Fjarde AP Fonden Fourth Swedish National Pension Fund Grows Stock Position in Zoetis Inc. $ZTS

Fjarde AP Fonden Fourth Swedish National Pension Fund boosted its holdings in Zoetis Inc. (NYSE:ZTS) by 86.9% during the first quarter, Holdings Channel reports. The institutional investor owned 264,311 shares of the company’s stock after buying an additional 122,900 shares during the period. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Zoetis were worth $31,244,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. J. Stern & Co. LLP increased its stake in shares of Zoetis by 12,431.2% during the 4th quarter. J. Stern & Co. LLP now owns 24,069,492 shares of the company’s stock valued at $3,028,423,000 after acquiring an additional 23,877,416 shares during the last quarter. Norges Bank acquired a new stake in shares of Zoetis in the fourth quarter worth approximately $734,425,000. Vanguard Group Inc. grew its holdings in Zoetis by 12.9% in the fourth quarter. Vanguard Group Inc. now owns 47,780,974 shares of the company’s stock valued at $6,011,802,000 after purchasing an additional 5,474,210 shares during the period. Nordea Investment Management AB increased 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 purchasing an additional 2,179,578 shares during the last quarter. Finally, Van ECK Associates Corp increased its position in Zoetis by 269.0% during the fourth quarter. Van ECK Associates Corp now owns 2,387,059 shares of the company’s stock worth $300,340,000 after purchasing an additional 1,740,113 shares during the last quarter. Hedge funds and other institutional investors own 92.80% of the company’s stock.

Insiders Place Their Bets

In other news, Director Paul Bisaro bought 2,000 shares of Zoetis stock in a transaction dated Wednesday, May 13th. The shares were acquired at an average cost of $75.88 per share, with a total value of $151,760.00. Following the completion of the transaction, the director owned 27,862 shares in the company, valued at approximately $2,114,168.56. This trade represents a 7.73% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Frank A. Damelio bought 6,650 shares of the firm’s stock in a transaction dated Wednesday, May 13th. The stock was purchased at an average price of $75.39 per share, with a total value of $501,343.50. Following the completion of the purchase, the director directly owned 21,458 shares of the company’s stock, valued at approximately $1,617,718.62. This trade represents a 44.91% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders purchased 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 company insiders.

Zoetis Stock Up 3.2%

Shares of NYSE ZTS opened at $74.73 on Friday. Zoetis Inc. has a 12-month low of $71.47 and a 12-month high of $161.77. The company has a market cap of $31.33 billion, a P/E ratio of 12.39, a P/E/G ratio of 1.13 and a beta of 0.75. The company has a current ratio of 3.15, a quick ratio of 1.91 and a debt-to-equity ratio of 2.80. The stock has a fifty day moving average price of $84.90 and a 200 day moving average price of $109.64.

Zoetis (NYSE:ZTS) last issued its quarterly earnings data on Thursday, May 7th. The company reported $1.53 EPS for the quarter, missing analysts’ consensus estimates of $1.60 by ($0.07). Zoetis had a return on equity of 66.85% and a net margin of 27.80%.The company 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 firm earned $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. Research analysts anticipate that Zoetis Inc. will post 6.88 EPS for the current fiscal year.

Zoetis Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Investors of record on Monday, July 20th will be given a dividend of $0.53 per share. The ex-dividend date of this dividend is Monday, July 20th. This represents a $2.12 annualized dividend and a yield of 2.8%. Zoetis’s payout ratio is 35.16%.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the stock. Barclays decreased their price target on shares of Zoetis from $136.00 to $85.00 and set an “equal weight” rating on the stock in a report on Wednesday. Wall Street Zen downgraded Zoetis from a “buy” rating to a “hold” rating in a report on Saturday, May 2nd. Weiss Ratings lowered Zoetis from a “sell (d+)” rating to a “sell (d)” rating in a research report on Friday, June 12th. Leerink Partners reiterated a “market perform” rating on shares of Zoetis in a report on Tuesday, March 10th. Finally, TD Cowen lowered their price target on Zoetis from $150.00 to $104.00 and set a “buy” rating for the company in a research report on Tuesday. Seven research 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, Zoetis presently has a consensus rating of “Hold” and a consensus target price of $126.92.

Key Zoetis News

Here are the key news stories impacting Zoetis this week:

• Positive Sentiment: Zoetis shares may be getting some support from the view that Barclays still sees upside potential after cutting its price target to $85 from $136 and keeping an “equal weight” rating, which suggests the stock may be oversold relative to its revised valuation. Benzinga
• Neutral Sentiment: An analyst-related article also highlighted that stabilization in Zoetis’ product trends could still be several quarters away, keeping investor attention on the company’s longer-term operating recovery rather than near-term acceleration.
• Negative Sentiment: Multiple law firms, including Rosen, Pomerantz, Schall, Bernstein Liebhard, Kessler Topaz, and others, are actively promoting a securities class action against Zoetis tied to alleged investor harm during the Jan. 14, 2025 to May 6, 2026 period, with a lead-plaintiff deadline of July 27, 2026. These repeated alerts can weigh on sentiment by reinforcing concerns about possible disclosure issues and litigation risk. Newsfile Corp.
• Negative Sentiment: One of the key allegations in the lawsuit is that Zoetis made material misstatements and/or omissions about product adoption, which keeps pressure on the stock until there is more clarity around the legal case and the underlying business trends. PR Newswire

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.