Zacks Research Issues Pessimistic Outlook for PAHC Earnings

Phibro Animal Health Corporation (NASDAQ:PAHC) – Investment analysts at Zacks Research decreased their Q2 2026 earnings estimates for Phibro Animal Health in a research note issued to investors 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 estimate of $0.71. Zacks Research 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.

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

Phibro Animal Health Trading Up 4.4%

Shares of NASDAQ PAHC opened at $41.91 on Tuesday. 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 has a 12 month low of $16.16 and a 12 month high of $46.42. The company has a market cap of $1.70 billion, a price-to-earnings ratio of 25.25, a P/E/G ratio of 1.14 and a beta of 0.80. The business has a fifty day simple moving average of $39.85 and a 200-day simple moving average of $37.96.

Phibro Animal Health (NASDAQ:PAHC) last announced its quarterly earnings data on Wednesday, November 5th. The company reported $0.73 EPS for the quarter, beating analysts’ consensus estimates of $0.58 by $0.15. The company had revenue of $363.89 million during the quarter, compared to the consensus estimate of $345.44 million. Phibro Animal Health had a return on equity of 36.26% and a net margin of 4.85%.Phibro Animal Health has set its FY 2026 guidance at 2.640-2.810 EPS.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in PAHC. Capricorn Fund Managers Ltd acquired a new stake in shares of Phibro Animal Health during the 3rd quarter valued at $10,233,000. JPMorgan Chase & Co. boosted its position in Phibro Animal Health by 1,730.9% during the third quarter. JPMorgan Chase & Co. now owns 238,115 shares of the company’s stock valued at $9,634,000 after purchasing an additional 225,110 shares during the last quarter. Allspring Global Investments Holdings LLC purchased a new position in Phibro Animal Health in the third quarter valued at about $8,931,000. Ranger Investment Management L.P. grew its stake in Phibro Animal Health by 101.1% in the second quarter. Ranger Investment Management L.P. now owns 357,970 shares of the company’s stock valued at $9,143,000 after purchasing an additional 179,975 shares in the last quarter. Finally, Millennium Management LLC increased its position in Phibro Animal Health by 74.3% in 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 last quarter. Institutional investors and hedge funds own 99.34% of the company’s stock.

Insider Buying and Selling at Phibro Animal Health

In other news, CEO Jack Bendheim sold 38,303 shares of the stock in a transaction that occurred on Monday, November 10th. The shares were sold at an average price of $45.29, for a total value of $1,734,742.87. Following the completion of the sale, the chief executive officer directly owned 20,577 shares of the company’s stock, valued at $931,932.33. This represents a 65.05% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. In the last 90 days, insiders sold 161,060 shares of company stock valued at $6,945,844. 50.13% of the stock is owned by corporate insiders.

More Phibro Animal Health News

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

• Positive Sentiment: Zacks Research modestly raised multiple EPS forecasts (examples: Q4 2027 to $0.70 from $0.69, Q2 2027 to $0.67, Q4 2026 to $0.63) and nudged FY2027/FY2028 estimates higher to $2.77 and $3.05, respectively; Zacks retains a “Strong‑Buy” stance — this supports expectations for continued earnings growth and is likely helping the stock. Zacks Research Coverage & Estimates
• Positive Sentiment: Recent institutional purchases (new stakes reported by Capricorn Fund Managers, Allspring Global, Squarepoint, G2 and others) increase institutional ownership and provide demand support for the share price. MarketBeat PAHC Institutional Activity
• Neutral Sentiment: Zacks also included PAHC in a broader “medical products” watchlist (industry note highlighting steadier demand despite macro headwinds), which raises visibility but does not change company fundamentals on its own. 4 Medical Product Stocks to Watch
• Neutral Sentiment: Valuation and perspective pieces (e.g., Yahoo Finance) are examining PAHC after a strong one‑year return and a recent pullback — useful for longer‑term investors but not an immediate catalyst. A Look At Phibro Animal Health (PAHC) Valuation
• Negative Sentiment: Significant insider selling: CEO Jack Bendheim sold multiple blocks of shares in January (recent filings show several sales totaling tens of thousands of shares), which can weigh on sentiment and create short‑term pressure even if driven by diversification or liquidity needs. Insider Trades: CEO Sales

Phibro Animal Health Company Profile

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.