Zoetis Inc. $ZTS Shares Acquired by Geode Capital Management LLC

Geode Capital Management LLC increased its stake in Zoetis Inc. (NYSE:ZTS) by 1.7% in the 4th quarter, HoldingsChannel.com reports. The firm owned 11,327,679 shares of the company’s stock after buying an additional 189,235 shares during the quarter. Geode Capital Management LLC’s holdings in Zoetis were worth $1,420,294,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of the stock. Vanguard Group Inc. lifted its holdings in Zoetis by 12.9% in the fourth quarter. Vanguard Group Inc. now owns 47,780,974 shares of the company’s stock worth $6,011,802,000 after purchasing an additional 5,474,210 shares during the period. Nordea Investment Management AB lifted its holdings in Zoetis by 79.2% in the fourth quarter. Nordea Investment Management AB now owns 4,932,787 shares of the company’s stock worth $622,222,000 after purchasing an additional 2,179,578 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. lifted its holdings in Zoetis by 14.6% in the third quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 4,312,779 shares of the company’s stock worth $631,046,000 after purchasing an additional 550,859 shares during the period. Alliancebernstein L.P. lifted its holdings in Zoetis by 13.3% in the third quarter. Alliancebernstein L.P. now owns 4,241,357 shares of the company’s stock worth $620,595,000 after purchasing an additional 496,320 shares during the period. Finally, Fundsmith LLP lifted its holdings in Zoetis by 25.3% in the third quarter. Fundsmith LLP now owns 3,615,131 shares of the company’s stock worth $528,966,000 after purchasing an additional 730,300 shares during the period. Institutional investors and hedge funds own 92.80% of the company’s stock.

Zoetis Price Performance

Shares of NYSE ZTS opened at $78.36 on Friday. Zoetis Inc. has a twelve month low of $72.38 and a twelve month high of $172.23. The company has a current ratio of 3.15, a quick ratio of 1.91 and a debt-to-equity ratio of 2.80. The company has a market capitalization of $32.85 billion, a price-to-earnings ratio of 12.99, a PEG ratio of 1.30 and a beta of 0.87. The firm has a 50-day moving average of $105.08 and a two-hundred day moving average of $117.31.

Zoetis (NYSE:ZTS) last issued its quarterly earnings results on Thursday, May 7th. The company reported $1.53 earnings per share for the quarter, missing analysts’ consensus estimates of $1.60 by ($0.07). Zoetis had a net margin of 27.80% and a return on equity of 66.85%. The business had revenue of $2.26 billion during the quarter, compared to analyst estimates of $2.30 billion. During the same period in the previous year, the company posted $1.48 earnings per share. Zoetis’s revenue was up 2.9% compared to the same quarter last year. Zoetis has set its FY 2026 guidance at 6.850-7.000 EPS. As a group, analysts expect that Zoetis Inc. will post 6.88 earnings per share for the current fiscal year.

Zoetis Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Monday, July 20th will be paid a dividend of $0.53 per share. The ex-dividend date of this dividend is Monday, July 20th. This represents a $2.12 dividend on an annualized basis and a yield of 2.7%. Zoetis’s dividend payout ratio is currently 35.16%.

Insider Buying and Selling at Zoetis

In other news, Director Frank A. Damelio acquired 6,650 shares of Zoetis stock in a transaction on Wednesday, May 13th. The stock was bought at an average cost of $75.39 per share, with a total value of $501,343.50. Following the completion of the purchase, the director owned 21,458 shares of the company’s stock, valued at $1,617,718.62. This represents a 44.91% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Paul Bisaro acquired 2,000 shares of Zoetis stock in a transaction on Wednesday, May 13th. The shares were purchased at an average cost of $75.88 per share, with a total value of $151,760.00. Following the completion of the purchase, the director directly owned 27,862 shares of the company’s stock, valued at approximately $2,114,168.56. This represents a 7.73% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last ninety days, insiders bought 11,650 shares of company stock valued at $886,384. 0.22% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on the stock. JPMorgan Chase & Co. cut their price target on shares of Zoetis from $190.00 to $130.00 and set an “overweight” rating for the company in a report on Friday, May 8th. Leerink Partners reissued a “market perform” rating on shares of Zoetis in a report on Tuesday, March 10th. William Blair reissued an “outperform” rating on shares of Zoetis in a report on Monday, March 2nd. Morgan Stanley reissued an “overweight” rating and issued a $115.00 price target on shares of Zoetis in a report on Friday, May 15th. Finally, Bank of America upped their price target on shares of Zoetis from $135.00 to $140.00 and gave the company a “neutral” rating in a report on Friday, February 13th. Six investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $133.92.

Key Headlines Impacting Zoetis

Here are the key news stories impacting Zoetis this week:

• Positive Sentiment: Zoetis presented at the Stifel Jaws & Paws Conference, which may help reassure investors by giving management a venue to discuss strategy, operations, and the path forward. Zoetis Inc. (ZTS) Presents at Stifel Jaws & Paws Conference 2026 Transcript
• Neutral Sentiment: Argus reiterated a “hold” rating on Zoetis, suggesting analysts are not currently seeing a major catalyst for a near-term rebound. Zoetis had its “hold” rating reaffirmed by Argus
• Negative Sentiment: Multiple law firms announced or expanded class action efforts against Zoetis, with investors alleging harm tied to the period from January 14, 2025 through May 6, 2026; these repeated filings keep legal overhang front and center for shareholders. Rosen Law Firm Urges Zoetis Inc. (NYSE: ZTS) Stockholders to Contact the Firm for Information About Their Rights
• Negative Sentiment: The lawsuits stem from Zoetis’ Q1 results, when the company missed earnings and revenue estimates and cut full-year guidance, raising concerns about growth and execution. Zoetis (ZTS) Securities Fraud Investigation – Levi & Korsinsky

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.