Seilern Investment Management Ltd Has $33.06 Million Stock Position in Zoetis Inc. $ZTS

Seilern Investment Management Ltd boosted its position in Zoetis Inc. (NYSE:ZTS) by 44.3% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 460,006 shares of the company’s stock after acquiring an additional 141,233 shares during the period. Zoetis accounts for about 4.2% of Seilern Investment Management Ltd’s holdings, making the stock its 14th biggest position. Seilern Investment Management Ltd’s holdings in Zoetis were worth $33,056,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC raised its holdings in Zoetis by 180.4% during the fourth quarter. Brighton Jones LLC now owns 4,629 shares of the company’s stock worth $754,000 after buying an additional 2,978 shares during the last quarter. Empowered Funds LLC grew its holdings in shares of Zoetis by 6.2% during the first quarter. Empowered Funds LLC now owns 11,293 shares of the company’s stock valued at $1,859,000 after buying an additional 657 shares during the last quarter. Intech Investment Management LLC grew its holdings in shares of Zoetis by 17.2% during the first quarter. Intech Investment Management LLC now owns 8,347 shares of the company’s stock valued at $1,374,000 after buying an additional 1,224 shares during the last quarter. Sivia Capital Partners LLC increased its position in shares of Zoetis by 73.8% during the second quarter. Sivia Capital Partners LLC now owns 3,348 shares of the company’s stock worth $522,000 after acquiring an additional 1,422 shares in the last quarter. Finally, Glenview Trust co increased its position in shares of Zoetis by 11.8% during the second quarter. Glenview Trust co now owns 4,780 shares of the company’s stock worth $745,000 after acquiring an additional 506 shares in the last quarter. Institutional investors and hedge funds own 92.80% of the company’s stock.

Analyst Ratings Changes

ZTS has been the topic of several recent research reports. William Blair reaffirmed a “market perform” rating on shares of Zoetis in a research report on Thursday. Weiss Ratings lowered Zoetis from a “sell (d+)” rating to a “sell (d)” rating in a report on Friday, June 12th. Morgan Stanley set a $85.00 price objective on Zoetis in a research note on Friday. Barclays dropped their target price on Zoetis from $136.00 to $85.00 and set an “equal weight” rating on the stock in a report on Wednesday, July 1st. Finally, Argus reaffirmed a “hold” rating on shares of Zoetis in a research report on Wednesday, May 27th. Seven equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $115.50.

Zoetis News Summary

Here are the key news stories impacting Zoetis this week:

• Positive Sentiment: Zoetis reported second-quarter adjusted earnings of $1.87 per share, above the $1.84–$1.85 analyst consensus and up from $1.76 a year earlier. The earnings beat provides some support for the stock. Zoetis Surpasses Q2 Earnings Estimates
• Positive Sentiment: JPMorgan lowered its price target from $130 to $115 but maintained an Overweight rating, implying substantial potential upside from recent levels. The target reduction reflects more conservative estimates rather than a bearish long-term view.
• Neutral Sentiment: Zoetis appointed James “Jay” Saccaro as executive vice president and chief financial officer, with the announcement also describing an expanded finance and operating leadership role. The change may improve execution, but its near-term effect on results is unclear. Zoetis Appoints Jay Saccaro
• Negative Sentiment: Second-quarter revenue was $2.47 billion, below the $2.50 billion consensus and essentially flat year over year. Management cited weaker veterinary traffic, customer price sensitivity and competitive pressure in companion-animal products, with promotions being used to defend market share. ZTS Q2 Earnings Call Flags Deeper Companion Animal Pressure
• Negative Sentiment: Zoetis cut fiscal 2026 guidance to adjusted EPS of $6.15–$6.25 from expectations near $6.87, and revenue guidance to $9.1–$9.3 billion versus consensus of roughly $9.8 billion. The outlook reduction is the primary reason the stock has declined despite the quarterly earnings beat. Zoetis Q2 Earnings Beat Estimates, Revenues Miss, 2026 View Cut

Zoetis Stock Down 6.1%

ZTS opened at $72.53 on Friday. The company has a debt-to-equity ratio of 2.80, a current ratio of 3.15 and a quick ratio of 1.91. The company’s 50-day moving average is $76.66 and its 200 day moving average is $100.75. Zoetis Inc. has a fifty-two week low of $71.47 and a fifty-two week high of $160.48. The firm has a market capitalization of $30.41 billion, a P/E ratio of 11.95, a PEG ratio of 1.26 and a beta of 0.74.

Zoetis (NYSE:ZTS) last issued its quarterly earnings data on Thursday, August 6th. The company reported $1.87 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.85 by $0.02. The business had revenue of $2.47 billion during the quarter, compared to the consensus estimate of $2.50 billion. Zoetis had a net margin of 27.49% and a return on equity of 70.95%. The firm’s quarterly revenue was down .2% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.76 EPS. Zoetis has set its FY 2026 guidance at 6.150-6.250 EPS. Research analysts expect that Zoetis Inc. will post 6.43 earnings per share for the current fiscal year.

Zoetis Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders 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 dividend yield of 2.9%. Zoetis’s dividend payout ratio is currently 34.93%.

Insider Activity

In other Zoetis news, Director Michael B. Mccallister purchased 3,000 shares of the firm’s stock in a transaction that occurred on Monday, May 11th. The stock was bought at an average cost of $77.76 per share, with a total value of $233,280.00. Following the completion of the transaction, the director owned 24,524 shares of the company’s stock, valued at $1,906,986.24. The trade was a 13.94% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Paul Bisaro purchased 2,000 shares of the company’s stock in a transaction that occurred on Wednesday, May 13th. The shares were acquired at an average price of $75.88 per share, for a total transaction of $151,760.00. Following the completion of the acquisition, the director directly owned 27,862 shares of the company’s stock, valued at $2,114,168.56. This trade represents a 7.73% increase in their position. The SEC filing for this purchase provides additional information. Insiders acquired a total of 11,650 shares of company stock valued at $886,384 over the last three months. Corporate insiders own 0.22% of the company’s stock.

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.