Bartlett & CO. Wealth Management LLC Trims Stock Position in Zoetis Inc. $ZTS

Bartlett & CO. Wealth Management LLC reduced its stake in Zoetis Inc. (NYSE:ZTS) by 42.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 208,152 shares of the company’s stock after selling 150,744 shares during the quarter. Bartlett & CO. Wealth Management LLC’s holdings in Zoetis were worth $26,190,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in ZTS. Diamond Hill Capital Management Inc. purchased a new position in Zoetis during the third quarter worth about $394,010,000. Nordea Investment Management AB raised 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 during the period. Arrowstreet Capital Limited Partnership raised its stake in Zoetis by 83.4% during the third quarter. Arrowstreet Capital Limited Partnership now owns 2,697,827 shares of the company’s stock worth $394,746,000 after purchasing an additional 1,227,085 shares during the period. Corient Private Wealth LLC raised its stake in Zoetis by 85.9% during the second quarter. Corient Private Wealth LLC now owns 2,578,593 shares of the company’s stock worth $400,619,000 after purchasing an additional 1,191,840 shares during the period. Finally, First Trust Advisors LP raised its stake in Zoetis by 342.1% during the third quarter. First Trust Advisors LP now owns 1,485,459 shares of the company’s stock worth $217,352,000 after purchasing an additional 1,149,467 shares during the period. 92.80% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Zoetis

Here are the key news stories impacting Zoetis this week:

• Positive Sentiment: Argus Research reiterates a Buy on Zoetis, providing an analyst-backed reason for investors to consider accumulation on weakness. Argus Research Remains a Buy on Zoetis (ZTS)
• Positive Sentiment: Zacks publishes pieces positioning Zoetis as both a strong momentum stock and a top value pick — these narratives can attract style-driven flows (momentum/value investors). Here’s Why Zoetis (ZTS) is a Strong Momentum Stock
• Positive Sentiment: Zoetis’s most recent quarterly report beat EPS and revenue estimates and management set FY26 EPS guidance in the ~7.00 range — a fundamental positive that supports medium-term upside as investors digest growth and margins.
• Neutral Sentiment: Broker consensus remains mixed with a consensus “Hold” rating from some brokerage coverage, which can cap upside until more uniformly constructive revisions arrive. Zoetis Inc. (NYSE:ZTS) Given Consensus Rating of “Hold” by Brokerages
• Neutral Sentiment: Sector/market commentary (including Zacks/Yahoo pieces highlighting screening tools) may influence near-term flows but are not company-specific catalysts. Why Investors Need to Take Advantage of These 2 Medical Stocks Now
• Negative Sentiment: Market headlines today report Zoetis shares declining, reflecting short-term profit-taking or broader market weakness rather than new negative fundamental news; this selling pressure is the primary driver of today’s weaker price action. Zoetis (ZTS) Declines More Than Market: Some Information for Investors Zoetis (ZTS) Declines More Than Market: Some Information for Investors

Zoetis Stock Down 1.8%

Shares of Zoetis stock opened at $117.86 on Friday. The firm has a market cap of $49.58 billion, a price-to-earnings ratio of 19.58, a P/E/G ratio of 1.83 and a beta of 0.98. The company has a debt-to-equity ratio of 2.71, a current ratio of 3.03 and a quick ratio of 1.94. Zoetis Inc. has a 52-week low of $113.29 and a 52-week high of $172.23. The stock has a 50-day simple moving average of $122.22 and a 200-day simple moving average of $127.26.

Zoetis (NYSE:ZTS) last released 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. Zoetis had a net margin of 28.24% and a return on equity of 62.02%. The business had revenue of $2.39 billion during the quarter, compared to analyst estimates of $2.36 billion. During the same quarter in the previous year, the business earned $1.40 EPS. Zoetis’s quarterly revenue was up 3.0% compared to the same quarter last year. Zoetis has set its FY 2026 guidance at 7.000-7.100 EPS. On average, equities research analysts expect that Zoetis Inc. will post 6.07 earnings per share for the current fiscal year.

Zoetis Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 2nd. Investors of record on Monday, April 20th will be paid a $0.53 dividend. This represents a $2.12 annualized dividend and a dividend yield of 1.8%. The ex-dividend date of this dividend is Monday, April 20th. Zoetis’s payout ratio is presently 35.22%.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on ZTS. William Blair reaffirmed an “outperform” rating on shares of Zoetis in a research note on Monday, March 2nd. Morgan Stanley set a $160.00 price objective on Zoetis in a report on Thursday, December 18th. Weiss Ratings downgraded shares of Zoetis from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Friday, March 27th. Piper Sandler reissued a “neutral” rating and issued a $135.00 target price (down from $190.00) on shares of Zoetis in a research report on Thursday, January 22nd. Finally, Leerink Partners reissued a “market perform” rating on shares of Zoetis in a research report on Tuesday, March 10th. Six investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $152.91.

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.