Atria Investments Inc Trims Holdings in Zoetis Inc. $ZTS

Atria Investments Inc trimmed its holdings in shares of Zoetis Inc. (NYSE:ZTS) by 12.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 88,694 shares of the company’s stock after selling 12,146 shares during the quarter. Atria Investments Inc’s holdings in Zoetis were worth $12,978,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in ZTS. Brighton Jones LLC grew its stake in Zoetis by 180.4% in the fourth quarter. Brighton Jones LLC now owns 4,629 shares of the company’s stock worth $754,000 after purchasing an additional 2,978 shares in the last quarter. Empowered Funds LLC grew its position in shares of Zoetis by 6.2% during the 1st quarter. Empowered Funds LLC now owns 11,293 shares of the company’s stock worth $1,859,000 after buying an additional 657 shares in the last quarter. Intech Investment Management LLC increased its stake in shares of Zoetis by 17.2% during the first quarter. Intech Investment Management LLC now owns 8,347 shares of the company’s stock valued at $1,374,000 after buying an additional 1,224 shares during the period. Sivia Capital Partners LLC increased its stake in shares of Zoetis by 73.8% during the second quarter. Sivia Capital Partners LLC now owns 3,348 shares of the company’s stock valued at $522,000 after buying an additional 1,422 shares during the period. Finally, CWM LLC raised its holdings in shares of Zoetis by 60.6% in the second quarter. CWM LLC now owns 35,922 shares of the company’s stock valued at $5,602,000 after acquiring an additional 13,555 shares in the last quarter. 92.80% of the stock is currently owned by institutional investors.

Zoetis Price Performance

Shares of NYSE ZTS opened at $125.58 on Friday. Zoetis Inc. has a fifty-two week low of $115.25 and a fifty-two week high of $177.00. The company has a market cap of $55.34 billion, a PE ratio of 21.14, a P/E/G ratio of 2.22 and a beta of 0.96. The company has a debt-to-equity ratio of 1.31, a quick ratio of 2.28 and a current ratio of 3.64. The business has a 50-day simple moving average of $124.26 and a two-hundred day simple moving average of $135.72.

Zoetis (NYSE:ZTS) last announced its quarterly earnings data on Thursday, February 12th. The company reported $1.48 EPS for the quarter, beating the consensus estimate of $1.40 by $0.08. The firm had revenue of $2.39 billion during the quarter, compared to analyst estimates of $2.36 billion. Zoetis had a net margin of 28.21% and a return on equity of 57.19%. Zoetis’s revenue was up 3.0% on a year-over-year basis. During the same period last year, the firm posted $1.40 EPS. Zoetis has set its FY 2026 guidance at 7.000-7.100 EPS. As a group, equities analysts expect that Zoetis Inc. will post 6.07 EPS for the current fiscal year.

Zoetis Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 2nd. Stockholders of record on Monday, April 20th will be issued a dividend of $0.53 per share. The ex-dividend date of this dividend is Monday, April 20th. This represents a $2.12 dividend on an annualized basis and a dividend yield of 1.7%. Zoetis’s payout ratio is 35.69%.

Key Headlines Impacting Zoetis

Here are the key news stories impacting Zoetis this week:

• Positive Sentiment: Quarterly beat — Zoetis reported adjusted Q4 EPS of $1.48 vs. $1.40 consensus and revenue of about $2.39B, topping estimates; the results show solid margins and modest year-over-year revenue growth. MarketBeat Q4 results
• Positive Sentiment: Raised/strong FY2026 outlook — Management set adjusted EPS guidance of $7.00–$7.10 (above consensus ~6.81) and revenue guidance around $9.8B–$10.0B, pointing to continued strength in companion-animal and international markets. This underpins a constructive longer-term earnings trajectory. Reuters: Zoetis forecasts 2026
• Neutral Sentiment: Investor materials and transcripts available — Full earnings call transcript and slide deck provide more color on regional trends, product mix, and margin assumptions for 2026; these materials will guide how durable the beat and guidance are perceived. Yahoo Finance transcript
• Negative Sentiment: Analyst skepticism on growth trajectory — Several analysts flagged slowing trends in key segments and questioned the sustainability of growth, pressuring sentiment despite the beat and guidance. Benzinga: Analysts question growth
• Negative Sentiment: Outlook nuance and U.S. softness — Coverage notes and commentary highlight that topline growth faces headwinds in the U.S.; investors appear focused on near-term revenue momentum rather than headline EPS/guidance beats. Seeking Alpha: Outlook shows pressure

Analyst Ratings Changes

A number of research firms have commented on ZTS. BTIG Research reissued a “buy” rating and set a $160.00 target price on shares of Zoetis in a research report on Wednesday, December 3rd. HSBC set a $140.00 price objective on shares of Zoetis in a report on Wednesday, December 10th. Weiss Ratings lowered Zoetis from a “hold (c-)” rating to a “sell (d+)” rating in a report on Wednesday, January 28th. Stifel Nicolaus cut their price target on Zoetis from $140.00 to $130.00 and set a “hold” rating on the stock in a report on Tuesday, November 18th. Finally, Barclays started coverage on Zoetis in a research note on Monday, December 8th. They set an “equal weight” rating and a $136.00 price objective for the company. Five research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Zoetis has an average rating of “Hold” and an average price target of $152.45.

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.