Phibro Animal Health Corporation
boothcheck covers Phibro Animal Health Corporation (PAHC) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed June 27, 2026.
- At $31.95 the price pays only about 11x company-wide operating income, a level so low it sits below what even a 5%-a-year decline in operating profit would warrant. For a business growing double digits, that multiple is the disconnect. - The growth is real and acquisition-driven. The October 2024 Zoetis medicated-feed-additive portfolio lifted nine-month net sales 22%, Q3 fiscal 2026 sales rose 10% to $383.5 million, and management raised full-year guidance. The bet is that animal-health deman
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246 institutional managers reported holding PAHC in 13F filings for the quarter ended 2026-03-31. Together they hold about 49% of the company; the top 10 hold 27%. 55 opened new positions that quarter. Held by BlackRock, FMR (Fidelity), Vanguard Group, among others. On the short side, 1.2M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (3.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
PAHC's share count is about flat over the past five years. It pays a dividend, and has paid one every year in our records (13 and counting); the current rate is $0.48 a share annually. Cash returned over the past three years: $53.49M in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at PAHC over the trailing three years: 2024: 1 buy totaling $100k; 2025: 1 buy totaling $111k; 2026: 1 buy totaling $318k. 9 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
PAHC's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-31 | -5.8% | -15.2% |
| 2023-11-09 | -18.9% | +11.3% |
| 2024-02-08 | +5.9% | +14.2% |
| 2024-05-09 | +5.5% | -1.1% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
PAHC's latest 8-K filings: 2026-08-26 (items 2.02, 9.01); 2026-07-28 (items 8.01, 9.01); 2026-06-26 (items 5.02); 2026-05-06 (items 2.02, 9.01); 2026-05-05 (items 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.