Zoetis Inc. $ZTS Shares Sold by Impax Asset Management Group plc

Key Points

• Impax Asset Management trimmed its Zoetis stake by 6.9% in Q4, selling 116,337 shares to hold 1,577,364 shares (about 0.36% of Zoetis) valued at roughly $198.46 million, making ZTS its 22nd largest position.
• Zoetis beat quarterly estimates with $1.48 EPS vs. $1.40 expected and $2.39B revenue, set FY2026 guidance of 7.00–7.10 EPS (sell-side average 7.02), and declared a $0.53 quarterly dividend (1.8% yield).
• Institutional investors own about 92.8% of Zoetis; analysts are split (7 Buy, 7 Hold, 1 Sell) with a consensus target of $152.25 and the stock trading in a 12‑month range of $113.29–$172.23 (PE ~19.4).

Impax Asset Management Group plc lowered its stake in shares of Zoetis Inc. (NYSE:ZTS - Free Report) by 6.9% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,577,364 shares of the company's stock after selling 116,337 shares during the period. Zoetis accounts for 1.2% of Impax Asset Management Group plc's investment portfolio, making the stock its 22nd largest position. Impax Asset Management Group plc owned 0.36% of Zoetis worth $198,464,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Summit Place Financial Advisors LLC boosted its stake in Zoetis by 0.4% during the third quarter. Summit Place Financial Advisors LLC now owns 19,369 shares of the company's stock worth $2,834,000 after buying an additional 76 shares during the last quarter. CWA Asset Management Group LLC boosted its stake in Zoetis by 1.1% during the third quarter. CWA Asset Management Group LLC now owns 7,236 shares of the company's stock worth $1,059,000 after buying an additional 80 shares during the last quarter. YANKCOM Partnership boosted its stake in Zoetis by 3.5% during the fourth quarter. YANKCOM Partnership now owns 2,402 shares of the company's stock worth $302,000 after buying an additional 81 shares during the last quarter. Evergreen Capital Management LLC boosted its stake in Zoetis by 3.3% during the third quarter. Evergreen Capital Management LLC now owns 2,696 shares of the company's stock worth $394,000 after buying an additional 85 shares during the last quarter. Finally, Beese Fulmer Investment Management Inc. boosted its stake in Zoetis by 2.4% during the third quarter. Beese Fulmer Investment Management Inc. now owns 3,672 shares of the company's stock worth $537,000 after buying an additional 85 shares during the last quarter. Institutional investors and hedge funds own 92.80% of the company's stock.

Zoetis Price Performance

ZTS stock opened at $116.92 on Friday. The company has a current ratio of 3.03, a quick ratio of 1.94 and a debt-to-equity ratio of 2.71. The company has a market capitalization of $49.18 billion, a PE ratio of 19.42, a P/E/G ratio of 1.77 and a beta of 0.98. Zoetis Inc. has a 12-month low of $113.29 and a 12-month high of $172.23. The business's fifty day moving average price is $120.83 and its 200 day moving average price is $125.53.

Zoetis (NYSE:ZTS - Get Free Report) last posted its quarterly earnings data on Thursday, February 12th. The company reported $1.48 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.40 by $0.08. The firm 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 company's quarterly revenue was up 3.0% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.40 EPS. Zoetis has set its FY 2026 guidance at 7.000-7.100 EPS. On average, sell-side analysts anticipate that Zoetis Inc. will post 7.02 EPS for the current year.

Zoetis Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 2nd. Shareholders of record on Monday, April 20th will be issued a dividend of $0.53 per share. The ex-dividend date is Monday, April 20th. This represents a $2.12 annualized dividend and a yield of 1.8%. Zoetis's dividend payout ratio is 35.22%.

Analysts Set New Price Targets

A number of research firms have weighed in on ZTS. UBS Group set a $136.00 price objective on Zoetis in a research note on Thursday, January 29th. Bank of America upped their price target on Zoetis from $135.00 to $140.00 and gave the company a "neutral" rating in a research note on Friday, February 13th. Piper Sandler reaffirmed a "neutral" rating and issued a $135.00 price target (down from $190.00) on shares of Zoetis in a research note on Thursday, January 22nd. Wall Street Zen raised Zoetis from a "hold" rating to a "buy" rating in a research note on Saturday, February 21st. Finally, Weiss Ratings lowered Zoetis from a "hold (c-)" rating to a "sell (d+)" rating in a research note on Friday, March 27th. Seven analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Zoetis currently has an average rating of "Hold" and a consensus target price of $152.25.

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.

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