Zoetis (ZTS) Fell in Line With Broader Health Care Sector

Brown Advisory, an investment management company, released its “Brown Advisory Large-Cap Growth Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Brown Advisory Large-Cap Growth strategy has shown resilience this year amid heightened volatility, protecting investor capital during market declines and participating in the strong rebound since early April. The strategy returned 16% during the second quarter, slightly underperforming the benchmark, the Russell 1000® Growth Index. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its second-quarter 2025 investor letter, Brown Advisory Large-Cap Growth Strategy highlighted stocks such as Zoetis Inc. (NYSE:ZTS). Zoetis Inc. (NYSE: ZTS) is involved in the research, development, manufacturing, and sale of animal health medications, vaccines, and diagnostic products and services.The one-month return of Zoetis Inc. (NYSE:ZTS) was 1.32%, and its shares lost 20.70% of their value over the last 52 weeks. On September 08, 2025, Zoetis Inc. (NYSE:ZTS) stock closed at $151.75 per share, with a market capitalization of $67.253 billion.

Brown Advisory Large-Cap Growth Strategy stated the following regarding Zoetis Inc. (NYSE:ZTS) in its second quarter 2025 investor letter:

“Zoetis Inc. (NYSE:ZTS), a leader in animal health pharmaceuticals and vaccines for companion animals, traded down alongside the broader Health Care sector during the period. The company’s most recent quarterly earnings in May were mixed: while segments like Simparica Trio performed well, Librela sales underperformed expectations. However, management raised full-year guidance, and Zoetis continues to gain share in the companion animal segment by providing veterinarians with innovative products.”

Is Zoetis a Unique Dividend Play in the Pharma Space for 2025?

Zoetis Inc. (NYSE:ZTS) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 75 hedge fund portfolios held Zoetis Inc. (NYSE:ZTS) at the end of the second quarter, which was 74 in the previous quarter. In the second quarter of 2025, Zoetis Inc. (NYSE:ZTS) reported $2.5 billion in revenue growing 4% on a reported basis and 8% on an organic operational basis. While we acknowledge the risk and potential Zoetis Inc. (NYSE:ZTS) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Zoetis Inc. (NYSE:ZTS) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Zoetis Inc. (NYSE:ZTS) and shared the list of high growth pharma stocks that are profitable in 2025. Aristotle Atlantic Core Equity Strategy sold its stake in Zoetis Inc. (NYSE:ZTS) during Q2 2025. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.