Phibro Animal Health (NASDAQ:PAHC) Reaches New 52-Week High on Earnings Beat

Shares of Phibro Animal Health Corporation (NASDAQ:PAHC) reached a new 52-week high during trading on Thursday following a stronger than expected earnings report. The stock traded as high as $48.66 and last traded at $47.4450, with a volume of 139415 shares traded. 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. Phibro Animal Health had a return on equity of 38.28% and a net margin of 6.29%.The firm had revenue of $373.91 million during the quarter, compared to the consensus estimate of $355.64 million. Phibro Animal Health has set its FY 2026 guidance at 2.930-3.100 EPS.

Phibro Animal Health Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 25th. Shareholders of record on Wednesday, March 4th will be issued a dividend of $0.12 per share. The ex-dividend date is Wednesday, March 4th. This represents a $0.48 annualized dividend and a yield of 0.9%. Phibro Animal Health’s dividend payout ratio is presently 28.92%.

Trending Headlines about Phibro Animal Health

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

• Positive Sentiment: Q2 operational beat — Phibro reported EPS of $0.87 vs. $0.69 consensus and revenue of ~$373.9M (broad sales growth and margin improvement cited by management), the primary bullish catalyst. Phibro Q2 Results & Guidance
• Positive Sentiment: Upgraded FY2026 guidance — management raised full‑year EPS guidance to $2.93–$3.10, above prior consensus, improving forward earnings visibility and likely driving the re‑rating. Guidance & Market Reaction
• Positive Sentiment: Momentum and growth narratives gaining traction — recent Zacks pieces highlight PAHC as a momentum and growth idea, which can pull in style‑driven flows. 3 Reasons Growth Investors Will Love Phibro (PAHC) PAHC Top‑Ranked Momentum Stock
• Positive Sentiment: Analyst support & dividend — recent price‑target increases/overweight calls and a newly announced $0.12 quarterly dividend bolster investor confidence and signal cash‑flow strength.
• Neutral Sentiment: Earnings materials posted — slide deck and full call transcript are available for diligence on segment trends, pricing and cost leverage (useful for confirming sustainability of margin gains). Earnings Presentation Earnings Transcript
• Negative Sentiment: Insider selling — CEO Jack Bendheim disclosed multiple sizable sales in January/February, materially reducing his holdings; repeated insider sales can concern investors about timing or dilution. SEC Filing: Insider Sales
• Negative Sentiment: Contrarian caution — a recent Zacks/third‑party note flagged a more cautious view on the quarter and sustainability of margin gains, which may increase near‑term volatility as investors validate the guide and organic trends. Zacks Pessimistic Note

Analysts Set New Price Targets

Several research firms have recently commented on PAHC. Weiss Ratings reissued a “buy (b-)” rating on shares of Phibro Animal Health in a research report on Monday, December 29th. Zacks Research raised Phibro Animal Health from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, December 9th. 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. Finally, Morgan Stanley set a $49.00 price target on Phibro Animal Health in a report on Friday. 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 two have given a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $34.40.

Insider Activity at Phibro Animal Health

In related news, CEO Jack Bendheim sold 3,520 shares of the company’s stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $41.15, for a total value of $144,848.00. Following the transaction, the chief executive officer owned 48,800 shares in the company, valued at approximately $2,008,120. This represents a 6.73% 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 quarter, insiders have sold 170,720 shares of company stock valued at $7,340,425. Insiders own 50.13% of the company’s stock.

Institutional Trading of Phibro Animal Health

Several hedge funds have recently made changes to their positions in the company. 1620 Investment Advisors Inc. grew its stake in shares of Phibro Animal Health by 77.4% during the 4th quarter. 1620 Investment Advisors Inc. now owns 676 shares of the company’s stock worth $25,000 after acquiring an additional 295 shares during the period. Farther Finance Advisors LLC boosted its position in Phibro Animal Health by 113.2% during the fourth quarter. Farther Finance Advisors LLC now owns 727 shares of the company’s stock worth $27,000 after purchasing an additional 386 shares during the period. Hughes Financial Services LLC purchased a new position in shares of Phibro Animal Health in the third quarter worth about $40,000. iSAM Funds UK Ltd bought a new stake in shares of Phibro Animal Health in the third quarter valued at approximately $61,000. Finally, EverSource Wealth Advisors LLC lifted its stake in shares of Phibro Animal Health by 7,671.4% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 2,720 shares of the company’s stock valued at $69,000 after buying an additional 2,685 shares in the last quarter. 99.34% of the stock is currently owned by institutional investors.

Phibro Animal Health Stock Performance

The company has a market capitalization of $2.15 billion, a P/E ratio of 23.59, a P/E/G ratio of 1.28 and a beta of 0.80. The company has a current ratio of 3.05, a quick ratio of 1.35 and a debt-to-equity ratio of 2.14. The company’s fifty day moving average is $40.10 and its 200 day moving average is $38.31.

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.