Brown Advisory Inc. Trims Stake in Zoetis Inc. $ZTS

Brown Advisory Inc. reduced its position in shares of Zoetis Inc. (NYSE:ZTS) by 14.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,047,625 shares of the company’s stock after selling 676,142 shares during the period. Brown Advisory Inc.’s holdings in Zoetis were worth $509,272,000 at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. Global Wealth Strategies & Associates purchased a new position in shares of Zoetis during the 4th quarter valued at $25,000. Lodestone Wealth Management LLC purchased a new position in shares of Zoetis during the 4th quarter valued at $30,000. KERR FINANCIAL PLANNING Corp purchased a new position in shares of Zoetis during the 3rd quarter valued at $31,000. Holos Integrated Wealth LLC purchased a new position in shares of Zoetis during the 4th quarter valued at $32,000. Finally, Elyxium Wealth LLC purchased a new position in shares of Zoetis during the 4th quarter valued at $32,000. 92.80% of the stock is currently owned by hedge funds and other institutional investors.

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

Zoetis Stock Down 2.3%

Shares of NYSE:ZTS opened at $79.51 on Friday. Zoetis Inc. has a 52-week low of $72.38 and a 52-week high of $167.38. The firm has a fifty day moving average of $96.94 and a 200 day moving average of $114.22. The firm has a market capitalization of $33.33 billion, a PE ratio of 13.19, a price-to-earnings-growth ratio of 1.24 and a beta of 0.75. The company has a debt-to-equity ratio of 2.80, a quick ratio of 1.91 and a current ratio of 3.15.

Zoetis (NYSE:ZTS) last posted 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 business had revenue of $2.26 billion for the quarter, compared to analysts’ expectations of $2.30 billion. During the same quarter in the previous year, the company earned $1.48 earnings per share. The business’s quarterly revenue was up 2.9% on a year-over-year basis. Zoetis has set its FY 2026 guidance at 6.850-7.000 EPS. As a group, research analysts anticipate that Zoetis Inc. will post 6.88 EPS for the current fiscal year.

Zoetis Announces Dividend

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

Insider Buying and Selling at Zoetis

In other Zoetis news, Director Frank A. Damelio purchased 6,650 shares of the business’s stock in a transaction on Wednesday, May 13th. The stock was acquired at an average cost of $75.39 per share, for a total transaction of $501,343.50. Following the completion of the transaction, the director directly owned 21,458 shares in the company, valued at approximately $1,617,718.62. This represents a 44.91% increase in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, Director Michael B. Mccallister purchased 3,000 shares of the business’s stock in a transaction on Monday, May 11th. The shares were acquired at an average price of $77.76 per share, with a total value of $233,280.00. Following the completion of the transaction, 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 ownership of the stock. The SEC filing for this purchase provides additional information. Insiders acquired a total of 11,650 shares of company stock worth $886,384 over the last three months. Company insiders own 0.22% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have recently commented on ZTS. Weiss Ratings lowered shares of Zoetis from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Friday, March 27th. Citigroup cut their target price on shares of Zoetis from $145.00 to $112.00 and set a “buy” rating for the company in a research report on Monday, May 18th. Morgan Stanley reiterated an “overweight” rating and issued a $115.00 target price on shares of Zoetis in a research report on Friday, May 15th. Wall Street Zen lowered shares of Zoetis from a “buy” rating to a “hold” rating in a research report on Saturday, May 2nd. Finally, Argus reiterated a “hold” rating on shares of Zoetis in a research report on Wednesday, May 27th. Six analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company has an average rating of “Hold” and an average price target of $133.92.

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.