Q1 EPS Forecast for Phibro Animal Health Boosted by Analyst

Phibro Animal Health Corporation (NASDAQ:PAHC) – Investment analysts at Zacks Research raised their Q1 2027 EPS estimates for shares of Phibro Animal Health in a research report issued to clients and investors on Monday, January 5th. Zacks Research analyst Team now forecasts that the company will earn $0.73 per share for the quarter, up from their prior forecast of $0.72. Zacks Research currently has a “Strong-Buy” rating on the stock. The consensus estimate for Phibro Animal Health’s current full-year earnings is $1.95 per share. Zacks Research also issued estimates for Phibro Animal Health’s Q4 2027 earnings at $0.69 EPS, FY2027 earnings at $2.76 EPS and FY2028 earnings at $3.03 EPS.

Other equities analysts also recently issued reports about the company. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Phibro Animal Health in a research note on Monday, December 29th. JPMorgan Chase & Co. upped 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. One equities research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, three have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $31.40.

Phibro Animal Health Price Performance

PAHC stock opened at $39.44 on Thursday. The firm has a 50 day moving average of $40.83 and a 200-day moving average of $36.50. The company has a market cap of $1.60 billion, a price-to-earnings ratio of 23.76, a PEG ratio of 1.12 and a beta of 0.79. The company has a current ratio of 3.09, a quick ratio of 1.35 and a debt-to-equity ratio of 2.32. Phibro Animal Health has a 12-month low of $16.16 and a 12-month high of $46.42.

Phibro Animal Health (NASDAQ:PAHC) last released its quarterly earnings data on Wednesday, November 5th. The company reported $0.73 EPS for the quarter, topping analysts’ consensus estimates of $0.58 by $0.15. Phibro Animal Health had a net margin of 4.85% and a return on equity of 36.26%. The firm had revenue of $363.89 million for the quarter, compared to the consensus estimate of $345.44 million. Phibro Animal Health has set its FY 2026 guidance at 2.640-2.810 EPS.

Institutional Investors Weigh In On Phibro Animal Health

Hedge funds have recently modified their holdings of the company. Capricorn Fund Managers Ltd acquired a new stake in Phibro Animal Health during the third quarter worth approximately $10,233,000. Kings Path Partners LLC raised its holdings in Phibro Animal Health by 87.3% in the 2nd quarter. Kings Path Partners LLC now owns 20,600 shares of the company’s stock valued at $526,000 after acquiring an additional 9,600 shares during the last quarter. Voya Investment Management LLC lifted its stake in shares of Phibro Animal Health by 44.3% during the 1st quarter. Voya Investment Management LLC now owns 31,894 shares of the company’s stock worth $681,000 after purchasing an additional 9,796 shares during the period. Allspring Global Investments Holdings LLC acquired a new stake in shares of Phibro Animal Health during the third quarter worth $8,931,000. Finally, Bailard Inc. acquired a new stake in shares of Phibro Animal Health during the second quarter worth $259,000. 99.34% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Phibro Animal Health

In related news, CEO Jack Bendheim sold 5,752 shares of Phibro Animal Health stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $40.93, for a total transaction of $235,429.36. Following the completion of the sale, the chief executive officer owned 39,200 shares in the company, valued at approximately $1,604,456. This trade represents a 12.80% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders sold a total of 146,882 shares of company stock worth $6,351,593 over the last quarter. 50.13% of the stock is owned by company insiders.

Phibro Animal Health Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, December 17th. Investors of record on Wednesday, November 26th were paid a dividend of $0.12 per share. The ex-dividend date of this dividend was Wednesday, November 26th. This represents a $0.48 dividend on an annualized basis and a dividend yield of 1.2%. Phibro Animal Health’s dividend payout ratio (DPR) is presently 28.92%.

Phibro Animal Health News Summary

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

• Positive Sentiment: Analyst upgrades and forecasts lifted — Zacks Research has been raising Q4/Q1 and FY2027–FY2028 EPS estimates and recently moved the stock to a “Strong-Buy.” JPMorgan also raised its target to $50 and Weiss reiterated a buy. These institutional research moves reinforce the bullish case tied to above-consensus results and multi-year growth expectations.
• Positive Sentiment: Solid fundamentals and recent earnings beat — Phibro reported an upside Q3 result (Nov. 5) with EPS and revenue above estimates and provided FY2026 guidance of $2.64–$2.81, supporting the growth narrative for investors.
• Neutral Sentiment: Comparative research note — Zacks published a comparative piece weighing PAHC versus Boston Scientific (BSX) for value investors; useful context but not a direct catalyst. Read More.
• Neutral Sentiment: Dividend and institutional ownership — Phibro pays a modest quarterly dividend ($0.12, $0.48 annualized, ≈1.2% yield) and ~99% of shares are institutionally held, which can mute volatility but concentrate downside if large holders shift positions.
• Neutral Sentiment: Positive growth write-up — A Zacks feature highlights three reasons growth investors might favor PAHC, reinforcing interest from growth-oriented investors. Read More.
• Negative Sentiment: Insider selling by CEO — Jack Bendheim has been an active seller in recent months (most recently 328 shares sold at ~$40.09), adding to a string of insider disposals. Continued insider sales can weigh on investor sentiment even when sales may be for personal-liquidity reasons. Read More.

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.