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

Key Points

• FY2026 guidance: Phibro issued EPS guidance of 2.980–3.100 and revenue guidance of $1.5 billion, essentially in line with consensus EPS of 3.03 and revenue estimates.
• Quarterly beats and market reaction: The company reported Q results of $0.76 EPS (vs. $0.72 est.) and $383.5M revenue (vs. $367.0M est.), and the stock jumped about 4% to $58.50 (market cap $2.37B, PE 26).
• Dividend and insider activity: Phibro announced a $0.12 quarterly dividend (annualized $0.48, yield 0.8%), while CEO Jack Bendheim sold 110,842 shares (insiders sold 281,600 shares in the past 90 days) though insiders still hold ~50.13% of shares.

Phibro Animal Health (NASDAQ:PAHC - Get Free Report) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 2.980-3.100 for the period, compared to the consensus earnings per share estimate of 3.030. The company issued revenue guidance of $1.5 billion-$1.5 billion, compared to the consensus revenue estimate of $1.5 billion.

Wall Street Analyst Weigh In

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

Phibro Animal Health Trading Up 4.0%

NASDAQ PAHC traded up $2.26 during trading on Wednesday, hitting $58.50. The stock had a trading volume of 300,750 shares, compared to its average volume of 273,204. The company has a market capitalization of $2.37 billion, a PE ratio of 26.00, a PEG ratio of 0.84 and a beta of 0.61. Phibro Animal Health has a twelve month low of $19.00 and a twelve month high of $60.08. The company has a quick ratio of 1.22, a current ratio of 3.05 and a debt-to-equity ratio of 2.14. The firm has a 50 day moving average price of $53.93 and a 200 day moving average price of $46.34.

Phibro Animal Health (NASDAQ:PAHC - Get Free Report) last released 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. The company had revenue of $383.54 million for the quarter, compared to analyst estimates of $367.02 million. Phibro Animal Health had a net margin of 6.29% and a return on equity of 38.28%. Phibro Animal Health has set its FY 2026 guidance at 2.980-3.100 EPS. As a group, equities research analysts forecast that Phibro Animal Health will post 3.03 earnings per share for the current year.

Phibro Animal Health Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, June 24th. Investors of record on Wednesday, June 3rd will be paid a dividend of $0.12 per share. The ex-dividend date is Wednesday, June 3rd. This represents a $0.48 dividend on an annualized basis and a dividend yield of 0.8%. Phibro Animal Health's payout ratio is presently 21.33%.

Insider Activity

In related news, CEO Jack Bendheim sold 110,842 shares of the business's stock in a transaction that occurred on Thursday, February 5th. The stock was sold at an average price of $48.38, for a total transaction of $5,362,535.96. Following the completion of the sale, the chief executive officer owned 122,958 shares in the company, valued at $5,948,708.04. The trade was a 47.41% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Over the last ninety days, insiders sold 281,600 shares of company stock worth $14,334,853. Corporate insiders own 50.13% of the company's stock.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the company. Millennium Management LLC raised its position in Phibro Animal Health by 4,227.1% in the 4th quarter. Millennium Management LLC now owns 641,313 shares of the company's stock valued at $23,959,000 after purchasing an additional 626,492 shares during the last quarter. Lazard Asset Management LLC raised its stake in Phibro Animal Health by 3,392.3% during the 2nd quarter. Lazard Asset Management LLC now owns 92,441 shares of the company's stock valued at $2,360,000 after acquiring an additional 89,794 shares during the last quarter. Barclays PLC grew its stake in shares of Phibro Animal Health by 47.4% in the 3rd quarter. Barclays PLC now owns 269,568 shares of the company's stock valued at $10,907,000 after purchasing an additional 86,719 shares during the last quarter. Federated Hermes Inc. raised its stake in shares of Phibro Animal Health by 320.2% during the fourth quarter. Federated Hermes Inc. now owns 96,911 shares of the company's stock worth $3,621,000 after purchasing an additional 73,849 shares during the last quarter. Finally, Qube Research & Technologies Ltd raised its position in Phibro Animal Health by 40.2% during the 3rd quarter. Qube Research & Technologies Ltd now owns 255,353 shares of the company's stock worth $10,332,000 after buying an additional 73,231 shares during the last quarter. Institutional investors and hedge funds own 99.34% of the company's stock.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.