Triglav Investments D.O.O. cut its position in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 69.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,977 shares of the company’s stock after selling 9,023 shares during the quarter. Triglav Investments D.O.O.’s holdings in Zoetis were worth $500,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors have also modified their holdings of the company. Fideuram Asset Management Ireland dac purchased a new stake in shares of Zoetis during the fourth quarter worth about $2,230,000. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. purchased a new stake in Zoetis in the fourth quarter valued at approximately $187,000. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund grew its holdings in Zoetis by 19.1% in the fourth quarter. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund now owns 263,349 shares of the company’s stock valued at $33,135,000 after purchasing an additional 42,308 shares during the period. Intech Investment Management LLC grew its holdings in Zoetis by 154.2% in the fourth quarter. Intech Investment Management LLC now owns 464,141 shares of the company’s stock valued at $58,398,000 after purchasing an additional 281,566 shares during the period. Finally, Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust purchased a new stake in Zoetis in the fourth quarter valued at approximately $4,661,000. 92.80% of the stock is currently owned by hedge funds and other institutional investors.
Analysts Set New Price Targets
ZTS has been the subject of a number of recent analyst reports. Argus restated a “hold” rating on shares of Zoetis in a report on Wednesday. Bank of America boosted their target price on shares of Zoetis from $135.00 to $140.00 and gave the company a “neutral” rating in a report on Friday, February 13th. Leerink Partners restated a “market perform” rating on shares of Zoetis in a report on Tuesday, March 10th. Weiss Ratings downgraded shares of Zoetis from a “hold (c-)” rating to a “sell (d+)” rating in a report on Friday, March 27th. Finally, Citigroup lowered their target price on shares of Zoetis from $145.00 to $112.00 and set a “buy” rating for the company in a report on Monday, May 18th. Six equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Zoetis presently has a consensus rating of “Hold” and a consensus price target of $133.92.
Insider Activity at Zoetis
In other Zoetis news, Director Frank A. Damelio bought 6,650 shares of the company’s stock in a transaction on Wednesday, May 13th. The shares were bought at an average cost of $75.39 per share, with a total value of $501,343.50. Following the completion of the acquisition, the director owned 21,458 shares of the company’s stock, valued at approximately $1,617,718.62. This trade represents a 44.91% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Michael B. Mccallister bought 3,000 shares of the company’s stock in a transaction on Monday, May 11th. The shares were acquired at an average cost of $77.76 per share, for a total transaction of $233,280.00. Following the completion of the acquisition, the director directly owned 24,524 shares of the company’s stock, valued at $1,906,986.24. This trade represents a 13.94% increase in their position. The SEC filing for this purchase provides additional information. Insiders have purchased 11,650 shares of company stock valued at $886,384 over the last ninety days. Corporate insiders own 0.22% of the company’s stock.
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 have helped keep some investor attention on the company’s long-term animal health growth story. Zoetis Inc. (ZTS) Presents at Stifel Jaws & Paws Conference 2026 Transcript
- Neutral Sentiment: Brokerage coverage now shows a consensus “Hold” rating on Zoetis, suggesting analysts see limited near-term upside or downside from current levels. Zoetis Inc. (NYSE:ZTS) Receives Consensus Rating of “Hold” from Brokerages
- Negative Sentiment: Argus Research downgraded Zoetis, adding to concerns that Wall Street’s view on the stock is softening. Argus Research downgrades Zoetis (ZTS)
- Negative Sentiment: Multiple law firms announced or promoted a securities class action tied to Zoetis, which can weigh on sentiment because it raises legal and reputational risk for the company. ZTS INVESTOR ALERT: Zoetis Inc. Investors with Substantial Losses Have Opportunity to Lead the Zoetis Class Action Lawsuit
Zoetis Trading Down 0.6%
NYSE ZTS opened at $77.81 on Friday. The company’s fifty day simple moving average is $104.29 and its 200-day simple moving average is $117.03. Zoetis Inc. has a 52 week low of $72.38 and a 52 week 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 stock has a market cap of $32.62 billion, a P/E ratio of 12.90, a PEG ratio of 1.28 and a beta of 0.87.
Zoetis (NYSE:ZTS – Get Free Report) last posted its quarterly earnings results on Thursday, May 7th. The company reported $1.53 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.60 by ($0.07). The company had revenue of $2.26 billion during the quarter, compared to analyst estimates of $2.30 billion. Zoetis had a net margin of 27.80% and a return on equity of 66.85%. The company’s revenue was up 2.9% on a year-over-year basis. During the same period in the prior year, the company earned $1.48 earnings per share. Zoetis has set its FY 2026 guidance at 6.850-7.000 EPS. Equities research analysts predict that Zoetis Inc. will post 6.89 EPS for the current fiscal year.
Zoetis Dividend Announcement
The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Investors of record on Monday, July 20th will be issued a $0.53 dividend. The ex-dividend date of this dividend is Monday, July 20th. This represents a $2.12 annualized dividend and a yield of 2.7%. Zoetis’s dividend payout ratio is currently 35.16%.
Zoetis 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.
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