Bank of America Forecasts Strong Price Appreciation for Zoetis (NYSE:ZTS) Stock

Zoetis (NYSE:ZTS) had its price target raised by research analysts at Bank of America from $135.00 to $140.00 in a research note issued to investors on Friday,Benzinga reports. The brokerage currently has a “neutral” rating on the stock. Bank of America‘s target price points to a potential upside of 10.55% from the stock’s current price.

ZTS has been the subject of a number of other reports. HSBC set a $140.00 price target on shares of Zoetis in a research report on Wednesday, December 10th. UBS Group set a $136.00 target price on shares of Zoetis in a research report on Thursday, January 29th. Piper Sandler restated a “neutral” rating and set a $135.00 price target (down from $190.00) on shares of Zoetis in a report on Thursday, January 22nd. BTIG Research reiterated a “buy” rating and set a $160.00 price objective on shares of Zoetis in a report on Wednesday, December 3rd. Finally, Barclays initiated coverage on Zoetis in a research note on Monday, December 8th. They issued an “equal weight” rating and a $136.00 target price on the stock. Five research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $152.91.

Zoetis Stock Up 0.8%

ZTS stock opened at $126.64 on Friday. The company has a debt-to-equity ratio of 1.31, a current ratio of 3.64 and a quick ratio of 2.28. The firm has a market capitalization of $55.81 billion, a P/E ratio of 21.04, a P/E/G ratio of 2.11 and a beta of 0.96. Zoetis has a 52-week low of $115.25 and a 52-week high of $177.00. The company’s 50 day simple moving average is $124.42 and its 200-day simple moving average is $135.44.

Zoetis (NYSE:ZTS) last posted its quarterly earnings data on Thursday, February 12th. The company reported $1.48 EPS for the quarter, topping analysts’ consensus estimates of $1.40 by $0.08. Zoetis had a net margin of 28.24% and a return on equity of 56.83%. The firm had revenue of $2.39 billion during the quarter, compared to analyst estimates of $2.36 billion. During the same quarter last year, the business posted $1.40 EPS. The company’s revenue was up 3.0% on a year-over-year basis. Zoetis has set its FY 2026 guidance at 7.000-7.100 EPS. As a group, equities research analysts anticipate that Zoetis will post 6.07 EPS for the current year.

Institutional Trading of Zoetis

Hedge funds and other institutional investors have recently made changes to their positions in the business. Norges Bank bought a new stake in Zoetis during the 4th quarter worth about $734,425,000. Vanguard Group Inc. grew its stake in shares of Zoetis by 12.9% during the fourth quarter. Vanguard Group Inc. now owns 47,780,974 shares of the company’s stock valued at $6,011,802,000 after purchasing an additional 5,474,210 shares during the last quarter. Diamond Hill Capital Management Inc. acquired a new stake in shares of Zoetis in the third quarter valued at approximately $394,010,000. Nordea Investment Management AB raised its position in Zoetis by 79.2% in the 4th 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 during the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. lifted its holdings in Zoetis by 113.0% during the 2nd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 3,761,920 shares of the company’s stock worth $586,671,000 after buying an additional 1,995,491 shares in the last quarter. 92.80% of the stock is currently owned by institutional investors and hedge funds.

Key Zoetis News

Here are the key news stories impacting Zoetis this week:

• Positive Sentiment: Zoetis beat Q4 EPS and revenue estimates, showing underlying margin resilience and international strength. Zoetis Surpasses Q4 Expectations, Predicts Strong 2026 Despite Growth Concerns
• Positive Sentiment: Company gave FY2026 guidance above Street expectations (EPS 7.00–7.10; revenue $9.8–10.0B), supporting a constructive forward earnings view. Zoetis forecasts strong 2026 profit, revenue on steady pet‑medicine demand
• Positive Sentiment: Analysts and outlets note the stock rose on the beat + upbeat guidance, driven by companion-animal demand and international growth offsetting U.S. weakness. Zoetis Stock Gains After Q4 Earnings & Revenues Beat Estimates
• Positive Sentiment: Bank of America raised its price target from $135 to $140 (maintaining a “neutral” rating), signalling modest upside in analyst models. Benzinga
• Neutral Sentiment: Full earnings call transcript, slide deck and detailed metrics are available for investors who want line-item transparency on unit trends and product performance. Zoetis (ZTS) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Several analysts flagged pressure in key business segments and questioned the durability of prior growth drivers, which could weigh on medium-term top-line momentum. Analysts Question Zoetis’ Pathway To Growth As Key Segments Slide
• Negative Sentiment: Coverage and commentary suggest investors remain wary of U.S. demand softness and competitive pressures despite the beat; headlines note the stock “slipped” on those outlook concerns. Zoetis slips as outlook shows pressure on topline growth
• Negative Sentiment: Commentary emphasizing why the stock is “in the doghouse” despite the beat points to market skepticism over sustainability of growth. Zoetis stock is in the doghouse despite its quarterly beat; here’s why

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.