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: 2026-07-28 (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); 2026-04-30 (items 1.01, 2.03, 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.