Zoetis Inc. $ZTS Shares Purchased by Nomura Asset Management Co. Ltd.

Key Points

• Nomura Asset Management increased its Zoetis stake by 24.3% in the fourth quarter, buying 113,648 more shares and bringing its total holding to 582,128 shares worth about $73.2 million.
• Institutional ownership remains very high, with hedge funds and asset managers owning 92.8% of Zoetis shares. Several large investors, including Vanguard and Nordea, also added to their positions recently.
• Analyst sentiment is mixed but leans cautious: the stock’s consensus rating is Hold, with a consensus price target of $133.92. Zoetis also recently missed quarterly EPS and revenue estimates, even as it maintained full-year guidance and declared a $0.53 quarterly dividend.

Nomura Asset Management Co. Ltd. boosted its holdings in Zoetis Inc. (NYSE:ZTS - Free Report) by 24.3% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 582,128 shares of the company's stock after acquiring an additional 113,648 shares during the period. Nomura Asset Management Co. Ltd. owned 0.13% of Zoetis worth $73,243,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its stake in Zoetis by 12.9% during the fourth quarter. Vanguard Group Inc. now owns 47,780,974 shares of the company's stock worth $6,011,802,000 after purchasing an additional 5,474,210 shares in the last quarter. Geode Capital Management LLC lifted its stake in Zoetis by 1.7% during the fourth quarter. Geode Capital Management LLC now owns 11,327,679 shares of the company's stock worth $1,420,294,000 after purchasing an additional 189,235 shares in the last quarter. Norges Bank acquired a new position in Zoetis during the fourth quarter worth $734,425,000. Nordea Investment Management AB lifted its stake in 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 stake in 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. 92.80% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research analysts have commented on ZTS shares. Wall Street Zen cut Zoetis from a "buy" rating to a "hold" rating in a research note on Saturday, May 2nd. Bank of America upped their price target on Zoetis from $135.00 to $140.00 and gave the stock a "neutral" rating in a research note on Friday, February 13th. Weiss Ratings cut Zoetis from a "hold (c-)" rating to a "sell (d+)" rating in a research note on Friday, March 27th. Morgan Stanley restated an "overweight" rating and set a $115.00 price target on shares of Zoetis in a research note on Friday, May 15th. Finally, UBS Group decreased their price target on Zoetis from $130.00 to $99.00 and set a "neutral" rating on the stock in a research note on Friday, May 8th. Six equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of "Hold" and a consensus price target of $133.92.

Key Stories 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

Zoetis Stock Down 0.6%

Shares of NYSE ZTS opened at $77.81 on Friday. The stock has a market cap of $32.62 billion, a P/E ratio of 12.90, a PEG ratio of 1.27 and a beta of 0.87. The company has a current ratio of 3.15, a quick ratio of 1.91 and a debt-to-equity ratio of 2.80. Zoetis Inc. has a 12-month low of $72.38 and a 12-month high of $172.23. The business's fifty day simple moving average is $104.29 and its 200-day simple moving average is $117.03.

Zoetis (NYSE:ZTS - Get Free Report) last announced its quarterly earnings data on Thursday, May 7th. The company reported $1.53 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.60 by ($0.07). The company 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% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.48 earnings per share. Zoetis has set its FY 2026 guidance at 6.850-7.000 EPS. As a group, equities analysts predict that Zoetis Inc. will post 6.89 EPS for the current fiscal year.

Zoetis Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Monday, July 20th will be paid a $0.53 dividend. This represents a $2.12 annualized dividend and a dividend yield of 2.7%. The ex-dividend date is Monday, July 20th. Zoetis's dividend payout ratio (DPR) is presently 35.16%.

Insider Activity

In other Zoetis news, Director Paul Bisaro bought 2,000 shares of the company's 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 of the company's stock, valued at $2,114,168.56. This represents a 7.73% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Frank A. Damelio bought 6,650 shares of the company's stock in a transaction that occurred on Wednesday, May 13th. The stock was acquired at an average cost of $75.39 per share, for a total transaction of $501,343.50. Following the acquisition, the director directly owned 21,458 shares of the company's stock, valued at $1,617,718.62. The trade was a 44.91% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last three months, insiders have purchased 11,650 shares of company stock worth $886,384. Corporate insiders own 0.22% of the company's stock.

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.

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