Polen Capital Management LLC Has $699.90 Million Stake in Zoetis Inc. $ZTS

Polen Capital Management LLC decreased its position in Zoetis Inc. (NYSE:ZTS) by 26.0% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 5,562,669 shares of the company’s stock after selling 1,954,242 shares during the period. Zoetis comprises about 3.0% of Polen Capital Management LLC’s investment portfolio, making the stock its 13th biggest holding. Polen Capital Management LLC’s holdings in Zoetis were worth $699,895,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Global Wealth Strategies & Associates acquired a new position in Zoetis in the 4th quarter worth approximately $25,000. KERR FINANCIAL PLANNING Corp acquired a new position in Zoetis in the 3rd quarter worth approximately $31,000. Lodestone Wealth Management LLC acquired a new position in Zoetis in the 4th quarter worth approximately $30,000. Elyxium Wealth LLC acquired a new position in Zoetis in the 4th quarter worth approximately $32,000. Finally, Holos Integrated Wealth LLC acquired a new position in Zoetis in the 4th quarter worth approximately $32,000. Institutional investors and hedge funds own 92.80% of the company’s stock.

Wall Street Analyst Weigh In

ZTS has been the subject of a number of research analyst reports. William Blair reiterated an “outperform” rating on shares of Zoetis in a research report on Monday, March 2nd. Bank of America increased their target price on shares of Zoetis from $135.00 to $140.00 and gave the stock a “neutral” rating in a research report on Friday, February 13th. BTIG Research reiterated a “buy” rating and issued a $160.00 target price on shares of Zoetis in a research report on Thursday, February 26th. Citigroup cut their target price on shares of Zoetis from $145.00 to $112.00 and set a “buy” rating for the company in a research report on Monday, May 18th. Finally, UBS Group cut their target price on shares of Zoetis from $130.00 to $99.00 and set a “neutral” rating for the company in a research report on Friday, May 8th. Six equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Zoetis presently has an average rating of “Hold” and an average price target of $133.92.

Key Headlines Impacting Zoetis

Here are the key news stories impacting Zoetis this week:

• Negative Sentiment: Multiple law firms, including Rosen, Bronstein Gewirtz & Grossman, the Schall Law Firm, DJS Law Group, and others, urged investors to join or lead a class action against Zoetis, keeping litigation risk in focus and potentially weighing on sentiment. Article Title
• Negative Sentiment: The lawsuits allege Zoetis misled investors about weakening veterinarian adoption and prescription trends, which could raise concerns about the company’s underlying growth outlook and create overhang on the stock. Article Title
• Neutral Sentiment: Rosen Law Firm and others reminded shareholders that July 27, 2026 is the lead-plaintiff deadline, but these notices are procedural and do not change Zoetis’ fundamentals by themselves. Article Title
• Neutral Sentiment: Bank of America Securities reportedly maintained a “Hold” rating on Zoetis, which suggests Wall Street remains cautious but not overtly bearish. Article Title

Zoetis Stock Up 0.3%

ZTS stock opened at $81.51 on Friday. Zoetis Inc. has a 12-month low of $72.38 and a 12-month high of $168.83. 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 cap of $34.17 billion, a price-to-earnings ratio of 13.52, a PEG ratio of 1.27 and a beta of 0.75. The company has a 50 day moving average of $97.70 and a two-hundred day moving average of $114.47.

Zoetis (NYSE:ZTS) last released its 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 company had revenue of $2.26 billion during the quarter, compared to analysts’ expectations of $2.30 billion. Zoetis had a return on equity of 66.85% and a net margin of 27.80%.The firm’s quarterly revenue was up 2.9% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.48 EPS. Zoetis has set its FY 2026 guidance at 6.850-7.000 EPS. On average, equities analysts anticipate that Zoetis Inc. will post 6.88 earnings per share for the current fiscal year.

Zoetis Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Monday, July 20th will be issued 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 2.6%. Zoetis’s dividend payout ratio (DPR) is currently 35.16%.

Insider Activity

In other Zoetis news, Director Michael B. Mccallister purchased 3,000 shares of the business’s stock in a transaction dated Monday, May 11th. The shares were acquired at an average price of $77.76 per share, for a total transaction of $233,280.00. Following the acquisition, the director owned 24,524 shares of the company’s stock, valued at $1,906,986.24. This trade represents a 13.94% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, Director Paul Bisaro purchased 2,000 shares of the business’s stock in a transaction dated 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 acquisition, the director directly owned 27,862 shares in the company, valued at $2,114,168.56. This represents 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 have acquired 11,650 shares of company stock worth $886,384. 0.22% of the stock is owned by corporate insiders.

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.