Phibro Animal Health (PAHC)

• Market cap: $725M
• 1 day: -4.40%
• 5 days: -8.06%
• 1 month: -24.52%
• 3 months: -23.15%
• 6 months: -30.11%
• Year to date: -20.26%
• 1 year: 26.67%
• 5 years: -28.78%
• 10 years: -48.90%
• Sector: Healthcare
• Industry: Drug Manufacturers - Specialty & Generic

About: Phibro Animal Health Corp operates as a diversified animal health and mineral nutrition company. It develops, manufactures, and markets products for a range of food animals comprising poultry, swine, beef and dairy cattle, and aquaculture. The product portfolio of the company includes animal health products such as antibacterials, anticoccidials, nutritional specialty products and vaccines, and mineral nutrition products. The company operates through three segments, Animal Health, Mineral Nutrition, and Performance Products, of which key revenue is derived from the Animal Health segment which relates to the development, manufacturing, and marketing of antibacterials, nutritional specialty products, and vaccines. The entity sells its products in the U.S. and other international countries.

Employees: 1,940

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

153% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 17

83% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 36

17% more funds holding

Funds holding: 146 [Q3] → 171 (+25) [Q4]

2.2% more ownership

Funds ownership: 99.74% [Q3] → 101.93% (+2.2%) [Q4]

5% less capital invested

Capital invested by funds: $457M [Q3] → $435M (-$21.5M) [Q4]

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $22 33% upside
• Avg. target: $22 33% upside
• High target: $22 33% upside

1 analyst rating

• positive: 0 0%
• neutral: 0 0%
• negative: 1 100%

Barclays Balaji Prasad 16% 1-year accuracy 7 / 44 met price target

33% upside $22

Underweight Maintained

10 Feb 2025