PAHC

PHIBRO ANIMAL HEALTH CORP

Nasdaq · Pharmaceutical Preparations · Inc. DE · CIK 0001069899

$31.87 -1.27% $1.3B

11 New Institutional Positions6 Institutional Exits

Vol

Market Cap$1.3B

Cap SizeSmall Cap

Analyst ConsensusSell (10%)

Inst. Holders50 funds

Inst. Value$727.7M

Inst. Activity11 buys / 6 sells

Insider Activity1B / 33S

Insider Net $-$11.1M

SEC Reports4

Exchange Nasdaq·Sector Pharmaceutical Preparations·Inc. DE·CIK 0001069899·Prev Close $32.28

Recent Activity

May 29, 2026 Insider

CORCORAN E THOMAS bought 10,000 shares

Director @ $31.77 ($317.7K)

May 7, 2026 Insider

BENDHEIM JACK sold 1,350 shares

President and CEO @ $47.59 ($64.2K)

May 7, 2026 short_volume

Short Volume: PAHC — 65.2% short (0.5M / 0.7M)

Short: 456,268 | Exempt: 12,807 | TRF Vol: 700,281 | Short Ratio: 65.2% | Off-exchange volume (dark

May 6, 2026 SEC

Phibro Animal Health reported Q3 FY2026 results with net sales of $383.5M (+10% YoY) and adjusted diluted EPS of $0.76,

8-K — Impact 6/10

May 6, 2026 Insider

BENDHEIM JACK sold 5,634 shares

President and CEO @ $57.18 ($322.1K)

May 5, 2026 SEC

Phibro Animal Health Corp declared a quarterly cash dividend of $0.12 per share, payable June 24, 2026, to shareholders

8-K — Impact 2/10

Apr 30, 2026 SEC

Phibro Animal Health Corp. entered into Amendment No. 1 to its existing Credit Agreement, increasing its revolving credi

8-K — Impact 4/10

Inst.

FMR LLC — DOUBLED

2,173,126 shares ($120.2M)

Price Targets

$45.60 +43.1% upside Strong Buy

Current $31.87 Low $38.00 Median $44.00 High $58.00 5 analysts

$38.00 $58.00

Analyst Ratings

Strong Sell10% buy · 10 analysts

0Strong Buy

1Buy

5Hold

2Sell

2Strong Sell

Recent Analyst Actions

Date	Firm	Action	Rating
May 14, 2026	Citigroup	MAINTAIN	Neutral → Neutral
Apr 15, 2026	Citigroup	INITIATE	Neutral

Earnings Estimates

Period	EPS Est.	Range	Growth	#
Current Q	$0.73	$0.68 — $0.75	27% YoY	4
Next Q	$0.79 ▼ -2.5%	$0.79 — $0.79	8% YoY	1
Current FY	$3.07 ▲ +1.6%	$3.01 — $3.11	47% YoY	5
Next FY	$3.34 ▼ -0.6%	$3.24 — $3.48	9% YoY	5

Latest Reports

BULLISH 8-K 6/10

Phibro Animal Health reported Q3 FY2026 results with net sales of $383.5M (+10% YoY) and adjusted diluted EPS of $0.76,

May 6, 2026

NEUTRAL 8-K 2/10

Phibro Animal Health Corp declared a quarterly cash dividend of $0.12 per share, payable June 24, 2026, to shareholders

May 5, 2026

Top Institutional Holders

Fund	Value	Move
BlackRock, Inc.	$180.0M	—
FMR LLC	$120.2M	DOUBLED
STATE STREET CORP	$52.5M	—
VANGUARD CAPITAL MANAGEMENT LLC	$49.3M	—
RENAISSANCE TECHNOLOGIES LLC	$31.9M	—

Recent Insider Trades

Date	Insider	Type	Value
May 29, 2026	CORCORAN E	BUY	$317.7K
May 7, 2026	BENDHEIM JACK	SELL	$64.2K
May 6, 2026	BENDHEIM JACK	SELL	$322.1K
May 5, 2026	BENDHEIM JACK	SELL	$349.1K
Apr 30, 2026	BENDHEIM JACK	SELL	$305.6K

50 institutional holders with $727.7M total value (13,182,657 shares) as of 2026-Q1. Top holders: BlackRock,, FMR, STATE. Net buying activity: 11 institutions added/increased vs 6 reduced.

