Norges Bank Buys New Holdings in Zoetis Inc. $ZTS

Norges Bank bought a new stake in shares of Zoetis Inc. (NYSE:ZTS) during the 4th quarter, Holdings Channel.com reports. The institutional investor bought 5,837,110 shares of the company’s stock, valued at approximately $734,425,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Amica Mutual Insurance Co. increased its stake in Zoetis by 27.8% in the 4th quarter. Amica Mutual Insurance Co. now owns 36,932 shares of the company’s stock worth $4,647,000 after acquiring an additional 8,026 shares during the last quarter. Fideuram Asset Management Ireland dac bought a new stake in Zoetis in the 4th quarter worth approximately $2,230,000. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. bought a new stake in Zoetis in the 4th quarter worth approximately $187,000. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund increased its stake in Zoetis by 19.1% in the 4th quarter. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund now owns 263,349 shares of the company’s stock worth $33,135,000 after acquiring an additional 42,308 shares during the last quarter. Finally, Intech Investment Management LLC increased its stake in Zoetis by 154.2% in the 4th quarter. Intech Investment Management LLC now owns 464,141 shares of the company’s stock worth $58,398,000 after acquiring an additional 281,566 shares during the last quarter. Institutional investors own 92.80% of the company’s stock.

Key Headlines Impacting Zoetis

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

Insider Activity at Zoetis

In other Zoetis news, Director Paul Bisaro acquired 2,000 shares of the company’s stock in a transaction that occurred on Wednesday, May 13th. The stock was bought at an average price of $75.88 per share, for a total transaction of $151,760.00. Following the acquisition, the director directly owned 27,862 shares in the company, valued at $2,114,168.56. The trade was a 7.73% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Frank A. Damelio acquired 6,650 shares of the company’s stock in a transaction that occurred on Wednesday, May 13th. The shares were acquired at an average price of $75.39 per share, with a total value of $501,343.50. Following the acquisition, the director owned 21,458 shares in the company, valued at $1,617,718.62. This trade represents a 44.91% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders acquired a total of 11,650 shares of company stock worth $886,384 in the last quarter. 0.22% of the stock is owned by company insiders.

Zoetis Price Performance

Shares of Zoetis stock opened at $77.81 on Friday. The stock has a market cap of $32.62 billion, a price-to-earnings ratio of 12.90, a price-to-earnings-growth ratio of 1.27 and a beta of 0.87. The company has a debt-to-equity ratio of 2.80, a quick ratio of 1.91 and a current ratio of 3.15. The stock has a 50 day moving average price of $104.29 and a 200-day moving average price of $117.03. Zoetis Inc. has a one year low of $72.38 and a one year high of $172.23.

Zoetis (NYSE:ZTS) last announced its earnings results on Thursday, May 7th. The company reported $1.53 EPS for the quarter, missing analysts’ consensus estimates of $1.60 by ($0.07). The company had revenue of $2.26 billion during the quarter, compared to analysts’ expectations of $2.30 billion. Zoetis had a return on equity of 66.85% and a net margin of 27.80%.Zoetis’s revenue for the quarter was up 2.9% compared to the same quarter last year. During the same quarter last year, the firm posted $1.48 EPS. Zoetis has set its FY 2026 guidance at 6.850-7.000 EPS. Equities analysts expect that Zoetis Inc. will post 6.89 EPS for the current year.

Zoetis Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on ZTS. Stifel Nicolaus reduced their price objective on Zoetis from $105.00 to $95.00 and set a “hold” rating on the stock in a research note on Friday, May 22nd. Leerink Partners reaffirmed a “market perform” rating on shares of Zoetis in a research note on Tuesday, March 10th. Citigroup reduced their price objective on Zoetis from $145.00 to $112.00 and set a “buy” rating on the stock in a research note on Monday, May 18th. William Blair reaffirmed an “outperform” rating on shares of Zoetis in a research note on Monday, March 2nd. Finally, Bank of America lifted their price objective on Zoetis from $135.00 to $140.00 and gave the stock a “neutral” rating in a research note on Friday, February 13th. Six investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Hold” and an average price target of $133.92.

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.