Dearborn Partners LLC Cuts Stock Position in Zoetis Inc. $ZTS

Dearborn Partners LLC cut its holdings in shares of Zoetis Inc. (NYSE:ZTS) by 8.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 112,174 shares of the company’s stock after selling 11,002 shares during the period. Dearborn Partners LLC’s holdings in Zoetis were worth $14,114,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently bought and sold shares of ZTS. Norges Bank purchased a new stake in Zoetis during the fourth quarter worth about $734,425,000. Vanguard Group Inc. increased its stake in shares of Zoetis by 12.9% during the fourth quarter. Vanguard Group Inc. now owns 47,780,974 shares of the company’s stock worth $6,011,802,000 after buying an additional 5,474,210 shares during the period. Diamond Hill Capital Management Inc. purchased a new stake in shares of Zoetis during the third quarter worth approximately $394,010,000. Nordea Investment Management AB increased its stake in shares of Zoetis by 79.2% during the fourth quarter. Nordea Investment Management AB now owns 4,932,787 shares of the company’s stock worth $622,222,000 after buying an additional 2,179,578 shares during the period. Finally, Montrusco Bolton Investments Inc. increased its stake in shares of Zoetis by 256.7% during the fourth quarter. Montrusco Bolton Investments Inc. now owns 2,168,078 shares of the company’s stock worth $266,888,000 after buying an additional 1,560,314 shares during the period. 92.80% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on ZTS shares. Citigroup dropped their price objective on shares of Zoetis from $145.00 to $112.00 and set a “buy” rating on the stock in a research report on Monday, May 18th. BTIG Research reissued a “buy” rating and issued a $160.00 price objective on shares of Zoetis in a research report on Thursday, February 26th. Leerink Partners reissued a “market perform” rating on shares of Zoetis in a research report on Tuesday, March 10th. UBS Group dropped their price objective on shares of Zoetis from $130.00 to $99.00 and set a “neutral” rating on the stock in a research report on Friday, May 8th. Finally, William Blair reissued an “outperform” rating on shares of Zoetis in a research report on Monday, March 2nd. Six equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $133.92.

Insider Activity at Zoetis

In other Zoetis news, Director Paul Bisaro purchased 2,000 shares of the stock in a transaction that occurred on Wednesday, May 13th. The stock was purchased at an average cost of $75.88 per share, with a total value of $151,760.00. Following the completion of the acquisition, the director directly owned 27,862 shares of the company’s stock, valued at $2,114,168.56. This trade represents a 7.73% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Michael B. Mccallister purchased 3,000 shares of the stock in a transaction that occurred on Monday, May 11th. The stock was acquired at an average cost of $77.76 per share, with a total value 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 represents a 13.94% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders acquired 11,650 shares of company stock valued at $886,384 over the last three months. 0.22% of the stock is owned by corporate insiders.

Zoetis News Roundup

Here are the key news stories impacting Zoetis this week:

• Positive Sentiment: Zoetis published the company’s 2025 Sustainability Report, highlighting progress in animal health and its next phase of sustainability goals. Zoetis Releases 2025 Sustainability Report: Advancing Sustainability in Animal Health for a Better Future
• Neutral Sentiment: The stock saw unusual call-option buying, suggesting some traders are positioning for a rebound despite the recent selloff. Zoetis (ZTS) rises as investors refocus on outlook and precision-animal-health expansion
• Neutral Sentiment: Zoetis’ valuation is being reassessed after its guidance cut and ongoing concerns about companion-animal demand and legal issues. A Look At Zoetis (ZTS) Valuation After Guidance Cut Legal Actions And Companion Animal Headwinds
• Negative Sentiment: Jim Cramer said he prefers Elanco over Zoetis, adding to negative investor sentiment around ZTS. Jim Cramer Recommends Elanco Over Zoetis
• Negative Sentiment: Multiple law firms announced or promoted class-action lawsuits against Zoetis, with allegations tied to alleged misleading statements, FDA safety warnings, and market-share erosion. ZTS Investors Have Opportunity to Lead Zoetis Inc. Securities Fraud Lawsuit with the Schall Law Firm
• Negative Sentiment: The company is also facing investor-notice deadlines and additional securities-fraud claims, keeping legal overhang front and center for shareholders. INVESTOR NOTICE: Robbins Geller Rudman & Dowd LLP Announces that Zoetis Inc. (ZTS) Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit

Zoetis Stock Performance

Shares of ZTS opened at $79.49 on Friday. The stock has a 50 day moving average price of $100.52 and a 200 day moving average price of $115.54. The company has a quick ratio of 1.91, a current ratio of 3.15 and a debt-to-equity ratio of 2.80. The company has a market capitalization of $33.33 billion, a price-to-earnings ratio of 13.18, a price-to-earnings-growth ratio of 1.24 and a beta of 0.75. Zoetis Inc. has a 52-week low of $72.38 and a 52-week high of $171.52.

Zoetis (NYSE:ZTS) last announced its quarterly earnings results on Thursday, May 7th. The company reported $1.53 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.60 by ($0.07). The business 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 business’s revenue for the quarter was up 2.9% compared to the same quarter last year. During the same period last year, the company earned $1.48 earnings per share. Zoetis has set its FY 2026 guidance at 6.850-7.000 EPS. Research analysts predict that Zoetis Inc. will post 6.88 EPS for the current fiscal year.

Zoetis Dividend Announcement

The firm 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. This represents a $2.12 dividend on an annualized basis and a yield of 2.7%. The ex-dividend date of this dividend is Monday, July 20th. Zoetis’s dividend payout ratio is 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.