Massachusetts Financial Services Co. MA Sells 12,117 Shares of Phibro Animal Health Corporation $PAHC
by Scott Moore · The Cerbat GemMassachusetts Financial Services Co. MA lessened its stake in shares of Phibro Animal Health Corporation (NASDAQ:PAHC – Free Report) by 16.5% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 61,535 shares of the company’s stock after selling 12,117 shares during the quarter. Massachusetts Financial Services Co. MA owned about 0.15% of Phibro Animal Health worth $2,299,000 as of its most recent filing with the SEC.
Other large investors also recently made changes to their positions in the company. Hughes Financial Services LLC bought a new stake in shares of Phibro Animal Health during the 3rd quarter worth about $40,000. iSAM Funds UK Ltd bought a new stake in shares of Phibro Animal Health during the 3rd quarter worth about $61,000. EverSource Wealth Advisors LLC boosted its stake in shares of Phibro Animal Health by 7,671.4% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 2,720 shares of the company’s stock worth $69,000 after acquiring an additional 2,685 shares in the last quarter. Advisory Services Network LLC bought a new stake in shares of Phibro Animal Health during the 3rd quarter worth about $96,000. Finally, Tower Research Capital LLC TRC boosted its stake in shares of Phibro Animal Health by 768.2% during the 2nd quarter. Tower Research Capital LLC TRC now owns 4,610 shares of the company’s stock worth $118,000 after acquiring an additional 4,079 shares in the last quarter. Institutional investors own 99.34% of the company’s stock.
Trending Headlines about Phibro Animal Health
Here are the key news stories impacting Phibro Animal Health this week:
- Positive Sentiment: Recent quarterly results and FY‑2026 guidance support the rally — Phibro beat EPS and revenue expectations and set FY‑2026 EPS guidance of roughly 2.93–3.10, helping justify the higher share price. MarketBeat PAHC coverage
- Positive Sentiment: Upgrades and positive analyst notes (e.g., Zacks upgrade to Strong Buy and reaffirmations from boutique shops) have increased investor interest and buying pressure. Analyst coverage summary
- Neutral Sentiment: Citigroup initiated coverage with a “neutral”/hold rating and a $62 price target (roughly single‑digit upside vs. current levels). That provides formal coverage but not a buy endorsement. Citigroup initiation
- Neutral Sentiment: Media discussion about whether it’s “too late” after a ~234.5% rally is drawing attention — this can attract momentum traders but also encourages re‑rating/valuation debate among longer‑term investors. Yahoo Finance article
- Negative Sentiment: CEO Jack Bendheim has sold multiple blocks of shares recently (most recently 7,040 shares at ~$54.64 on Apr 16). While the trades were executed under a pre‑arranged Rule 10b5‑1 plan (which limits informational inference), repeated insider sales can create short‑term caution among investors. InsiderTrades report
Phibro Animal Health Price Performance
Shares of NASDAQ:PAHC opened at $57.07 on Friday. The business has a 50 day moving average price of $53.37 and a 200 day moving average price of $45.08. Phibro Animal Health Corporation has a twelve month low of $16.16 and a twelve month high of $60.08. The company has a market cap of $2.31 billion, a price-to-earnings ratio of 25.36, a PEG ratio of 0.83 and a beta of 0.69. The company has a quick ratio of 1.22, a current ratio of 3.05 and a debt-to-equity ratio of 2.14.
Phibro Animal Health (NASDAQ:PAHC – Get Free Report) last announced its earnings results on Wednesday, February 4th. The company reported $0.87 earnings per share for the quarter, beating the consensus estimate of $0.69 by $0.18. Phibro Animal Health had a return on equity of 38.28% and a net margin of 6.29%.The firm had revenue of $373.91 million during the quarter, compared to the consensus estimate of $355.64 million. Phibro Animal Health has set its FY 2026 guidance at 2.930-3.100 EPS. Research analysts predict that Phibro Animal Health Corporation will post 1.95 earnings per share for the current year.
Phibro Animal Health Dividend Announcement
The firm also recently announced a quarterly dividend, which was paid on Wednesday, March 25th. Investors of record on Wednesday, March 4th were paid a dividend of $0.12 per share. The ex-dividend date was Wednesday, March 4th. This represents a $0.48 annualized dividend and a yield of 0.8%. Phibro Animal Health’s dividend payout ratio is presently 21.33%.
Analyst Ratings Changes
Several analysts have recently issued reports on PAHC shares. Citigroup started coverage on Phibro Animal Health in a research note on Wednesday. They set a “neutral” rating and a $62.00 price target for the company. Weiss Ratings reiterated a “buy (b-)” rating on shares of Phibro Animal Health in a research note on Monday, December 29th. Zacks Research upgraded Phibro Animal Health from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, March 11th. Finally, Morgan Stanley set a $49.00 price target on Phibro Animal Health in a research note on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Phibro Animal Health presently has an average rating of “Hold” and an average price target of $42.40.
Read Our Latest Stock Analysis on Phibro Animal Health
Insiders Place Their Bets
In related news, CEO Jack Bendheim sold 7,040 shares of the stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $54.64, for a total transaction of $384,665.60. Following the completion of the sale, the chief executive officer owned 117,000 shares in the company, valued at $6,392,880. This represents a 5.68% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 316,205 shares of company stock worth $15,487,684. 50.13% of the stock is owned by corporate insiders.
Phibro Animal Health Company Profile
Phibro Animal Health Corporation (NASDAQ: PAHC) is a diversified global animal health and mineral nutrition company headquartered in Teaneck, New Jersey. The company develops, manufactures and markets a broad range of pharmaceutical, mineral nutrition and performance products designed to support the health and productivity of livestock, companion animals and aquaculture species. Phibro’s portfolio includes vaccines, anti-infective therapies, coccidiostats, disinfectants, premix minerals and specialty feed additives aimed at enhancing growth, immunity and overall animal well-being.
The company operates through three principal business segments: Animal Health, Mineral Nutrition and Performance Products.