Varma Mutual Pension Insurance Co Purchases 5,900 Shares of Zoetis Inc. $ZTS

Varma Mutual Pension Insurance Co grew its position in Zoetis Inc. (NYSE:ZTS) by 8.9% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 72,358 shares of the company’s stock after buying an additional 5,900 shares during the period. Varma Mutual Pension Insurance Co’s holdings in Zoetis were worth $10,587,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of ZTS. Halbert Hargrove Global Advisors LLC increased its position in Zoetis by 496.6% during the 3rd quarter. Halbert Hargrove Global Advisors LLC now owns 173 shares of the company’s stock valued at $25,000 after buying an additional 144 shares in the last quarter. NewSquare Capital LLC increased its holdings in shares of Zoetis by 69.1% during the second quarter. NewSquare Capital LLC now owns 208 shares of the company’s stock valued at $32,000 after acquiring an additional 85 shares in the last quarter. Financial Consulate Inc. purchased a new position in shares of Zoetis in the 3rd quarter valued at approximately $39,000. SJS Investment Consulting Inc. boosted its stake in Zoetis by 1,606.3% in the 3rd quarter. SJS Investment Consulting Inc. now owns 273 shares of the company’s stock worth $40,000 after purchasing an additional 257 shares in the last quarter. Finally, TruNorth Capital Management LLC purchased a new stake in Zoetis during the 3rd quarter worth approximately $42,000. 92.80% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on ZTS shares. Bank of America lifted their price objective on shares of Zoetis from $135.00 to $140.00 and gave the stock a “neutral” rating in a research note on Friday. Stifel Nicolaus lowered their price target on Zoetis from $140.00 to $130.00 and set a “hold” rating for the company in a research report on Tuesday, November 18th. Wall Street Zen raised Zoetis from a “hold” rating to a “buy” rating in a report on Friday, January 23rd. KeyCorp started coverage on Zoetis in a research note on Thursday, November 20th. They issued a “sector weight” rating for the company. Finally, Piper Sandler reaffirmed a “neutral” rating and set a $135.00 target price (down previously from $190.00) on shares of Zoetis in a report on Thursday, January 22nd. Five analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Hold” and an average price target of $152.91.

Zoetis News Roundup

Here are the key news stories impacting Zoetis this week:

• Positive Sentiment: Zoetis beat Q4 EPS and revenue estimates, showing underlying margin resilience and international strength. Zoetis Surpasses Q4 Expectations, Predicts Strong 2026 Despite Growth Concerns
• Positive Sentiment: Company gave FY2026 guidance above Street expectations (EPS 7.00–7.10; revenue $9.8–10.0B), supporting a constructive forward earnings view. Zoetis forecasts strong 2026 profit, revenue on steady pet‑medicine demand
• Positive Sentiment: Analysts and outlets note the stock rose on the beat + upbeat guidance, driven by companion-animal demand and international growth offsetting U.S. weakness. Zoetis Stock Gains After Q4 Earnings & Revenues Beat Estimates
• Positive Sentiment: Bank of America raised its price target from $135 to $140 (maintaining a “neutral” rating), signalling modest upside in analyst models. Benzinga
• Neutral Sentiment: Full earnings call transcript, slide deck and detailed metrics are available for investors who want line-item transparency on unit trends and product performance. Zoetis (ZTS) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Several analysts flagged pressure in key business segments and questioned the durability of prior growth drivers, which could weigh on medium-term top-line momentum. Analysts Question Zoetis’ Pathway To Growth As Key Segments Slide
• Negative Sentiment: Coverage and commentary suggest investors remain wary of U.S. demand softness and competitive pressures despite the beat; headlines note the stock “slipped” on those outlook concerns. Zoetis slips as outlook shows pressure on topline growth
• Negative Sentiment: Commentary emphasizing why the stock is “in the doghouse” despite the beat points to market skepticism over sustainability of growth. Zoetis stock is in the doghouse despite its quarterly beat; here’s why

Zoetis Stock Up 0.8%

Zoetis stock opened at $126.64 on Friday. The business’s 50-day moving average price is $124.42 and its 200 day moving average price is $135.55. The company has a quick ratio of 2.28, a current ratio of 3.64 and a debt-to-equity ratio of 1.31. The firm has a market cap of $55.81 billion, a price-to-earnings ratio of 21.04, a price-to-earnings-growth ratio of 2.09 and a beta of 0.96. Zoetis Inc. has a 52 week low of $115.25 and a 52 week high of $177.00.

Zoetis (NYSE:ZTS) last released its quarterly earnings data on Thursday, February 12th. The company reported $1.48 EPS for the quarter, topping the consensus estimate of $1.40 by $0.08. The business had revenue of $2.39 billion for the quarter, compared to analyst estimates of $2.36 billion. Zoetis had a return on equity of 56.83% and a net margin of 28.24%.The business’s quarterly revenue was up 3.0% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.40 EPS. Zoetis has set its FY 2026 guidance at 7.000-7.100 EPS. As a group, sell-side analysts anticipate that Zoetis Inc. will post 6.07 earnings per share for the current year.

Zoetis Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 2nd. Shareholders of record on Monday, April 20th will be given a dividend of $0.53 per share. The ex-dividend date is Monday, April 20th. This represents a $2.12 dividend on an annualized basis and a yield of 1.7%. Zoetis’s dividend payout ratio is currently 35.69%.

Zoetis Company Profile

Zoetis Inc (NYSE: ZTS) is a global animal health company that develops, manufactures and markets a broad portfolio of products and services for companion animals and livestock. The company’s offerings include pharmaceuticals, vaccines and biologics, parasiticides and anti-infectives, as well as diagnostic instruments, consumables and laboratory testing services. Zoetis serves the veterinary community, livestock producers and other animal-health customers with products designed to prevent, detect and treat disease and to support animal productivity and welfare.

Zoetis traces its roots to the animal health business of Pfizer and became an independent, publicly traded company following a 2013 separation and initial public offering.