Kepler Cheuvreux Suisse SA Acquires New Holdings in Zoetis Inc. $ZTS

Kepler Cheuvreux Suisse SA acquired a new stake in Zoetis Inc. (NYSE:ZTS) during the 4th quarter, HoldingsChannel.com reports. The fund acquired 16,056 shares of the company’s stock, valued at approximately $2,020,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Global Wealth Strategies & Associates purchased a new stake in Zoetis in the 4th quarter valued at about $25,000. KERR FINANCIAL PLANNING Corp purchased a new stake in Zoetis in the 3rd quarter valued at about $31,000. Lodestone Wealth Management LLC acquired a new position in Zoetis during the 4th quarter worth about $30,000. Holos Integrated Wealth LLC acquired a new position in Zoetis during the 4th quarter worth about $32,000. Finally, Board of the Pension Protection Fund acquired a new position in Zoetis during the 4th quarter worth about $38,000. 92.80% of the stock is currently owned by hedge funds and other institutional investors.

Zoetis News Summary

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

ZTS opened at $82.80 on Monday. The stock’s 50-day moving average price is $118.49 and its 200 day moving average price is $123.70. 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 12-month low of $81.10 and a 12-month high of $172.23. The firm has a market cap of $34.71 billion, a price-to-earnings ratio of 13.73, a PEG ratio of 1.29 and a beta of 0.87.

Zoetis (NYSE:ZTS) last issued its quarterly earnings results 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 company had revenue of $2.26 billion for the quarter, compared to analysts’ expectations of $2.30 billion. During the same quarter last year, the company earned $1.48 EPS. Zoetis’s revenue for the quarter was up 2.9% compared to the same quarter last year. Zoetis has set its FY 2026 guidance at 6.850-7.000 EPS. As a group, sell-side analysts expect that Zoetis Inc. will post 6.96 earnings per share for the current year.

Analyst Ratings Changes

Several equities analysts recently issued reports on the company. UBS Group decreased their target price on Zoetis from $130.00 to $99.00 and set a “neutral” rating on the stock in a research note on Friday. Bank of America increased their target price on Zoetis from $135.00 to $140.00 and gave the stock a “neutral” rating in a research note on Friday, February 13th. Leerink Partners reissued a “market perform” rating on shares of Zoetis in a research note on Tuesday, March 10th. JPMorgan Chase & Co. decreased their target price on Zoetis from $190.00 to $130.00 and set an “overweight” rating on the stock in a research note on Friday. Finally, Piper Sandler reissued a “neutral” rating and set a $135.00 target price (down from $190.00) on shares of Zoetis in a research note on Thursday, January 22nd. Seven analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Zoetis presently has a consensus rating of “Hold” and an average price target 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.