Chapman Investment Management LLC Cuts Position in Zoetis Inc. $ZTS

Chapman Investment Management LLC trimmed its holdings in shares of Zoetis Inc. (NYSE:ZTS) by 71.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,988 shares of the company’s stock after selling 15,065 shares during the period. Zoetis comprises 0.6% of Chapman Investment Management LLC’s investment portfolio, making the stock its 22nd largest position. Chapman Investment Management LLC’s holdings in Zoetis were worth $876,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in the business. Vanguard Group Inc. raised its position in Zoetis by 0.8% in the second quarter. Vanguard Group Inc. now owns 41,886,987 shares of the company’s stock valued at $6,532,276,000 after purchasing an additional 330,823 shares during the period. Geode Capital Management LLC grew its stake in shares of Zoetis by 0.9% in the second quarter. Geode Capital Management LLC now owns 11,081,301 shares of the company’s stock valued at $1,721,356,000 after buying an additional 95,294 shares in the last quarter. Norges Bank purchased a new stake in shares of Zoetis during the 2nd quarter valued at about $809,491,000. Brown Advisory Inc. lifted its position in Zoetis by 5.7% during the 2nd quarter. Brown Advisory Inc. now owns 4,659,371 shares of the company’s stock worth $726,629,000 after acquiring an additional 250,829 shares in the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. lifted its position 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 acquiring an additional 1,995,491 shares in the last quarter. Institutional investors and hedge funds own 92.80% of the company’s stock.

Key Headlines Impacting Zoetis

Here are the key news stories impacting Zoetis this week:

• Positive Sentiment: Pelican Bay Capital Management increased its stake and is betting on Zoetis to benefit from the expanding pet care market — a vote of confidence from an institutional investor that can support the stock. Pelican Bay Capital Management Bets on Zoetis (ZTS) to Capitalize on Expanding Pet Care Market
• Positive Sentiment: The board declared a second‑quarter cash dividend of $0.53 per share (annualized yield ~1.7%; ex‑dividend Apr 20, payable Jun 2). The payout supports income investors and signals steady free cash flow. Zoetis Declares Second Quarter 2026 Dividend
• Positive Sentiment: Analyst coverage from Zacks highlights Zoetis as likely to beat upcoming earnings estimates and flags it as a momentum stock — positive near‑term catalyst if results meet expectations. Zoetis (ZTS) Expected to Beat Earnings Estimates: Should You Buy?
• Neutral Sentiment: Coverage pieces note the stock’s year‑to‑date underperformance versus the broader market, though analysts remain cautiously bullish — indicating upside is dependent on execution rather than sentiment alone. Do Wall Street Analysts Like Zoetis Stock?
• Neutral Sentiment: Market calendars note Zoetis is projected to report quarterly results this week — an event that could be a catalyst either way depending on beats or guidance. Zoetis (ZTS) Projected to Post Quarterly Earnings on Thursday
• Negative Sentiment: A valuation/analysis piece cautions that Zoetis’ 2026 outlook is tempered by softer pet clinic visits and increased regulatory scrutiny, which could pressure revenue growth and multiples if trends persist. Zoetis (ZTS) Valuation Check As 2026 Outlook Is Tempered On Softer Pet Visits And Regulatory Scrutiny

Zoetis Price Performance

ZTS opened at $127.40 on Friday. The company has a market capitalization of $56.14 billion, a P/E ratio of 21.45, a PEG ratio of 2.20 and a beta of 0.96. The company has a 50-day moving average of $123.96 and a 200-day moving average of $136.31. The company has a debt-to-equity ratio of 1.31, a quick ratio of 2.28 and a current ratio of 3.64. Zoetis Inc. has a 1-year low of $115.25 and a 1-year high of $177.00.

Zoetis Announces Dividend

The company 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 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 1.7%. Zoetis’s dividend payout ratio (DPR) is 35.69%.

Wall Street Analyst Weigh In

ZTS has been the topic of a number of recent research reports. Piper Sandler reissued a “neutral” rating and set a $135.00 target price (down from $190.00) on shares of Zoetis in a research report on Thursday, January 22nd. KeyCorp started coverage on shares of Zoetis in a report on Thursday, November 20th. They issued a “sector weight” rating on the stock. Barclays began coverage on shares of Zoetis in a research report on Monday, December 8th. They issued an “equal weight” rating and a $136.00 price objective for the company. The Goldman Sachs Group raised Zoetis to a “buy” rating in a research report on Monday, December 15th. Finally, Stifel Nicolaus reduced their price target on Zoetis from $140.00 to $130.00 and set a “hold” rating for the company in a report on Tuesday, November 18th. Five investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus 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.