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

Key Points

• Seilern Investment Management increased its Zoetis stake by 44.3% in the second quarter to 460,006 shares valued at approximately $33.06 million, making Zoetis 4.2% of its portfolio.
• Zoetis beat quarterly earnings expectations with adjusted EPS of $1.87, but revenue of $2.47 billion fell short of consensus and was essentially flat year over year amid weaker veterinary traffic and competitive pressure.
• Management cut fiscal 2026 guidance to adjusted EPS of $6.15–$6.25 and revenue of $9.1–$9.3 billion; analysts have a consensus “Hold” rating and an average price target of $115.50.

Seilern Investment Management Ltd grew its holdings in shares of Zoetis Inc. (NYSE:ZTS - Free Report) by 44.3% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 460,006 shares of the company's stock after acquiring an additional 141,233 shares during the period. Zoetis comprises 4.2% of Seilern Investment Management Ltd's holdings, making the stock its 14th largest holding. Seilern Investment Management Ltd owned about 0.11% of Zoetis worth $33,056,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of the business. Prosperity Bancshares Inc bought a new position in Zoetis during the 4th quarter worth $25,000. Cassaday & Co Wealth Management LLC acquired a new position in Zoetis during the 1st quarter worth about $28,000. Root Financial Partners LLC grew its position in shares of Zoetis by 66.5% in the 1st quarter. Root Financial Partners LLC now owns 258 shares of the company's stock valued at $30,000 after buying an additional 103 shares during the last quarter. Elyxium Wealth LLC bought a new stake in shares of Zoetis in the 4th quarter valued at about $32,000. Finally, Wellington Grp LLC increased its stake in shares of Zoetis by 6,675.0% in the first quarter. Wellington Grp LLC now owns 271 shares of the company's stock valued at $32,000 after buying an additional 267 shares during the period. Institutional investors and hedge funds own 92.80% of the company's stock.

Trending Headlines about Zoetis

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

Insiders Place Their Bets

In related news, Director Frank A. Damelio acquired 6,650 shares of Zoetis stock in a transaction dated Wednesday, May 13th. The stock was bought at an average price of $75.39 per share, with a total value of $501,343.50. Following the transaction, the director directly owned 21,458 shares in the company, valued at $1,617,718.62. This represents a 44.91% increase in their position. The purchase was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Paul Bisaro acquired 2,000 shares of the stock in a transaction dated Wednesday, May 13th. The stock was bought at an average price of $75.88 per share, with a total value of $151,760.00. Following the purchase, the director directly owned 27,862 shares in the company, valued at $2,114,168.56. This represents a 7.73% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last three months, insiders have acquired 11,650 shares of company stock worth $886,384. Corporate insiders own 0.22% of the company's stock.

Wall Street Analyst Weigh In

ZTS has been the subject of a number of analyst reports. UBS Group lowered their price objective on Zoetis from $85.00 to $80.00 and set a "neutral" rating for the company in a research report on Friday. Argus reissued a "hold" rating on shares of Zoetis in a research report on Wednesday, May 27th. Barclays lowered their price target on shares of Zoetis from $136.00 to $85.00 and set an "equal weight" rating for the company in a report on Wednesday, July 1st. Wall Street Zen downgraded shares of Zoetis from a "buy" rating to a "hold" rating in a research report on Saturday, May 2nd. Finally, JPMorgan Chase & Co. reduced their price objective on shares of Zoetis from $130.00 to $115.00 and set an "overweight" rating on the stock in a research note on Friday. Seven investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of "Hold" and a consensus price target of $115.50.

Zoetis Stock Performance

ZTS stock opened at $72.53 on Friday. The firm has a market cap of $30.41 billion, a PE ratio of 11.95, a price-to-earnings-growth ratio of 1.26 and a beta of 0.74. The company has a current ratio of 3.15, a quick ratio of 1.91 and a debt-to-equity ratio of 2.80. The stock has a 50-day moving average price of $76.66 and a 200-day moving average price of $100.75. Zoetis Inc. has a 1-year low of $71.47 and a 1-year high of $160.48.

Zoetis (NYSE:ZTS - Get Free Report) last announced its earnings results on Thursday, August 6th. The company reported $1.87 EPS for the quarter, beating the consensus estimate of $1.85 by $0.02. Zoetis had a return on equity of 70.95% and a net margin of 27.49%.The company had revenue of $2.47 billion for the quarter, compared to analyst estimates of $2.50 billion. During the same quarter in the prior year, the company earned $1.76 EPS. The firm's revenue for the quarter was down .2% compared to the same quarter last year. Zoetis has set its FY 2026 guidance at 6.150-6.250 EPS. As a group, equities research analysts expect that Zoetis Inc. will post 6.43 earnings per share for the current year.

Zoetis Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Monday, July 20th will be issued a dividend of $0.53 per share. This represents a $2.12 dividend on an annualized basis and a dividend yield of 2.9%. The ex-dividend date is Monday, July 20th. Zoetis's dividend payout ratio is presently 34.93%.

Zoetis 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.

Want to see what other hedge funds are holding ZTS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Zoetis Inc. (NYSE:ZTS - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source