BNP Paribas Exane Issues Pessimistic Forecast for Zoetis (NYSE:ZTS) Stock Price

Zoetis (NYSE:ZTS) had its target price cut by research analysts at BNP Paribas Exane from $146.00 to $110.00 in a report issued on Tuesday,Benzinga reports. The firm currently has an “outperform” rating on the stock. BNP Paribas Exane’s target price indicates a potential upside of 46.62% from the company’s current price.

Several other equities research analysts also recently issued reports on the stock. HSBC lowered their price objective on shares of Zoetis from $140.00 to $95.00 and set a “buy” rating for the company in a research report on Monday, July 6th. Argus reiterated a “hold” rating on shares of Zoetis in a report on Wednesday, May 27th. UBS Group dropped their price target on Zoetis from $85.00 to $80.00 and set a “neutral” rating on the stock in a research note on Friday. Morgan Stanley set a $85.00 price objective on Zoetis in a report on Friday. Finally, TD Cowen cut their target price on Zoetis from $150.00 to $104.00 and set a “buy” rating on the stock in a research note on Tuesday, June 30th. Eight research analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Zoetis currently has an average rating of “Hold” and an average price target of $110.85.

Zoetis Trading Up 0.3%

Shares of Zoetis stock traded up $0.19 during trading on Tuesday, hitting $75.02. 2,047,818 shares of the company were exchanged, compared to its average volume of 5,795,127. The firm has a market capitalization of $31.45 billion, a P/E ratio of 12.36, a price-to-earnings-growth ratio of 1.21 and a beta of 0.73. The firm’s fifty day moving average price is $76.60 and its 200 day moving average price is $100.24. The company has a debt-to-equity ratio of 2.87, a current ratio of 3.08 and a quick ratio of 1.84. Zoetis has a 1-year low of $71.45 and a 1-year high of $160.48.

Zoetis (NYSE:ZTS) last issued its earnings results on Thursday, August 6th. The company reported $1.87 EPS for the quarter, beating the consensus estimate of $1.85 by $0.02. The firm had revenue of $2.47 billion during the quarter, compared to the consensus estimate of $2.50 billion. Zoetis had a net margin of 27.49% and a return on equity of 74.89%. The business’s quarterly revenue was down .2% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.76 earnings per share. Zoetis has set its FY 2026 guidance at 6.150-6.250 EPS. As a group, sell-side analysts expect that Zoetis will post 6.43 earnings per share for the current fiscal year.

Insiders Place Their Bets

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

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of ZTS. Prosperity Bancshares Inc bought a new position in shares of Zoetis during the fourth quarter worth approximately $25,000. Cassaday & Co Wealth Management LLC acquired a new stake in shares of Zoetis during the first quarter worth $28,000. Elyxium Wealth LLC bought a new stake in shares of Zoetis in the fourth quarter valued at about $32,000. Root Financial Partners LLC grew its stake in shares of Zoetis by 66.5% in the first quarter. Root Financial Partners LLC now owns 258 shares of the company’s stock valued at $30,000 after acquiring an additional 103 shares in the last quarter. Finally, Wellington Grp LLC grew its stake in shares of Zoetis by 6,675.0% in the first quarter. Wellington Grp LLC now owns 271 shares of the company’s stock valued at $32,000 after acquiring an additional 267 shares in the last quarter. Institutional investors and hedge funds own 92.80% of the company’s stock.

Zoetis News Summary

Here are the key news stories impacting Zoetis this week:

• Positive Sentiment: Zoetis continues to generate strong earnings and profitability. Its latest quarterly EPS exceeded expectations, while its net margin and return on equity remain substantial. Analysts’ targets still imply upside from recent levels, suggesting some view the selloff as excessive. Zoetis stock: Is Wall Street bullish or bearish?
• Neutral Sentiment: JPMorgan lowered its Zoetis price target to $115, but the revised target remains materially above the recent trading level. The adjustment indicates more cautious valuation assumptions rather than an outright bearish view. JPMorgan cuts Zoetis price target
• Negative Sentiment: Piper Sandler reduced its price target from $90 to $80 and assigned a neutral rating. Although the new target represents potential upside, the cut reinforces concerns that Zoetis’ growth and valuation outlook have weakened. Piper Sandler lowers Zoetis price target
• Negative Sentiment: Recent analysis highlights leadership transitions and competitive pressures as factors shaping Zoetis’ guidance. Investors appear concerned that these issues could limit growth despite the company’s resilient earnings performance. ZTS Q2 deep dive
• Negative Sentiment: Commentary asking what went wrong at Zoetis reflects a broader reassessment of the former growth leader. Slower revenue performance, competitive concerns and reduced expectations have weakened investor sentiment. Zoetis looked like a winner: What went wrong?
• Negative Sentiment: Zoetis’ incoming finance chief will assume responsibilities combining CFO and COO duties. While the broader mandate could improve operational coordination, the unusual transition adds execution risk while the company is already facing growth and competitive challenges. Boards expand CFO mandates

About Zoetis

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.