Phibro Animal Health (NASDAQ:PAHC) Announces Earnings Results

Phibro Animal Health (NASDAQ:PAHC) issued its quarterly earnings data on Wednesday. The company reported $0.87 earnings per share for the quarter, topping the consensus estimate of $0.69 by $0.18, FiscalAI reports. Phibro Animal Health had a net margin of 4.85% and a return on equity of 36.26%. The business had revenue of $373.91 million during the quarter, compared to the consensus estimate of $355.64 million. Phibro Animal Health updated its FY 2026 guidance to 2.930-3.100 EPS.

Phibro Animal Health Trading Up 16.6%

PAHC opened at $47.79 on Thursday. The firm has a market capitalization of $1.94 billion, a P/E ratio of 27.97, a P/E/G ratio of 1.17 and a beta of 0.80. The firm’s 50 day moving average is $39.74 and its 200-day moving average is $38.06. The company has a quick ratio of 1.35, a current ratio of 3.09 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 $46.42.

Phibro Animal Health Announces Dividend

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 given a $0.12 dividend. The ex-dividend date of this dividend is Wednesday, March 4th. This represents a $0.48 annualized dividend and a yield of 1.0%. Phibro Animal Health’s dividend payout ratio (DPR) is 28.92%.

Key Stories Impacting Phibro Animal Health

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

• Positive Sentiment: Q2 results beat expectations — Phibro reported $0.87 EPS vs. $0.69 consensus and revenue of $373.9M (>$355.6M consensus); net income and sales rose year-over-year, giving a clear fundamental lift. Phibro Animal Health Corporation Reports Second Quarter Results, Updates Financial Guidance
• Positive Sentiment: Company raised FY2026 EPS guidance to $2.93–$3.10 (above the ~$2.75 consensus), signaling stronger full‑year profitability expectations — a material reason investors bid up the stock. Phibro Animal Health Corporation Reports Second Quarter Results, Updates Financial Guidance
• Positive Sentiment: Market reaction — some outlets noted the stock jumped (MSN: “soars 5.5%”) despite mixed headlines, reflecting that investors favored the EPS beat and raised guidance over any revenue/messaging noise. Phibro Animal Health (NASDAQ:PAHC) misses Q2 CY2026 revenue estimates, but stock soars 5.5%
• Positive Sentiment: Dividend announced — board declared a $0.12 quarterly cash dividend (payable March 25), which supports yield-focused investors and can be a modest positive for sentiment. Phibro Animal Health Corporation Declares Quarterly Dividend
• Neutral Sentiment: Company provided slide deck and press materials for the quarter — useful for investors doing deeper diligence but neutral on immediate price direction. Q2 Slide Deck
• Negative Sentiment: Analyst/coverage noise — a recent article flagged a “pessimistic outlook” from Zacks on Q2 expectations, which can create short-term selling pressure or uncertainty for some investors. Zacks Research Has Pessimistic Outlook of PAHC Q2 Earnings
• Negative Sentiment: Insider selling — filings show Jack Bendheim sold roughly 6.7K shares in recent transactions; while not huge relative to market cap, insider sales can be viewed negatively by some traders. Jack Bendheim Sells 6,693 Shares of Phibro Animal Health (NASDAQ:PAHC) Stock Jack Bendheim Sells 6,772 Shares of Phibro Animal Health (NASDAQ:PAHC) Stock

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on PAHC shares. JPMorgan Chase & Co. boosted their price objective on shares of Phibro Animal Health from $45.00 to $50.00 and gave the stock an “overweight” rating in a research report on Friday, November 7th. Weiss Ratings restated a “buy (b-)” rating on shares of Phibro Animal Health in a report on Monday, December 29th. Finally, Zacks Research upgraded shares of 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 given a Buy rating, two have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $31.40.

Insider Activity at Phibro Animal Health

In related news, CEO Jack Bendheim sold 38,303 shares of the business’s stock in a transaction dated 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 $931,932.33. This represents a 65.05% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders sold a total of 161,060 shares of company stock valued at $6,945,844 in the last 90 days. Insiders own 50.13% of the company’s stock.

Hedge Funds Weigh In On Phibro Animal Health

Large investors have recently made changes to their positions in the business. 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 bought a new stake in Phibro Animal Health in the third quarter valued at $96,000. EverSource Wealth Advisors LLC raised 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 acquiring an additional 2,685 shares in the last quarter. Tower Research Capital LLC TRC boosted its stake in shares of Phibro Animal Health by 768.2% in 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 in the last quarter. Finally, Creative Planning acquired a new stake in shares of Phibro Animal Health during the 3rd quarter worth about $217,000. 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.