PHIBRO ANIMAL HEALTH CORP

PAHC · Pharmaceutical Preparations · 30.5M shares · -0%/yr ↓ buyback · EDGAR filings ↗

Reference price $31.77 · est. market cap ~$968M — last insider purchase, 2026-05-29 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)

Grade

B74

Animal-health (medicated feed/vaccines) maker — profitable, growing strongly, with good returns.

Strengths

Strong growth and earnings — revenue +27%, net income +1898% (98th)
Good returns — ROE 17% (81st), operating margin 9% (80th)
Diversified animal-health portfolio (post-Zoetis MFA deal) — per 10-K

Risks

Low gross margin — 31%
Leverage/integration from the MFA acquisition — per 10-K
Livestock-cycle exposure — per 10-K

Notable findings

Exec changeRecent 8-K item 5.02 8-K ↗
Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
Insider buyingInsider buying — 1 open-market buy(s) by 1 insider(s) (~$317,700, last 6mo) Form 4 ↗
Notable holderHeld by 5 notable fund(s): FMR LLC, STATE STREET CORP, RENAISSANCE TECHNOLOGIES LLC +2 more (as of 2026-03-31)
Insider sellingInsider selling — 81 open-market sale(s) by 1 insider(s) (~$22M, last 6mo) Form 4 ↗

Quarterly revenue

2025-06-30 · $379M2025-09-30 · $364M2025-12-31 · $374M2026-03-31 · $384M

Last 4 quarters · from SEC filings.

Key metrics

Gross margin

30.9%

Operating margin

8.5%

Net margin

3.7%

Return on equity

16.9%

Return on assets

3.5%

Revenue growth (QoQ)

