Zoetis (ZTS) rises as investors refocus on outlook and precision-animal-health expansion

Zoetis Inc. (ZTS) is up 4.9% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to a relief rebound after the sharp post-earnings selloff in early May, with investors revisiting Zoetis’ full-year framework and longer-term growth drivers. Incremental confidence around the company’s precision-animal-health strategy, including its planned purchase of Neogen’s animal genomics business, may also be supporting sentiment.

Details:

Zoetis’ most recent quarterly update (released May 7, 2026) included revised full-year 2026 guidance, which had weighed on the stock previously and set up conditions for a bounce as positioning reset.

In its Q1 2026 Form 10-Q, Zoetis disclosed a definitive agreement to acquire Neogen’s animal genomics business and said it expects the deal to close in the second half of 2026, subject to customary conditions.

New Zealand’s Commerce Commission posted that it received an application seeking clearance related to Zoetis’ planned acquisition of Neogen’s animal genomics business, highlighting the regulatory-review path investors are watching.

Speculation: after a large drawdown in May, today’s gain could also reflect short covering and dip-buying interest rather than a single new headline.

Sources:

Zoetis Investor Relations, SEC, New Zealand Commerce Commission

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$ZTS Insider Trading Activity

$ZTS insiders have traded $ZTS stock on the open market 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $ZTS stock by insiders over the last 6 months:

KRISTIN C PECK (Chief Executive Officer) has made 0 purchases and 2 sales selling 20,000 shares for an estimated $2,540,964.
FRANK A DAMELIO purchased 6,650 shares for an estimated $501,343
PAUL BISARO purchased 2,000 shares for an estimated $151,750

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$ZTS Hedge Fund Activity

We have seen 748 institutional investors add shares of $ZTS stock to their portfolio, and 1,104 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

J. STERN & CO. LLP removed 23,877,298 shares (-99.2%) from their portfolio in Q1 2026, for an estimated $2,822,535,396
VANGUARD GROUP INC added 5,474,210 shares (+12.9%) to their portfolio in Q4 2025, for an estimated $688,765,102
FIL LTD added 3,352,730 shares (+157.1%) to their portfolio in Q1 2026, for an estimated $396,326,213
RUANE, CUNNIFF & GOLDFARB L.P. added 2,425,010 shares (+inf%) to their portfolio in Q1 2026, for an estimated $286,660,432
RAYMOND JAMES FINANCIAL INC added 2,246,122 shares (+244.0%) to their portfolio in Q1 2026, for an estimated $265,514,081
UNISPHERE ESTABLISHMENT removed 2,000,000 shares (-41.7%) from their portfolio in Q1 2026, for an estimated $236,420,000
BLACKROCK, INC. removed 1,766,511 shares (-4.7%) from their portfolio in Q1 2026, for an estimated $208,819,265

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$ZTS Government Contracts

We have seen $1,261,528 of award payments to $ZTS over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$ZTS Congressional Stock Trading

Members of Congress have traded $ZTS stock 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $ZTS stock by members of Congress over the last 6 months:

REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 4 times. They made 2 purchases worth up to $30,000 on 02/10, 12/19 and 2 sales worth up to $30,000 on 04/14, 03/13.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$ZTS Price Targets

Multiple analysts have issued price targets for $ZTS recently. We have seen 7 analysts offer price targets for $ZTS in the last 6 months, with a median target of $130.0.

Here are some recent targets:

Jonathan Block from Stifel set a target price of $95.0 on 05/22/2026
Daniel Grosslight from Citigroup set a target price of $112.0 on 05/18/2026
Chris Schott from JP Morgan set a target price of $130.0 on 05/08/2026
Andrea Alfonso from UBS set a target price of $99.0 on 05/08/2026
Michael Ryskin from B of A Securities set a target price of $140.0 on 02/13/2026
David Westenberg from Piper Sandler set a target price of $135.0 on 01/22/2026
Glen Santangelo from Barclays set a target price of $136.0 on 12/09/2025

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.