Lyell Wealth Management LP Sells 19,845 Shares of Zoetis Inc. $ZTS

Lyell Wealth Management LP decreased its stake in Zoetis Inc. (NYSE:ZTS) by 30.5% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 45,237 shares of the company’s stock after selling 19,845 shares during the period. Lyell Wealth Management LP’s holdings in Zoetis were worth $6,619,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in ZTS. Halbert Hargrove Global Advisors LLC increased its stake in Zoetis by 496.6% in the third quarter. Halbert Hargrove Global Advisors LLC now owns 173 shares of the company’s stock valued at $25,000 after acquiring an additional 144 shares during the last quarter. NewSquare Capital LLC boosted its holdings in shares of Zoetis by 69.1% in the 2nd quarter. NewSquare Capital LLC now owns 208 shares of the company’s stock worth $32,000 after purchasing an additional 85 shares in the last quarter. Financial Consulate Inc. bought a new position in shares of Zoetis during the 3rd quarter valued at about $39,000. SJS Investment Consulting Inc. increased its position in shares of Zoetis by 1,606.3% during the 3rd quarter. SJS Investment Consulting Inc. now owns 273 shares of the company’s stock valued at $40,000 after purchasing an additional 257 shares during the last quarter. Finally, TruNorth Capital Management LLC purchased a new position in shares of Zoetis during the 3rd quarter valued at about $42,000. 92.80% of the stock is owned by institutional investors.

Zoetis Price Performance

ZTS stock opened at $126.64 on Friday. The stock has a market capitalization of $55.81 billion, a price-to-earnings ratio of 21.04, a PEG ratio of 2.09 and a beta of 0.96. The firm’s 50-day moving average price is $124.42 and its two-hundred day moving average price is $135.55. The company has a current ratio of 3.64, a quick ratio of 2.28 and a debt-to-equity ratio of 1.31. Zoetis Inc. has a 12-month low of $115.25 and a 12-month high of $177.00.

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

Zoetis Announces Dividend

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

Wall Street Analyst Weigh In

ZTS has been the topic of a number of recent research reports. JPMorgan Chase & Co. reduced their price target on shares of Zoetis from $230.00 to $200.00 and set an “overweight” rating on the stock in a research report on Wednesday, November 5th. HSBC set a $140.00 price objective on shares of Zoetis in a research note on Wednesday, December 10th. Barclays started coverage on shares of Zoetis in a research report on Monday, December 8th. They issued an “equal weight” rating and a $136.00 target price on the stock. Piper Sandler restated a “neutral” rating and set a $135.00 price target (down from $190.00) on shares of Zoetis in a research report on Thursday, January 22nd. Finally, Wall Street Zen upgraded Zoetis from a “hold” rating to a “buy” rating in a report on Friday, January 23rd. Five analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Zoetis presently has a consensus rating of “Hold” and a consensus price target of $152.91.

Key Headlines Impacting Zoetis

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 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.