8-K ·Filed Jun 26, 2026

PAHC

PHIBRO ANIMAL HEALTH CORP
NEUTRAL
Impact 2/10
Horizondays Processed3mo ago SEC0001104659-26-078323
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

This is a routine CEO appointment with no material financial implications. Monitor for any strategic shifts under the new CEO, but no immediate trading catalyst is present.

DirectionNeutral
Confidencehigh
Horizondays
Final — all horizons settled through T+60d
PAHC ▲ +10.50% at T+60d
NEUTRAL call ✓ call won +10.50% · α vs SPY +6.11% · entry $31.81 → $35.15
Entry anchored
Jun 26, 03:59 PM ET
via exchange tick
T+1d
-1.29%
call -1.29% · α -2.07%
$31.40
settled 3mo ago
T+5d
+7.29%
call +7.29% · α +5.91%
$34.13
settled 3mo ago
T+20d
+6.99%
call +6.99% · α +7.27%
$34.04
settled 2mo ago
T+60d
+10.50%
call +10.50% · α +6.11%
$35.15
settled 10d ago

Price Chart

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Executive Summary

Phibro Animal Health appointed Daniel (Dani) Bendheim as CEO and President effective July 1, 2026, with an employment agreement including a base salary of $850,000, target bonus of 50% of base, and a grant of 300,000 performance-based RSUs vesting based on stock price targets ($70–$100+ by June 30, 2031). This is a routine leadership transition with standard compensation terms and no financial data or red flags.

Key Facts

  • Daniel Bendheim appointed CEO and President effective July 1, 2026
  • Base salary of $850,000 per year with target bonus of 50% of base salary
  • Initial grant of 300,000 performance-based RSUs vesting based on 90-day average stock price from $70 to $100+ by June 30, 2031
  • Annual time-vesting RSU target value of approximately 50% of base salary
  • Change-in-control provisions allow accelerated vesting under certain conditions

Financial Impact

No immediate financial impact; the 300,000 RSU grant is performance-based and long-dated, representing potential dilution of approximately 0.7% of current shares outstanding (based on market cap of $1.3B and stock price context).

dilution

Risk Factors

  • None from this filing; the appointment appears planned and uncontroversial

Market Snapshot

Exchange
Nasdaq
Sector
Pharmaceutical Preparations
Analyst Consensus
10% bullish (10 analysts)

Investment Themes

Biotech & Drug Discovery

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001104659-26-078323
Document: 0001104659-26-078323-index-headers.html0001104659-26-078323
Document: 0001104659-26-078323-index.html0001104659-26-078323
Document: 0001104659-26-078323.txt0001104659-26-078323
6 reports for PAHC
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for PAHC — sortable, filterable
TypeNow
Jul 28, 2026
9w ago
8-K
NEUTRAL ★ 2/10
$36.95 $36.09▼ −2.33%▼ −7.35%$37.46 (+1.37%)
Jun 26, 2026
13w ago
8-K
NEUTRAL ★ 2/10
$31.81 $34.04▲ +6.99%▲ +7.27%$37.46 (+17.75%)
May 6, 2026
21w ago
8-K
BULLISH ★ 6/10
$43.16 $31.79▼ −26.34%▼ −29.48%$37.46 (−13.22%)
May 5, 2026
21w ago
8-K
NEUTRAL ★ 2/10
$58.50 $31.79▼ −45.66%▼ −48.44%$37.46 (−35.97%)
Apr 30, 2026
22w ago
8-K
NEUTRAL ★ 4/10
$54.66 $29.74▼ −45.58%▼ −50.85%$37.46 (−31.48%)
Apr 27, 2026
22w ago
8-K
BEARISH ★ 5/10
$54.29 $33.68▲ +37.96%▲ +43.43%$37.46 (+31.01%)
Showing 6 of 6

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