Phibro Animal Health Corporation (PAHC) is the issuer of Class A shares for which Millennium Management LLC, Millennium Group Management LLC and Israel A. Englander each report shared voting and dispositive power over 822,639 shares, equal to 3.9% of the class.
Each reports no sole voting or dispositive power. The shares are held by entities subject to voting control and investment discretion by Millennium Management LLC and/or other investment managers. The reporting persons state that the disclosure is not itself an admission of beneficial ownership.
Phibro Animal Health Corporation (PAHC) is soliciting proxies for its 2026 annual meeting on November 3, 2026, where stockholders will vote on electing three Class I directors and ratifying PricewaterhouseCoopers LLP as independent auditor for the fiscal year ending June 30, 2027.
The company operates with dual-class shares (21,105,569 Class A at one vote per share and 19,496,034 Class B at ten votes per share), with BFI controlling a majority of voting power, qualifying Phibro as a Nasdaq “controlled company.” Jack C. Bendheim became Executive Chairman on July 1, 2026, and Daniel M. Bendheim became President and Chief Executive Officer.
For fiscal 2026, Phibro reports $1.5 billion in net sales and $255 million in adjusted EBITDA, a 39% increase. Animal Health net sales grew 21%; the Zoetis MFA portfolio generated over $350 million in net sales, and Nutritional Specialties and Vaccines grew 9% and 14%, respectively. Named executive officers earned annual bonuses at 130% of target, and each received time-vesting RSUs, with additional grants approved for 2027, including 300,000 performance-based RSUs for the new CEO.
PHIBRO ANIMAL HEALTH CORP (symbol: PAHC) is the issuer of record for a Form 4/A filing submitted to the SEC. David Glenn reported acquisition or exercise transactions in this Form 4 filing.
PHIBRO ANIMAL HEALTH CORP (PAHC) reported that its Chief Financial Officer, David Glenn, received a grant of 3,482 restricted stock units (RSUs) on August 6, 2026, each representing one share of Class A Common Stock. The RSUs vest in substantially equal installments on each of the first three anniversaries of August 1, 2026, subject to his continued employment. This Form 4/A amends a prior report to correct an understated RSU grant amount, and shows Glenn holding 54,959 Class A shares directly after the grant.
PHIBRO ANIMAL HEALTH CORP (symbol: PAHC) is the issuer of record for a Form 4/A filing submitted to the SEC. Miller Larry Lee reported acquisition or exercise transactions in this Form 4 filing.
PHIBRO ANIMAL HEALTH CORP (PAHC) reported that its Chief Operating Officer, Larry Lee Miller, received a grant of 3,726 restricted stock units (RSUs) on August 6, 2026, each representing one share of Class A Common Stock. Following this award, he directly holds 38,275 shares/RSUs in total. The RSUs vest in substantially equal installments on each of the first three anniversaries of August 1, 2026, subject to his continued employment, and this Form 4/A corrects an earlier filing that had understated the number of RSUs granted due to a calculation error.
PHIBRO ANIMAL HEALTH CORP (PAHC) received a Form 144 notice indicating that BFI Co. LLC, identified as a 10% stockholder, may sell up to 350,000 shares of Class A Common Stock through Goldman Sachs & Co. LLC under Rule 144. The proposed sale, with an aggregate market value of $12,355,000, references approximately 21,105,569 shares outstanding and contemplates sales beginning on September 16, 2026. The shares were originally acquired on April 14, 2014 in a private placement and exchange of securities, and the notice states that the sales are made in connection with a selling plan dated May 20, 2026 that is intended to comply with Rule 10b5-1(c).
Phibro Animal Health Corporation (PAHC) reported strong results for the fourth quarter and fiscal year ended June 30, 2026 and issued financial guidance for fiscal 2027. For the quarter, net sales were $396.7 million, up 5%, with net income of $21.7 million, up 26%, and adjusted EBITDA of $64.2 million, up 29% versus a year earlier.
For fiscal 2026, net sales were $1,518.1 million, up 17%, driven mainly by a 21% increase in Animal Health revenue to $1,162.2 million. Net income rose to $99.7 million from $48.3 million, while adjusted EBITDA increased 39% to $255.0 million and adjusted diluted EPS rose 48% to $3.22. Gross margin expanded to 33.8% from 30.9%, reflecting higher volume, favorable mix and pricing.
The company highlighted completion of its three‑year “Phibro Forward” transformation program and announced the planned closure of its Chicago Heights, Illinois manufacturing facility, expected to cease production in summer 2027 and affecting approximately 100 employees, as part of a strategic network consolidation. Total debt stood at $737.9 million. Fiscal 2027 guidance assumes minimal sales of virginiamycin in Brazil and excludes potential non-cash and one-time charges from the Chicago Heights closure and any foreign exchange gains or losses.
Phibro Animal Health Corporation (PAHC) reports strong growth for the year ended June 30, 2026 as a global animal health and mineral nutrition company. Total net sales were $1,518 million, up from $1,296 million in 2025 and $1,018 million in 2024, with Animal Health contributing $1,162 million.
Growth was driven largely by the October 2024 acquisition of Zoetis’s medicated feed additive portfolio for approximately $297.5 million, whose products generated $407.6 million of 2023 revenue and contributed $358.2 million and $208.2 million to PAHC’s 2026 and 2025 net sales. Adjusted EBITDA rose to $255 million from $184 million in 2025.
Sales increased across species and regions, with the United States accounting for $877 million of net sales and international markets providing 54% of Animal Health revenue. The company discloses significant regulatory and policy scrutiny of certain antibacterials (including carbadox and virginiamycin) and plans to close its Chicago Heights manufacturing facility as it consolidates its plant network.
Rodriguez Patrick reported acquisition or exercise transactions in this Form 4 filing.
Phibro Animal Health Corp reported that Patrick Rodriguez, VP Finance and Treasurer, received a grant of 1,503 restricted stock units (RSUs) representing Class A Common Stock. The RSUs vest in substantially equal installments on each of the first three anniversaries of August 1, 2026, subject to his continued employment, and his reported direct holdings after the award are 1,503 shares.
David Glenn reported acquisition or exercise transactions in this Form 4 filing.
PHIBRO ANIMAL HEALTH CORP reported that Chief Financial Officer David Glenn received an award of 3,334 shares of Class A Common Stock in the form of restricted stock units. The award was recorded at a per-share price of $0.00 as a grant, not a market purchase.
The RSUs vest in substantially equal installments on each of the first three anniversaries of August 1, 2026, contingent on his continued employment through each vesting date. Following this award, Glenn’s directly held Class A Common Stock position is reported as 54,811 shares.