Zoetis (ZTS) Has a Huge Animal Health Moat. Is It Starting to Crack?
Zoetis Inc. (NYSE:ZTS) has built one of the strongest franchises in animal health.
Zoetis Inc. (ZTS)
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Sector: Pharmaceutical Preparations
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Diamond Hill Capital Ric Dillon | 3,557,436 | $255,637,351 | +22% | 2.05% |
| 2. | Citadel Investment Group Ken Griffin | 3,188,263 | $229,108,579 | +537% | 0.03% |
| 3. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 3,137,442 | $225,456,582 | +59% | 0.1% |
| 4. | Millennium Management Israel Englander | 1,813,759 | $130,336,722 | +10% | 0.05% |
| 5. | GLG Partners Noam Gottesman | 1,805,003 | $129,707,516 | +131% | 0.21% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $75.39 | 6,650 | $501,343.50 | 21,458 | 2026-05-13 | Filing | |
| $75.88 | 2,000 | $151,750.00 | 27,862 | 2026-05-13 | Filing | |
| $77.76 | 3,000 | $233,273.40 | 24,524 | 2026-05-11 | Filing | |
| $165.48 | 2,100 | $347,508.00 | 7,590 | 2021-02-19 | Filing | |
| $164.89 | 2,900 | $478,181.00 | 5,490 | 2021-02-19 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $127.55 | 10,800 | $1,377,531.36 | 101,337 | 2026-02-17 | Filing | |
| $126.46 | 9,200 | $1,163,432.92 | 112,137 | 2026-02-17 | Filing | |
| $170.00 | 652 | $110,840.00 | 15,129 | 2025-06-03 | Filing | |
| $170.00 | 326 | $55,420.00 | 15,781 | 2025-03-10 | Filing | |
| $166.14 | 1,210 | $201,029.40 | 11,245 | 2025-03-11 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,864,087 | $130,169,165 | 2.18% | |
| 2. | 2,603 | $181,767 | 0.02% | |
| 3. | 126 | $8,799 | 0% | |
| 4. | 59 | $4,120 | 0% | |
| 5. | 8 | $559 | 0% |
News See All
Zoetis (ZTS) Shares Drop After Earnings Revision
Impax Asset Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the “Impax US Sustainable Economy Fund”.
Zoetis Wins Emergency Authorization for Simparica Trio, Can It Support a Slowing U.S. Business?
The timing of Zoetis Inc.’s (NYSE:ZTS) latest regulatory win is particularly relevant for shareholders. Just one week after the animal-health company reported a 7% decline in U.S.
Zoetis Earnings Reveal a Divided Business, But Can its Pipeline Restore Growth?
Zoetis Inc. (NYSE:ZTS) entered 2026 as a leader in animal health, but its latest earnings show that even a strong market position cannot fully insulate the company from weaker consumer demand.
Michael Burry is Bullish on This Beaten-Down Healthcare Stock. Time to Buy?
Zoetis (NYSE:ZTS) is an animal health company. Michael Burry is long the stock, several media outlets reported, citing his Substack disclosures. The stock is down about 40% so far this year.
Zoetis (ZTS) Remains a Leader, So Why Was It Sold?
Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
Zoetis (ZTS) Looked Like a Winner. What Went Wrong?
Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the second quarter of 2026 investor letter. A copy of the letter can be downloaded here.
Zoetis (ZTS) Growth Weakens Amid Softening Pet Care Demand
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its "Large Cap Strategy". A copy of the letter is available to download here.
Zoetis (ZTS) Slid on Weak Response to Great Ideas
Platinum Asset Management, an investment management company, released its Q2 2026 investor letter for “Platinum International Brands Fund”. A copy of the letter can be downloaded here.
Temporary Concerns Present Entry Point in Zoetis (ZTS)
Moon Capital Management, LLC, an investment management company, released its second quarter 2025 investor letter. A copy of the letter can be downloaded here.
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