Fideuram - Intesa Sanpaolo Private Banking S.P.A. 13F: Adds $7.1M to ZTS Stake
Key Points
- Fideuram - Intesa Sanpaolo Private Banking S.P.A. increased its Zoetis Inc. ZTS holdings by 62.4%, adding 101,852 shares to hold 265,022 shares worth about $18.5 million.
- Zoetis Inc. recently reported $9.53 billion in trailing-twelve-month revenue alongside a net profit margin of 27.7% and earnings of $6.08 per share.
- The animal health stock closed at $82.00 on the filing date and carries a consensus buy rating with a mean price target of $93.00 ahead of its November 5 earnings release.
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Fideuram - Intesa Sanpaolo Private Banking S.P.A. boosted its stake in Zoetis Inc. ZTS by 62.4%, acquiring an additional 101,852 shares during the period. According to a Form 13F filing with the SEC on October 22, 2026, the firm's total holding reached 265,022 shares, valued at approximately $18.5 million. The stock closed at $82.00 on the day of the filing.
ZTS
Zoetis Inc.
Fideuram - Intesa Sanpaolo Private Banking S.P.A. vs. the S&P 500
Hypothetical returns from Fideuram - Intesa Sanpaolo Private Banking S.P.A.'s disclosed trades, not real profit or advice. How we model this.
What Changed in Fideuram - Intesa Sanpaolo Private Banking S.P.A.'s Zoetis Position
The private banking firm expanded its investment from a previous level of 163,170 shares up to 265,022 shares. This adjustment represents a 62.4% increase in share volume, bringing the total reported value of the position to $18,506,492.
Other Institutional Activity in Zoetis
Other institutional investors adjusted their positions in Zoetis around the same time. Smead Capital Management grew its holdings by 347,786 shares, ending with 1,580,996 shares worth about $110.4 million. Montrusco Bolton Investments reduced its stake by 292,105 shares to finish with 819,278 shares valued at about $57.2 million. First Citizens Bank & Trust cut its position by 49,287 shares, leaving it with 12,000 shares worth about $837,960. Meanwhile, Guyasuta Investment Advisors and Community Trust & Investment completely exited their positions.
Zoetis Inc. Stock Up 2.4%
Shares recently traded around $81.99, putting the price up about 10.3% compared to its 50-day moving average of $74.31. The stock sits below its 200-day moving average of $95.16 and trades well beneath its 52-week high of $148.30 while remaining above its 52-week low of $68.77.
Recent Earnings
Zoetis generated $9.52 billion in trailing-twelve-month revenue with a net profit margin of 27.7%. The company reported trailing-twelve-month earnings of $6.08 per share and a return on equity of 64.9%. The next quarterly financial update is scheduled for release on November 5, 2026.
Dividend
The company pays an annual dividend rate of $2.12 per share, which translates to a dividend yield of 2.66%. Dividend payments currently use 33.9% of corporate earnings.
Insider Buying and Selling at Zoetis Inc.
Company insiders executed several purchases earlier in the year. Director Michael B. McCallister bought 3,000 shares on May 11, 2026, at an average price of $77.76 for a total of $233,273. Director Paul M. Bisaro picked up 2,000 shares on May 13, 2026, at $75.88 per share, totaling $151,750. Director Frank A. D. Amelio acquired 6,650 shares on May 13, 2026, at $75.39 per share, amounting to $501,344. Additionally, Mark Stetter purchased 318 shares on June 18, 2026, at $78.71 per share for a total value of $25,029.
Analysts Set New Price Targets
Wall Street firms updated their views on the stock through late summer and autumn. Citigroup maintained a Buy rating on August 11, 2026, while lowering its price target from $112.00 to $96.00. Stifel maintained a Hold rating on August 20, 2026, lowering its target from $85.00 to $80.00. TD Cowen maintained a Buy rating on August 25, 2026, adjusting its target from $104.00 to $94.00. Goldman Sachs initiated coverage with a Neutral rating and a $74.00 price target on October 16, 2026. Jefferies downgraded the stock to Hold on October 20, 2026, lowering its target from $103.00 to $83.00. Overall, the stock holds a consensus buy rating across 14 analyst opinions with a mean price target of $93.00.
About Zoetis
Zoetis Inc. develops and manufactures medicines, vaccines, and diagnostic products for the animal health sector. Headquartered in Parsippany, New Jersey, the company serves veterinarians and livestock producers globally with treatments tailored for companion animals like dogs and cats as well as livestock species including cattle and swine.
Bottom Line
Fideuram's increased investment reflects active institutional repositioning ahead of the company's next earnings report on November 5, 2026. Investors will watch that upcoming release for fresh details on revenue trends and margin stability.
Related Filing Alerts
Source: Fideuram - Intesa Sanpaolo Private Banking S.P.A.'s 13F filing on $ZTS (Oct 22, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts