Isthmus Partners LLC Has $12.01 Million Holdings in Zoetis Inc. $ZTS

Isthmus Partners LLC grew its holdings in shares of Zoetis Inc. (NYSE:ZTS) by 37.1% during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 101,584 shares of the company’s stock after buying an additional 27,465 shares during the period. Isthmus Partners LLC’s holdings in Zoetis were worth $12,008,000 as of its most recent filing with the SEC.

Other hedge funds also recently modified their holdings of the company. Global Wealth Strategies & Associates bought a new stake in Zoetis in the fourth quarter valued at $25,000. Prosperity Bancshares Inc bought a new position in shares of Zoetis during the 4th quarter worth about $25,000. KERR FINANCIAL PLANNING Corp acquired a new stake in shares of Zoetis in the 3rd quarter valued at about $31,000. Lodestone Wealth Management LLC acquired a new stake in shares of Zoetis in the 4th quarter valued at about $30,000. Finally, Elyxium Wealth LLC bought a new stake in Zoetis in the 4th quarter valued at about $32,000. Institutional investors own 92.80% of the company’s stock.

Zoetis Trading Down 1.6%

ZTS opened at $75.06 on Thursday. Zoetis Inc. has a fifty-two week low of $71.47 and a fifty-two week high of $161.77. The firm has a market capitalization of $31.47 billion, a PE ratio of 12.45, a P/E/G ratio of 1.19 and a beta of 0.75. 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 company’s 50-day moving average is $81.56 and its 200 day moving average is $108.32.

Zoetis (NYSE:ZTS) last released 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). The company had revenue of $2.26 billion for the quarter, compared to analyst estimates of $2.30 billion. Zoetis had a net margin of 27.80% and a return on equity of 66.85%. Zoetis’s revenue for the quarter was up 2.9% on a year-over-year basis. During the same quarter last year, the firm posted $1.48 EPS. Zoetis has set its FY 2026 guidance at 6.850-7.000 EPS. As a group, research analysts predict that Zoetis Inc. will post 6.88 earnings per share for the current fiscal year.

Zoetis Announces Dividend

The business also recently announced 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 dividend yield of 2.8%. Zoetis’s payout ratio is presently 35.16%.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on ZTS shares. Citigroup dropped their price target on 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 objective on Zoetis from $95.00 to $85.00 and set a “hold” rating for the company in a report on Friday, June 26th. Wall Street Zen lowered Zoetis from a “buy” rating to a “hold” rating in a research report on Saturday, May 2nd. JPMorgan Chase & Co. cut their target price on Zoetis from $190.00 to $130.00 and set an “overweight” rating on the stock in a report on Friday, May 8th. Finally, Weiss Ratings downgraded shares of Zoetis from a “sell (d+)” rating to a “sell (d)” rating in a research report on Friday, June 12th. Eight equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Zoetis presently has an average rating of “Hold” and a consensus price target of $123.46.

Insider Activity at Zoetis

In related news, Director Michael B. Mccallister purchased 3,000 shares of the firm’s stock in a transaction that occurred on Monday, May 11th. The stock was acquired at an average price of $77.76 per share, for a total transaction of $233,280.00. Following the completion of the acquisition, the director owned 24,524 shares of the company’s stock, valued at $1,906,986.24. This represents a 13.94% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Frank A. Damelio purchased 6,650 shares of the stock in a transaction that occurred 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 transaction, the director directly owned 21,458 shares in the company, valued at $1,617,718.62. The trade was a 44.91% increase in their position. The SEC filing for this purchase provides additional information. Insiders have purchased a total of 11,650 shares of company stock valued at $886,384 over the last 90 days. Insiders own 0.22% of the company’s stock.

Zoetis News Roundup

Here are the key news stories impacting Zoetis this week:

• Positive Sentiment: Zoetis won European Commission marketing authorization for Poulvac Procerta HVT-ND, a single-dose poultry vaccine that protects chickens against Newcastle disease and Marek’s disease. The approval expands Zoetis’ animal-health vaccine portfolio and could support future sales growth. Zoetis Receives European Commission Marketing Authorization for Poulvac® Procerta® HVT-ND
• Neutral Sentiment: Multiple law firms issued reminders and investor alerts tied to a securities class-action lawsuit against Zoetis, with a lead-plaintiff deadline of July 27, 2026. These notices are largely procedural, but they reinforce concerns about alleged misstatements related to product adoption and can weigh on sentiment. ZTS FINAL DEADLINE: ROSEN… Securities Class Action
• Neutral Sentiment: Additional class-action and shareholder-alert releases from other firms repeated the same lawsuit claims and deadline, adding noise rather than new information, but keeping legal risk in focus for investors. Investor Alert: Pomerantz Law Firm…
• Negative Sentiment: The repeated securities-fraud allegations and deadline reminders may be contributing to selling pressure by increasing uncertainty around possible litigation costs and reputational damage. Zoetis Inc. (ZTS) Shareholders Who Lost Money Have Opportunity to Lead Securities Fraud Lawsuit

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.