Phibro Animal Health (NASDAQ:PAHC) Issues FY 2026 Earnings Guidance

Phibro Animal Health (NASDAQ:PAHC) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 2.930-3.100 for the period, compared to the consensus estimate of 2.750. The company issued revenue guidance of $1.5 billion-$1.5 billion, compared to the consensus revenue estimate of $1.5 billion.

Phibro Animal Health Trading Up 20.0%

Shares of PAHC stock traded up $8.20 during trading hours on Thursday, hitting $49.20. The company had a trading volume of 669,324 shares, compared to its average volume of 221,662. The company’s fifty day moving average is $39.74 and its 200 day moving average is $38.06. Phibro Animal Health has a fifty-two week low of $16.16 and a fifty-two week high of $49.73. The company has a debt-to-equity ratio of 2.32, a current ratio of 3.09 and a quick ratio of 1.35. The stock has a market capitalization of $1.99 billion, a PE ratio of 29.61, a price-to-earnings-growth ratio of 1.17 and a beta of 0.80.

Phibro Animal Health (NASDAQ:PAHC) last posted its quarterly earnings data on Wednesday, February 4th. The company reported $0.87 earnings per share for the quarter, beating analysts’ consensus estimates of $0.69 by $0.18. The business had revenue of $373.91 million during the quarter, compared to analyst estimates of $355.64 million. Phibro Animal Health had a net margin of 4.85% and a return on equity of 36.26%. Phibro Animal Health has set its FY 2026 guidance at 2.930-3.100 EPS. Research analysts expect that Phibro Animal Health will post 1.95 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, March 25th. Shareholders of record on Wednesday, March 4th will be issued a dividend of $0.12 per share. The ex-dividend date of this dividend is Wednesday, March 4th. This represents a $0.48 annualized dividend and a yield of 1.0%. Phibro Animal Health’s payout ratio is presently 28.92%.

Analyst Upgrades and Downgrades

A number of research analysts have commented on PAHC shares. Weiss Ratings reaffirmed 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 report on Tuesday, December 9th. Finally, JPMorgan Chase & Co. boosted their price target on shares of Phibro Animal Health from $45.00 to $50.00 and gave the stock 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 issued a Buy rating, two have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, Phibro Animal Health presently has an average rating of “Hold” and a consensus target price of $31.40.

Insider Buying and Selling

In other Phibro Animal Health news, CEO Jack Bendheim sold 38,303 shares of the business’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 sale, the chief executive officer owned 20,577 shares of the company’s stock, valued at approximately $931,932.33. The trade was a 65.05% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Insiders sold a total of 161,060 shares of company stock worth $6,945,844 over the last three months. 50.13% of the stock is currently owned by insiders.

Trending Headlines about Phibro Animal Health

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

• Positive Sentiment: Q2 results beat and management raised FY guidance — Phibro reported $0.87 EPS vs. $0.69 consensus and net sales of $373.9M (up 21% y/y). Management set FY2026 EPS guidance of $2.93–$3.10, above the Street; revenue guidance ~ $1.5B. Those beats and the upward guidance are the primary drivers of the stock’s gain. Phibro Animal Health Corporation Reports Second Quarter Results, Updates Financial Guidance
• Positive Sentiment: Conference materials and analyst access — The company posted a slide deck and conference-call transcript that underscore the beat and guidance raise, helping investors validate the results and management commentary. Listen to Conference Call / View Press Release
• Neutral Sentiment: Dividend declared — Board approved a $0.12 quarterly cash dividend (payable March 25, 2026). This supports income investors but is modest vs. total return drivers. Phibro Animal Health Corporation Declares Quarterly Dividend
• Neutral Sentiment: Earnings presentation available — Seeking Alpha posted the Q2 earnings presentation; useful for digging into segment trends and margin drivers but no new numerical surprise beyond the press release. Phibro Animal Health Corporation 2026 Q2 – Results – Earnings Call Presentation
• Neutral Sentiment: Mixed analyst notes — Zacks coverage shows small tweaks to EPS estimates (both slight upward and downward mentions in recent reports) but maintains a bullish view; not a clear catalyst either way. Zacks Research Has Pessimistic Outlook of PAHC Q2 Earnings
• Negative Sentiment: Insider selling — Reports show director Jack Bendheim sold several thousand shares recently, which can be viewed negatively by some investors even if not large relative to float. Jack Bendheim Sells 6,693 Shares of Phibro Animal Health (NASDAQ:PAHC) Stock
• Negative Sentiment: Conflicting headlines on revenue — At least one outlet ran a headline saying revenue “missed” despite the company reporting sales above consensus; such mixed reporting can create short‑term volatility. Phibro Animal Health (NASDAQ:PAHC) misses Q2 CY2026 revenue estimates, but stock soars 5.5%

Institutional Investors Weigh In On Phibro Animal Health

A number of institutional investors have recently modified their holdings of PAHC. iSAM Funds UK Ltd purchased a new stake in shares of Phibro Animal Health during the 3rd quarter worth approximately $61,000. EverSource Wealth Advisors LLC increased its stake in shares of Phibro Animal Health by 7,671.4% in 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 during the period. Advisory Services Network LLC bought a new stake in shares of Phibro Animal Health during the third quarter worth $96,000. Tower Research Capital LLC TRC increased its holdings in shares of Phibro Animal Health by 768.2% in the second quarter. Tower Research Capital LLC TRC now owns 4,610 shares of the company’s stock valued at $118,000 after purchasing an additional 4,079 shares during the last quarter. Finally, State of Wyoming boosted its holdings in shares of Phibro Animal Health by 148.8% during the 2nd quarter. State of Wyoming now owns 6,608 shares of the company’s stock worth $169,000 after buying an additional 3,952 shares during the period. 99.34% of the stock is owned by institutional investors and hedge funds.

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.