Manning & Napier Advisors LLC Has $361,000 Stock Holdings in Zoetis Inc. $ZTS

Manning & Napier Advisors LLC cut its position in Zoetis Inc. (NYSE:ZTS) by 99.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,859 shares of the company’s stock after selling 382,864 shares during the period. Manning & Napier Advisors LLC’s holdings in Zoetis were worth $361,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in the company. RFG Advisory LLC lifted its position in Zoetis by 4.9% in the 4th quarter. RFG Advisory LLC now owns 1,708 shares of the company’s stock valued at $215,000 after acquiring an additional 80 shares in the last quarter. YANKCOM Partnership lifted its position in Zoetis by 3.5% in the 4th quarter. YANKCOM Partnership now owns 2,402 shares of the company’s stock valued at $302,000 after acquiring an additional 81 shares in the last quarter. Evergreen Capital Management LLC lifted its position in Zoetis by 3.3% in the 3rd quarter. Evergreen Capital Management LLC now owns 2,696 shares of the company’s stock valued at $394,000 after acquiring an additional 85 shares in the last quarter. Beese Fulmer Investment Management Inc. lifted its position in Zoetis by 2.4% in the 3rd quarter. Beese Fulmer Investment Management Inc. now owns 3,672 shares of the company’s stock valued at $537,000 after acquiring an additional 85 shares in the last quarter. Finally, Quest 10 Wealth Builders Inc. lifted its position in Zoetis by 4.7% in the 4th quarter. Quest 10 Wealth Builders Inc. now owns 1,904 shares of the company’s stock valued at $240,000 after acquiring an additional 86 shares in the last quarter. 92.80% of the stock is currently owned by institutional investors and hedge funds.

Zoetis News Roundup

Here are the key news stories impacting Zoetis this week:

• Positive Sentiment: JPMorgan lowered its price target on Zoetis from $190 to $130, but kept an overweight rating, implying the stock still has meaningful upside from current levels. Benzinga report on JPMorgan target cut
• Neutral Sentiment: Some analysts remain constructive overall, with recent coverage still showing buy/overweight views and price targets well above the current share price, suggesting longer-term confidence despite near-term pressure.
• Negative Sentiment: Zoetis missed Q1 earnings and revenue estimates, which immediately hurt sentiment around the stock.
• Negative Sentiment: The company cut its FY2026 guidance after seeing weaker U.S. companion animal demand and pricing pressure, raising concerns that pet owners are spending less on veterinary care and premium products. Benzinga report on weak pet care demand
• Negative Sentiment: Media coverage described the earnings release as a sharp disappointment, with reports highlighting a steep selloff after investors reacted to the softer outlook.
• Negative Sentiment: Ademi LLP announced a securities fraud investigation into Zoetis, adding another overhang for shares as investors assess potential legal risk.

Zoetis Price Performance

Zoetis stock opened at $82.80 on Monday. Zoetis Inc. has a 52 week low of $81.10 and a 52 week high of $172.23. The company’s 50 day moving average price is $118.49 and its two-hundred day moving average price is $123.70. 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 stock has a market cap of $34.71 billion, a P/E ratio of 13.73, a P/E/G ratio of 1.29 and a beta of 0.87.

Zoetis (NYSE:ZTS) last posted its earnings results on Thursday, May 7th. The company reported $1.53 EPS for the quarter, missing the consensus estimate of $1.60 by ($0.07). Zoetis had a return on equity of 66.85% and a net margin of 27.80%.The firm 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 business earned $1.48 EPS. Zoetis’s quarterly revenue was up 2.9% compared to the same quarter last year. Zoetis has set its FY 2026 guidance at 6.850-7.000 EPS. On average, equities analysts predict that Zoetis Inc. will post 6.96 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on the stock. BTIG Research reaffirmed a “buy” rating and issued a $160.00 price target on shares of Zoetis in a research report on Thursday, February 26th. Leerink Partners reaffirmed a “market perform” rating on shares of Zoetis in a research report on Tuesday, March 10th. William Blair reaffirmed an “outperform” rating on shares of Zoetis in a research report on Monday, March 2nd. Bank of America raised their price target on shares of Zoetis from $135.00 to $140.00 and gave the company a “neutral” rating in a research report on Friday, February 13th. Finally, JPMorgan Chase & Co. dropped their price target on shares of Zoetis from $190.00 to $130.00 and set an “overweight” rating on the stock in a research report on Friday. Seven equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Zoetis has a consensus rating of “Hold” and an average target price of $141.25.

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.