Insider Selling: Phibro Animal Health (NASDAQ:PAHC) CEO Sells $361,856.00 in Stock

Phibro Animal Health Corporation (NASDAQ:PAHC) CEO Jack Bendheim sold 7,040 shares of Phibro Animal Health stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $51.40, for a total value of $361,856.00. Following the completion of the transaction, the chief executive officer owned 36,680 shares of the company’s stock, valued at approximately $1,885,352. This trade represents a 16.10% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link.

Jack Bendheim also recently made the following trade(s):

• On Friday, February 13th, Jack Bendheim sold 7,040 shares of Phibro Animal Health stock. The stock was sold at an average price of $51.96, for a total value of $365,798.40.
• On Wednesday, February 11th, Jack Bendheim sold 14,184 shares of Phibro Animal Health stock. The stock was sold at an average price of $51.62, for a total transaction of $732,178.08.
• On Tuesday, February 10th, Jack Bendheim sold 58,014 shares of Phibro Animal Health stock. The shares were sold at an average price of $51.81, for a total transaction of $3,005,705.34.
• On Thursday, February 5th, Jack Bendheim sold 110,842 shares of Phibro Animal Health stock. The stock was sold at an average price of $48.38, for a total transaction of $5,362,535.96.
• On Wednesday, February 4th, Jack Bendheim sold 3,520 shares of Phibro Animal Health stock. The shares were sold at an average price of $41.15, for a total transaction of $144,848.00.
• On Tuesday, February 3rd, Jack Bendheim sold 9,660 shares of Phibro Animal Health stock. The stock was sold at an average price of $41.47, for a total transaction of $400,600.20.
• On Friday, January 30th, Jack Bendheim sold 6,693 shares of Phibro Animal Health stock. The stock was sold at an average price of $40.09, for a total transaction of $268,322.37.
• On Thursday, January 29th, Jack Bendheim sold 6,772 shares of Phibro Animal Health stock. The shares were sold at an average price of $40.12, for a total value of $271,692.64.
• On Friday, January 23rd, Jack Bendheim sold 1,235 shares of Phibro Animal Health stock. The stock was sold at an average price of $40.55, for a total value of $50,079.25.
• On Thursday, January 22nd, Jack Bendheim sold 13,158 shares of Phibro Animal Health stock. The stock was sold at an average price of $41.98, for a total value of $552,372.84.

Phibro Animal Health Price Performance

PAHC opened at $52.80 on Friday. The company has a quick ratio of 1.22, a current ratio of 3.05 and a debt-to-equity ratio of 2.14. The business has a fifty day moving average of $42.44 and a 200 day moving average of $39.95. Phibro Animal Health Corporation has a 52-week low of $16.16 and a 52-week high of $56.30. The stock has a market cap of $2.14 billion, a P/E ratio of 23.47, a PEG ratio of 0.80 and a beta of 0.80.

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

Phibro Animal Health Announces Dividend

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 given 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 0.9%. Phibro Animal Health’s dividend payout ratio (DPR) is 21.33%.

Phibro Animal Health News Roundup

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

• Positive Sentiment: Zacks added PAHC to multiple Rank #1 (Strong Buy) lists — including momentum and value screens — which can attract short-term momentum traders and systematic buy programs. Best Momentum Stocks to Buy for February 20th New Strong Buy Stocks for February 20th Best Value Stocks to Buy for February 20th
• Positive Sentiment: Analyst models moved higher: Zacks Research has repeatedly raised quarterly and full‑year EPS forecasts (FY2026 to $2.96 from $2.73 and upgrades to FY2027/FY2028 estimates), signaling improved earnings visibility after the company’s February quarter beat and FY2026 guidance. That fundamental re-rating supports higher multiples. MarketBeat PAHC coverage
• Positive Sentiment: Recent fundamentals: Phibro beat Q4/quarterly estimates and gave FY2026 EPS guidance (2.93–3.10), and it declared a modest quarterly dividend — all supportive to investor confidence and institutional interest. MarketBeat PAHC coverage
• Neutral Sentiment: A Yahoo Finance piece flags valuation after the recent run — helpful context for investors assessing whether current gains are driven by fundamentals or short‑term momentum. It suggests caution on stretch valuations even as momentum persists. Assessing Phibro Animal Health (PAHC) Valuation After Strong Share Price Momentum
• Neutral Sentiment: Analyst mix remains mixed: despite estimate lifts, coverage is varied (several Holds, a few Buys and one Sell per MarketBeat), so upside depends on continued execution vs. elevated expectations. MarketBeat PAHC coverage
• Negative Sentiment: Insider selling: CEO Jack Bendheim has sold multiple sizable blocks in February (recent disclosures show several transactions at ~\$51–\$52), which some investors view as a negative signal on near‑term insider conviction. That selling can cap enthusiasm despite the other positives. Phibro Animal Health (NASDAQ:PAHC) CEO Sells $361,856.00 in Stock

Analyst Upgrades and Downgrades

Several research firms have commented on PAHC. Zacks Research downgraded Phibro Animal Health from a “strong-buy” rating to a “hold” rating in a report on Monday, February 9th. JPMorgan Chase & Co. increased their price target on 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, Morgan Stanley set a $49.00 target price on shares of Phibro Animal Health in a report on Friday, February 6th. Two analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Phibro Animal Health has an average rating of “Hold” and a consensus target price of $37.50.

Institutional Investors Weigh In On Phibro Animal Health

A number of hedge funds have recently made changes to their positions in PAHC. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its position in Phibro Animal Health by 4.7% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 12,164 shares of the company’s stock valued at $260,000 after purchasing an additional 546 shares in the last quarter. Millennium Management LLC lifted its position 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 buying an additional 154,281 shares during the last quarter. Jane Street Group LLC boosted its holdings in shares of Phibro Animal Health by 65.3% in the 1st quarter. Jane Street Group LLC now owns 33,917 shares of the company’s stock valued at $724,000 after buying an additional 13,404 shares in the last quarter. Yousif Capital Management LLC purchased a new position in shares of Phibro Animal Health in the 2nd quarter worth approximately $200,000. Finally, Envestnet Asset Management Inc. grew its position in shares of Phibro Animal Health by 97.3% in the 2nd quarter. Envestnet Asset Management Inc. now owns 24,334 shares of the company’s stock worth $621,000 after buying an additional 11,999 shares during the last quarter. 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.