InsidersTradesSigma
Track the Phibro Animal Health CORP stock price and the full management transaction log of the company, a listed equity based in United States. Shares trade on the US market, under the authority of SEC (Form 4). Operating in the Healthcare & Pharma sector, Phibro Animal Health CORP has recorded 145 reports. Market capitalisation: €1.4bn. The latest transaction was filed on 10 August 2026 (Attribution). Among the most active insiders: BENDHEIM JACK. The full history is openly available.
145
Insider Decl.
n/a
Thresholds
€569,735
4 ops.
Buy Volume
€14m
84 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Phibro Animal Health CORP Hold (neutral), based on 5 analysts. Average price target: US$45.00.
38Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 10,503 of 29,064 companies
58.4
score / 100
Value59
Quality58
FCF yld0.6%
Earn yld6.5%
EV/EBITDA10.0x
ROE30%
Gross mgn34%
Net mgn6.6%
Debt/EBITDA3.4x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 10 August 2026
Declarations145 total
12,103 shares0Class A Common StockSEC:0001104659-26-093385:0
2,716 shares0Class A Common StockSEC:0001104659-26-093388:0
11,699 shares0Class A Common StockSEC:0001104659-26-093378:0
3,334 shares0Class A Common StockSEC:0001104659-26-093394:0
1,547 shares0Class A Common StockSEC:0001104659-26-093383:0
3,522 shares0Class A Common StockSEC:0001104659-26-093391:0
2,478 shares0Class A Common StockSEC:0001104659-26-093387:0
1,503 shares0Class A Common StockSEC:0001104659-26-093397:0
2,303 shares@ US$36.5990.0056% mcap0.5% of flowClass A Common StockSEC:0001104659-26-092233:0
486 shares@ US$36.5990.0012% mcap50.0% of flowClass A Common StockSEC:0001104659-26-092227:0
840 shares@ US$36.5990.0020% mcap50.0% of flowClass A Common StockSEC:0001104659-26-092228:0
265 shares@ US$36.5990.0006% mcap50.0% of flowClass A Common StockSEC:0001104659-26-092232:0
635 shares@ US$36.5990.0015% mcap50.0% of flowClass A Common StockSEC:0001104659-26-092230:0
472 shares@ US$36.5990.0011% mcap50.0% of flowClass A Common StockSEC:0001104659-26-092229:0
486 shares@ US$36.59940.0012% mcap100.0% of flowClass ASEC144:0001959173-26-005618
2,303 shares@ US$36.59940.0056% mcap0.5% of flowClass ASEC144:0001959173-26-005612
840 shares@ US$36.59940.0020% mcap100.0% of flowClass ASEC144:0001959173-26-005613
265 shares@ US$36.59940.0006% mcap100.0% of flowClass ASEC144:0001959173-26-005614
635 shares@ US$36.59940.0015% mcap100.0% of flowClass ASEC144:0001959173-26-005611
472 shares@ US$36.59940.0011% mcap100.0% of flowClass ASEC144:0001959173-26-005610
10,000 shares@ US$31.770.020% mcap40.8% of flowClass A Common StockSEC:0001104659-26-069604:0
Canonical exit: 27 Aug 2026 (T+90)
1,652 shares@ US$55.0960.0064% mcap1.9% of flowClass A Common StockSEC:0001104659-26-053249:0
4,591 shares@ US$56.06070.018% mcap5.3% of flowClass A Common StockSEC:0001104659-26-053249:1
797 shares@ US$56.68960.0032% mcap0.9% of flowClass A Common StockSEC:0001104659-26-053249:2
4,002 shares@ US$52.70050.015% mcap4.4% of flowClass A Common StockSEC:0001104659-26-053249:3
25 of 145 declarations
关于 Phibro Animal Health CORP
Phibro Animal Health Corp. (Nasdaq: PAHC) 是一家在美国纳斯达克市场上市的公司，总部位于美国新泽西州蒂内克。对于法语投资者而言，Phibro 符合专业动物保健和矿物营养企业的形象，其终端市场通常相对防御性，但仍受牲畜周期、饲料成本、疾病压力和区域农业条件的影响。 该公司开发、制造和销售广泛的产品组合，用于食用动物和伴侣动物，包括家禽、猪、肉牛和奶牛、水产养殖和狗。其产品范围涵盖疾病预防和治疗解决方案、药用饲料添加剂、水溶性产品、营养特种产品、疫苗以及某些也用于个人护理、工业化学品和化学催化剂应用的成分。Phibro 将其业务分为三个部门：动物保健、矿物营养和高性能产品。 从历史上看，该公司可以追溯到几十年前，并已从工业化学品传统发展成为一个专注于动物保健的平台。自 2003 年以来，它一直以 Phibro Animal Health Corporation 的名称运营，并于 2014 年成为纳斯达克上市公司。这段历史对投资者很重要，因为它展示了一个通过有机发展、专有产品和有针对性的收购相结合而建立的商业模式。最近最重要的战略举措是于 2024 年 10 月 31 日完成收购 Zoetis 的药用饲料添加剂产品组合以及某些水溶性产品和相关资产。该交易扩大了 Phibro 的规模，拓宽了其产品范围并增加了其制造足迹。 Phibro 拥有全球商业和制造业务，销售遍及广泛的国际市场，并在美国、欧洲、拉丁美洲和亚洲拥有生产资产。这种地理多元化使公司能够进入主要的牲畜市场，并有助于平衡不同地区的需求。竞争定位基于其动物保健、营养和高性能产品的组合，以及其在牲畜解决方案方面的广泛特许经营权和不断增长的伴侣动物产品线。 最近的发展具有实质性意义。在 2025 财年和 2026 财年，Phibro 报告了强劲的收入和盈利增长，部分得益于 Zoetis 收购的整合和运营势头的改善。该公司还在 2025 年宣布了犬类口腔健康方面的新举措，突显了其超越传统牲畜类别的努力。2025 年底，Phibro 宣布了领导层过渡，表明其持续的战略演变和执行重点。总体而言，Phibro 呈现为一个中等规模但多元化的动物保健平台，具有国际影响力、悠久的运营历史和近期以收购为主导的增长阶段。
