Brant Point Investment Management LLC reduced its holdings in Phibro Animal Health Corporation (NASDAQ:PAHC – Free Report) by 50.0% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 25,000 shares of the company’s stock after selling 25,000 shares during the quarter. Brant Point Investment Management LLC owned approximately 0.06% of Phibro Animal Health worth $934,000 as of its most recent filing with the SEC.
A number of other large investors also recently modified their holdings of the business. JPMorgan Chase & Co. increased its stake 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 buying an additional 225,110 shares during the period. Citigroup Inc. increased its stake 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 buying an additional 29,066 shares during the period. Advisors Preferred LLC acquired a new position in Phibro Animal Health during the 3rd quarter valued at about $3,953,000. Public Sector Pension Investment Board increased its stake in Phibro Animal Health by 14.7% during the 3rd quarter. Public Sector Pension Investment Board now owns 79,478 shares of the company’s stock valued at $3,216,000 after buying an additional 10,184 shares during the period. Finally, Precision Wealth Strategies LLC acquired a new position in Phibro Animal Health during the 4th quarter valued at about $1,568,000. 99.34% of the stock is currently owned by institutional investors.
Insider Transactions at Phibro Animal Health
In related news, CEO Jack Bendheim sold 10,560 shares of the business’s stock in a transaction on Wednesday, March 18th. The shares were sold at an average price of $52.68, for a total transaction of $556,300.80. Following the transaction, the chief executive officer owned 80,360 shares of the company’s stock, valued at approximately $4,233,364.80. The trade was a 11.61% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Insiders have sold a total of 69,648 shares of company stock worth $3,759,028 over the last 90 days. Insiders own 50.13% of the company’s stock.
Phibro Animal Health Stock Performance
Phibro Animal Health (NASDAQ:PAHC – Get Free Report) last posted its earnings results on Wednesday, May 6th. The company reported $0.76 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.72 by $0.04. Phibro Animal Health had a net margin of 6.35% and a return on equity of 37.14%. The firm had revenue of $383.54 million during the quarter, compared to analysts’ expectations of $367.02 million. Phibro Animal Health has set its FY 2026 guidance at 2.980-3.100 EPS. Research analysts anticipate that Phibro Animal Health Corporation will post 3.08 earnings per share for the current fiscal year.
Phibro Animal Health Dividend Announcement
The business also recently announced a quarterly dividend, which will be paid on Wednesday, June 24th. Investors of record on Wednesday, June 3rd will be given a dividend of $0.12 per share. The ex-dividend date of this dividend is Wednesday, June 3rd. This represents a $0.48 dividend on an annualized basis and a yield of 1.5%. Phibro Animal Health’s payout ratio is 20.60%.
More Phibro Animal Health News
Here are the key news stories impacting Phibro Animal Health this week:
- Positive Sentiment: Zacks Research raised its earnings estimates for Phibro Animal Health across several periods, including FY2026 to $3.05 EPS, FY2027 to $3.18 EPS, and FY2028 to $3.35 EPS, signaling a more constructive view of the company’s earnings power.
- Positive Sentiment: Near-term estimates were also nudged higher, including Q4 2026 to $0.69 EPS, Q1 2027 to $0.79 EPS, Q2 2027 to $0.85 EPS, Q3 2027 to $0.76 EPS, and Q1 2028/Q3 2028 to $0.82 EPS each, which may support investor confidence in execution.
- Neutral Sentiment: Zacks Research kept a Hold rating on PAHC, so the revisions are supportive but not a strong bullish upgrade.
- Neutral Sentiment: The stock still trades well below its 50-day and 200-day moving averages, so the shares remain in a weaker technical position despite the analyst optimism.
Wall Street Analyst Weigh In
Several equities analysts have commented on PAHC shares. Wall Street Zen cut shares of Phibro Animal Health from a “strong-buy” rating to a “buy” rating in a research note on Saturday, May 9th. Citigroup lowered their price objective on shares of Phibro Animal Health from $62.00 to $44.00 and set a “neutral” rating on the stock in a research note on Thursday, May 14th. Zacks Research cut shares of Phibro Animal Health from a “strong-buy” rating to a “hold” rating in a research note on Thursday, May 21st. Finally, Weiss Ratings cut shares of Phibro Animal Health from a “buy (b)” rating to a “buy (b-)” rating in a research note on Friday, May 8th. Two analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Phibro Animal Health presently has an average rating of “Hold” and a consensus price target of $38.80.
Read Our Latest Stock Report on PAHC
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.
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