Zoetis’ (ZTS) Market Perform Rating Reiterated at William Blair

William Blair reaffirmed their market perform rating on shares of Zoetis (NYSE:ZTS) in a report released on Thursday, MarketBeat.com reports.

A number of other research analysts also recently issued reports on ZTS. Weiss Ratings downgraded Zoetis from a “sell (d+)” rating to a “sell (d)” rating in a report on Friday, June 12th. Wall Street Zen cut Zoetis from a “buy” rating to a “hold” rating in a research note on Saturday, May 2nd. TD Cowen reduced their price target on Zoetis from $150.00 to $104.00 and set a “buy” rating for the company in a research report on Tuesday, June 30th. Citigroup decreased their price target on shares of Zoetis from $145.00 to $112.00 and set a “buy” rating for the company in a research note on Monday, May 18th. Finally, Stifel Nicolaus lowered their price objective on shares of Zoetis from $95.00 to $85.00 and set a “hold” rating on the stock in a report on Friday, June 26th. Seven equities 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. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $115.50.

Zoetis Price Performance

Shares of NYSE ZTS opened at $72.53 on Thursday. The firm has a market cap of $30.41 billion, a PE ratio of 11.95, a PEG ratio of 1.26 and a beta of 0.74. The company has a current ratio of 3.15, a quick ratio of 1.91 and a debt-to-equity ratio of 2.80. Zoetis has a 1-year low of $71.47 and a 1-year high of $160.48. The company has a fifty day moving average price of $76.66 and a 200 day moving average price of $100.75.

Zoetis (NYSE:ZTS) last released its quarterly earnings results on Thursday, August 6th. The company reported $1.87 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.85 by $0.02. The firm had revenue of $2.47 billion for the quarter, compared to the consensus estimate of $2.50 billion. Zoetis had a return on equity of 70.95% and a net margin of 27.49%.The company’s revenue for the quarter was down .2% on a year-over-year basis. During the same quarter last year, the business posted $1.76 EPS. Zoetis has set its FY 2026 guidance at 6.150-6.250 EPS. Research analysts predict that Zoetis will post 6.43 earnings per share for the current fiscal year.

Zoetis Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Monday, July 20th will be paid a dividend of $0.53 per share. The ex-dividend date is Monday, July 20th. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.9%. Zoetis’s dividend payout ratio is currently 35.16%.

Insider Activity

In other news, Director Frank A. Damelio bought 6,650 shares of the firm’s stock in a transaction that occurred on Wednesday, May 13th. The stock was acquired 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 acquisition was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Paul Bisaro bought 2,000 shares of the stock in a transaction that occurred on Wednesday, May 13th. The shares were purchased at an average price of $75.88 per share, for a total transaction of $151,760.00. Following the completion of the acquisition, the director owned 27,862 shares of the company’s stock, valued at $2,114,168.56. The trade was a 7.73% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last 90 days, insiders purchased 11,650 shares of company stock valued at $886,384. 0.22% of the stock is owned by insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently modified their holdings of the company. University of Texas Texas AM Investment Management Co. acquired a new stake in Zoetis in the 2nd quarter valued at about $25,000. Dunhill Financial LLC raised its stake in Zoetis by 519.3% in the second quarter. Dunhill Financial LLC now owns 353 shares of the company’s stock valued at $25,000 after buying an additional 296 shares during the period. Prosperity Bancshares Inc bought a new stake in Zoetis in the fourth quarter valued at approximately $25,000. Cassaday & Co Wealth Management LLC acquired a new stake in shares of Zoetis in the first quarter valued at approximately $28,000. Finally, Root Financial Partners LLC lifted its position 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 buying an additional 103 shares during the last quarter. Institutional investors own 92.80% of the company’s stock.

Zoetis News Summary

Here are the key news stories impacting Zoetis this week:

• Positive Sentiment: Zoetis reported second-quarter adjusted earnings of $1.87 per share, above the $1.84–$1.85 analyst consensus and up from $1.76 a year earlier. The earnings beat provides some support for the stock. Zoetis Surpasses Q2 Earnings Estimates
• Positive Sentiment: JPMorgan lowered its price target from $130 to $115 but maintained an Overweight rating, implying substantial potential upside from recent levels. The target reduction reflects more conservative estimates rather than a bearish long-term view.
• Neutral Sentiment: Zoetis appointed James “Jay” Saccaro as executive vice president and chief financial officer, with the announcement also describing an expanded finance and operating leadership role. The change may improve execution, but its near-term effect on results is unclear. Zoetis Appoints Jay Saccaro
• Negative Sentiment: Second-quarter revenue was $2.47 billion, below the $2.50 billion consensus and essentially flat year over year. Management cited weaker veterinary traffic, customer price sensitivity and competitive pressure in companion-animal products, with promotions being used to defend market share. ZTS Q2 Earnings Call Flags Deeper Companion Animal Pressure
• Negative Sentiment: Zoetis cut fiscal 2026 guidance to adjusted EPS of $6.15–$6.25 from expectations near $6.87, and revenue guidance to $9.1–$9.3 billion versus consensus of roughly $9.8 billion. The outlook reduction is the primary reason the stock has declined despite the quarterly earnings beat. Zoetis Q2 Earnings Beat Estimates, Revenues Miss, 2026 View Cut

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.