2.6%

Current ratio

2.8×

EBITDA

$156M

Tangible book value

$190M

Cash & investments

$77M

Stock comp / revenue

0.1%

Insider transactions · last 18 months

Date	Insider	Type	Shares	Price
2026-05-29	CORCORAN E THOMAS	Buy	10K	$31.77
2026-05-07	BENDHEIM JACK	Sell	2.0K	$49.19
2026-05-07	BENDHEIM JACK	Sell	1.4K	$47.59
2026-05-07	BENDHEIM JACK	Sell	1.1K	$48.31
2026-05-06	BENDHEIM JACK	Sell	1.4K	$58.13
2026-05-06	BENDHEIM JACK	Sell	5.6K	$57.18
2026-05-05	BENDHEIM JACK	Sell	776	$56.37
2026-05-05	BENDHEIM JACK	Sell	6.3K	$55.73
2026-04-30	BENDHEIM JACK	Sell	1.2K	$53.32
2026-04-30	BENDHEIM JACK	Sell	5.8K	$52.65
2026-04-29	BENDHEIM JACK	Sell	4.0K	$52.70
2026-04-29	BENDHEIM JACK	Sell	3.0K	$53.21
2026-04-28	BENDHEIM JACK	Sell	797	$56.69
2026-04-28	BENDHEIM JACK	Sell	1.7K	$55.10
2026-04-28	BENDHEIM JACK	Sell	4.6K	$56.06
2026-04-23	BENDHEIM JACK	Sell	6.6K	$54.07
2026-04-23	BENDHEIM JACK	Sell	421	$54.56
2026-04-22	BENDHEIM JACK	Sell	7.0K	$54.29
2026-04-21	BENDHEIM JACK	Sell	5.4K	$56.17
2026-04-21	BENDHEIM JACK	Sell	1.6K	$55.35
2026-04-16	BENDHEIM JACK	Sell	5.2K	$54.56
2026-04-16	BENDHEIM JACK	Sell	1.9K	$54.88
2026-04-16	BENDHEIM JACK	Conversion	100K	—
2026-04-15	BENDHEIM JACK	Sell	2.6K	$56.27
2026-04-15	BENDHEIM JACK	Sell	3.6K	$57.21
2026-04-15	BENDHEIM JACK	Sell	799	$58.11
2026-04-14	BENDHEIM JACK	Sell	6.5K	$59.03
2026-04-14	BENDHEIM JACK	Sell	492	$59.69
2026-03-31	BENDHEIM JACK	Sell	6.6K	$53.87
2026-03-31	BENDHEIM JACK	Sell	431	$54.35
2026-03-30	BENDHEIM JACK	Sell	6.4K	$53.54
2026-03-30	BENDHEIM JACK	Sell	617	$54.31
2026-03-26	BENDHEIM JACK	Sell	6.8K	$56.79
2026-03-26	BENDHEIM JACK	Sell	280	$57.17
2026-03-25	BENDHEIM JACK	Sell	1.6K	$55.28
2026-03-25	BENDHEIM JACK	Sell	4.9K	$56.00
2026-03-25	BENDHEIM JACK	Sell	552	$56.86
2026-03-24	BENDHEIM JACK	Sell	517	$53.59
2026-03-24	BENDHEIM JACK	Sell	6.5K	$52.88
2026-03-19	BENDHEIM JACK	Sell	124	$53.24
2026-03-19	BENDHEIM JACK	Sell	1.9K	$51.78
2026-03-19	BENDHEIM JACK	Sell	5.0K	$52.79
2026-03-18	BENDHEIM JACK	Sell	2.7K	$53.64
2026-03-18	BENDHEIM JACK	Sell	4.3K	$51.80
2026-03-18	BENDHEIM JACK	Sell	3.6K	$53.03
2026-03-17	BENDHEIM JACK	Sell	5.3K	$51.66
2026-03-13	BENDHEIM JACK	Sell	5.3K	$48.91
2026-03-12	BENDHEIM JACK	Conversion	100K	—
2026-02-26	BENDHEIM JACK	Sell	6.3K	$53.67
2026-02-26	BENDHEIM JACK	Sell	711	$54.28
2026-02-25	BENDHEIM JACK	Sell	7.0K	$51.71
2026-02-24	BENDHEIM JACK	Sell	5.9K	$51.27
2026-02-24	BENDHEIM JACK	Sell	1.2K	$51.88
2026-02-20	BENDHEIM JACK	Sell	397	$51.96
2026-02-20	BENDHEIM JACK	Sell	6.6K	$51.38
2026-02-19	BENDHEIM JACK	Sell	7.0K	$50.26
2026-02-18	BENDHEIM JACK	Sell	6.8K	$51.38
2026-02-18	BENDHEIM JACK	Sell	216	$51.97
2026-02-13	BENDHEIM JACK	Sell	7.0K	$51.96
2026-02-11	BENDHEIM JACK	Sell	14K	$51.61
2026-02-11	BENDHEIM JACK	Sell	234	$52.21
2026-02-11	David Glenn	Other	13K	$51.62
2026-02-10	BENDHEIM JACK	Sell	51K	$51.76
2026-02-10	BENDHEIM JACK	Sell	7.0K	$52.17
2026-02-09	David Glenn	Option exercise	30K	—
2026-02-05	BENDHEIM JACK	Sell	19K	$49.57
2026-02-05	BENDHEIM JACK	Sell	409	$44.47
2026-02-05	BENDHEIM JACK	Conversion	185K	—
2026-02-05	BENDHEIM JACK	Sell	3.6K	$45.42
2026-02-05	BENDHEIM JACK	Sell	3.2K	$46.68
2026-02-05	BENDHEIM JACK	Sell	38K	$47.91
2026-02-05	BENDHEIM JACK	Sell	46K	$48.65
2026-02-04	BENDHEIM JACK	Conversion	30K	—
2026-02-04	BENDHEIM JACK	Sell	3.5K	$41.15
2026-02-03	BENDHEIM JACK	Sell	3.0K	$41.97
2026-02-03	BENDHEIM JACK	Sell	6.7K	$41.25
2026-01-30	BENDHEIM JACK	Sell	6.7K	$40.09
2026-01-29	BENDHEIM JACK	Sell	6.8K	$40.12
2026-01-26	BENDHEIM JACK	Conversion	30K	—
2026-01-23	BENDHEIM JACK	Sell	1.2K	$40.55
2026-01-22	BENDHEIM JACK	Sell	1.3K	$42.68
2026-01-22	BENDHEIM JACK	Sell	12K	$41.91
2026-01-21	BENDHEIM JACK	Sell	15K	$41.68
2026-01-15	BENDHEIM JACK	Sell	2.9K	$40.02
2026-01-14	BENDHEIM JACK	Conversion	20K	—
2026-01-14	BENDHEIM JACK	Sell	3.3K	$40.46
2026-01-14	BENDHEIM JACK	Sell	393	$41.14
2026-01-13	BENDHEIM JACK	Sell	7.6K	$40.32
2026-01-09	BENDHEIM JACK	Sell	213	$40.16
2026-01-07	BENDHEIM JACK	Sell	328	$40.09
2025-12-11	BENDHEIM JACK	Sell	2.8K	$40.61
2025-12-11	BENDHEIM JACK	Sell	3.0K	$41.22
2025-12-09	BENDHEIM JACK	Sell	1.3K	$40.19
2025-12-08	BENDHEIM JACK	Sell	3.5K	$40.06
2025-12-04	BENDHEIM JACK	Sell	3.2K	$41.16
2025-12-04	BENDHEIM JACK	Sell	368	$41.75
2025-12-03	BENDHEIM JACK	Conversion	30K	—
2025-12-03	BENDHEIM JACK	Sell	3.5K	$40.77
2025-12-01	BENDHEIM JACK	Sell	3.5K	$41.66
2025-11-28	BENDHEIM JACK	Sell	3.5K	$42.54
2025-11-26	BENDHEIM JACK	Sell	5.3K	$44.02
2025-11-25	BENDHEIM JACK	Sell	7.0K	$43.93
2025-11-20	BENDHEIM JACK	Sell	3.5K	$41.75
2025-11-20	BENDHEIM JACK	Sell	61	$42.32
2025-11-18	BENDHEIM JACK	Sell	20	$44.28
2025-11-18	BENDHEIM JACK	Sell	5.3K	$43.82
2025-11-17	BENDHEIM JACK	Sell	5.3K	$44.56
2025-11-14	BENDHEIM JACK	Conversion	55K	—
2025-11-13	BENDHEIM JACK	Sell	1.7K	$44.93
2025-11-13	BENDHEIM JACK	Sell	7.1K	$44.37
2025-11-12	BENDHEIM JACK	Sell	22K	$45.23
2025-11-11	BENDHEIM JACK	Conversion	15K	—
2025-11-10	BENDHEIM JACK	Sell	14K	$44.91
2025-11-10	BENDHEIM JACK	Sell	4.1K	$44.00
2025-11-10	BENDHEIM JACK	Sell	20K	$45.81
2025-11-10	BENDHEIM JACK	Sell	320	$46.36
2025-11-07	BENDHEIM JACK	Sell	3.5K	$42.86
2025-11-05	BENDHEIM JACK	Sell	972	$41.83
2025-11-05	BENDHEIM JACK	Sell	2.5K	$40.98
2025-11-04	BENDHEIM JACK	Sell	524	$43.62
2025-11-04	BENDHEIM JACK	Conversion	25K	—
2025-11-04	BENDHEIM JACK	Sell	3.0K	$43.01
2025-10-30	BENDHEIM JACK	Sell	3.5K	$41.07
2025-10-29	BENDHEIM JACK	Sell	3.5K	$41.66
2025-10-28	BENDHEIM JACK	Sell	3.5K	$41.56
2025-10-24	BENDHEIM JACK	Sell	3.5K	$41.75
2025-10-23	BENDHEIM JACK	Sell	3.5K	$40.18
2025-10-22	BENDHEIM JACK	Sell	12K	$40.27
2025-10-21	BENDHEIM JACK	Conversion	50K	—
2025-10-20	BENDHEIM JACK	Sell	16K	$40.38
2025-10-17	BENDHEIM JACK	Sell	700	$40.03
2025-09-30	BENDHEIM JACK	Sell	21K	$40.38
2025-09-19	BENDHEIM JACK	Conversion	30K	—
2025-09-18	BENDHEIM JACK	Sell	7.0K	$40.26
2025-09-11	BENDHEIM JACK	Sell	3.5K	$40.95
2025-09-10	BENDHEIM JACK	Sell	3.5K	$41.29
2025-09-09	BENDHEIM JACK	Sell	14K	$40.33
2025-08-15	Escudero Lisa Ann	Grant	2.2K	—
2025-08-15	Andolino Anthony	Grant	1.8K	—
2025-08-15	David Glenn	Grant	4.8K	—
2025-08-15	Miller Larry Lee	Grant	5.2K	—
2025-08-15	Weinstein Judith	Grant	3.4K	—
2025-08-15	BENDHEIM Jonathan	Grant	3.3K	—
2025-08-15	Bendheim Daniel M	Grant	4.0K	—
2025-08-15	BENDHEIM JACK	Grant	17K	—
2025-02-24	CORCORAN E THOMAS	Buy	5.0K	$22.10
2025-02-09	David Glenn	Option exercise	30K	—

