Phibro Animal Health
Sells medicated feed additives, vaccines, nutritional specialties, and trace minerals for animal production.
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Profile
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
Key statistics
Year to date +1.0% · Average volume (30d) 204.3K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Feb 6, 2026 | Morgan Stanley | Target | $34 | $49 | ||
| Jul 7, 2025 | JP Morgan | Upgrade | Neutral | Overweight |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 26, 2026Q4 FY26 | $0.71 | $0.85 | +19.2% | $381.2M | $396.7M | +4.1% | +0.72% |
| May 6, 2026Q3 FY26 | $0.72 | $0.76 | +5.6% | $367.0M | $383.5M | +4.5% | −26.22% |
| Feb 4, 2026Q2 FY26 | $0.69 | $0.87 | +26.1% | $355.6M | $373.9M | +5.1% | +21.95% |
| Nov 5, 2025Q1 FY26 | $0.59 | $0.73 | +23.7% | $345.4M | $363.9M | +5.3% | +4.59% |
Financial highlights
| 12 quarters | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $347.8M | $378.7M | $363.9M | $373.9M | $383.5M | $396.7M | |
| Gross profit | $104.6M | $110.0M | $119.8M | $132.7M | $124.9M | $141.4M | |
| Operating income | $33.5M | $33.7M | $47.9M | $54.4M | $48.0M | $44.1M | |
| Net income | $20.9M | $17.2M | $26.5M | $27.5M | $24.0M | $21.7M | |
| Diluted EPS | $0.51 | $0.42 | $0.65 | $0.67 | $0.59 | $0.53 | |
| Gross margin | 30.1% | 29.0% | 32.9% | 35.5% | 32.6% | 35.6% | |
| Operating margin | 9.6% | 8.9% | 13.2% | 14.6% | 12.5% | 11.1% |
Fiscal years (4-quarter sums)FY22 $942.3M · FY23 $977.9M · FY24 $1.02B · FY25 $1.30B · FY26 $1.52B
Revenue by product · Q4 FY26
Revenue by geography · Q4 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $82.0M · Total debt $591.8M · Total assets $1.50B · Shareholders' equity $385.5M
Dividends
Raised for 10 straight years. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 3, 2026 | Jun 3 | Jun 24 | $0.12 | |
| Mar 4, 2026 | Mar 4 | Mar 25 | $0.12 | |
| Nov 26, 2025 | Nov 26 | Dec 17 | $0.12 | |
| Sep 3, 2025 | Sep 3 | Sep 24 | $0.12 | |
| Jun 4, 2025 | Jun 4 | Jun 25 | $0.12 | |
| Mar 5, 2025 | Mar 5 | Mar 26 | $0.12 | |
| Nov 27, 2024 | Nov 27 | Dec 18 | $0.12 | |
| Sep 4, 2024 | Sep 4 | Sep 25 | $0.12 |
Ownership
Institutions and insiders are filed separately and overlap, so together they can pass the whole company. No split is drawn from them.
Shares outstanding 40.54M · Float —
Float — provider float is below the insider stake.
The provider's float is smaller than the insider stake it should exclude, so it is not shown.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Jack Bendheim · director, 10 percent owner, officer: Executive Chairman | 19.58M | 48.30% | Form 4 | Aug 10, 2026 |
| BFI Co., LLC | 19.55M | 48.20% | 13D | May 22, 2026 |
| BlackRock, Inc. | 3.22M | 7.94% | 13F | Aug 7, 2026 |
| FMR LLC | 3.16M | 7.80% | 13F | Aug 13, 2026 |
| Millennium Management LLC | 1.06M | 5.10% | 13G | Jul 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 29, 2026 | E. Thomas Corcoran | director | +10,000 | $31.77 |
| May 7, 2026 | Jack Bendheim | director, 10 percent owner, officer: President and CEO | −4,528 | $48.49 |
| May 6, 2026 | Jack Bendheim | director, 10 percent owner, officer: President and CEO | −7,040 | $57.37 |
| May 5, 2026 | Jack Bendheim | director, 10 percent owner, officer: President and CEO | −7,040 | $55.80 |
| Apr 30, 2026 | Jack Bendheim | director, 10 percent owner, officer: President and CEO | −7,040 | $52.76 |
Peers
- 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
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Phibro Animal Health | $36.76 | −2.42% | $1.53B | 15.4 | 11.7 | 1.0 | +4.8% |
| Elanco Animal Health | $24.11 | −0.06% | $12.04B | — | 20.3 | 2.4 | +10.2% |
| Merck | $148.19 | −0.08% | $366.18B | 118.7 | 17.2 | 5.5 | +5.1% |
| Zoetis | $77.47 | +0.23% | $32.42B | 12.7 | 12.5 | 3.4 | +0.3% |
| Balchem | $178.44 | −0.06% | $5.73B | 35.1 | 32.1 | 5.3 | +11.2% |
| Median | 35.1 | 18.7 | 4.3 | +7.7% |