Fund Update: 347,786 ZOETIS (ZTS) shares added to Smead Capital Management, Inc. portfolio

Smead Capital Management, Inc. has added 347,786 shares of $ZTS to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2026 report period. You can see the fund's full portfolio on Investivoq, and also track the largest institutional owners of $ZTS.

ZOETIS Hedge Fund Activity

We have seen 630 institutional investors add shares of ZOETIS stock to their portfolio, and 927 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• MORGAN STANLEY removed 5,266,886 shares (-37.2%) from their portfolio in Q2 2026, for an estimated $378,478,427
• FLOSSBACH VON STORCH SE added 4,210,978 shares (+inf%) to their portfolio in Q2 2026, for an estimated $302,600,879
• BROWN ADVISORY INC removed 4,129,857 shares (-98.6%) from their portfolio in Q2 2026, for an estimated $296,771,524
• SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 4,003,981 shares (+inf%) to their portfolio in Q2 2026, for an estimated $287,726,074
• POLEN CAPITAL MANAGEMENT LLC removed 3,902,656 shares (-92.4%) from their portfolio in Q2 2026, for an estimated $280,444,860
• FUNDSMITH LLP removed 3,877,559 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $278,641,389
• BLACKROCK, INC. added 3,845,869 shares (+10.8%) to their portfolio in Q2 2026, for an estimated $276,364,146

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

ZOETIS Insider Trading Activity

ZOETIS insiders have traded $ZTS stock on the open market 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.

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

• 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 Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

ZOETIS Government Contracts

We have seen $1,296,660 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:

• FIRM-FIXED PRICE PURCHASE ORDER TO OBTAIN BM86 IMMUNOMODULATOR 10DS 20ML VIALS OF INJECTABLE VACCINE FOR TH...: $99,680
• NM - NEW MEXICO ESFO - CHEMICAL IMMOBILIZATION DRUG (TELAZOL) FOR MEXICAN WOLF RECOVERY PROGRAM: $35,520
• RABIES VACCINES FOR OEHE WITH BASE AND FOUR OPTIONS: $15,000

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

ZOETIS Congressional Stock Trading

Members of Congress have traded $ZTS stock 5 times in the past 6 months. Of those trades, 4 have been purchases and 1 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 3 times. They made 2 purchases worth up to $30,000 on 09/18, 06/16 and 1 sale worth up to $15,000 on 07/17.
• REPRESENTATIVE BYRON DONALDS has traded it 2 times. They made 2 purchases worth up to $30,000 on 06/09 and 0 sales.

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

ZOETIS Analyst Ratings

Wall Street analysts have issued reports on $ZTS in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

• HSBC issued a "Buy" rating on 07/06/2026

To track analyst ratings and price targets for ZOETIS, check out Investivoq's $ZTS forecast page.

ZOETIS 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 $99.0.

Here are some recent targets:

• Rajesh Kumar from HSBC set a target price of $95.0 on 07/06/2026
• Glen Santangelo from Barclays set a target price of $85.0 on 07/01/2026
• Steve Scala from TD Cowen set a target price of $104.0 on 06/30/2026
• Jonathan Block from Stifel set a target price of $85.0 on 06/26/2026
• 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

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Investivoq's $ZTS ticker page for more data.