Zoetis Inc. $ZTS Stock Position Reduced by Premier Fund Managers Ltd

Premier Fund Managers Ltd cut its stake in shares of Zoetis Inc. (NYSE:ZTS) by 96.0% during the fourth quarter, HoldingsChannel.com reports. The firm owned 2,500 shares of the company’s stock after selling 60,058 shares during the period. Premier Fund Managers Ltd’s holdings in Zoetis were worth $316,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in ZTS. Vanguard Group Inc. lifted its stake in Zoetis by 12.9% in the fourth quarter. Vanguard Group Inc. now owns 47,780,974 shares of the company’s stock valued at $6,011,802,000 after acquiring an additional 5,474,210 shares during the last quarter. Diamond Hill Capital Management Inc. acquired a new stake in Zoetis in the third quarter valued at approximately $394,010,000. Nordea Investment Management AB lifted its stake in Zoetis by 79.2% in the fourth quarter. Nordea Investment Management AB now owns 4,932,787 shares of the company’s stock valued at $622,222,000 after acquiring an additional 2,179,578 shares during the last quarter. Montrusco Bolton Investments Inc. lifted its stake in Zoetis by 256.7% in the fourth quarter. Montrusco Bolton Investments Inc. now owns 2,168,078 shares of the company’s stock valued at $266,888,000 after acquiring an additional 1,560,314 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership lifted its stake in Zoetis by 83.4% in the third quarter. Arrowstreet Capital Limited Partnership now owns 2,697,827 shares of the company’s stock valued at $394,746,000 after acquiring an additional 1,227,085 shares during the last quarter. 92.80% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Zoetis

Here are the key news stories impacting Zoetis this week:

• Positive Sentiment: Livestock and international businesses provided some offset to the U.S. pet weakness, helping limit total company downside and preserving revenue diversification. Quiver Quant: Opinions on Q1
• Positive Sentiment: Some analysts and investors view the sell‑off as an overreaction given Zoetis’s scale, long‑term pet‑humanization trends and its pipeline — creating potential dip‑buy interest from institutions. Quiver Quant: Opinions on Q1
• Neutral Sentiment: Zoetis revised FY‑2026 guidance to EPS $6.85–7.00 and revenue $9.7–10.0B (vs. consensus EPS ~7.03), giving investors updated targets to model into valuations. Zoetis Press Release (PDF)
• Negative Sentiment: Q1 EPS missed expectations ($1.53 vs. $1.61 consensus) and revenue came in light (~$2.26B vs. ~$2.30B est.), triggering the initial sell reaction. Zacks: Q1 miss
• Negative Sentiment: Management cited weaker U.S. companion‑animal demand, price sensitivity among pet owners and lower veterinary visits as the primary drivers of the slowdown — factors that could persist near term and pressure the core domestic business. Benzinga: Weak pet care demand
• Negative Sentiment: Competitive pressure from generics hit legacy products (e.g., Convenia, Cerenia) and strained dermatology/parasiticide growth, raising concerns about near‑term revenue sustainability. Quiver Quant: Competitive pressures
• Negative Sentiment: Market reaction was amplified by heavy trading and negative headlines; coverage and social discussion highlighted the abrupt slowdown and the guidance cut as reasons for a sharp drop in the share price. Fool: Why shares plummeted

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on ZTS. Bank of America lifted their target price on shares of Zoetis from $135.00 to $140.00 and gave the company a “neutral” rating in a research note on Friday, February 13th. BTIG Research reiterated a “buy” rating and issued a $160.00 target price on shares of Zoetis in a research note on Thursday, February 26th. Leerink Partners reiterated a “market perform” rating on shares of Zoetis in a research note on Tuesday, March 10th. Wall Street Zen cut shares of Zoetis from a “buy” rating to a “hold” rating in a research note on Saturday, May 2nd. Finally, William Blair restated an “outperform” rating on shares of Zoetis in a research note on Monday, March 2nd. Seven investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $151.75.

Zoetis Price Performance

Shares of Zoetis stock opened at $86.99 on Friday. The firm has a fifty day simple moving average of $118.49 and a 200-day simple moving average of $123.70. The company has a current ratio of 3.03, a quick ratio of 1.94 and a debt-to-equity ratio of 2.71. Zoetis Inc. has a 1-year low of $85.31 and a 1-year high of $172.23. The stock has a market capitalization of $36.59 billion, a price-to-earnings ratio of 14.45, a PEG ratio of 1.71 and a beta of 0.87.

Zoetis (NYSE:ZTS) last issued its quarterly earnings data on Thursday, May 7th. The company reported $1.53 earnings per share for the quarter, missing analysts’ consensus estimates of $1.60 by ($0.07). Zoetis had a return on equity of 62.02% and a net margin of 28.24%.The firm had revenue of $2.26 billion during the quarter, compared to analyst estimates of $2.30 billion. During the same quarter in the previous year, the firm posted $1.48 earnings per share. 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, sell-side analysts expect that Zoetis Inc. will post 7.01 earnings per share for the current year.

Zoetis Company 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.