Phibro Animal Health (NASDAQ:PAHC) CEO Sells $392,832.00 in Stock

Key Points

• CEO Jack Bendheim sold 7,040 shares for $392,832 on May 5 under a pre-arranged Rule 10b5-1 plan, part of a string of insider disposals since March that reduced his stake by about 9.4% (he now owns 67,720 shares).
• PAHC shares plunged 26.2% to $43.16 on heavy volume (1.57M vs. avg. 288k), with investors reacting to concerns including an expanded revolving credit facility despite otherwise mixed news.
• Phibro beat Q3 estimates (EPS $0.76 vs. $0.72; revenue $383.5M vs. $367.0M), set FY2026 guidance of $2.98–$3.10 EPS, and announced a $0.12 quarterly dividend (annualized yield ~1.1%).

Phibro Animal Health Corporation (NASDAQ:PAHC - Get Free Report) CEO Jack Bendheim sold 7,040 shares of Phibro Animal Health stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $55.80, for a total transaction of $392,832.00. Following the completion of the sale, the chief executive officer owned 67,720 shares of the company's stock, valued at approximately $3,778,776. This trade represents a 9.42% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Jack Bendheim also recently made the following trade(s):

• On Thursday, May 7th, Jack Bendheim sold 4,528 shares of Phibro Animal Health stock. The shares were sold at an average price of $48.49, for a total transaction of $219,562.72.
• On Thursday, April 30th, Jack Bendheim sold 7,040 shares of Phibro Animal Health stock. The shares were sold at an average price of $52.76, for a total transaction of $371,430.40.
• On Tuesday, April 28th, Jack Bendheim sold 7,040 shares of Phibro Animal Health stock. The shares were sold at an average price of $55.91, for a total value of $393,606.40.
• On Wednesday, April 22nd, Jack Bendheim sold 7,040 shares of Phibro Animal Health stock. The stock was sold at an average price of $54.29, for a total transaction of $382,201.60.
• On Thursday, April 16th, Jack Bendheim sold 7,040 shares of Phibro Animal Health stock. The stock was sold at an average price of $54.64, for a total value of $384,665.60.
• On Tuesday, April 14th, Jack Bendheim sold 7,040 shares of Phibro Animal Health stock. The shares were sold at an average price of $59.08, for a total value of $415,923.20.
• On Thursday, March 19th, Jack Bendheim sold 7,040 shares of Phibro Animal Health stock. The stock was sold at an average price of $52.52, for a total value of $369,740.80.
• On Wednesday, March 18th, Jack Bendheim sold 10,560 shares of Phibro Animal Health stock. The stock was sold at an average price of $52.68, for a total value of $556,300.80.
• On Tuesday, March 17th, Jack Bendheim sold 5,280 shares of Phibro Animal Health stock. The shares were sold at an average price of $51.66, for a total transaction of $272,764.80.
• On Friday, March 13th, Jack Bendheim sold 5,280 shares of Phibro Animal Health stock. The stock was sold at an average price of $48.91, for a total transaction of $258,244.80.

Phibro Animal Health Trading Down 26.2%

Phibro Animal Health stock traded down $15.34 during mid-day trading on Thursday, hitting $43.16. The stock had a trading volume of 1,572,579 shares, compared to its average volume of 288,152. The company has a current ratio of 3.05, a quick ratio of 1.22 and a debt-to-equity ratio of 2.14. Phibro Animal Health Corporation has a 12 month low of $19.17 and a 12 month high of $60.08. The stock has a market capitalization of $1.75 billion, a PE ratio of 19.18, a P/E/G ratio of 0.86 and a beta of 0.61. The stock has a 50-day simple moving average of $53.90 and a two-hundred day simple moving average of $46.51.

Phibro Animal Health (NASDAQ:PAHC - Get Free Report) last issued its earnings results on Wednesday, May 6th. The company reported $0.76 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.72 by $0.04. Phibro Animal Health had a return on equity of 38.28% and a net margin of 6.29%.The firm had revenue of $383.54 million for 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. As a group, sell-side analysts forecast that Phibro Animal Health Corporation will post 3.03 EPS for the current year.

