Phibro Animal SEC Filings

Phibro Animal Health (PAHC) furnished a press release announcing operating results for the fiscal quarter ended September 30, 2025 and financial guidance for the fiscal year ending June 30, 2026 as Exhibit 99.1.

At the November 4, 2025 annual meeting, holders representing 97.3% of voting power were present, including 14,543,375 Class A shares and 20,166,034 Class B shares as of the September 12, 2025 record date. All three director nominees were elected. The advisory vote on executive compensation passed with 213,516,403 votes for, 1,184,154 against, and 20,495 abstentions, with 1,482,663 broker non-votes. Stockholders advised a three-year frequency for future say‑on‑pay votes, with 202,618,936 votes for three years. The selection of PwC as independent auditor for fiscal 2026 was ratified with 214,368,092 votes for, 1,824,908 against, and 10,713 abstentions; there were no broker non‑votes.

Phibro Animal Health (PAHC) reported strong quarterly growth with net sales of $363.9 million for the three months ended September 30, 2025, up 40% year over year. Operating income rose to $51.3 million from $17.7 million, and net income increased to $26.5 million, or $0.65 per diluted share, versus $0.17 a year ago. Gross profit reached $119.8 million.

Animal Health led results with $283.5 million in sales, including medicated feed additives and other products at $195.2 million, nutritional specialties at $48.2 million, and vaccines at $40.1 million. The October 2024 acquisition of select Zoetis products contributed $80.5 million to the quarter’s revenue. By region, sales were $202.3 million in the U.S., $87.2 million in Latin America and Canada, $44.9 million in EMEA, and $29.4 million in Asia Pacific.

Balance sheet and cash flows: cash and cash equivalents were $72.8 million, inventories were $471.8 million, and total assets were $1.39 billion. Long‑term debt was $609.5 million, with $115.0 million drawn on the revolver and $192.1 million remaining available for borrowing and letters of credit. Net cash provided by operating activities was $9.3 million; capital expenditures were $13.8 million. Interest expense, net, was $12.1 million.

Phibro Animal Health Corporation declared a quarterly cash dividend of $0.12 per share on its Class A and Class B common stock. The dividend is payable on December 17, 2025 to stockholders of record at the close of business on November 26, 2025.

The company announced the dividend via a press release filed as Exhibit 99.1.

Phibro Animal Health (PAHC) insider filing shows planned sales by President and CEO Jack Bendheim under a Rule 10b5-1 plan adopted on May 30, 2025. BFI Co., LLC sold 3,520 Class A shares on 10/28/2025 at a weighted average price of $41.5561, 3,520 on 10/29/2025 at $41.6554, and 3,520 on 10/30/2025 at $41.0745. After these transactions, 44,440 shares were beneficially owned indirectly through BFI, and 16,840 shares were held directly.

Phibro Animal Health (PAHC) insider filings show sales of Class A common stock tied to a pre‑set Rule 10b5‑1 plan by BFI Co., LLC, over which CEO and director Jack Bendheim exercises voting and dispositive power. Reported transactions occurred on 10/22/2025 (11,859 shares at a weighted average price of $40.2692), 10/23/2025 (3,520 shares at $40.1796), and 10/24/2025 (3,520 shares at $41.749).

Following these trades, 55,000 shares were beneficially owned indirectly via BFI, and 16,840 shares were held directly. The 10b5‑1 trading plan was adopted on May 30, 2025.

Phibro Animal Health (PAHC) insider activity: Reporting persons BFI Co., LLC and Jack Bendheim (Director, 10% Owner, President and CEO) reported sales and a conversion. Under a Rule 10b5‑1 plan, BFI sold 700 Class A shares on 10/17/2025 at a weighted average price of $40.0319 and 16,075 Class A shares on 10/20/2025 at a weighted average price of $40.3842.

On 10/21/2025, 50,000 shares of Class B Common Stock were converted into 50,000 shares of Class A on a one‑for‑one basis. Following these transactions, 73,899 Class A shares were indirectly beneficially owned, and 16,840 Class A shares were directly owned. After the conversion, 20,086,034 shares of Class B were indirectly beneficially owned.

Insider sales reported for PHIBRO ANIMAL HEALTH CORP (PAHC). On 09/30/2025 the filing shows dispositions of Class A common stock by BFI Co., LLC and Jack Bendheim. BFI reported a sale of 20,664 shares at a weighted average price of $40.38 (individual trade prices ranged $40.00–$40.635) and Jack Bendheim reported a sale of 16,840 shares.

The filing states the BFI sales were effected under a Rule 10b5-1 trading plan adopted May 30, 2025. After the reported transactions, BFI is shown as beneficially owning 40,674 shares, and Jack Bendheim directly holds the 16,840 shares he sold before the disposition shown on this Form 4. The filing is signed by an attorney-in-fact on behalf of both reporting persons.

Jack Bendheim and BFI Co., LLC filed a Form 4 reporting insider transactions in Phibro Animal Health Corporation (PAHC). On 09/18/2025 BFI sold 7,022 shares of Class A common stock at a weighted average price of $40.2637 under a Rule 10b5-1 trading plan adopted May 30, 2025. On 09/19/2025 the reporting parties acquired 30,000 Class A shares via conversion of 30,000 Class B shares at no cash cost. Following the reported transactions, certain Class A holdings are reported as 61,338 shares (indirect) and derivative-related Class A shares underlying converted Class B stock total 30,000. Jack Bendheim is identified as a director, President and CEO, and a >10% owner; BFI is a >10% owner.

Phibro Animal Health Corporation filed a definitive proxy describing items for its 2025 Annual Meeting, including the election of three Class III directors to serve until the 2028 annual meeting, an advisory vote to approve named executive officer compensation and a separate advisory vote on the frequency of such votes, and ratification of PricewaterhouseCoopers LLP as independent auditor for fiscal 2026.

The filing discloses strong fiscal year results: net sales of $1,296.2 million (up 27%), net income of $48.3 million (increase of $45.8 million), diluted EPS of $1.19 (up $1.13), adjusted EBITDA of $183.7 million (up 65%), and adjusted net income of $84.9 million (up 76%, adjusted diluted EPS $2.09).

Compensation disclosures show the CEO’s annual total compensation of $5,284,122, median employee pay of $55,854, and a CEO-to-median pay ratio of 95:1. Multiple Bendheim family members serve as officers/directors; certain NEO pension and retirement arrangements are detailed.