UBS Group Cuts Zoetis (NYSE:ZTS) Price Target to $80.00

Key Points

• UBS Group cut Zoetis’s price target from $85 to $80 while maintaining a “neutral” rating, implying about 10.3% upside from the stock’s $72.53 price. Analysts overall rate the shares “Hold,” with a consensus target of $115.50.
• Zoetis beat quarterly EPS expectations with $1.87 versus $1.85 expected, but revenue of $2.47 billion fell short of estimates and was essentially flat year over year amid weaker veterinary traffic and competitive pressure.
• Fiscal 2026 guidance was reduced to adjusted EPS of $6.15–$6.25 and revenue of $9.1–$9.3 billion, well below prior expectations. The outlook cut has outweighed the earnings beat and contributed to the stock’s sharp decline.

Zoetis (NYSE:ZTS - Get Free Report) had its price objective decreased by stock analysts at UBS Group from $85.00 to $80.00 in a research note issued to investors on Friday,Benzinga reports. The brokerage currently has a "neutral" rating on the stock. UBS Group's target price would suggest a potential upside of 10.30% from the stock's current price.

Other research analysts have also recently issued reports about the stock. Stifel Nicolaus lowered their price target on shares of Zoetis from $95.00 to $85.00 and set a "hold" rating on the stock in a report on Friday, June 26th. Citigroup reduced their price objective on Zoetis from $145.00 to $112.00 and set a "buy" rating for the company in a report on Monday, May 18th. JPMorgan Chase & Co. decreased their target price on Zoetis from $130.00 to $115.00 and set an "overweight" rating on the stock in a research report on Friday. TD Cowen lowered their target price on Zoetis from $150.00 to $104.00 and set a "buy" rating on the stock in a research note on Tuesday, June 30th. Finally, Morgan Stanley set a $85.00 price target on Zoetis in a report on Friday. Seven research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Zoetis currently has an average rating of "Hold" and a consensus price target of $115.50.

Zoetis Stock Performance

Zoetis stock traded down $4.74 during mid-day trading on Friday, hitting $72.53. 12,770,194 shares of the company's stock traded hands, compared to its average volume of 5,795,663. 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 firm has a 50 day simple moving average of $76.66 and a two-hundred day simple moving average of $100.75. Zoetis has a fifty-two week low of $71.47 and a fifty-two week high of $160.48. The stock has a market cap of $30.41 billion, a price-to-earnings ratio of 12.03, a P/E/G ratio of 1.16 and a beta of 0.74.

Zoetis (NYSE:ZTS - Get Free Report) last released its quarterly earnings data on Thursday, August 6th. The company reported $1.87 EPS for the quarter, beating the consensus estimate of $1.85 by $0.02. The firm had revenue of $2.47 billion for the quarter, compared to the consensus estimate of $2.50 billion. Zoetis had a net margin of 27.80% and a return on equity of 66.85%. The company's quarterly revenue was down .2% on a year-over-year basis. During the same period in the previous year, the company earned $1.76 earnings per share. Zoetis has set its FY 2026 guidance at 6.150-6.250 EPS. On average, research analysts expect that Zoetis will post 6.87 EPS for the current fiscal year.

Insider Transactions at Zoetis

In other Zoetis news, Director Frank A. Damelio purchased 6,650 shares of the company's stock in a transaction dated Wednesday, May 13th. The stock was bought at an average cost of $75.39 per share, for a total transaction of $501,343.50. Following the completion of the transaction, the director owned 21,458 shares in the company, valued at approximately $1,617,718.62. This represents a 44.91% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is available through this link. Also, Director Paul Bisaro purchased 2,000 shares of Zoetis stock in a transaction that occurred on Wednesday, May 13th. The shares were bought at an average cost of $75.88 per share, for a total transaction of $151,760.00. Following the transaction, 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 ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last ninety days, insiders have acquired 11,650 shares of company stock valued at $886,384. 0.22% of the stock is currently owned by company insiders.

Institutional Trading of Zoetis

Several large investors have recently modified their holdings of the stock. Louisiana State Employees Retirement System acquired a new position in shares of Zoetis during the 1st quarter valued at $2,542,000. Deutsche Bank AG grew its holdings in Zoetis by 19.1% in the fourth quarter. Deutsche Bank AG now owns 5,558,183 shares of the company's stock worth $699,331,000 after purchasing an additional 891,921 shares during the period. Pincus Capital Management LP bought a new stake in Zoetis in the fourth quarter valued at $2,109,000. Highbridge Capital Management LLC bought a new stake in Zoetis in the fourth quarter valued at $7,004,000. Finally, Swedbank AB raised its holdings in shares of Zoetis by 9.9% during the first quarter. Swedbank AB now owns 3,004,200 shares of the company's stock valued at $355,126,000 after purchasing an additional 269,610 shares during the period. 92.80% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting 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

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.

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.

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