Zoetis Inc. $ZTS Shares Bought by Cloverfields Capital Group LP

Cloverfields Capital Group LP boosted its stake in shares of Zoetis Inc. (NYSE:ZTS) by 59.6% in the fourth quarter, HoldingsChannel.com reports. The fund owned 36,524 shares of the company’s stock after purchasing an additional 13,644 shares during the period. Cloverfields Capital Group LP’s holdings in Zoetis were worth $4,595,000 at the end of the most recent reporting period.

A number of other large investors also recently added to or reduced their stakes in ZTS. Norges Bank acquired a new position in Zoetis during the fourth quarter worth $734,425,000. Vanguard Group Inc. raised its position in 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 acquiring an additional 5,474,210 shares during the period. Nordea Investment Management AB raised its position in 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 acquiring an additional 2,179,578 shares during the period. Montrusco Bolton Investments Inc. raised its position in shares of Zoetis by 256.7% in the fourth quarter. Montrusco Bolton Investments Inc. now owns 2,168,078 shares of the company’s stock valued at $266,888,000 after buying an additional 1,560,314 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership raised its position in shares of Zoetis by 83.4% in the third quarter. Arrowstreet Capital Limited Partnership now owns 2,697,827 shares of the company’s stock valued at $394,746,000 after buying an additional 1,227,085 shares during the last quarter. 92.80% of the stock is currently owned by institutional investors and hedge funds.

Zoetis Trading Down 2.3%

Shares of ZTS opened at $79.51 on Friday. 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 Inc. has a 12-month low of $72.38 and a 12-month high of $167.38. The firm has a 50-day moving average price of $96.94 and a 200 day moving average price of $114.22. The firm has a market capitalization of $33.33 billion, a P/E ratio of 13.19, a P/E/G ratio of 1.27 and a beta of 0.75.

Zoetis (NYSE:ZTS) last announced its quarterly earnings data 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 firm had revenue of $2.26 billion during the quarter, compared to analysts’ expectations of $2.30 billion. During the same period in the prior year, the company posted $1.48 EPS. The company’s revenue for the quarter was up 2.9% compared to the same quarter last year. Zoetis has set its FY 2026 guidance at 6.850-7.000 EPS. Sell-side analysts forecast that Zoetis Inc. will post 6.88 EPS for the current year.

Zoetis Announces Dividend

The company also recently disclosed 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. The ex-dividend date of this dividend is Monday, July 20th. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.7%. Zoetis’s dividend payout ratio is currently 35.16%.

Insider Activity at Zoetis

In other news, Director Paul Bisaro acquired 2,000 shares of the company’s stock in a transaction that occurred on Wednesday, May 13th. The stock was purchased at an average price 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. This trade represents a 7.73% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Frank A. Damelio acquired 6,650 shares of the company’s stock in a transaction that occurred on Wednesday, May 13th. The stock was purchased 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 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 quarter, insiders bought 11,650 shares of company stock valued at $886,384. 0.22% of the stock is owned by company insiders.

Key Zoetis News

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

Analysts Set New Price Targets

Several research firms have recently weighed in on ZTS. JPMorgan Chase & Co. decreased their price target on shares of Zoetis from $190.00 to $130.00 and set an “overweight” rating on the stock in a research note on Friday, May 8th. BTIG Research reissued a “buy” rating and issued a $160.00 price target on shares of Zoetis in a research note on Thursday, February 26th. Citigroup decreased their price target on shares of Zoetis from $145.00 to $112.00 and set a “buy” rating on the stock in a research note on Monday, May 18th. Stifel Nicolaus decreased their price target on shares of Zoetis from $105.00 to $95.00 and set a “hold” rating on the stock in a research note on Friday, May 22nd. Finally, Wall Street Zen downgraded shares of Zoetis from a “buy” rating to a “hold” rating in a research note on Saturday, May 2nd. Six analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $133.92.

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.