All non-derivative Form 4 activity (SEC), newest first.

Supply chain

Customers (0)

Suppliers (1)

Zoetis Inc.

Named in the 10-K; linked when we track them.

Notable events (8-K)

Date	Items
2026-06-26	Exec/director change	filing ↗
2026-05-06	ResultsExhibits	filing ↗
2026-05-05	OtherExhibits	filing ↗
2026-04-30	Material agreementDebt obligationExhibits	filing ↗
2026-04-27	Reg FDExhibits	filing ↗
2026-04-14	Exec/director change	filing ↗
2026-02-04	ResultsExhibits	filing ↗
2026-02-03	OtherExhibits	filing ↗

Recent filings

Form	Filed	Period	Accession
8-K	2026-06-26	2026-06-25	0001104659-26-078323 ↗
8-K	2026-05-06	2026-05-06	0001104659-26-056316 ↗
10-Q	2026-05-06	2026-03-31	0001104659-26-056280 ↗
8-K	2026-05-05	2026-05-05	0001104659-26-055699 ↗
8-K	2026-04-30	2026-04-28	0001104659-26-052956 ↗
8-K	2026-04-27	2026-04-27	0001104659-26-049485 ↗
8-K	2026-04-14	2026-04-13	0001104659-26-043188 ↗
8-K	2026-02-04	2026-02-04	0001104659-26-010345 ↗
10-Q	2026-02-04	2025-12-31	0001104659-26-010317 ↗
8-K	2026-02-03	2026-02-03	0001104659-26-009739 ↗
8-K	2025-12-18	2025-12-16	0001104659-25-122556 ↗
8-K	2025-11-05	2025-11-04	0001104659-25-107064 ↗