Phibro Animal Health Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 24th. Shareholders of record on Wednesday, June 3rd will be paid a $0.12 dividend. The ex-dividend date is Wednesday, June 3rd. This represents a $0.48 annualized dividend and a yield of 1.1%. Phibro Animal Health's payout ratio is 21.33%.

Analysts Set New Price Targets

PAHC has been the subject of a number of research analyst reports. Zacks Research raised Phibro Animal Health from a "hold" rating to a "strong-buy" rating in a report on Wednesday, March 11th. Citigroup started coverage on Phibro Animal Health in a research note on Wednesday, April 15th. They issued a "neutral" rating and a $62.00 price target for the company. Finally, Morgan Stanley set a $49.00 target price on Phibro Animal Health in a research report on Friday, February 6th. One analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat, the company presently has a consensus rating of "Hold" and an average target price of $42.40.

Trending Headlines about Phibro Animal Health

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

• Positive Sentiment: Quarterly results beat expectations — Phibro reported $0.76 EPS vs. $0.72 consensus and revenue of $383.5M vs. $367.0M expected; net sales rose ~10% year-over-year and net income increased ~15%, highlighting continued top-line growth and margin improvement. Phibro Animal Health Corporation Reports Third Quarter Results, Updates Financial Guidance
• Positive Sentiment: Earnings/analyst coverage echoed the beat — multiple outlets and the company transcript highlight the upside vs. estimates, providing evidence the quarter was fundamentally stronger than consensus. Earnings Transcript and Summary
• Neutral Sentiment: FY2026 guidance updated to $2.98–$3.10 EPS and revenue ~ $1.5B (range provided by company). The midpoint is close to analyst expectations (~$3.03), but the range left some uncertainty about the low end. Investors often react to the tone and range width as much as the midpoint. Updated Financial Guidance
• Neutral Sentiment: Dividend declared — company announced a $0.12 quarterly dividend (record June 3, payable June 24), a small yield that supports income-focused holders but is unlikely to materially change valuation. (Company release)
• Neutral Sentiment: Investor events and outreach — management will present at the Bank of America Healthcare Conference next week, offering an opportunity for real-time analyst Q&A and potential clarity on strategy and guidance execution. Conference Participation Announcement
• Neutral Sentiment: Corporate sustainability initiative launched — new VERRATAIN™ sustainability platform and VAXA partnership may improve ESG positioning over time but is unlikely to drive near-term revenue. Sustainability Platform Announcement
• Negative Sentiment: Revolving credit facility expansion raised investor concerns — coverage notes the company expanded its credit line, which some investors read as higher leverage risk or preparation for contingencies; combined with the company’s stated debt/equity profile, this likely increased selling pressure today. Investors Reacting to Revolving Credit Facility Expansion

Hedge Funds Weigh In On Phibro Animal Health

Several hedge funds have recently made changes to their positions in PAHC. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in shares of Phibro Animal Health by 4.7% in the 1st 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 valued at $7,733,000 after buying an additional 154,281 shares in the last quarter. Jane Street Group LLC increased its holdings in shares of Phibro Animal Health by 65.3% in the 1st quarter. Jane Street Group LLC now owns 33,917 shares of the company's stock worth $724,000 after purchasing an additional 13,404 shares in the last quarter. Cetera Investment Advisers increased its holdings in shares of Phibro Animal Health by 63.0% in the 2nd quarter. Cetera Investment Advisers now owns 18,830 shares of the company's stock worth $481,000 after purchasing an additional 7,280 shares in the last quarter. Finally, JPMorgan Chase & Co. grew its holdings in shares of Phibro Animal Health by 2.9% in the second quarter. JPMorgan Chase & Co. now owns 13,005 shares of the company's stock worth $332,000 after acquiring an additional 363 shares during the period. 99.34% of the stock is currently owned by hedge funds and other institutional investors.

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.

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