Sumitomo Mitsui DS Asset Management Company Ltd Cuts Stock Holdings in Zoetis Inc. $ZTS

Sumitomo Mitsui DS Asset Management Company Ltd lowered its position in Zoetis Inc. (NYSE:ZTS) by 46.7% in the fourth quarter, Holdings Channel.com reports. The firm owned 60,572 shares of the company’s stock after selling 53,049 shares during the quarter. Sumitomo Mitsui DS Asset Management Company Ltd’s holdings in Zoetis were worth $7,621,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. CIBC Asset Management Inc grew its stake in shares of Zoetis by 4.3% during the 3rd quarter. CIBC Asset Management Inc now owns 251,495 shares of the company’s stock worth $36,745,000 after purchasing an additional 10,434 shares during the period. Nordea Investment Management AB raised its stake in shares of Zoetis by 79.2% during the 4th quarter. Nordea Investment Management AB now owns 4,932,787 shares of the company’s stock worth $622,222,000 after buying an additional 2,179,578 shares during the last quarter. Seilern Investment Management Ltd lifted its holdings in shares of Zoetis by 361.2% in the fourth quarter. Seilern Investment Management Ltd now owns 333,465 shares of the company’s stock valued at $41,957,000 after purchasing an additional 261,155 shares in the last quarter. Assenagon Asset Management S.A. grew its position in shares of Zoetis by 134.4% in the fourth quarter. Assenagon Asset Management S.A. now owns 1,631,619 shares of the company’s stock valued at $205,290,000 after purchasing an additional 935,432 shares during the last quarter. Finally, Mitsubishi UFJ Trust & Banking Corp grew its position in shares of Zoetis by 6.5% in the third quarter. Mitsubishi UFJ Trust & Banking Corp now owns 295,482 shares of the company’s stock valued at $43,235,000 after purchasing an additional 18,040 shares during the last quarter. Institutional investors and hedge funds own 92.80% of the company’s stock.

Trending Headlines about Zoetis

Here are the key news stories impacting Zoetis this week:

• Positive Sentiment: Livestock and international businesses provided some offset to the U.S. pet weakness, helping limit total company downside and preserving revenue diversification. Quiver Quant: Opinions on Q1
• Positive Sentiment: Some analysts and investors view the sell‑off as an overreaction given Zoetis’s scale, long‑term pet‑humanization trends and its pipeline — creating potential dip‑buy interest from institutions. Quiver Quant: Opinions on Q1
• Neutral Sentiment: Zoetis revised FY‑2026 guidance to EPS $6.85–7.00 and revenue $9.7–10.0B (vs. consensus EPS ~7.03), giving investors updated targets to model into valuations. Zoetis Press Release (PDF)
• Negative Sentiment: Q1 EPS missed expectations ($1.53 vs. $1.61 consensus) and revenue came in light (~$2.26B vs. ~$2.30B est.), triggering the initial sell reaction. Zacks: Q1 miss
• Negative Sentiment: Management cited weaker U.S. companion‑animal demand, price sensitivity among pet owners and lower veterinary visits as the primary drivers of the slowdown — factors that could persist near term and pressure the core domestic business. Benzinga: Weak pet care demand
• Negative Sentiment: Competitive pressure from generics hit legacy products (e.g., Convenia, Cerenia) and strained dermatology/parasiticide growth, raising concerns about near‑term revenue sustainability. Quiver Quant: Competitive pressures
• Negative Sentiment: Market reaction was amplified by heavy trading and negative headlines; coverage and social discussion highlighted the abrupt slowdown and the guidance cut as reasons for a sharp drop in the share price. Fool: Why shares plummeted

Analyst Ratings Changes

ZTS has been the subject of a number of analyst reports. Citigroup assumed coverage on Zoetis in a report on Wednesday, April 15th. They issued a “buy” rating and a $145.00 price target for the company. Wall Street Zen cut Zoetis from a “buy” rating to a “hold” rating in a research report on Saturday, May 2nd. William Blair restated an “outperform” rating on shares of Zoetis in a report on Monday, March 2nd. Bank of America raised their price target on shares of Zoetis from $135.00 to $140.00 and gave the stock a “neutral” rating in a research note on Friday, February 13th. Finally, Leerink Partners reiterated a “market perform” rating on shares of Zoetis in a report on Tuesday, March 10th. Seven equities 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’s stock. According to data from MarketBeat.com, Zoetis currently has an average rating of “Hold” and an average target price of $151.75.

Zoetis Stock Down 21.8%

Shares of NYSE ZTS opened at $86.99 on Friday. The stock has a market capitalization of $36.59 billion, a PE ratio of 14.45, a P/E/G ratio of 1.71 and a beta of 0.87. The company has a quick ratio of 1.94, a current ratio of 3.03 and a debt-to-equity ratio of 2.71. The firm has a fifty day moving average of $118.49 and a 200-day moving average of $123.70. Zoetis Inc. has a 52-week low of $85.31 and a 52-week high of $172.23.

Zoetis (NYSE:ZTS) last issued its earnings results on Thursday, May 7th. The company reported $1.53 earnings per share for the quarter, missing analysts’ consensus estimates of $1.60 by ($0.07). Zoetis had a net margin of 28.24% and a return on equity of 62.02%. The firm had revenue of $2.26 billion during the quarter, compared to analyst estimates of $2.30 billion. During the same quarter in the previous year, the business posted $1.48 EPS. Zoetis’s revenue was up 2.9% compared to the same quarter last year. Zoetis has set its FY 2026 guidance at 6.850-7.000 EPS. On average, analysts anticipate that Zoetis Inc. will post 7.01 EPS for the current year.

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.