Key Points
- CEO Jack Bendheim sold 7,040 shares on May 5 at $55.80 for $392,832, cutting his stake by 9.42% to 67,720 shares; the sales were executed under a pre-arranged Rule 10b5-1 trading plan.
- Phibro beat estimates for the quarter with $0.76 EPS vs. $0.72 expected and $383.5M in revenue vs. $367.0M expected, and set FY2026 guidance at $2.98–$3.10 EPS (near the analyst midpoint of ~$3.03).
- The company announced a $0.12 quarterly dividend (annualized $0.48, ~1.1% yield) with an ex-dividend date of June 3 and payment on June 24.
Phibro Animal Health Corporation (NASDAQ:PAHC - Get Free Report) CEO Jack Bendheim sold 4,528 shares of the business's stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $48.49, for a total value of $219,562.72. Following the completion of the transaction, the chief executive officer owned 56,152 shares in the company, valued at $2,722,810.48. This trade represents a 7.46% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Jack Bendheim also recently made the following trade(s):
- On Tuesday, May 5th, Jack Bendheim sold 7,040 shares of Phibro Animal Health stock. The shares were sold at an average price of $55.80, for a total value of $392,832.00.
- On Thursday, April 30th, Jack Bendheim sold 7,040 shares of Phibro Animal Health stock. The stock was sold at an average price of $52.76, for a total value of $371,430.40.
- On Tuesday, April 28th, Jack Bendheim sold 7,040 shares of Phibro Animal Health stock. The shares were sold at an average price of $55.91, for a total value of $393,606.40.
- On Wednesday, April 22nd, Jack Bendheim sold 7,040 shares of Phibro Animal Health stock. The shares were sold at an average price of $54.29, for a total value of $382,201.60.
- On Thursday, April 16th, Jack Bendheim sold 7,040 shares of Phibro Animal Health stock. The stock was sold at an average price of $54.64, for a total value of $384,665.60.
- On Tuesday, April 14th, Jack Bendheim sold 7,040 shares of Phibro Animal Health stock. The stock was sold at an average price of $59.08, for a total value of $415,923.20.
- On Thursday, March 19th, Jack Bendheim sold 7,040 shares of Phibro Animal Health stock. The shares were sold at an average price of $52.52, for a total transaction of $369,740.80.
- On Wednesday, March 18th, Jack Bendheim sold 10,560 shares of Phibro Animal Health stock. The shares were sold at an average price of $52.68, for a total transaction of $556,300.80.
- On Tuesday, March 17th, Jack Bendheim sold 5,280 shares of Phibro Animal Health stock. The stock was sold at an average price of $51.66, for a total transaction of $272,764.80.
- On Friday, March 13th, Jack Bendheim sold 5,280 shares of Phibro Animal Health stock. The stock was sold at an average price of $48.91, for a total transaction of $258,244.80.
Phibro Animal Health Stock Down 26.2%
Shares of NASDAQ:PAHC opened at $43.16 on Friday. The company has a market cap of $1.75 billion, a price-to-earnings ratio of 18.52, a PEG ratio of 0.90 and a beta of 0.61. The firm's 50-day simple moving average is $53.90 and its 200-day simple moving average is $46.51. 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 Corporation has a fifty-two week low of $19.17 and a fifty-two week high of $60.08.
Phibro Animal Health (NASDAQ:PAHC - Get Free Report) last posted its quarterly earnings results on Wednesday, May 6th. The company reported $0.76 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.72 by $0.04. The firm had revenue of $383.54 million during the quarter, compared to analysts' expectations of $367.02 million. Phibro Animal Health had a net margin of 6.35% and a return on equity of 38.70%. Phibro Animal Health has set its FY 2026 guidance at 2.980-3.100 EPS. As a group, equities research analysts predict that Phibro Animal Health Corporation will post 3.03 earnings per share for the current year.