Top Institutional Holders — 2026-Q1

#	Fund	Shares	Value	% of Tracked	Last Move
1	BlackRock, Inc.	3,253,848	$180.0M	24.7%	—
2	FMR LLC	2,173,126	$120.2M	16.5%	DOUBLED +215.6%
3	STATE STREET CORP	950,033	$52.5M	7.2%	—
4	VANGUARD CAPITAL MANAGEMENT LLC	891,283	$49.3M	6.8%	—
5	RENAISSANCE TECHNOLOGIES LLC	576,735	$31.9M	4.4%	—
6	DIMENSIONAL FUND ADVISORS LP	507,852	$28.1M	3.9%	—
7	VANGUARD PORTFOLIO MANAGEMENT LLC	490,342	$27.1M	3.7%	—
8	Nuveen, LLC	455,891	$25.2M	3.5%	—
9	MORGAN STANLEY	391,187	$21.6M	3.0%	—
10	Invesco Ltd.	330,977	$18.3M	2.5%	ADD +28.2%
11	Allspring Global Investments Holdings, LLC	286,172	$15.7M	2.2%	DOUBLED +145.5%
12	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	264,262	$14.6M	2.0%	—
13	Russell Investments Group, Ltd.	193,436	$10.7M	1.5%	—
14	GOLDMAN SACHS GROUP INC	176,200	$9.7M	1.3%	—
15	WELLS FARGO & COMPANY/MN	160,567	$8.9M	1.2%	—
16	SEI INVESTMENTS CO	156,948	$8.7M	1.2%	—
17	LAZARD ASSET MANAGEMENT LLC	145,811	$8.1M	1.1%	ADD +30.4%
18	VANGUARD FIDUCIARY TRUST CO	144,378	$8.0M	1.1%	—
19	BARCLAYS PLC	143,552	$7.9M	1.1%	ADD +47.4%
20	FEDERATED HERMES, INC.	100,677	$5.6M	0.8%	DOUBLED +320.2%

Recent Position Changes

Fund	Action	Prev Shares	Curr Shares	Change %	Value	Quarter
FMR LLC	DOUBLED	688,616	2,173,126	+215.6%	$120.2M	2026-Q1
Invesco Ltd.	ADD	258,257	330,977	+28.2%	$18.3M	2026-Q1
Allspring Global Investments Holdings, LLC	DOUBLED	116,544	286,172	+145.5%	$15.7M	2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLC	DOUBLED	38,444	92,067	+139.5%	$5.1M	2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	TRIM	201,729	86,782	-57.0%	$4.8M	2026-Q1
MACKENZIE FINANCIAL CORP	ADD	50,619	75,044	+48.3%	$4.2M	2026-Q1
PRUDENTIAL FINANCIAL INC	TRIM	64,015	45,285	-29.3%	$2.5M	2026-Q1
Trexquant Investment LP	TRIM	66,868	39,747	-40.6%	$2.2M	2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	TRIM	61,535	29,357	-52.3%	$1.6M	2026-Q1
State of Tennessee, Department of Treasury	ADD	16,986	21,983	+29.4%	$1.2M	2026-Q1
Point72 Asset Management, L.P.	TRIM	33,855	19,482	-42.5%	$1.1M	2026-Q1
HSBC HOLDINGS PLC	ADD	8,699	15,466	+77.8%	$841.4K	2026-Q1
FIFTH THIRD BANCORP	DOUBLED	212	4,558	+2050.0%	$252.1K	2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	TRIM	5,519	3,629	-34.2%	$201.5K	2026-Q1
BNP Paribas Asset Management Holding S.A.	ADD	433	579	+33.7%	$32.0K	2026-Q1
Rockefeller Capital Management L.P.	DOUBLED	108	404	+274.1%	$22.3K	2026-Q1
ASSETMARK, INC	DOUBLED	6	15	+150.0%	$830.00	2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	TRIM	301,605	201,729	-33.1%	$7.5M	2025-Q4
LAZARD ASSET MANAGEMENT LLC	ADD	100,369	130,867	+30.4%	$4.9M	2025-Q4
Allspring Global Investments Holdings, LLC	TRIM	218,894	116,544	-46.8%	$4.3M	2025-Q4
FEDERATED HERMES, INC.	DOUBLED	23,062	96,911	+320.2%	$3.6M	2025-Q4
Trexquant Investment LP	TRIM	92,452	66,868	-27.7%	$2.5M	2025-Q4
BANK OF AMERICA CORP /DE/	TRIM	152,976	64,421	-57.9%	$2.4M	2025-Q4
PRUDENTIAL FINANCIAL INC	TRIM	141,345	64,015	-54.7%	$2.4M	2025-Q4
D. E. Shaw & Co., Inc.	TRIM	94,672	63,574	-32.8%	$2.4M	2025-Q4

3 unique insiders with 44 transactions. Net insider value: -$11.1M ($317.7K bought, $11.4M sold).

