Phibro Animal Health Corporation

Phibro Animal Health Corporation

PAHCยทNASDAQ

$31.79

+11%
HealthcareDrug Manufacturers - Specialty & Generic

Phibro Animal Health Corporation develops, manufactures, and supplies a range of animal health and mineral nutrition products for livestock primarily in the United States. It operates through three segments: Animal Health, Mineral Nutrition, and Performance Products. The company develops, manufactures, and markets products for a range of food animals, including poultry, swine, beef and dairy cattle, and aquaculture. Its animal health products also comprise antibacterials that are biological or chemical products used in the animal health industry to treat or to prevent bacterial diseases; anticoccidials primarily used to prevent and control the disease coccidiosis in poultry and cattle; anthelmintics to treat infestations of parasitic intestinal worms; and anti-bloat treatment products for cattle to control bloat in animals grazing on legume or wheat-pasture. In addition, the company offers nutritional specialty products, which enhance nutrition to help improve health and performance; and vaccines to prevent diseases primarily for the poultry and swine markets. Further, it manufactures and markets formulations and concentrations of trace minerals, such as zinc, manganese, copper, iron, and other compounds; and various specialty ingredients for use in the personal care, industrial chemical, and chemical catalyst industries. The company sells its animal health and mineral nutrition products through local sales offices to integrated poultry, swine, and cattle integrators, as well as through commercial animal feed manufacturers, wholesalers, and distributors. It operates in the United States, Latin America, Canada, Europe, the Middle East, Africa, and the Asia Pacific. The company was formerly known as Philipp Brothers Chemicals, Inc. and changed its name to Phibro Animal Health Corporation in July 2003. Phibro Animal Health Corporation was incorporated in 2014 and is headquartered in Teaneck, New Jersey.

At a Glance

Live Snapshot
Market Cap$1.29B
EPS1.1900
P/E Ratio26.71
Earnings Date08/26/2026
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Phibro Animal Health Corporation Street Expectations Map

PAHC ยท NASDAQ

Wall Street analysts project that PAHC stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 49.00, with estimates ranging from a low of 49.00 to a high of 49.00.

Lowest Target
49.00
54.14%
Consensus Target
49.00
54.14%
Highest Target
49.00
54.14%

The consensus 1-year price target stands at 49.00, with estimates ranging from a low of 49.00 to a high of 49.00.

Analyst Consensus Analysis

Upside Potential

+54.1%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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Phibro Animal Health Corporation Forward Estimates of Revenue

PAHC ยท NASDAQ
Latest Revenue
1.30B
FY 2025
Avg Estimate
1.50B
FY 2026
Estimate Range
1.49B - 1.51B
Analyst Spread

Forward Growth Analysis

Projected Growth+15.5%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Phibro Animal Health Corporation Forward Estimates of Net Income

PAHC ยท NASDAQ
Latest Net Income
48.26M
FY 2025
Avg Estimate
125.28M
FY 2026
Estimate Range
123.85M - 126.71M
Analyst Spread

Forward Growth Analysis

Projected Growth+159.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Phibro Animal Health Corporation Forward Estimates of EPS

PAHC ยท NASDAQ
Latest EPS
1.19
FY 2025
Avg Estimate
$3.07
FY 2026
Estimate Range
$3.04 - $3.11
Analyst Spread

Forward Growth Analysis

Projected Growth+158.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Phibro Animal Health Corporation Forward Estimates of EBIT

PAHC ยท NASDAQ
Latest EBIT
101.24M
FY 2025
Avg Estimate
110.14M
FY 2026
Estimate Range
109.40M - 110.87M
Analyst Spread

Forward Growth Analysis

Projected Growth+8.8%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Phibro Animal Health Corporation Forward Estimates of EBITDA

PAHC ยท NASDAQ
Latest EBITDA
146.85M
FY 2025
Avg Estimate
163.60M
FY 2026
Estimate Range
162.50M - 164.70M
Analyst Spread

Forward Growth Analysis

Projected Growth+11.4%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Phibro Animal Health Corporation Forward Estimates of SG&A Expense

PAHC ยท NASDAQ
Latest SG&A Expense
289.48M
FY 2025
Avg Estimate
348.97M
FY 2026
Estimate Range
346.62M - 351.31M
Analyst Spread

Forward Growth Analysis

Projected Growth+20.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Phibro Animal Health Corporation Insider Positioning

PAHC ยท NASDAQ

During the last 12 months, insiders have purchased $318K and sold $12.02M worth of PAHC shares, resulting in $11.70M of net selling activity.

3 Months

Bought

10.0K

317.70K

Sold

40.9K

2.17M

Net Activity

-1.8M

-$1.85M

3-6 Months

Bought

0

0.00

Sold

137.1K

6.51M

Net Activity

-6.5M

-$6.51M

6-9 Months

Bought

0

0.00

Sold

76.4K

3.34M

Net Activity

-3.3M

-$3.34M

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
CET

Corcoran E Thomas

Director

10.0K sharesโ€ข1 transactions

$318K

Top Sellers

1
BJ

Bendheim Jack

Director, 10 Percent Owner, Officer: President And Ceo

254.4K sharesโ€ข41 transactions

$12.02M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $11.70M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.03:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$1.85M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

Balanced

1 insider buyers and 1 sellers. Equal participation suggests mixed or neutral insider views.

Insider Activity Insight

Persistent selling pressure: Consistent insider selling with weak buy/sell ratio suggests insiders may be capitalizing on current valuation. Exercise caution and review recent earnings quality and management commentary.