PAHC · NASDAQ · Drug Manufacturers - Specialty & Generic

Phibro Animal Health (PAHC)

Sells medicated feed additives, vaccines, nutritional specialties, and trace minerals for animal production.

$34.98
vs last close+0.30 (+0.88%)
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Phibro Animal Health CorporationPAHC
Health Care

Makes animal-health products, mineral nutrition, and specialty performance ingredients for livestock, aquaculture, dogs, and industrial customers. Animal Health anchors the portfolio through medicated feed additives, nutritional specialties, and vaccines, while sales mix depends on product registrations, food-animal drug rules, and livestock-production cycles.

Develops, manufactures, and markets animal-health products for poultry, swine, beef and dairy cattle, aquaculture, and dogs. Animal Health covers medicated feed additives and related products, nutritional specialties such as OmniGen and Animate, and vaccines including autogenous and aquaculture lines.

Manufactures trace-mineral formulations through Mineral Nutrition, mainly for North American livestock customers, and specialty ingredients through Performance Products for personal care, industrial chemical, and catalyst uses. The United States is the largest sales destination, while Animal Health sells more than half of its segment revenue outside the United States.

Competes through registrations, technical support, product breadth, quality, manufacturing know-how, locations, and price. Many medicated products depend on country-specific approvals and food-animal drug rules, and the recently acquired Zoetis medicated-feed-additive portfolio now sits inside Animal Health.

Company facts

CEOJack C. Bendheim
ListedApr 11, 2014
ExchangeNASDAQ
HeadquartersTeaneck, NJ
CountryUnited States
Employees2,475
CIK0001069899
ISINUS71742Q1067

Market cap$1.41B
EPS (ttm)$2.44
P/E (ttm)14.21
ROE28.7%
P/B3.65
P/S0.9261
Dividend yieldDiv yield1.38%
Beta0.82vs XLV 0.80

Price target$18.00−48.1%Average of 14 analysts
ConsensusBuy6 of 14 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Feb 6, 2026Morgan StanleyTarget
Target: $34
Target: $49
Jul 7, 2025JP MorganUpgrade
Rating: Neutral
Rating: Overweight

Next report
Nov 4, 26
in 43 days
EPS estimate
$0.77
Revenue estimate
$379.4M
Fiscal quarter
Q1 FY27

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$0.54$0.63$0.57$0.73$0.87$0.76$0.85Pending
Estimate$0.40$0.52$0.52$0.59$0.69$0.72$0.71$0.77
Surprise+35.0%+21.2%+9.6%+23.7%+26.1%+5.6%+19.2%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$309.3M$347.8M$378.7M$363.9M$373.9M$383.5M$396.7MPending
Estimate$292.3M$352.2M$362.4M$347.0M$355.6M$367.0M$381.2M$379.4M
Surprise+5.8%−1.2%+4.5%+4.9%+5.1%+4.5%+4.1%
Estimate$0.77
ReportedDue Nov 4, 2026
Estimate$379.4M
ReportedDue Nov 4, 2026
View details

Debt to equity204.60%
Current ratio295.60%

ProfitabilityRevenueNet incomeNet margin

Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26
Revenue$260.4M$309.3M$347.8M$378.7M$363.9M$373.9M$383.5M$396.7M
Net income$7.0M$3.2M$20.9M$17.2M$26.5M$27.5M$24.0M$21.7M
Net margin2.7%1.0%6.0%4.5%7.3%7.3%6.3%5.5%

GrowthOperating income

Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26
Operating income$17.7M$25.5M$33.5M$33.7M$47.9M$54.4M$48.0M$48.2M
YoY growthTurned profit+62.6%+68.2%+83.1%+170.6%+113.1%+43.1%+42.8%

Balance sheet, Jun 30, 2026Cash & short-term investments $82.0M · Total debt $788.8M · Total assets $1.50B · Shareholders' equity $385.5M

Revenue
$396.7M
Operating income
$48.2M
Net income
$21.7M
View details

Dividend yield
1.38%
Next ex-date
Dec 2, 26
estimated · in 71 days
Annual dividend
$0.48
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Nov '24Mar '25Jun '25Sep '25Nov '25Mar '26Jun '26Sep '26
Dividend$0.12$0.12$0.12$0.12$0.12$0.12$0.12$0.12
Annual yield2.03%2.04%2.00%1.26%1.11%0.93%1.51%1.20%
Ex-dateNov 27Mar 5Jun 4Sep 3Nov 26Mar 4Jun 3Sep 2
Payment dateDec 18Mar 26Jun 25Sep 24Dec 17Mar 25Jun 24Sep 23
View details

Institutions≈ 53.15%21.58M shares
215 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders0.62%250.8K shares
10 holders · as of Sep 17, 2026
Other≈ 46.23%18.77M shares
remainder

40.60M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

This company has 2 share classes; every stake here is a share of the whole company.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
7.93%3.22M Aas of Jun 30, 2026
FMR LLCInstitution
7.78%3.16M Aas of Jun 30, 2026
State Street CorpInstitution
2.56%1.04M Aas of Jun 30, 2026
Millennium Management LLCInstitution
2.31%936,701 Aas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
2.27%923,318 Aas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
May 29, 2026E. Thomas Corcorandirector+10,000$31.77
May 7, 2026Jack Bendheimdirector, 10 percent owner, officer: President and CEO−4,528$48.49
May 6, 2026Jack Bendheimdirector, 10 percent owner, officer: President and CEO−7,040$57.37
May 5, 2026Jack Bendheimdirector, 10 percent owner, officer: President and CEO−7,040$55.80
Apr 30, 2026Jack Bendheimdirector, 10 percent owner, officer: President and CEO−7,040$52.76
View details

  • Elanco Animal Health

    Farm-animal medicines and production-health products

  • Merck

    Scaled livestock vaccines and veterinary pharmaceuticals

  • Zoetis

    Global animal-health leader across livestock medicines and vaccines

  • Balchem

    Animal nutrition supplier in choline and chelated minerals

Compare

CompanyPriceChange
Phibro Animal Health$34.98+0.88%$1.41B14.210.00.9+4.8%
Elanco Animal Health$22.79+1.60%$11.20B19.22.2+10.2%
Merck$151.34+1.23%$369.24B119.617.55.6+5.1%
Zoetis$71.61+0.39%$29.90B11.811.53.1+0.3%
Balchem$169.39+1.23%$5.38B32.930.55.0+11.2%
Median32.918.44.0+7.7%