Zoetis Inc. $ZTS Shares Acquired by Varma Mutual Pension Insurance Co

Varma Mutual Pension Insurance Co increased its stake in shares of Zoetis Inc. (NYSE:ZTS) by 8.9% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 72,358 shares of the company’s stock after purchasing an additional 5,900 shares during the period. Varma Mutual Pension Insurance Co’s holdings in Zoetis were worth $10,587,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Brighton Jones LLC increased its position in shares of Zoetis by 180.4% during the fourth quarter. Brighton Jones LLC now owns 4,629 shares of the company’s stock worth $754,000 after purchasing an additional 2,978 shares in the last quarter. Empowered Funds LLC boosted its stake in Zoetis by 6.2% during the 1st quarter. Empowered Funds LLC now owns 11,293 shares of the company’s stock worth $1,859,000 after purchasing an additional 657 shares during the last quarter. Intech Investment Management LLC boosted its stake in Zoetis by 17.2% during the 1st quarter. Intech Investment Management LLC now owns 8,347 shares of the company’s stock worth $1,374,000 after purchasing an additional 1,224 shares during the last quarter. Sivia Capital Partners LLC grew its holdings in shares of Zoetis by 73.8% during the second quarter. Sivia Capital Partners LLC now owns 3,348 shares of the company’s stock worth $522,000 after buying an additional 1,422 shares in the last quarter. Finally, Sagespring Wealth Partners LLC raised its position in shares of Zoetis by 11.6% in the second quarter. Sagespring Wealth Partners LLC now owns 3,872 shares of the company’s stock valued at $604,000 after buying an additional 402 shares during the last quarter. 92.80% of the stock is owned by hedge funds and other institutional investors.

Zoetis News Summary

Here are the key news stories impacting Zoetis this week:

• Positive Sentiment: Zoetis beat Q4 EPS and revenue estimates, showing underlying margin resilience and international strength. Zoetis Surpasses Q4 Expectations, Predicts Strong 2026 Despite Growth Concerns
• Positive Sentiment: Company gave FY2026 guidance above Street expectations (EPS 7.00–7.10; revenue $9.8–10.0B), supporting a constructive forward earnings view. Zoetis forecasts strong 2026 profit, revenue on steady pet‑medicine demand
• Positive Sentiment: Analysts and outlets note the stock rose on the beat + upbeat guidance, driven by companion-animal demand and international growth offsetting U.S. weakness. Zoetis Stock Gains After Q4 Earnings & Revenues Beat Estimates
• Positive Sentiment: Bank of America raised its price target from $135 to $140 (maintaining a “neutral” rating), signalling modest upside in analyst models. Benzinga
• Neutral Sentiment: Full earnings call transcript, slide deck and detailed metrics are available for investors who want line-item transparency on unit trends and product performance. Zoetis (ZTS) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Several analysts flagged pressure in key business segments and questioned the durability of prior growth drivers, which could weigh on medium-term top-line momentum. Analysts Question Zoetis’ Pathway To Growth As Key Segments Slide
• Negative Sentiment: Coverage and commentary suggest investors remain wary of U.S. demand softness and competitive pressures despite the beat; headlines note the stock “slipped” on those outlook concerns. Zoetis slips as outlook shows pressure on topline growth
• Negative Sentiment: Commentary emphasizing why the stock is “in the doghouse” despite the beat points to market skepticism over sustainability of growth. Zoetis stock is in the doghouse despite its quarterly beat; here’s why

Wall Street Analyst Weigh In

ZTS has been the topic of a number of recent research reports. Bank of America boosted their price target on shares of Zoetis from $135.00 to $140.00 and gave the stock a “neutral” rating in a research report on Friday. Piper Sandler reissued a “neutral” rating and issued a $135.00 target price (down from $190.00) on shares of Zoetis in a research note on Thursday, January 22nd. KeyCorp assumed coverage on Zoetis in a research report on Thursday, November 20th. They issued a “sector weight” rating for the company. Wall Street Zen raised Zoetis from a “hold” rating to a “buy” rating in a report on Friday, January 23rd. Finally, HSBC set a $140.00 price objective on Zoetis in a research report on Wednesday, December 10th. Five investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $152.91.

Zoetis Stock Up 0.8%

ZTS stock opened at $126.64 on Friday. Zoetis Inc. has a one year low of $115.25 and a one year high of $177.00. The firm has a market cap of $55.81 billion, a PE ratio of 21.04, a PEG ratio of 2.09 and a beta of 0.96. The firm’s 50 day moving average price is $124.42 and its 200-day moving average price is $135.55. The company has a debt-to-equity ratio of 1.31, a quick ratio of 2.28 and a current ratio of 3.64.

Zoetis (NYSE:ZTS) last posted its earnings results on Thursday, February 12th. The company reported $1.48 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.40 by $0.08. Zoetis had a return on equity of 56.83% and a net margin of 28.24%.The company had revenue of $2.39 billion during the quarter, compared to analysts’ expectations of $2.36 billion. During the same quarter last year, the firm earned $1.40 earnings per share. The firm’s quarterly revenue was up 3.0% compared to the same quarter last year. Zoetis has set its FY 2026 guidance at 7.000-7.100 EPS. On average, equities research analysts anticipate that Zoetis Inc. will post 6.07 EPS for the current year.

Zoetis Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, June 2nd. Shareholders of record on Monday, April 20th will be given a $0.53 dividend. The ex-dividend date of this dividend is Monday, April 20th. This represents a $2.12 dividend on an annualized basis and a yield of 1.7%. Zoetis’s dividend payout ratio is presently 35.69%.

Zoetis Company 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.