Arrowstreet Capital Limited Partnership Raises Holdings in Zoetis Inc. $ZTS

Arrowstreet Capital Limited Partnership lifted its holdings in shares of Zoetis Inc. (NYSE:ZTS) by 12.6% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 3,038,437 shares of the company’s stock after acquiring an additional 340,610 shares during the period. Arrowstreet Capital Limited Partnership’s holdings in Zoetis were worth $382,296,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of the business. Jacobi Capital Management LLC grew its stake in shares of Zoetis by 24.5% during the fourth quarter. Jacobi Capital Management LLC now owns 13,709 shares of the company’s stock worth $1,725,000 after acquiring an additional 2,698 shares during the last quarter. The Manufacturers Life Insurance Company lifted its holdings in shares of Zoetis by 11.8% during the fourth quarter. The Manufacturers Life Insurance Company now owns 287,442 shares of the company’s stock worth $36,184,000 after purchasing an additional 30,311 shares during the period. Soros Fund Management LLC acquired a new stake in shares of Zoetis during the fourth quarter worth about $18,678,000. Bridgewater Associates LP lifted its holdings in shares of Zoetis by 45.4% during the fourth quarter. Bridgewater Associates LP now owns 182,559 shares of the company’s stock worth $22,970,000 after purchasing an additional 56,967 shares during the period. Finally, UMB Bank n.a. lifted its holdings in shares of Zoetis by 52.0% during the fourth quarter. UMB Bank n.a. now owns 116,610 shares of the company’s stock worth $14,672,000 after purchasing an additional 39,901 shares during the period. Hedge funds and other institutional investors own 92.80% of the company’s stock.

Insider Buying and Selling at Zoetis

In related news, Director Paul Bisaro purchased 2,000 shares of the firm’s stock in a transaction on Wednesday, May 13th. The stock was bought 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 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. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Frank A. Damelio purchased 6,650 shares of the firm’s stock in a transaction on Wednesday, May 13th. The stock was 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 directly owned 21,458 shares of the company’s stock, valued at $1,617,718.62. This trade represents a 44.91% increase in their position. The SEC filing for this purchase provides additional information. Over the last ninety days, insiders purchased 11,650 shares of company stock valued at $886,384. 0.22% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on the company. UBS Group decreased their target price on Zoetis from $130.00 to $99.00 and set a “neutral” rating for the company in a report on Friday, May 8th. William Blair reaffirmed an “outperform” rating on shares of Zoetis in a report on Monday, March 2nd. Wall Street Zen downgraded Zoetis from a “buy” rating to a “hold” rating in a report on Saturday, May 2nd. Stifel Nicolaus decreased their target price on Zoetis from $105.00 to $95.00 and set a “hold” rating for the company in a report on Friday, May 22nd. Finally, Argus reaffirmed a “hold” rating on shares of Zoetis in a report on Wednesday, May 27th. Six 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. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $133.92.

Trending Headlines about Zoetis

Here are the key news stories impacting Zoetis this week:

• Positive Sentiment: The recent analyst coverage split suggests some Wall Street firms still see value in Zoetis despite the recent selloff, which could help stabilize sentiment. Zoetis (ZTS) Stock Draws Fresh Price Target Split After Difficult Q1 Update
• Neutral Sentiment: Multiple law firms are urging investors who bought Zoetis shares between January 14, 2025 and May 6, 2026 to join or lead securities-fraud litigation ahead of the July 27 deadline; while procedural for now, the steady stream of notices keeps legal overhang in focus. Zoetis Inc. (ZTS) Shareholders Who Lost Money Have Opportunity to Lead Securities Fraud Lawsuit
• Neutral Sentiment: Additional class-action reminders from The Gross Law Firm, Bragar Eagel & Squire, and The Schall Law Firm add to the headline noise, but do not yet change Zoetis’s fundamentals on their own. ZTS Shareholder Alert: Zoetis Inc. Securities Class Action Lawsuit
• Neutral Sentiment: The lawsuits appear to center on alleged misrepresentations about weakening veterinarian adoption and prescription trends, which help explain why investors remain cautious after the company’s disappointing Q1 results. Lost Money on Zoetis Inc. (ZTS)? Join Class Action Suit Seeking Recovery
• Negative Sentiment: The legal overhang and repeated fraud allegations are a negative for sentiment and may keep pressure on Zoetis Inc. (NYSE: ZTS) until there is more clarity on the lawsuits and on whether the underlying business trends are improving. ROSEN, RECOGNIZED INVESTOR COUNSEL, Encourages Zoetis Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – ZTS

Zoetis Trading Down 2.3%

Shares of NYSE:ZTS opened at $79.51 on Friday. Zoetis Inc. has a 12-month low of $72.38 and a 12-month high of $167.38. The company has a market capitalization of $33.33 billion, a PE ratio of 13.19, a PEG ratio of 1.24 and a beta of 0.75. The business has a 50 day moving average of $96.94 and a two-hundred day moving average of $114.22. 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 (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). Zoetis had a net margin of 27.80% and a return on equity of 66.85%. The company had revenue of $2.26 billion during the quarter, compared to analyst estimates of $2.30 billion. During the same period in the previous year, the firm posted $1.48 earnings per share. The company’s revenue was up 2.9% compared to the same quarter last year. Zoetis has set its FY 2026 guidance at 6.850-7.000 EPS. As a group, analysts forecast that Zoetis Inc. will post 6.88 EPS for the current year.

Zoetis Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders 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 dividend on an annualized basis and a yield of 2.7%. Zoetis’s payout ratio is presently 35.16%.

Zoetis Company 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.