Wormser Freres Gestion Has $269,000 Holdings in Zoetis Inc. $ZTS

Wormser Freres Gestion cut its position in Zoetis Inc. (NYSE:ZTS) by 95.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,136 shares of the company’s stock after selling 45,649 shares during the quarter. Zoetis accounts for about 0.2% of Wormser Freres Gestion’s holdings, making the stock its 27th biggest holding. Wormser Freres Gestion’s holdings in Zoetis were worth $269,000 at the end of the most recent reporting period.

A number of other hedge funds have also added to or reduced their stakes in the business. RFG Advisory LLC increased its holdings in Zoetis by 4.9% in the fourth quarter. RFG Advisory LLC now owns 1,708 shares of the company’s stock worth $215,000 after purchasing an additional 80 shares in the last quarter. YANKCOM Partnership grew its stake in Zoetis by 3.5% in the fourth quarter. YANKCOM Partnership now owns 2,402 shares of the company’s stock valued at $302,000 after acquiring an additional 81 shares during the period. Beese Fulmer Investment Management Inc. grew its stake in Zoetis by 2.4% in the third 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 during the period. Quest 10 Wealth Builders Inc. grew its stake in Zoetis by 4.7% in the fourth 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 during the period. Finally, Financial Engines Advisors L.L.C. grew its stake in Zoetis by 4.4% in the third quarter. Financial Engines Advisors L.L.C. now owns 2,043 shares of the company’s stock valued at $299,000 after acquiring an additional 87 shares during the period. 92.80% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several brokerages recently issued reports on ZTS. Leerink Partners reaffirmed a “market perform” rating on shares of Zoetis in a research report on Tuesday, March 10th. BTIG Research reaffirmed a “buy” rating and set a $160.00 target price on shares of Zoetis in a research report on Thursday, February 26th. UBS Group cut their target price 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 reaffirmed an “overweight” rating and set a $115.00 target price on shares of Zoetis in a research report on Friday, May 15th. Finally, JPMorgan Chase & Co. cut their target price on Zoetis from $190.00 to $130.00 and set an “overweight” rating on the stock in a research report on Friday, May 8th. Six investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average 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 presented at the Stifel Jaws & Paws Conference, which may have helped keep some investor attention on the company’s long-term animal health growth story. Zoetis Inc. (ZTS) Presents at Stifel Jaws & Paws Conference 2026 Transcript
• Neutral Sentiment: Brokerage coverage now shows a consensus “Hold” rating on Zoetis, suggesting analysts see limited near-term upside or downside from current levels. Zoetis Inc. (NYSE:ZTS) Receives Consensus Rating of “Hold” from Brokerages
• Negative Sentiment: Argus Research downgraded Zoetis, adding to concerns that Wall Street’s view on the stock is softening. Argus Research downgrades Zoetis (ZTS)
• Negative Sentiment: Multiple law firms announced or promoted a securities class action tied to Zoetis, which can weigh on sentiment because it raises legal and reputational risk for the company. ZTS INVESTOR ALERT: Zoetis Inc. Investors with Substantial Losses Have Opportunity to Lead the Zoetis Class Action Lawsuit

Zoetis Stock Down 0.6%

ZTS stock opened at $77.81 on Friday. The stock’s fifty day simple moving average is $104.29 and its two-hundred day simple moving average is $117.03. The company has a current ratio of 3.15, a quick ratio of 1.91 and a debt-to-equity ratio of 2.80. Zoetis Inc. has a 1-year low of $72.38 and a 1-year high of $172.23. The stock has a market cap of $32.62 billion, a P/E ratio of 12.90, a P/E/G ratio of 1.27 and a beta of 0.87.

Zoetis (NYSE:ZTS) last posted its quarterly earnings data on Thursday, May 7th. The company reported $1.53 earnings per share 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 business had revenue of $2.26 billion during the quarter, compared to analysts’ expectations of $2.30 billion. During the same period in the prior year, the firm posted $1.48 EPS. The firm’s revenue for the quarter was up 2.9% on a year-over-year basis. Zoetis has set its FY 2026 guidance at 6.850-7.000 EPS. Analysts expect that Zoetis Inc. will post 6.89 EPS for the current year.

Zoetis Announces Dividend

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

Insiders Place Their Bets

In other news, Director Michael B. Mccallister bought 3,000 shares of the stock in a transaction on 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 completion of the purchase, the director directly owned 24,524 shares in the company, valued at $1,906,986.24. This represents a 13.94% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Paul Bisaro bought 2,000 shares of the stock in a transaction on Wednesday, May 13th. The stock was purchased at an average price of $75.88 per share, for a total transaction of $151,760.00. Following the completion of the purchase, the director owned 27,862 shares of the company’s stock, valued at approximately $2,114,168.56. This trade represents a 7.73% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last quarter, insiders have acquired 11,650 shares of company stock valued at $886,384. Insiders own 0.22% of the company’s stock.

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.