Lyell Wealth Management LP Trims Stake in Zoetis Inc. $ZTS

Lyell Wealth Management LP reduced its stake in Zoetis Inc. (NYSE:ZTS) by 30.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 45,237 shares of the company’s stock after selling 19,845 shares during the period. Lyell Wealth Management LP’s holdings in Zoetis were worth $6,619,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Savvy Advisors Inc. lifted its holdings in shares of Zoetis by 54.0% during the second quarter. Savvy Advisors Inc. now owns 3,177 shares of the company’s stock valued at $495,000 after purchasing an additional 1,114 shares during the last quarter. CIBC Asset Management Inc grew its stake in shares of Zoetis by 4.3% in the 3rd quarter. CIBC Asset Management Inc now owns 251,495 shares of the company’s stock worth $36,745,000 after buying an additional 10,434 shares during the last quarter. Chicago Partners Investment Group LLC grew its stake in shares of Zoetis by 67.0% in the 2nd quarter. Chicago Partners Investment Group LLC now owns 4,886 shares of the company’s stock worth $750,000 after buying an additional 1,961 shares during the last quarter. Nordea Investment Management AB increased its position in Zoetis by 10.0% during the 2nd quarter. Nordea Investment Management AB now owns 2,356,166 shares of the company’s stock valued at $368,245,000 after buying an additional 214,889 shares in the last quarter. Finally, Mitsubishi UFJ Trust & Banking Corp raised its stake in Zoetis by 6.5% during the third quarter. Mitsubishi UFJ Trust & Banking Corp now owns 295,482 shares of the company’s stock valued at $43,235,000 after buying an additional 18,040 shares during the last quarter. 92.80% of the stock is owned by institutional investors.

Key Headlines Impacting Zoetis

Here are the key news stories impacting Zoetis this week:

• Positive Sentiment: Zoetis beat Q4 EPS and revenue estimates, showing underlying margin resilience and international strength. Zoetis Surpasses Q4 Expectations, Predicts Strong 2026 Despite Growth Concerns
• Positive Sentiment: Company gave FY2026 guidance above Street expectations (EPS 7.00–7.10; revenue $9.8–10.0B), supporting a constructive forward earnings view. Zoetis forecasts strong 2026 profit, revenue on steady pet‑medicine demand
• Positive Sentiment: Analysts and outlets note the stock rose on the beat + upbeat guidance, driven by companion-animal demand and international growth offsetting U.S. weakness. Zoetis Stock Gains After Q4 Earnings & Revenues Beat Estimates
• Positive Sentiment: Bank of America raised its price target from $135 to $140 (maintaining a “neutral” rating), signalling modest upside in analyst models. Benzinga
• Neutral Sentiment: Full earnings call transcript, slide deck and detailed metrics are available for investors who want line-item transparency on unit trends and product performance. Zoetis (ZTS) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Several analysts flagged pressure in key business segments and questioned the durability of prior growth drivers, which could weigh on medium-term top-line momentum. Analysts Question Zoetis’ Pathway To Growth As Key Segments Slide
• Negative Sentiment: Coverage and commentary suggest investors remain wary of U.S. demand softness and competitive pressures despite the beat; headlines note the stock “slipped” on those outlook concerns. Zoetis slips as outlook shows pressure on topline growth
• Negative Sentiment: Commentary emphasizing why the stock is “in the doghouse” despite the beat points to market skepticism over sustainability of growth. Zoetis stock is in the doghouse despite its quarterly beat; here’s why

Analysts Set New Price Targets

Several brokerages have recently weighed in on ZTS. Stifel Nicolaus reduced their price target on Zoetis from $140.00 to $130.00 and set a “hold” rating for the company in a report on Tuesday, November 18th. The Goldman Sachs Group raised shares of Zoetis to a “buy” rating in a research report on Monday, December 15th. Piper Sandler reaffirmed a “neutral” rating and issued a $135.00 target price (down from $190.00) on shares of Zoetis in a report on Thursday, January 22nd. Morgan Stanley set a $160.00 target price on shares of Zoetis in a research note on Thursday, December 18th. Finally, Barclays assumed coverage on shares of Zoetis in a research report on Monday, December 8th. They set an “equal weight” rating and a $136.00 price target for the company. Five research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Zoetis has an average rating of “Hold” and a consensus price target of $152.91.

Zoetis Stock Up 0.8%

ZTS opened at $126.64 on Friday. The stock has a market capitalization of $55.81 billion, a price-to-earnings ratio of 21.04, a PEG ratio of 2.09 and a beta of 0.96. The firm has a 50 day moving average price of $124.42 and a 200-day moving average price of $135.55. Zoetis Inc. has a twelve month low of $115.25 and a twelve month high of $177.00. The company has a quick ratio of 2.28, a current ratio of 3.64 and a debt-to-equity ratio of 1.31.

Zoetis (NYSE:ZTS) last posted its earnings results on Thursday, February 12th. The company reported $1.48 EPS for the quarter, topping analysts’ consensus estimates of $1.40 by $0.08. The business had revenue of $2.39 billion during the quarter, compared to the consensus estimate of $2.36 billion. Zoetis had a net margin of 28.24% and a return on equity of 56.83%. The firm’s revenue was up 3.0% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.40 EPS. Zoetis has set its FY 2026 guidance at 7.000-7.100 EPS. Equities research analysts forecast that Zoetis Inc. will post 6.07 earnings per share for the current year.

Zoetis Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 2nd. Investors of record on Monday, April 20th will be given a dividend of $0.53 per share. This represents a $2.12 dividend on an annualized basis and a yield of 1.7%. The ex-dividend date is Monday, April 20th. Zoetis’s dividend payout ratio is 35.69%.

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.