Phibro Animal Health (NASDAQ:PAHC) Shares Gap Down Following Insider Selling

Phibro Animal Health Corporation (NASDAQ:PAHC)’s share price gapped down before the market opened on Thursday following insider selling activity. The stock had previously closed at $58.50, but opened at $49.51. Phibro Animal Health shares last traded at $45.5950, with a volume of 121,766 shares.

Specifically, CEO Jack Bendheim sold 4,528 shares of Phibro Animal Health stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $48.49, for a total transaction of $219,562.72. Following the transaction, the chief executive officer owned 56,152 shares in the company, valued at $2,722,810.48. The trade was a 7.46% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 value of $392,832.00. Following the transaction, the chief executive officer owned 67,720 shares in the company, valued at approximately $3,778,776. This represents a 9.42% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Wall Street Analyst Weigh In

A number of analysts recently issued reports on the company. Citigroup assumed coverage on Phibro Animal Health in a research report on Wednesday, April 15th. They set a “neutral” rating and a $62.00 price objective for the company. Wall Street Zen downgraded Phibro Animal Health from a “strong-buy” rating to a “buy” rating in a research report on Saturday. Morgan Stanley set a $49.00 price objective on Phibro Animal Health in a research report on Friday, February 6th. Finally, Zacks Research raised Phibro Animal Health from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, March 11th. One analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Phibro Animal Health has an average rating of “Hold” and an average price target of $42.40.

Key Stories Impacting Phibro Animal Health

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

• Positive Sentiment: Phibro reported better-than-expected quarterly results, with EPS of $0.76 versus $0.72 expected and revenue of $383.5 million versus $367.0 million expected. Net sales rose about 10% year over year and net income increased 15%, signaling solid operating momentum. Phibro Q3 Results
• Neutral Sentiment: The company also raised its FY2026 net sales outlook to $1.46 billion-$1.50 billion and adjusted EBITDA guidance to $247 million-$255 million, which keeps the long-term growth story intact but appears to have left some investors cautious about margins and execution. FY2026 Sales & EBITDA Guidance
• Neutral Sentiment: Management will present at the Bank of America Securities Health Care Conference next week, which could provide additional clarity on the outlook and help reset investor expectations. Conference Participation
• Negative Sentiment: CEO Jack Bendheim disclosed additional stock sales, including a sale of 4,528 shares at $48.49 and a prior sale of 7,040 shares at $55.80. Although the trades were made under a pre-arranged 10b5-1 plan, multiple insider sales in a short period can still weigh on sentiment. SEC Insider Sale Filing

Phibro Animal Health Stock Performance

The company has a market capitalization of $1.62 billion, a price-to-earnings ratio of 17.17, a P/E/G ratio of 0.66 and a beta of 0.61. The company has a debt-to-equity ratio of 1.97, a quick ratio of 1.22 and a current ratio of 3.17. The firm 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) last released its earnings results on Wednesday, May 6th. The company reported $0.76 earnings per share for the quarter, beating the consensus estimate of $0.72 by $0.04. Phibro Animal Health had a return on equity of 37.14% and a net margin of 6.35%.The company had revenue of $383.54 million during the quarter, compared to the consensus estimate of $367.02 million. Phibro Animal Health has set its FY 2026 guidance at 2.980-3.100 EPS. On average, sell-side analysts anticipate that Phibro Animal Health Corporation will post 3.05 EPS for the current fiscal 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 issued a $0.12 dividend. The ex-dividend date of this dividend is Wednesday, June 3rd. This represents a $0.48 annualized dividend and a yield of 1.2%. Phibro Animal Health’s dividend payout ratio (DPR) is 20.60%.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in PAHC. Millennium Management LLC grew its holdings in Phibro Animal Health by 4,227.1% during the 4th quarter. Millennium Management LLC now owns 641,313 shares of the company’s stock worth $23,959,000 after acquiring an additional 626,492 shares in the last quarter. JPMorgan Chase & Co. grew its holdings in Phibro Animal Health by 1,730.9% during the 3rd quarter. JPMorgan Chase & Co. now owns 238,115 shares of the company’s stock worth $9,634,000 after acquiring an additional 225,110 shares in the last quarter. Allspring Global Investments Holdings LLC grew its holdings in Phibro Animal Health by 145.5% during the 1st quarter. Allspring Global Investments Holdings LLC now owns 286,172 shares of the company’s stock worth $15,671,000 after acquiring an additional 169,628 shares in the last quarter. Advisors Preferred LLC acquired a new position in Phibro Animal Health during the 3rd quarter worth approximately $3,953,000. Finally, Lazard Asset Management LLC grew its holdings 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 worth $2,360,000 after acquiring an additional 89,794 shares in the last quarter. Institutional investors and hedge funds own 99.34% of the company’s stock.

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.