Insider Transactions

Date	Insider	Title	Type	Shares	Price	Value
May 29, 2026	CORCORAN E THOMAS	Director	BUY	10,000	$31.77	$317.7K
May 7, 2026	BENDHEIM JACK	President and CEO	SELL	1,350	$47.59	$64.2K
May 6, 2026	BENDHEIM JACK	President and CEO	SELL	5,634	$57.18	$322.1K
May 5, 2026	BENDHEIM JACK	President and CEO	SELL	6,264	$55.73	$349.1K
Apr 30, 2026	BENDHEIM JACK	President and CEO	SELL	5,805	$52.65	$305.6K
Apr 29, 2026	BENDHEIM JACK	President and CEO	SELL	4,002	$52.70	$210.9K
Apr 28, 2026	BENDHEIM JACK	President and CEO	SELL	1,652	$55.10	$91.0K
Apr 23, 2026	BENDHEIM JACK	President and CEO	SELL	6,619	$54.07	$357.9K
Apr 22, 2026	BENDHEIM JACK	President and CEO	SELL	7,040	$54.29	$382.2K
Apr 21, 2026	BENDHEIM JACK	President and CEO	SELL	1,625	$55.35	$89.9K
Apr 16, 2026	BENDHEIM JACK	President and CEO	CONVERT	100,000	—	—
Apr 16, 2026	BENDHEIM JACK	President and CEO	SELL	5,190	$54.56	$283.1K
Apr 16, 2026	BENDHEIM JACK	President and CEO	CONVERT	100,000	—	—
Apr 15, 2026	BENDHEIM JACK	President and CEO	SELL	2,623	$56.27	$147.6K
Apr 14, 2026	BENDHEIM JACK	President and CEO	SELL	6,548	$59.03	$386.6K
Mar 31, 2026	BENDHEIM JACK	President and CEO	SELL	6,609	$53.87	$356.0K
Mar 30, 2026	BENDHEIM JACK	President and CEO	SELL	6,423	$53.54	$343.9K
Mar 26, 2026	BENDHEIM JACK	President and CEO	SELL	6,760	$56.79	$383.9K
Mar 25, 2026	BENDHEIM JACK	President and CEO	SELL	1,572	$55.28	$86.9K
Mar 24, 2026	BENDHEIM JACK	President and CEO	SELL	6,523	$52.88	$344.9K
Mar 19, 2026	BENDHEIM JACK	President and CEO	SELL	1,939	$51.78	$100.4K
Mar 18, 2026	BENDHEIM JACK	President and CEO	SELL	4,311	$51.80	$223.3K
Mar 17, 2026	BENDHEIM JACK	President and CEO	SELL	5,280	$51.66	$272.8K
Mar 13, 2026	BENDHEIM JACK	President and CEO	SELL	5,280	$48.91	$258.2K
Mar 12, 2026	BENDHEIM JACK	President and CEO	CONVERT	100,000	—	—
Mar 12, 2026	BENDHEIM JACK	President and CEO	CONVERT	100,000	—	—
Feb 26, 2026	BENDHEIM JACK	President and CEO	SELL	6,329	$53.67	$339.7K
Feb 25, 2026	BENDHEIM JACK	President and CEO	SELL	7,040	$51.71	$364.0K
Feb 24, 2026	BENDHEIM JACK	President and CEO	SELL	5,889	$51.27	$301.9K
Feb 20, 2026	BENDHEIM JACK	President and CEO	SELL	6,643	$51.38	$341.3K
Feb 19, 2026	BENDHEIM JACK	President and CEO	SELL	7,040	$50.26	$353.8K
Feb 11, 2026	David Glenn	Chief Financial Officer	J	12,528	$51.63	$646.8K
Feb 11, 2026	BENDHEIM JACK	President and CEO	SELL	13,950	$51.61	$720.0K
Feb 10, 2026	BENDHEIM JACK	President and CEO	SELL	50,994	$51.76	$2.6M
Feb 9, 2026	David Glenn	Chief Financial Officer	EXERCISE	30,000	—	—
Feb 5, 2026	BENDHEIM JACK	President and CEO	CONVERT	185,000	—	—
Feb 5, 2026	BENDHEIM JACK	President and CEO	SELL	409	$44.47	$18.2K
Feb 5, 2026	BENDHEIM JACK	President and CEO	CONVERT	185,000	—	—
Feb 4, 2026	BENDHEIM JACK	President and CEO	CONVERT	30,000	—	—
Feb 4, 2026	BENDHEIM JACK	President and CEO	SELL	3,520	$41.15	$144.9K
Feb 4, 2026	BENDHEIM JACK	President and CEO	CONVERT	30,000	—	—
Feb 3, 2026	BENDHEIM JACK	President and CEO	SELL	6,689	$41.25	$275.9K
Jan 30, 2026	BENDHEIM JACK	President and CEO	SELL	6,693	$40.09	$268.3K
Jan 29, 2026	BENDHEIM JACK	President and CEO	SELL	6,772	$40.12	$271.7K

