Phibro Animal Health (NASDAQ:PAHC) Reaches New 1-Year High After Strong Earnings

Phibro Animal Health Corporation (NASDAQ:PAHC) shares reached a new 52-week high during trading on Thursday following a better than expected earnings announcement. The company traded as high as $48.66 and last traded at $47.4450, with a volume of 139415 shares changing hands. The stock had previously closed at $41.00.

The company reported $0.87 EPS for the quarter, beating the consensus estimate of $0.69 by $0.18. The firm had revenue of $373.91 million for the quarter, compared to analyst estimates of $355.64 million. Phibro Animal Health had a net margin of 4.85% and a return on equity of 36.26%. Phibro Animal Health has set its FY 2026 guidance at 2.930-3.100 EPS.

Phibro Animal Health Dividend Announcement

The business also recently declared 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 annualized dividend and a yield of 1.0%. The ex-dividend date is Wednesday, March 4th. Phibro Animal Health’s dividend payout ratio is currently 28.92%.

Key Phibro Animal Health News

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 Analyst Weigh In

Several brokerages recently commented on PAHC. JPMorgan Chase & Co. raised their target price on Phibro Animal Health from $45.00 to $50.00 and gave the company an “overweight” rating in a report on Friday, November 7th. Zacks Research upgraded shares of Phibro Animal Health from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, December 9th. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of Phibro Animal Health in a research report on Monday, December 29th. 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 given a Sell rating to the company. Based on data from MarketBeat.com, Phibro Animal Health has a consensus rating of “Hold” and an average price target of $31.40.

Insider Buying and Selling at Phibro Animal Health

In related news, CEO Jack Bendheim sold 6,693 shares of Phibro Animal Health stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $40.09, for a total value of $268,322.37. Following the completion of the transaction, the chief executive officer directly owned 31,980 shares in the company, valued at approximately $1,282,078.20. This trade represents a 17.31% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Over the last ninety days, insiders have sold 161,060 shares of company stock valued at $6,945,844. 50.13% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of the company. Capricorn Fund Managers Ltd bought a new position in Phibro Animal Health in the third quarter worth about $10,233,000. Allspring Global Investments Holdings LLC acquired a new stake in shares of Phibro Animal Health during the 3rd quarter worth approximately $8,931,000. Bailard Inc. bought a new stake in shares of Phibro Animal Health in the 2nd quarter worth approximately $259,000. Squarepoint Ops LLC bought a new stake in shares of Phibro Animal Health in the 2nd quarter worth approximately $813,000. Finally, G2 Investment Partners Management LLC acquired a new position in Phibro Animal Health during the 2nd quarter valued at approximately $1,405,000. Institutional investors own 99.34% of the company’s stock.

Phibro Animal Health Stock Performance

The company has a debt-to-equity ratio of 2.32, a quick ratio of 1.35 and a current ratio of 3.09. The stock has a 50 day moving average of $39.74 and a 200 day moving average of $38.06. The stock has a market capitalization of $1.95 billion, a P/E ratio of 28.92, a P/E/G ratio of 1.17 and a beta of 0.80.

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.