13FPulse
中
⚡ This company reported new earnings on 2026-08-26 (8-K release). The official 10-Q is pending — financials below may still reflect the prior quarter.
PA

PAHC PHIBRO ANIMAL HEALTH CORP-A

2026Q2 · CUSIP 71742Q106 · Sector: Healthcare & Biotech

Funds left

Funds are exiting, but the price is holding

Funds that own it
203
Institutions that reported holding it to the SEC
Net decrease in holders
53
Last quarter 256 → now 203
How unusual is that
Bottom 20%
Stronger than only 2% of US stocks
What the filings say, in one paragraph

203 funds held PAHC at the end of 2026Q2, down 53 from the quarter before. Buying has faded, though the price is holding up. On the business itself, revenue over the last 12 months was $1.5B(YoY +17.1%), the P/E is 15.8x, return on equity is 25.9%. PAHC has had 9 buying rushes in its history, and the price moved +1.9% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Healthcare & Biotech sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2014Q3: holders=71 2014Q4: holders=92 2015Q1: holders=108 2015Q2: holders=120 2015Q3: holders=122 2015Q4: holders=123 2016Q1: holders=121 2016Q2: holders=125 2016Q3: holders=122 2016Q4: holders=143 2017Q1: holders=156 2017Q2: holders=167 2017Q3: holders=163 2017Q4: holders=167 2018Q1: holders=170 2018Q2: holders=173 2018Q3: holders=190 2018Q4: holders=187 2019Q1: holders=173 2019Q2: holders=164 2019Q3: holders=151 2019Q4: holders=151 2020Q1: holders=152 2020Q2: holders=150 2020Q3: holders=134 2020Q4: holders=136 2021Q1: holders=139 2021Q2: holders=145 2021Q3: holders=141 2021Q4: holders=142 2022Q1: holders=151 2022Q2: holders=148 2022Q3: holders=150 2022Q4: holders=131 2023Q1: holders=131 2023Q2: holders=130 2023Q3: holders=125 2023Q4: holders=135 2024Q1: holders=138 2024Q2: holders=141 2024Q3: holders=146 2024Q4: holders=171 2025Q1: holders=183 2025Q2: holders=193 2025Q3: holders=216 2025Q4: holders=226 2026Q1: holders=256 2026Q2: holders=203 -53 -26.5 +0 +26.5 +53 63166269 14Q316Q117Q319Q120Q322Q123Q325Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 9 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 20% +0.3% —
2025Q3 Top 20% -14.6% +15.4%
2018Q3 Top 20% -7.0% -12.3%
2017Q2 Top 20% -6.1% -14.0%
2017Q1 Top 20% +9.3% +18.2%
2016Q4 Top 20% -8.1% +15.9%
2015Q2 Top 20% -13.4% -14.8%
2015Q1 Top 20% +1.3% +1.4%
2014Q4 Top 20% -0.9% +5.1%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
111
Change in large funds
-21
Total value they hold
$656M
Funds buying for the first time
35
Funds that sold out entirely
88
Price change that quarter
+12.7%
Funds holding puts (bearish)
2
Funds holding calls (bullish)
2

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
15.8
EPS (TTM)
$2.43
EPS YoY
+104.2%
Revenue (TTM)
$1.5B
Revenue YoY
+17.1%
Net margin
6.6%
ROE
25.9%
Debt ratio
74.3%
FCF (TTM)
$10M
Dividend (TTM)
$0.48
Quarterly Revenue & EPS
2021-09-30: EPS 0.16 2021-12-31: EPS 0.43 2022-03-31: EPS 0.44 2022-06-30: EPS 0.18 2022-09-30: EPS 0.10 2022-12-31: EPS 0.18 2023-03-31: EPS 0.25 2023-06-30: EPS 0.28 2023-09-30: EPS -0.20 2023-12-31: EPS 0.03 2024-03-31: EPS 0.21 2024-06-30: EPS 0.02 2024-09-30: EPS 0.17 2024-12-31: EPS 0.08 2025-03-31: EPS 0.51 2025-06-30: EPS 0.43 2025-09-30: EPS 0.65 2025-12-31: EPS 0.67 2026-03-31: EPS 0.59 2026-06-30: EPS 0.52 0M 198M 397M $M -0.22 0.26 0.74 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 23 9 157 305 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-34M767K35M 20162017201820192020202120222023202420252026
Latest quarter $890K (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.