4 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 0 mixed, 2 neutral. Avg impact: 4.3/10.

BULLISH 8-K 6/10

Phibro Animal Health reported Q3 FY2026 results with net sales of $383.5M (+10% YoY) and adjusted di

May 6, 2026

NEUTRAL 8-K 2/10

Phibro Animal Health Corp declared a quarterly cash dividend of $0.12 per share, payable June 24, 20

May 5, 2026

NEUTRAL 8-K 4/10

Phibro Animal Health Corp. entered into Amendment No. 1 to its existing Credit Agreement, increasing

Apr 30, 2026

BEARISH 8-K 5/10

Phibro Animal Health disclosed a Brazilian regulatory ban on antimicrobial growth promoters includin

Apr 27, 2026

∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Sell (10% buy). Based on 10 analysts: 0 strong buy, 1 buy, 5 hold, 2 sell, 2 strong sell.

Analyst Price Targets

$45.60 mean target +43.1% upside Strong Buy (3.00)

$38.00 Low $58.00 High

Metric	Value
Current Price	$31.87
Target Low	$38.00
Target Mean	$45.60
Target Median	$44.00
Target High	$58.00
# Analysts	5
Recommendation	Strong Buy (3.00)

Earnings Estimates & Revisions

Period	EPS Avg	EPS Low	EPS High	EPS Growth	30d Rev.	Up/Down	Rev. Avg	Rev. Growth	Analysts
Current Q 2026-06-30	$0.73	$0.68	$0.75	27.4%	-0.5%	0↑ 1↓	$0.4B	-0.1%	4
Next Q 2026-09-30	$0.79	$0.79	$0.79	8.2%	-2.5%	0↑ 1↓	$0.0B	—	1
Current FY 2026-06-30	$3.07	$3.01	$3.11	47.0%	+1.6%	4↑ 0↓	$1.5B	15.6%	5
Next FY 2027-06-30	$3.34	$3.24	$3.48	8.8%	-0.6%	2↑ 1↓	$1.5B	3.3%	5

Current Quarter EPS Revision History

Timepoint	EPS Estimate	Change
Current	$0.726
7d ago	$0.000	+0.726
30d ago	$0.730	-0.004
60d ago	$0.730	-0.004
90d ago	$0.730	-0.004

1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

Date	Analyst Firm	Action	Previous Rating	New Rating
May 14, 2026	Citigroup	MAINTAIN	Neutral	Neutral
Apr 15, 2026	Citigroup	INITIATE	—	Neutral

Monthly Consensus History

Period	Buy	Hold	Sell	Strong Sell	Buy %
Jun 1, 2026	1	5	2	2	10%
May 1, 2026	1	5	2	2	10%
Apr 1, 2026	1	4	2	2	11%
Mar 1, 2026	1	4	2	2	11%
Feb 1, 2026	1	4	2	2	11%
Jan 1, 2026	1	4	2	2	11%

Strong BuyBuyHoldSellStrong Sell

∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 7, 2026

short_volume

Short Volume: PAHC — 65.2% short (0.5M / 0.7M)

Short: 456,268 | Exempt: 12,807 | TRF Vol: 700,281 | Short Ratio: 65.2% | Off-exchange volume (dark pool + OTC)

May 6, 2026

earnings_calendar

PAHC Q3 2026 Earnings Scheduled — 2026-05-06

May 5, 2026

earnings_calendar

PAHC Q3 2026 Earnings Scheduled — 2026-05-05