Geo Capital Gestora de Recursos Ltd Has $3.93 Million Position in Zoetis Inc. $ZTS

Geo Capital Gestora de Recursos Ltd grew its holdings in Zoetis Inc. (NYSE:ZTS) by 50.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 31,216 shares of the company’s stock after purchasing an additional 10,422 shares during the period. Zoetis comprises about 8.1% of Geo Capital Gestora de Recursos Ltd’s investment portfolio, making the stock its 2nd biggest holding. Geo Capital Gestora de Recursos Ltd’s holdings in Zoetis were worth $3,928,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Global Wealth Strategies & Associates bought a new stake in shares of Zoetis in the 4th quarter worth $25,000. Lodestone Wealth Management LLC bought a new stake in shares of Zoetis in the 4th quarter worth $30,000. KERR FINANCIAL PLANNING Corp bought a new stake in shares of Zoetis in the third quarter worth $31,000. Holos Integrated Wealth LLC bought a new stake in shares of Zoetis in the fourth quarter worth $32,000. Finally, Elyxium Wealth LLC bought a new stake in shares of Zoetis in the fourth quarter worth $32,000. Institutional investors own 92.80% of the company’s stock.

Key Headlines Impacting 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

Insider Buying and Selling at Zoetis

In related news, Director Michael B. Mccallister purchased 3,000 shares of the business’s stock in a transaction on Monday, May 11th. The stock was acquired at an average price of $77.76 per share, with a total value of $233,280.00. Following the completion of the acquisition, the director owned 24,524 shares of the company’s stock, valued at approximately $1,906,986.24. This trade represents a 13.94% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, Director Paul Bisaro purchased 2,000 shares of the business’s stock in a transaction on Wednesday, May 13th. The shares were bought at an average cost of $75.88 per share, with a total value 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 position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last quarter, insiders purchased 11,650 shares of company stock valued at $886,384. Company insiders own 0.22% of the company’s stock.

Analyst Ratings Changes

ZTS has been the subject of several research analyst reports. Leerink Partners reaffirmed a “market perform” rating on shares of Zoetis in a report on Tuesday, March 10th. Citigroup cut their price objective on Zoetis from $145.00 to $112.00 and set a “buy” rating for the company in a report on Monday, May 18th. BTIG Research reaffirmed a “buy” rating and issued a $160.00 price objective on shares of Zoetis in a report on Thursday, February 26th. Argus reaffirmed a “hold” rating on shares of Zoetis in a report on Wednesday, May 27th. Finally, William Blair reaffirmed an “outperform” rating on shares of Zoetis in a report on Monday, March 2nd. Six investment 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. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $133.92.

Zoetis Stock Performance

NYSE:ZTS opened at $79.51 on Friday. The stock has a 50-day simple moving average of $96.94 and a two-hundred day simple moving average of $114.22. Zoetis Inc. has a 52-week low of $72.38 and a 52-week high of $167.38. The company has a debt-to-equity ratio of 2.80, a quick ratio of 1.91 and a current ratio of 3.15. The firm has a market capitalization of $33.33 billion, a PE ratio of 13.19, a P/E/G ratio of 1.27 and a beta of 0.75.

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 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 company had revenue of $2.26 billion for the quarter, compared to the consensus estimate of $2.30 billion. During the same period in the prior year, the firm posted $1.48 EPS. The business’s revenue for the quarter was up 2.9% on a year-over-year basis. Zoetis has set its FY 2026 guidance at 6.850-7.000 EPS. Analysts forecast that Zoetis Inc. will post 6.88 EPS for the current year.

Zoetis Dividend Announcement

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 dividend of $0.53 per share. This represents a $2.12 annualized dividend and a yield of 2.7%. The ex-dividend date of this dividend is Monday, July 20th. Zoetis’s payout ratio is currently 35.16%.

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.