Phibro Animal Health Corporation Class A (PAHC)

Phibro Animal Health Corp.'s stock price has increased by 32.37% over the past six months and 98.65% over the last year. The acquisition of Zoetis' medicated feed additive (MFA) and water-soluble product portfolio significantly boosted the company's financial performance, contributing to a 40% increase in net sales and a doubling of adjusted diluted EPS in the first quarter of fiscal year 2026. The stock reached an all-time high of $45.71 on November 10, 2025, and a leadership transition was announced on December 18, 2025.

Explicit seasonal patterns for Phibro Animal Health Corp.'s entire product portfolio are not clearly detailed. Demand for specific product categories can fluctuate, such as medicated feed additives in Latin America, processing aids, vaccines, and the Rejensa companion animal product. In the first quarter of fiscal year 2026, there was an increase in demand for copper and trace minerals, while demand for ingredients used in personal care products saw a decrease. The company's business is currently concentrated in the livestock sector.

Phibro Animal Health Corp. operates in the Healthcare sector, focusing on Animal Health and Mineral Nutrition. The company's business is divided into three segments: Animal Health, Mineral Nutrition, and Performance Products. The Animal Health segment is the primary revenue driver, developing and marketing products for animal health, food safety, and animal welfare. The Mineral Nutrition segment focuses on trace minerals, and the Performance Products segment manufactures specialty ingredients for various industries.

Phibro Animal Health Corp. has a significant international presence, operating in the United States, Latin America and Canada, Europe, the Middle East, Africa, and the Asia Pacific. The company sells approximately 2,000 product lines in over 95 countries to around 4,000 customers and has offices across the United States and globally.

Phibro Animal Health Corp. has maintained a positive brand reputation, driven by its strong financial performance and strategic growth initiatives. The company is considered a "trusted partner" by livestock producers, farmers, veterinarians, and consumers. The successful integration of the Zoetis Medicated Feed Additive (MFA) portfolio has contributed to strong revenue and earnings growth. The company's focus on innovation, such as the national launch of Restoris™, a dental gel for dogs, also contributes positively to its image.

Institutional shareholders hold 48.35% of Phibro Animal Health Corp.'s stock, while insiders own 62.54%. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., and State Street Corp. The largest individual shareholder is Jack Bendheim, who owns 21.57 million shares, representing 53.21% of the company.