What is Zacks Research’s Forecast for PAHC FY2026 Earnings?

Phibro Animal Health Corporation (NASDAQ:PAHC) – Equities research analysts at Zacks Research cut their FY2026 earnings estimates for shares of Phibro Animal Health in a research report issued to clients and investors on Monday, February 2nd. Zacks Research analyst Team now anticipates that the company will post earnings per share of $2.73 for the year, down from their prior forecast of $2.75. Zacks Research has a “Strong-Buy” rating on the stock. The consensus estimate for Phibro Animal Health’s current full-year earnings is $1.95 per share. Zacks Research also issued estimates for Phibro Animal Health’s Q2 2028 earnings at $0.78 EPS.

Phibro Animal Health (NASDAQ:PAHC) last released its earnings results on Wednesday, November 5th. The company reported $0.73 EPS for the quarter, topping the consensus estimate of $0.58 by $0.15. The firm had revenue of $363.89 million for the quarter, compared to the consensus estimate of $345.44 million. Phibro Animal Health had a net margin of 4.85% and a return on equity of 36.26%.

A number of other research firms also recently issued reports on PAHC. 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 target price on Phibro Animal Health from $45.00 to $50.00 and gave the company an “overweight” rating in a research report on Friday, November 7th. One investment 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 issued a Sell rating to the stock. According to data from MarketBeat.com, Phibro Animal Health currently has a consensus rating of “Hold” and an average target price of $31.40.

Phibro Animal Health Stock Down 1.4%

Shares of PAHC stock opened at $41.31 on Wednesday. The company’s fifty day simple moving average is $39.79 and its two-hundred day simple moving average is $38.04. Phibro Animal Health has a 52 week low of $16.16 and a 52 week high of $46.42. The stock has a market cap of $1.67 billion, a P/E ratio of 24.89, a PEG ratio of 1.19 and a beta of 0.80. The company has a quick ratio of 1.35, a current ratio of 3.09 and a debt-to-equity ratio of 2.32.

Hedge Funds Weigh In On Phibro Animal Health

Several hedge funds and other institutional investors have recently added to or reduced their stakes in PAHC. Vanguard Group Inc. increased its stake in shares of Phibro Animal Health by 0.9% during the fourth quarter. Vanguard Group Inc. now owns 1,539,593 shares of the company’s stock worth $57,519,000 after purchasing an additional 13,884 shares in the last quarter. Geode Capital Management LLC increased its stake in Phibro Animal Health by 1.4% during the 2nd quarter. Geode Capital Management LLC now owns 554,927 shares of the company’s stock worth $14,175,000 after buying an additional 7,841 shares in the last quarter. Millennium Management LLC raised its holdings in shares of Phibro Animal Health by 74.3% during the first quarter. Millennium Management LLC now owns 362,030 shares of the company’s stock valued at $7,733,000 after acquiring an additional 154,281 shares during the last quarter. Ranger Investment Management L.P. raised its holdings in shares of Phibro Animal Health by 101.1% during the second quarter. Ranger Investment Management L.P. now owns 357,970 shares of the company’s stock valued at $9,143,000 after acquiring an additional 179,975 shares during the last quarter. Finally, Invesco Ltd. lifted its position in shares of Phibro Animal Health by 22.5% in the third quarter. Invesco Ltd. now owns 322,299 shares of the company’s stock valued at $13,040,000 after acquiring an additional 59,226 shares in the last quarter. 99.34% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, CEO Jack Bendheim sold 38,303 shares of the company’s stock in a transaction dated 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 transaction, 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 transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders have sold a total of 161,060 shares of company stock valued at $6,945,844 over the last three months. 50.13% of the stock is currently owned by insiders.

Phibro Animal Health Announces Dividend

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

Phibro Animal Health News Roundup

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

• Positive Sentiment: Zacks Research has raised multiple quarterly and multi‑year EPS forecasts and maintains a “Strong‑Buy” stance, signalling stronger analyst confidence in Phibro’s earnings trajectory — a near‑term catalyst for buyers. Zacks Coverage / Estimates
• Positive Sentiment: The board declared a quarterly cash dividend of $0.12 per share (payable Mar 25, ex‑div Mar 4), providing income support and making the stock more attractive to income‑oriented investors. Phibro Declares Quarterly Dividend
• Positive Sentiment: Several institutional investors have established new positions recently (e.g., Capricorn Fund Managers, Allspring Global), indicating institutional buying that can underpin the stock. MarketBeat Institutional Holdings
• Neutral Sentiment: Company fundamentals and guidance remain mixed but respectable: last quarter beat estimates (EPS $0.73) and FY2026 guidance was set at $2.64–$2.81, which provides a baseline for analyst models; however consensus currently sits at lower near‑term EPS (~$1.95 for current fiscal year). MarketBeat Company Summary
• Negative Sentiment: CEO Jack Bendheim has sold large blocks of shares over recent weeks (multiple filings totaling tens of thousands of shares), which can be perceived negatively by the market and weigh on sentiment despite potential personal reasons for sales. CEO Jack Bendheim Sells Shares
• Negative Sentiment: Zacks trimmed a couple of near‑term estimates (e.g., Q2 FY2026 and a slight FY2026 reduction), signalling some short‑term uncertainty in the company’s cadence that could cap upside until visibility improves. Zacks Estimate Changes

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.