Phibro Animal Health Dividend Announcement
The firm also recently announced a quarterly dividend, which will be paid on Wednesday, June 24th. Stockholders of record on Wednesday, June 3rd will be paid a dividend of $0.12 per share. This represents a $0.48 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend is Wednesday, June 3rd. Phibro Animal Health's dividend payout ratio is 20.60%.
Phibro Animal Health News Roundup
Here are the key news stories impacting Phibro Animal Health this week:
- Positive Sentiment: Quarterly results topped estimates: Phibro reported $0.76 EPS vs. $0.72 consensus and revenue of $383.5M vs. $367.0M expected, with ~10% y/y net sales growth and improved net income — evidence of continued top-line momentum. Phibro Q3 Results
- Neutral Sentiment: FY2026 EPS guidance issued at $2.98–$3.10 (midpoint roughly in line with consensus ~3.03) — the midpoint is close to expectations but the lower bound leaves room for downside, which can amplify volatility. Updated Guidance
- Neutral Sentiment: Dividend declared: quarterly payout of $0.12/share (record June 3, payable June 24) supports income investors but is small relative to market moves. (Company release)
- Neutral Sentiment: Investor access: management will present at the Bank of America Healthcare Conference next week — an opportunity for Q&A that could clarify guidance and strategy. Conference Participation
- Neutral Sentiment: Corporate ESG initiative (VERRATAIN™ platform) announced — positive for long-term positioning but unlikely to move near-term fundamentals. Sustainability Platform
- Negative Sentiment: Adjusted EBITDA guidance shifted to $247M–$255M alongside FY net sales guidance of $1.46B–$1.50B — the EBITDA range and any downward movement vs. prior expectations likely disappointed investors and pressured the stock. FY2026 Sales & EBITDA Guidance
- Negative Sentiment: Market reported the company expanded its revolving credit facility — investors interpreted this as higher leverage risk or a precautionary move, adding to selling pressure given the company’s leverage profile. Revolving Credit Facility Coverage
- Negative Sentiment: Significant insider selling: CEO Jack Bendheim has executed multiple planned stock sales (Rule 10b5-1), including recent trades disclosed in SEC filings — while many 10b5-1 plans are routine, concentrated insider selling in a short period can unsettle investors. SEC Insider Sale Filing
Analysts Set New Price Targets
A number of research firms recently weighed in on PAHC. Zacks Research upgraded Phibro Animal Health from a "hold" rating to a "strong-buy" rating in a research note on Wednesday, March 11th. Morgan Stanley set a $49.00 target price on Phibro Animal Health in a report on Friday, February 6th. Finally, Citigroup started coverage on shares of Phibro Animal Health in a research report on Wednesday, April 15th. They set a "neutral" rating and a $62.00 target price on the stock. One investment analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of "Hold" and an average target price of $42.40.
Read Our Latest Stock Report on Phibro Animal Health
Institutional Trading of Phibro Animal Health
Several large investors have recently bought and sold shares of PAHC. Penserra Capital Management LLC acquired a new position in shares of Phibro Animal Health during the 3rd quarter worth $519,000. Allspring Global Investments Holdings LLC acquired a new stake in Phibro Animal Health in the 3rd quarter valued at about $8,931,000. Citigroup Inc. increased its holdings in Phibro Animal Health by 112.3% during the 3rd quarter. Citigroup Inc. now owns 54,941 shares of the company's stock valued at $2,223,000 after acquiring an additional 29,066 shares in the last quarter. JPMorgan Chase & Co. increased its holdings in Phibro Animal Health by 1,730.9% during the 3rd quarter. JPMorgan Chase & Co. now owns 238,115 shares of the company's stock valued at $9,634,000 after acquiring an additional 225,110 shares in the last quarter. Finally, Advisors Preferred LLC acquired a new position in Phibro Animal Health during the third quarter worth about $3,953,000. Institutional investors and hedge funds own 99.34% of the company's stock.
Phibro Animal Health Company Profile
(
Get Free Report)
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.
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