Zoetis Inc. $ZTS Shares Bought by Fjarde AP Fonden Fourth Swedish National Pension Fund

Fjarde AP Fonden Fourth Swedish National Pension Fund boosted its stake in shares of Zoetis Inc. (NYSE:ZTS) by 10.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 141,411 shares of the company’s stock after purchasing an additional 13,800 shares during the period. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Zoetis were worth $17,792,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of ZTS. Nordea Investment Management AB raised its position in Zoetis by 79.2% during the 4th quarter. Nordea Investment Management AB now owns 4,932,787 shares of the company’s stock worth $622,222,000 after buying an additional 2,179,578 shares during the last quarter. Seilern Investment Management Ltd raised its position in Zoetis by 361.2% during the 4th quarter. Seilern Investment Management Ltd now owns 333,465 shares of the company’s stock worth $41,957,000 after buying an additional 261,155 shares during the last quarter. Assenagon Asset Management S.A. raised its position in Zoetis by 134.4% during the 4th quarter. Assenagon Asset Management S.A. now owns 1,631,619 shares of the company’s stock worth $205,290,000 after buying an additional 935,432 shares during the last quarter. Pincus Capital Management LP purchased a new position in Zoetis during the 4th quarter worth approximately $2,109,000. Finally, Prudential PLC raised its position in Zoetis by 17.7% during the 3rd quarter. Prudential PLC now owns 197,852 shares of the company’s stock worth $28,950,000 after buying an additional 29,702 shares during the last quarter. Hedge funds and other institutional investors own 92.80% of the company’s stock.

Analyst Ratings Changes

A number of research firms have issued reports on ZTS. UBS Group reduced their price target on shares of Zoetis from $130.00 to $99.00 and set a “neutral” rating for the company in a research report on Friday, May 8th. BTIG Research reissued a “buy” rating and set a $160.00 price target on shares of Zoetis in a research report on Thursday, February 26th. Citigroup reduced their price target 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. JPMorgan Chase & Co. reduced their price target on shares of Zoetis from $190.00 to $130.00 and set an “overweight” rating for the company in a research report on Friday, May 8th. Finally, Stifel Nicolaus reduced their price target on shares of Zoetis from $105.00 to $95.00 and set a “hold” rating for the company in a research report on Friday, May 22nd. Six research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $133.92.

Zoetis News Summary

Here are the key news stories impacting Zoetis this week:

• Positive Sentiment: Zoetis published the company’s 2025 Sustainability Report, highlighting progress in animal health and its next phase of sustainability goals. Zoetis Releases 2025 Sustainability Report: Advancing Sustainability in Animal Health for a Better Future
• Neutral Sentiment: The stock saw unusual call-option buying, suggesting some traders are positioning for a rebound despite the recent selloff. Zoetis (ZTS) rises as investors refocus on outlook and precision-animal-health expansion
• Neutral Sentiment: Zoetis’ valuation is being reassessed after its guidance cut and ongoing concerns about companion-animal demand and legal issues. A Look At Zoetis (ZTS) Valuation After Guidance Cut Legal Actions And Companion Animal Headwinds
• Negative Sentiment: Jim Cramer said he prefers Elanco over Zoetis, adding to negative investor sentiment around ZTS. Jim Cramer Recommends Elanco Over Zoetis
• Negative Sentiment: Multiple law firms announced or promoted class-action lawsuits against Zoetis, with allegations tied to alleged misleading statements, FDA safety warnings, and market-share erosion. ZTS Investors Have Opportunity to Lead Zoetis Inc. Securities Fraud Lawsuit with the Schall Law Firm
• Negative Sentiment: The company is also facing investor-notice deadlines and additional securities-fraud claims, keeping legal overhang front and center for shareholders. INVESTOR NOTICE: Robbins Geller Rudman & Dowd LLP Announces that Zoetis Inc. (ZTS) Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit

Zoetis Price Performance

Shares of NYSE ZTS opened at $79.49 on Friday. The stock has a market capitalization of $33.33 billion, a price-to-earnings ratio of 13.18, a PEG ratio of 1.24 and a beta of 0.75. Zoetis Inc. has a 12 month low of $72.38 and a 12 month high of $171.52. The firm’s 50 day simple moving average is $100.52 and its 200-day simple moving average is $115.54. The company has a debt-to-equity ratio of 2.80, a current ratio of 3.15 and a quick ratio of 1.91.

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). The firm had revenue of $2.26 billion for the quarter, compared to analyst estimates of $2.30 billion. Zoetis had a return on equity of 66.85% and a net margin of 27.80%.Zoetis’s revenue for the quarter was up 2.9% compared to the same quarter last year. During the same period in the previous year, the business earned $1.48 EPS. Zoetis has set its FY 2026 guidance at 6.850-7.000 EPS. Analysts expect that Zoetis Inc. will post 6.88 EPS for the current year.

Zoetis Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Monday, July 20th will be paid a dividend of $0.53 per share. The ex-dividend date of this dividend is Monday, July 20th. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.7%. Zoetis’s dividend payout ratio (DPR) is presently 35.16%.

Insider Transactions at Zoetis

In other news, Director Paul Bisaro acquired 2,000 shares of the company’s stock in a transaction dated Wednesday, May 13th. The shares were acquired at an average price of $75.88 per share, with a total value of $151,760.00. Following the purchase, 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 ownership of the stock. The purchase was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, Director Michael B. Mccallister acquired 3,000 shares of the company’s stock in a transaction dated Monday, May 11th. The shares were purchased at an average cost of $77.76 per share, for a total transaction of $233,280.00. Following the purchase, the director directly owned 24,524 shares in the company, valued at approximately $1,906,986.24. This trade represents a 13.94% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders have bought 11,650 shares of company stock valued at $886,384 in the last 90 days. 0.22% of the stock is currently owned by company insiders.

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.