OP Asset Management Ltd Invests $11.38 Million in Zoetis Inc. $ZTS

OP Asset Management Ltd acquired a new stake in Zoetis Inc. (NYSE:ZTS) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 96,307 shares of the company’s stock, valued at approximately $11,384,000.

A number of other institutional investors have also modified their holdings of the company. J. Stern & Co. LLP raised its holdings in Zoetis by 12,431.2% in the fourth quarter. J. Stern & Co. LLP now owns 24,069,492 shares of the company’s stock valued at $3,028,423,000 after buying an additional 23,877,416 shares during the period. Norges Bank purchased a new stake in Zoetis during the fourth quarter worth approximately $734,425,000. Vanguard Group Inc. grew its stake 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 buying an additional 5,474,210 shares during the period. Nordea Investment Management AB increased its position in shares of Zoetis by 79.2% in 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 in the last quarter. Finally, Van ECK Associates Corp increased its position in shares of Zoetis by 269.0% in the fourth quarter. Van ECK Associates Corp now owns 2,387,059 shares of the company’s stock worth $300,340,000 after acquiring an additional 1,740,113 shares in the last quarter. Hedge funds and other institutional investors own 92.80% of the company’s stock.

Analyst Ratings Changes

Several research firms recently weighed in on ZTS. Morgan Stanley restated an “overweight” rating and set a $115.00 target price on shares of Zoetis in a report on Friday, May 15th. William Blair reiterated an “outperform” rating on shares of Zoetis in a report on Monday, March 2nd. Argus reissued a “hold” rating on shares of Zoetis in a research report on Wednesday, May 27th. BTIG Research reaffirmed a “buy” rating and issued a $160.00 target price on shares of Zoetis in a research report on Thursday, February 26th. Finally, Weiss Ratings lowered Zoetis from a “sell (d+)” rating to a “sell (d)” rating in a research note on Friday, June 12th. Six investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Zoetis currently has an average rating of “Hold” and an average price target of $133.92.

Zoetis Stock Performance

Shares of ZTS stock opened at $78.14 on Thursday. Zoetis Inc. has a 12 month low of $72.38 and a 12 month high of $161.77. The company has a debt-to-equity ratio of 2.80, a current ratio of 3.15 and a quick ratio of 1.91. The firm has a market capitalization of $32.76 billion, a P/E ratio of 12.96, a P/E/G ratio of 1.20 and a beta of 0.75. The company’s fifty day moving average price is $90.47 and its two-hundred day moving average price is $111.48.

Zoetis (NYSE:ZTS) last announced its earnings results on Thursday, May 7th. The company reported $1.53 earnings per share for the quarter, missing the consensus estimate of $1.60 by ($0.07). Zoetis had a net margin of 27.80% and a return on equity of 66.85%. The business had revenue of $2.26 billion for the quarter, compared to analyst estimates of $2.30 billion. During the same quarter in the prior year, the business earned $1.48 earnings per share. The firm’s revenue was up 2.9% on a year-over-year basis. Zoetis has set its FY 2026 guidance at 6.850-7.000 EPS. On average, research analysts anticipate that Zoetis Inc. will post 6.88 earnings per share for the current fiscal year.

Zoetis Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Monday, July 20th will be paid a dividend of $0.53 per share. This represents a $2.12 dividend on an annualized basis and a yield of 2.7%. The ex-dividend date is Monday, July 20th. Zoetis’s dividend payout ratio (DPR) is 35.16%.

Insider Buying and Selling at Zoetis

In other Zoetis news, Director Paul Bisaro acquired 2,000 shares of the company’s stock in a transaction on Wednesday, May 13th. The shares were bought at an average cost of $75.88 per share, for a total transaction of $151,760.00. Following 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 ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Michael B. Mccallister bought 3,000 shares of the business’s stock in a transaction on Monday, May 11th. The stock was acquired at an average cost of $77.76 per share, for a total transaction of $233,280.00. Following the completion of the transaction, the director owned 24,524 shares in the company, valued at $1,906,986.24. This represents a 13.94% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders acquired a total of 11,650 shares of company stock worth $886,384 in the last 90 days. 0.22% of the stock is owned by corporate insiders.

Key Zoetis News

Here are the key news stories impacting Zoetis this week:

• Negative Sentiment: Multiple law firms announced or promoted class action lawsuits against Zoetis, with claims covering investors who bought shares between January 14, 2025 and May 6, 2026 and a lead-plaintiff deadline of July 27, 2026. The complaints allege investors were harmed by misleading disclosures about weakening veterinarian adoption and prescription trends. Article: Lost Money on Zoetis Inc. (ZTS)? Join Class Action Suit Seeking Recovery – Contact Levi & Korsinsky
• Negative Sentiment: A shareholder securities fraud lawsuit has already been filed, adding legal overhang and potentially increasing costs, management distraction, and headline risk for the stock. Article: SHAREHOLDER ALERT Bernstein Liebhard LLP Announces A Securities Fraud Class Action Lawsuit Has Been Filed Against Zoetis Inc. (ZTS)
• Neutral Sentiment: Zoetis was also mentioned in a broader healthcare momentum screen and brokerage commentary showing a “Hold” consensus, which suggests sentiment is cautious but not clearly improving. Article: 10 large and mega-cap U.S. healthcare stocks with the weakest momentum grades

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.