Academy Capital Management Grows Stake in Zoetis Inc. $ZTS

Key Points

• Academy Capital Management increased its position in Zoetis by 165.9% in Q4, buying 146,311 shares to hold 234,527 shares worth about $29.5 million, representing 3.9% of the fund and its 11th-largest holding.
• Zoetis beat Q4 EPS estimates ($1.48 vs. $1.40), issued FY2026 guidance of 7.00–7.10 EPS, and pays a $0.53 quarterly dividend (annual $2.12, ~1.9% yield), while analysts are mixed with an average rating of Hold and an average price target of $151.75.

Academy Capital Management increased its position in shares of Zoetis Inc. (NYSE:ZTS - Free Report) by 165.9% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 234,527 shares of the company's stock after buying an additional 146,311 shares during the quarter. Zoetis comprises 3.9% of Academy Capital Management's investment portfolio, making the stock its 11th biggest holding. Academy Capital Management owned about 0.05% of Zoetis worth $29,508,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently bought and sold shares of ZTS. Global Wealth Strategies & Associates acquired a new position in Zoetis during the fourth quarter worth $25,000. KERR FINANCIAL PLANNING Corp acquired a new position in Zoetis during the third quarter worth $31,000. Lodestone Wealth Management LLC acquired a new position in Zoetis during the fourth quarter worth $30,000. Holos Integrated Wealth LLC acquired a new position in Zoetis during the fourth quarter worth $32,000. Finally, Financial Consulate Inc. acquired a new position in Zoetis during the third quarter worth $39,000. 92.80% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

ZTS has been the subject of several research reports. Wall Street Zen cut Zoetis from a "buy" rating to a "hold" rating in a report on Saturday. Leerink Partners restated a "market perform" rating on shares of Zoetis in a research report on Tuesday, March 10th. Citigroup started coverage on Zoetis in a research report on Wednesday, April 15th. They issued a "buy" rating and a $145.00 price objective on the stock. 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. Finally, Weiss Ratings lowered Zoetis from a "hold (c-)" rating to a "sell (d+)" rating in a research note on Friday, March 27th. Seven equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat.com, the stock has an average rating of "Hold" and an average price target of $151.75.

Zoetis Trading Down 0.7%

NYSE:ZTS opened at $114.22 on Friday. The company has a market cap of $48.05 billion, a PE ratio of 18.97, a P/E/G ratio of 1.77 and a beta of 0.87. Zoetis Inc. has a 52 week low of $112.97 and a 52 week high of $172.23. The company has a quick ratio of 1.94, a current ratio of 3.03 and a debt-to-equity ratio of 2.71. The business's 50 day moving average is $119.93 and its two-hundred day moving average is $124.79.

Zoetis (NYSE:ZTS - Get Free Report) last announced its quarterly earnings results on Thursday, February 12th. The company reported $1.48 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.40 by $0.08. The business had revenue of $2.39 billion for the quarter, compared to the consensus estimate of $2.36 billion. Zoetis had a return on equity of 62.02% and a net margin of 28.24%.The business's revenue was up 3.0% on a year-over-year basis. During the same quarter last year, the business posted $1.40 EPS. Zoetis has set its FY 2026 guidance at 7.000-7.100 EPS. On average, analysts predict that Zoetis Inc. will post 7.02 EPS for the current year.

Zoetis Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 2nd. Stockholders of record on Monday, April 20th will be paid a $0.53 dividend. The ex-dividend date of this dividend is Monday, April 20th. This represents a $2.12 annualized dividend and a dividend yield of 1.9%. Zoetis's dividend payout ratio is presently 35.22%.

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.

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