Phibro Animal Health (NASDAQ:PAHC) Upgraded by Zacks Research to Strong-Buy Rating

Zacks Research upgraded shares of Phibro Animal Health (NASDAQ:PAHC) from a hold rating to a strong-buy rating in a research note published on Wednesday,Zacks.com reports. Zacks Research also issued estimates for Phibro Animal Health’s Q3 2026 earnings at $0.72 EPS, Q4 2026 earnings at $0.66 EPS, FY2026 earnings at $2.98 EPS, Q1 2027 earnings at $0.77 EPS, Q2 2027 earnings at $0.78 EPS, FY2027 earnings at $3.05 EPS, Q1 2028 earnings at $0.79 EPS and FY2028 earnings at $3.17 EPS.

Other research analysts have also recently issued research reports about the stock. Morgan Stanley set a $49.00 target price on shares of Phibro Animal Health in a research report on Friday, February 6th. Weiss Ratings reissued a “buy (b-)” rating on shares of Phibro Animal Health in a research report on Monday, December 29th. One investment analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $37.50.

Phibro Animal Health Trading Down 2.1%

Shares of PAHC stock opened at $49.00 on Wednesday. Phibro Animal Health has a twelve month low of $16.16 and a twelve month high of $56.30. The stock’s fifty day simple moving average is $46.07 and its 200 day simple moving average is $42.06. The firm has a market capitalization of $1.99 billion, a P/E ratio of 21.78, a P/E/G ratio of 0.77 and a beta of 0.74. The company has a quick ratio of 1.22, a current ratio of 3.05 and a debt-to-equity ratio of 2.14.

Phibro Animal Health (NASDAQ:PAHC) last released its quarterly earnings data on Wednesday, February 4th. The company reported $0.87 EPS for the quarter, topping analysts’ consensus estimates of $0.69 by $0.18. The business had revenue of $373.91 million during the quarter, compared to the consensus estimate of $355.64 million. Phibro Animal Health had a return on equity of 38.28% and a net margin of 6.29%.Phibro Animal Health has set its FY 2026 guidance at 2.930-3.100 EPS. As a group, sell-side analysts predict that Phibro Animal Health will post 1.95 EPS for the current fiscal year.

Phibro Animal Health Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, March 25th. Stockholders of record on Wednesday, March 4th will be issued a $0.12 dividend. 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 1.0%. Phibro Animal Health’s dividend payout ratio is 21.33%.

Insider Activity

In other news, CEO Jack Bendheim sold 110,842 shares of the firm’s stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $48.38, for a total value of $5,362,535.96. Following the transaction, the chief executive officer directly owned 122,958 shares in the company, valued at $5,948,708.04. This trade represents a 47.41% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Over the last ninety days, insiders sold 288,640 shares of company stock valued at $13,821,518. Insiders own 50.13% of the company’s stock.

Institutional Investors Weigh In On Phibro Animal Health

A number of hedge funds and other institutional investors have recently modified their holdings of PAHC. Vanguard Group Inc. increased its stake in Phibro Animal Health by 0.9% in the fourth quarter. Vanguard Group Inc. now owns 1,539,593 shares of the company’s stock valued at $57,519,000 after purchasing an additional 13,884 shares in the last quarter. State Street Corp boosted its holdings in Phibro Animal Health by 5.4% during the fourth quarter. State Street Corp now owns 942,279 shares of the company’s stock worth $35,204,000 after purchasing an additional 48,243 shares during the last quarter. Millennium Management LLC lifted its position in shares of Phibro Animal Health by 4,227.1% during the 4th quarter. Millennium Management LLC now owns 641,313 shares of the company’s stock valued at $23,959,000 after buying an additional 626,492 shares in the last quarter. Geode Capital Management LLC raised its position in Phibro Animal Health by 4.0% in the fourth quarter. Geode Capital Management LLC now owns 569,111 shares of the company’s stock valued at $21,265,000 after purchasing an additional 21,951 shares during the period. Finally, Dimensional Fund Advisors LP boosted its stake in shares of Phibro Animal Health by 1.4% during the 4th quarter. Dimensional Fund Advisors LP now owns 492,335 shares of the company’s stock valued at $18,394,000 after buying an additional 6,826 shares during the last quarter. 99.34% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Phibro Animal Health

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

• Positive Sentiment: Zacks Research raised several near‑term and multi‑year EPS estimates for PAHC: small bumps to Q3/Q4 FY2026 and Q1–Q2 FY2027 quarterly estimates (e.g., Q3 2026 to $0.72, Q4 2026 to $0.66, Q1 2027 to $0.77, Q2 2027 to $0.78) and modest increases to FY2026–FY2028 targets (FY2026 to $2.98, FY2027 to $3.05, FY2028 to $3.17). Zacks still lists a “Hold” rating, but the revisions signal slightly improved analyst expectations for earnings power.
• Positive Sentiment: Zacks included PAHC on its March 12 “Best Value Stocks to Buy” list (Zacks Rank #1 value), which can attract value‑focused buying and short‑term attention from investors. Best Value Stocks to Buy for March 12th

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.