Zacks Research Has Pessimistic Outlook of PAHC Q2 Earnings

Phibro Animal Health Corporation (NASDAQ:PAHC) – Research analysts at Zacks Research lowered their Q2 2026 EPS estimates for shares of Phibro Animal Health in a report released on Monday, February 2nd. Zacks Research analyst Team now expects that the company will post earnings per share of $0.68 for the quarter, down from their prior forecast of $0.71. 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 2026 earnings at $0.63 EPS, Q2 2027 earnings at $0.67 EPS, Q4 2027 earnings at $0.70 EPS, FY2027 earnings at $2.77 EPS and FY2028 earnings at $3.05 EPS.

Other equities research analysts also recently issued reports about the company. JPMorgan Chase & Co. increased their price objective on Phibro Animal Health from $45.00 to $50.00 and gave the company an “overweight” rating in a report on Friday, November 7th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Phibro Animal Health in a research report on Monday, December 29th. One investment analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, two have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, Phibro Animal Health presently has a consensus rating of “Hold” and a consensus target price of $31.40.

Phibro Animal Health Trading Down 0.8%

NASDAQ:PAHC opened at $41.00 on Tuesday. The company has a market capitalization of $1.66 billion, a PE ratio of 24.70, a P/E/G ratio of 1.17 and a beta of 0.80. Phibro Animal Health has a 52-week low of $16.16 and a 52-week high of $46.42. The stock’s 50 day moving average price is $39.74 and its 200 day moving average price is $38.06. The company has a quick ratio of 1.35, a current ratio of 3.09 and a debt-to-equity ratio of 2.32.

Phibro Animal Health (NASDAQ:PAHC) last released its quarterly earnings data on Wednesday, February 4th. The company reported $0.87 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.69 by $0.18. Phibro Animal Health had a net margin of 4.85% and a return on equity of 36.26%. The company 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 Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 25th. Investors of record on Wednesday, March 4th will be given a $0.12 dividend. This represents a $0.48 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date is Wednesday, March 4th. Phibro Animal Health’s dividend payout ratio (DPR) is 28.92%.

Insider Transactions at Phibro Animal Health

In other Phibro Animal Health news, CEO Jack Bendheim sold 38,303 shares of the company’s stock in a transaction on Monday, November 10th. The shares were sold at an average price of $45.29, for a total transaction of $1,734,742.87. Following the completion of the transaction, the chief executive officer owned 20,577 shares in the company, valued at approximately $931,932.33. This represents a 65.05% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Over the last 90 days, insiders have sold 161,060 shares of company stock valued at $6,945,844. Insiders own 50.13% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings 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 worth $260,000 after purchasing an additional 546 shares in the last quarter. Millennium Management LLC increased its position in Phibro Animal Health by 74.3% during the 1st quarter. Millennium Management LLC now owns 362,030 shares of the company’s stock worth $7,733,000 after purchasing an additional 154,281 shares during the period. Jane Street Group LLC raised its stake in shares of Phibro Animal Health by 65.3% during the 1st quarter. Jane Street Group LLC now owns 33,917 shares of the company’s stock worth $724,000 after buying an additional 13,404 shares in the last quarter. State of Alaska Department of Revenue raised its stake in shares of Phibro Animal Health by 7.6% during the 2nd quarter. State of Alaska Department of Revenue now owns 12,129 shares of the company’s stock worth $309,000 after buying an additional 859 shares in the last quarter. Finally, Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its holdings in shares of Phibro Animal Health by 10.0% in the 2nd quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 11,530 shares of the company’s stock valued at $294,000 after buying an additional 1,044 shares during the period. 99.34% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Phibro Animal Health

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

• Positive Sentiment: Q2 results and outlook beat consensus — Phibro reported $0.87 EPS vs. $0.69 expected and revenue of $373.9M vs. $355.6M, and raised FY2026 EPS guidance to $2.93–$3.10 (above the $2.75 consensus). Investors often reward beats and upgraded guidance. Q2 Results & Guidance
• Positive Sentiment: Dividend declared — Board approved a $0.12 quarterly cash dividend, providing income support and signaling confidence in cash flow. Dividend Announcement
• Neutral Sentiment: Analyst estimates and coverage mixed — Zacks maintains a Strong-Buy and has tweaked near-term quarter/year estimates (small upward and downward adjustments), which provides context but no clear directional push. Zacks Commentary
• Neutral Sentiment: Elevated trading activity — intraday volume is above average, reflecting heightened investor interest around the results; this can amplify moves in either direction. No external link provided
• Negative Sentiment: Significant insider selling — CEO Jack Bendheim has sold multiple blocks of shares in recent weeks (material dollar amounts), a factor some investors view as negative or as profit-taking. Insider Sales Report
• Negative Sentiment: Leverage level — the company’s debt-to-equity (~2.3) is elevated, which may concern risk-sensitive investors despite operating improvements. No external link provided

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.