Minneapolis Portfolio Management Group LLC Buys Shares of 193,892 Zoetis Inc. $ZTS

Minneapolis Portfolio Management Group LLC bought a new stake in Zoetis Inc. (NYSE:ZTS) during the fourth quarter, Holdings Channel.com reports. The institutional investor bought 193,892 shares of the company’s stock, valued at approximately $24,395,000. Zoetis makes up about 2.8% of Minneapolis Portfolio Management Group LLC’s investment portfolio, making the stock its 22nd biggest position.

A number of other large investors also recently bought and sold shares of the stock. Vanguard Group Inc. lifted its position 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 buying an additional 5,474,210 shares during the last quarter. Geode Capital Management LLC lifted its position in Zoetis by 1.7% in the fourth quarter. Geode Capital Management LLC now owns 11,327,679 shares of the company’s stock valued at $1,420,294,000 after buying an additional 189,235 shares during the last quarter. Norges Bank acquired a new position in Zoetis in the fourth quarter valued at about $734,425,000. Nordea Investment Management AB lifted its position in shares of Zoetis by 79.2% during the fourth quarter. Nordea Investment Management AB now owns 4,932,787 shares of the company’s stock worth $622,222,000 after purchasing an additional 2,179,578 shares in the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. lifted its position in shares of Zoetis by 14.6% during the third quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 4,312,779 shares of the company’s stock worth $631,046,000 after purchasing an additional 550,859 shares in the last quarter. Institutional investors and hedge funds own 92.80% of the company’s stock.

Analyst Ratings Changes

Several research analysts have recently commented on ZTS shares. UBS Group lowered their price objective on shares of Zoetis from $130.00 to $99.00 and set a “neutral” rating for the company in a research note on Friday, May 8th. Argus reiterated a “hold” rating on shares of Zoetis in a report on Wednesday, May 27th. Stifel Nicolaus decreased their price target on shares of Zoetis from $105.00 to $95.00 and set a “hold” rating for the company in a research report on Friday, May 22nd. JPMorgan Chase & Co. decreased their price target on shares of Zoetis from $190.00 to $130.00 and set an “overweight” rating for the company in a research report on Friday, May 8th. Finally, Bank of America raised their price target on shares of Zoetis from $135.00 to $140.00 and gave the company a “neutral” rating in a research report on Friday, February 13th. Six equities research 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. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $133.92.

Insider Activity at Zoetis

In other news, Director Paul Bisaro bought 2,000 shares of Zoetis stock in a transaction that occurred on Wednesday, May 13th. The shares were purchased at an average price of $75.88 per share, with a total value of $151,760.00. Following the completion of 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 acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Michael B. Mccallister bought 3,000 shares of Zoetis stock in a transaction that occurred on Monday, May 11th. The stock was purchased at an average cost of $77.76 per share, for a total transaction of $233,280.00. Following the acquisition, the director owned 24,524 shares of the company’s stock, valued at $1,906,986.24. This represents a 13.94% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders have bought a total of 11,650 shares of company stock valued at $886,384 over the last 90 days. 0.22% of the stock is owned by corporate insiders.

Zoetis Stock Down 0.1%

Shares of NYSE:ZTS opened at $77.61 on Tuesday. The firm’s 50 day moving average price is $103.52 and its 200 day moving average price is $116.71. The stock has a market cap of $32.54 billion, a price-to-earnings ratio of 12.87, a price-to-earnings-growth ratio of 1.27 and a beta of 0.87. Zoetis Inc. has a fifty-two week low of $72.38 and a fifty-two week high of $172.23. The company has a quick ratio of 1.91, a current ratio of 3.15 and a debt-to-equity ratio of 2.80.

Zoetis (NYSE:ZTS) last issued its 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). The firm had revenue of $2.26 billion during the quarter, compared to analyst estimates of $2.30 billion. Zoetis had a net margin of 27.80% and a return on equity of 66.85%. The firm’s revenue was up 2.9% compared to the same quarter last year. During the same period last year, the business earned $1.48 EPS. Zoetis has set its FY 2026 guidance at 6.850-7.000 EPS. As a group, equities research analysts predict that Zoetis Inc. will post 6.89 earnings per share for the current fiscal year.

Zoetis Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 1st. Investors of record on Monday, July 20th will be issued 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 dividend payout ratio (DPR) is 35.16%.

Key Zoetis News

Here are the key news stories impacting Zoetis this week:

• Negative Sentiment: Multiple law firms, including Rosen, Kaplan Fox, Levi & Korsinsky, Robbins LLP, Frank R. Cruz, and Robbins Geller, announced or reminded investors about a class action lawsuit tied to Zoetis securities purchases between January 14, 2025 and May 6, 2026. These updates highlight the July 27, 2026 lead-plaintiff deadline and keep the litigation risk in focus. Article Title
• Negative Sentiment: One lawsuit notice alleges Zoetis’ risk disclosures were too generic and failed to warn investors about known safety and competition issues, suggesting possible shareholder harm and adding to uncertainty around the company’s legal and operational outlook. Article Title
• Neutral Sentiment: A Yahoo Finance item flagged Zoetis as one of the most oversold S&P 500 stocks so far in 2026, which may reflect weak sentiment but does not itself provide a new company-specific catalyst. Article Title

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.