29%.Phibro Animal Health has set its FY 2026 guidance at 2.930-3.100 EPS. Sell-side analysts forecast that Phibro Animal Health will post 1.95 EPS for the current fiscal year.

Phibro Animal Health Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, March 25th. Investors of record on Wednesday, March 4th will be issued a $0.12 dividend. This represents a $0.48 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date is Wednesday, March 4th. Phibro Animal Health’s payout ratio is presently 28.92%.

Insiders Place Their Bets

In other Phibro Animal Health news, CEO Jack Bendheim sold 38,303 shares of Phibro Animal Health stock in a transaction on Monday, November 10th. The shares were sold at an average price of $45.29, for a total value of $1,734,742.87. Following the transaction, the chief executive officer owned 20,577 shares in the company, valued at $931,932.33. This trade represents a 65.05% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Insiders have sold a total of 170,720 shares of company stock worth $7,340,425 over the last quarter. Company insiders own 50.13% 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: Q2 beat and broad sales/margin improvement — EPS and revenue both topped consensus, with management citing broad-based growth across segments. This operational beat is the main bullish driver. Phibro Q2 Results & Guidance
• Positive Sentiment: Raised FY2026 EPS guidance to $2.93–$3.10 — the higher outlook materially improves forward earnings visibility and appears to have amplified investor confidence and the stock’s move. Guidance & Market Reaction
• Positive Sentiment: Analyst support and dividend — recent analyst upgrades/target increases and a new $0.12 quarterly dividend reinforce the cash‑flow story and appeal to income/growth investors. MarketBeat Coverage
• Neutral Sentiment: Earnings materials posted — slide deck and full call transcript are available for digging into segment-level growth, pricing and margin drivers (useful for due diligence). Earnings Presentation Earnings Transcript
• Neutral Sentiment: Positive momentum/growth write-ups — Zacks published pieces highlighting Phibro’s growth and momentum appeal, which may attract style‑focused buyers. Zacks: 3 Reasons Growth Investors… Zacks: Momentum Score
• Negative Sentiment: Insider selling — CEO Jack Bendheim disclosed multiple recent share sales (most recently filings showing sales at ~$41–$42), which may concern some investors despite possible non‑company reasons for the trades. SEC Filing: Insider Sales
• Negative Sentiment: Cautionary research note — a Zacks/other cautious write‑up flagged risks around sustainability of margin gains; this could increase near‑term volatility as investors validate the guidance. Zacks Pessimistic Note

Hedge Funds Weigh In On Phibro Animal Health

A number of large investors have recently modified their holdings of the company. iSAM Funds UK Ltd purchased a new stake in shares of Phibro Animal Health during the 3rd quarter worth about $61,000. Advisory Services Network LLC purchased a new stake in Phibro Animal Health during the third quarter worth approximately $96,000. EverSource Wealth Advisors LLC grew its stake in Phibro Animal Health by 7,671.4% during the second quarter. EverSource Wealth Advisors LLC now owns 2,720 shares of the company’s stock worth $69,000 after buying an additional 2,685 shares during the period. Tower Research Capital LLC TRC increased its position in shares of Phibro Animal Health by 768.2% in the second quarter. Tower Research Capital LLC TRC now owns 4,610 shares of the company’s stock worth $118,000 after acquiring an additional 4,079 shares in the last quarter. Finally, Creative Planning purchased a new position in shares of Phibro Animal Health in the 3rd quarter valued at $217,000. 99.34% of the stock is currently owned by hedge funds and other institutional investors.

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.