Phibro Animal Health Corp saw director Jack Bendheim and BFI Co., LLC, which holds a 10% stake in the company, execute sales of their shares on January 21 and 22, 2026, according to filings with the Securities and Exchange Commission. These stock dispositions occurred after PAHC's shares demonstrated a substantial 93% appreciation over the last 12 months as per InvestingPro data.
BFI Co., LLC completed the stock sales amounting to a total value of $1.16 million. On January 21, the entity sold 14,687 shares of Class A Common Stock at an average price of $41.6782 per share, with the price range spanning from $41.11 to $42.02. This transaction was valued in aggregate at $612,047.
The following day, January 22, BFI Co., LLC sold 11,875 shares at a weighted average price of $41.9086, with transaction prices fluctuating between $41.58 and $42.53 per share. Additionally, on the same day, they offloaded a further 1,283 shares at an average price of $42.6774, within a narrow price band of $42.62 to $42.77.
Post these transactions, BFI Co., LLC retains direct ownership of 16,680 shares, while director Jack Bendheim himself holds 16,840 shares directly. The current valuation metrics for PAHC indicate a price-to-earnings (P/E) ratio of 25 and a price-to-book (P/B) ratio of 5.4. Analyst price targets for the stock range broadly from $32 to $50. The market capitalization stands at approximately $1.69 billion as the company approaches its earnings announcement scheduled for February 11.
According to InvestingPro’s Fair Value evaluations, PAHC’s stock appears modestly overvalued, despite the company receiving a "GREAT" score for overall financial health. For investors seeking a comprehensive understanding, an extensive Pro Research Report covering PAHC and more than 1,400 additional U.S. equities is available.
In recent quarterly financial disclosures for fiscal year 2026, Phibro Animal Health Corporation delivered strong performance. The company reported earnings per share (EPS) of $0.73, considerably exceeding analysts' consensus estimate of $0.60. Revenue for the quarter totaled $363.9 million, outperforming expectations of $345.44 million, signaling a robust start to the fiscal year.
On the analyst front, BofA Securities upgraded Phibro’s price target to $32 from $27, citing increased demand in protein markets and enhanced profitability within the livestock segment. However, the firm maintained an Underperform rating on the shares.
Furthermore, Phibro announced a leadership transition, with CEO and President Jack Bendheim scheduled to step down in July 2026. He will be succeeded by Daniel Bendheim while continuing as Executive Chairman to provide ongoing strategic guidance.
This report was generated leveraging AI technology and reviewed by editorial staff to ensure accuracy and professionalism.