Phibro Animal Health Corporation Class A (PAHC)

Phibro Animal Health Corp.'s stock price increased by 71.75% from October 21, 2024, to October 20, 2025. Phibro completed the acquisition of Zoetis' medicated feed additive product portfolio on October 31, 2024, financed by borrowing $350 million. The company reported strong Q4 2025 earnings, with consolidated sales up 39% in the fourth quarter and 27% for the full year. Phibro recently began operations at a new vaccine production facility in Guarulhos, Brazil. In February 2025, Director E Corcoran purchased 5,000 shares, while CEO Jack Bendheim sold shares in October 2025. As of October 21, 2025, the stock was trading near its 52-week high.

Demand for Phibro Animal Health Corp.'s products and services can exhibit some seasonality, particularly within its Animal Health segment. Favorable seasonal disease challenges have been noted as a factor contributing to growth in the medicated feed additives and other business segments.

Phibro Animal Health Corp. develops, manufactures, and markets a wide array of products for food and companion animals, including poultry, swine, beef and dairy cattle, aquaculture, and dogs. Its core business is segmented into Animal Health, Mineral Nutrition, and Performance Products. The Animal Health segment includes antibacterials, anticoccidials, nutritional specialty products, and vaccines. The Mineral Nutrition segment focuses on formulations and concentrations of trace minerals. The Performance Products segment manufactures and markets specialty ingredients for use in various industries.

Phibro Animal Health Corp. operates in over 80 countries, including the United States, Latin America and Canada, Europe, the Middle East, Africa, and the Asia Pacific. The company focuses on regions with consolidated livestock production, such as the U.S., Brazil, China, Russia, Mexico, Australia, Turkey, and Israel. Phibro has manufacturing facilities in the United States, Italy, China, and vaccine production facilities in Guarulhos, Brazil, and Sligo, Ireland.

There are no widely reported negative events or controversies that have significantly impacted Phibro Animal Health Corp.'s brand reputation in the past year. The company's strategic acquisitions and expansion efforts suggest a positive business standing. However, Phibro faces regulatory risks from FDA initiatives concerning its medically important antibacterials business.

Approximately 99.3% of Phibro Animal Health Corp.'s shares are held by institutional investors, while 50.1% are held by company insiders. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, iShares Core S&P Small-Cap ETF, State Street Corp, Acadian Asset Management Llc, ExodusPoint Capital Management, LP, Vanguard Total Stock Market Index Fund Investor Shares, Renaissance Technologies Llc, Dimensional Fund Advisors Lp, and Geode Capital Management, Llc.