Geo Capital Gestora de Recursos Ltd Increases Holdings in Zoetis Inc. $ZTS

Geo Capital Gestora de Recursos Ltd boosted its holdings in Zoetis Inc. (NYSE:ZTS) by 50.1% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 31,216 shares of the company’s stock after acquiring an additional 10,422 shares during the quarter. Zoetis accounts for about 8.1% of Geo Capital Gestora de Recursos Ltd’s investment portfolio, making the stock its 2nd largest position. Geo Capital Gestora de Recursos Ltd’s holdings in Zoetis were worth $3,928,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Global Wealth Strategies & Associates bought a new position in shares of Zoetis during the 4th quarter valued at about $25,000. Lodestone Wealth Management LLC bought a new position in shares of Zoetis during the 4th quarter valued at about $30,000. KERR FINANCIAL PLANNING Corp bought a new position in shares of Zoetis during the 3rd quarter valued at about $31,000. Holos Integrated Wealth LLC bought a new position in shares of Zoetis during the 4th quarter valued at about $32,000. Finally, Elyxium Wealth LLC bought a new position in shares of Zoetis during the 4th quarter valued at about $32,000. 92.80% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

ZTS has been the topic of several recent research reports. Argus reiterated a “hold” rating on shares of Zoetis in a research report on Wednesday, May 27th. JPMorgan Chase & Co. reduced their price target on Zoetis from $190.00 to $130.00 and set an “overweight” rating on the stock in a research report on Friday, May 8th. UBS Group reduced their price target on Zoetis from $130.00 to $99.00 and set a “neutral” rating on the stock in a research report on Friday, May 8th. Morgan Stanley restated an “overweight” rating and set a $115.00 price target on shares of Zoetis in a research report on Friday, May 15th. Finally, Bank of America raised their price target on Zoetis from $135.00 to $140.00 and gave the stock a “neutral” rating in a research report on Friday, February 13th. Six equities research 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 data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $133.92.

Key Stories 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 Frank A. Damelio acquired 6,650 shares of the stock in a transaction on Wednesday, May 13th. The stock was acquired at an average price of $75.39 per share, for a total transaction of $501,343.50. Following the completion of the purchase, the director owned 21,458 shares of the company’s stock, valued at $1,617,718.62. This represents a 44.91% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Paul Bisaro bought 2,000 shares of Zoetis stock in a transaction on Wednesday, May 13th. The stock was acquired at an average cost of $75.88 per share, with a total value of $151,760.00. Following the acquisition, the director owned 27,862 shares in the company, valued at approximately $2,114,168.56. This represents a 7.73% increase in their position. The SEC filing for this purchase provides additional information. Over the last 90 days, insiders purchased 11,650 shares of company stock worth $886,384. 0.22% of the stock is owned by insiders.

Zoetis Trading Down 2.3%

ZTS opened at $79.51 on Friday. The stock has a market cap of $33.33 billion, a PE ratio of 13.19, a PEG ratio of 1.27 and a beta of 0.75. The company has a quick ratio of 1.91, a current ratio of 3.15 and a debt-to-equity ratio of 2.80. The business has a 50 day moving average of $96.94 and a 200-day moving average of $114.22. Zoetis Inc. has a 52 week low of $72.38 and a 52 week high of $167.38.

Zoetis (NYSE:ZTS) last announced its quarterly earnings data 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 analysts’ expectations of $2.30 billion. Zoetis had a net margin of 27.80% and a return on equity of 66.85%. The firm’s quarterly revenue was up 2.9% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.48 EPS. Zoetis has set its FY 2026 guidance at 6.850-7.000 EPS. Equities 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 disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Monday, July 20th will be paid a dividend of $0.53 per share. The ex-dividend date is Monday, July 20th. This represents a $2.12 dividend on an annualized basis and a yield of 2.7%. Zoetis’s payout ratio is presently 35.16%.

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.