Zacks Research Issues Optimistic Forecast for PAHC Earnings

Key Points

• Zacks Research has increased its Q2 2026 earnings per share (EPS) estimate for Phibro Animal Health from $0.60 to $0.71, while maintaining a "Hold" rating on the stock.
• Bank of America raised its price target for Phibro Animal Health from $19.00 to $27.00 and issued an "underperform" rating, illustrating mixed analyst views on the stock.
• The company recently announced a quarterly dividend of $0.12 per share, representing an annual yield of 1.2%, with a payout ratio of 40.68%.

Phibro Animal Health Corporation (NASDAQ:PAHC - Free Report) - Stock analysts at Zacks Research lifted their Q2 2026 earnings estimates for shares of Phibro Animal Health in a research report issued to clients and investors on Wednesday, September 10th. Zacks Research analyst Team now expects that the company will post earnings per share of $0.71 for the quarter, up from their prior estimate of $0.60. Zacks Research has a "Hold" 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 Q3 2026 earnings at $0.66 EPS, Q1 2027 earnings at $0.58 EPS, Q2 2027 earnings at $0.69 EPS, Q3 2027 earnings at $0.62 EPS, Q4 2027 earnings at $0.59 EPS, FY2027 earnings at $2.49 EPS and FY2028 earnings at $2.92 EPS.

A number of other equities research analysts have also weighed in on PAHC. JPMorgan Chase & Co. raised shares of Phibro Animal Health from a "neutral" rating to an "overweight" rating and raised their price target for the company from $25.00 to $35.00 in a report on Monday, July 7th. Morgan Stanley set a $34.00 price objective on shares of Phibro Animal Health in a report on Thursday, August 28th. BNP Paribas raised shares of Phibro Animal Health to a "hold" rating in a report on Monday, June 16th. Bank of America raised their price objective on shares of Phibro Animal Health from $19.00 to $27.00 and gave the stock an "underperform" rating in a report on Friday, August 29th. Finally, BNP Paribas Exane raised shares of Phibro Animal Health from an "underperform" rating to a "neutral" rating and set a $24.00 price objective for the company in a report on Monday, June 16th. One research analyst has rated the stock with a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, Phibro Animal Health presently has an average rating of "Reduce" and an average target price of $28.40.

Phibro Animal Health Stock Down 0.7%

PAHC traded down $0.28 during trading hours on Thursday, reaching $39.26. 75,121 shares of the stock traded hands, compared to its average volume of 275,352. The firm's fifty day simple moving average is $32.18 and its two-hundred day simple moving average is $25.67. The company has a market cap of $1.59 billion, a price-to-earnings ratio of 33.30, a PEG ratio of 1.18 and a beta of 0.88. Phibro Animal Health has a fifty-two week low of $16.16 and a fifty-two week high of $41.57. The company has a debt-to-equity ratio of 2.46, a current ratio of 2.76 and a quick ratio of 1.25.

Phibro Animal Health (NASDAQ:PAHC - Get Free Report) last released its quarterly earnings results on Wednesday, August 27th. The company reported $0.57 earnings per share for the quarter, beating analysts' consensus estimates of $0.52 by $0.05. The business had revenue of $378.70 million during the quarter, compared to analyst estimates of $362.24 million. Phibro Animal Health had a net margin of 3.73% and a return on equity of 32.14%. Phibro Animal Health has set its FY 2026 guidance at 2.520-2.700 EPS.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the company. Man Group plc purchased a new position in shares of Phibro Animal Health in the fourth quarter worth approximately $501,000. GAMMA Investing LLC increased its position in shares of Phibro Animal Health by 2,011.4% in the first quarter. GAMMA Investing LLC now owns 36,718 shares of the company's stock worth $784,000 after acquiring an additional 34,979 shares in the last quarter. LPL Financial LLC increased its position in shares of Phibro Animal Health by 46.8% in the first quarter. LPL Financial LLC now owns 128,335 shares of the company's stock worth $2,741,000 after acquiring an additional 40,889 shares in the last quarter. Lazard Asset Management LLC increased its position in shares of Phibro Animal Health by 2,739.7% in the fourth quarter. Lazard Asset Management LLC now owns 1,647 shares of the company's stock worth $34,000 after acquiring an additional 1,589 shares in the last quarter. Finally, Nuveen Asset Management LLC increased its position in shares of Phibro Animal Health by 21.4% in the fourth quarter. Nuveen Asset Management LLC now owns 588,001 shares of the company's stock worth $12,348,000 after acquiring an additional 103,618 shares in the last quarter. 99.34% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Phibro Animal Health

In other news, CEO Jack Bendheim sold 14,080 shares of Phibro Animal Health stock in a transaction that occurred on Tuesday, September 9th. The shares were sold at an average price of $40.33, for a total value of $567,846.40. Following the transaction, the chief executive officer directly owned 45,400 shares of the company's stock, valued at $1,830,982. This trade represents a 23.67% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 50.07% of the stock is currently owned by company insiders.

Phibro Animal Health Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, September 24th. Stockholders of record on Wednesday, September 3rd will be given a $0.12 dividend. This represents a $0.48 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Wednesday, September 3rd. Phibro Animal Health's dividend payout ratio (DPR) is 40.68%.

About Phibro Animal Health

Phibro Animal Health Corporation operates as an animal health and mineral nutrition company in the United States, Israel, Brazil, Ireland, and internationally. It operates through three segments: Animal Health, Mineral Nutrition, and Performance Products. The company develops, manufactures, and markets various products for food and companion animals including poultry, swine, beef and dairy cattle, aquaculture, and dogs.