Quilter 13F: Cuts Zoetis (ZTS) Stake by $5.6M
Key Points
- Quilter reduced its holdings in Zoetis Inc. ZTS by 80,776 shares during the period, ending with 79,714 shares worth about $5.56 million.
- Other large shareholders made mixed moves, with Nordea Investment Management AB lifting its stake by 12.4% to hold 6,592,578 shares.
- Zoetis trades around $79.62, with upcoming earnings scheduled for November 5, 2026.
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In a Form 13F filing on October 21, 2026, Quilter disclosed a reduced stake in Zoetis Inc. ZTS, cutting its holdings by more than half.
ZTS
Zoetis Inc.
What Changed in Quilter's Zoetis Position
Quilter cut its position in Zoetis Inc. ZTS by 80,776 shares, representing a 50.3% decrease during the period. The firm ended the quarter with 79,714 shares remaining, which carried a reported value of $5,566,429. This followed a previous holding of 160,490 shares.
Other Institutional Activity in Zoetis
Other large institutional investors adjusted their positions in Zoetis Inc. ZTS as well during the reporting period. State Farm Mutual Automobile Insurance Co kept its holdings steady at 15,892,903 shares valued at $1,265,392,980 with no net change in shares. Nordea Investment Management AB grew its holdings by 727,295 shares, a 12.4% increase, ending with 6,592,578 shares worth about $524,901,078. Deutsche Bank AG boosted its stake by 319,749 shares, or 5.8%, to hold 5,851,737 shares valued at $465,915,316.
Zoetis Inc. Stock Up 0.9%
Zoetis Inc. ZTS recently traded around $79.62 as of October 22, 2026, matching its close of $79.62 on the filing date. The stock sits below its 200-day moving average of $95.15 and well off its 52-week high of $148.30, while holding above its 52-week low of $68.77.
Recent Earnings
Zoetis reported trailing twelve month revenue of $9.52 billion and earnings of $6.08 per share. The company posted a net profit margin of 27.7% alongside a return on equity of 64.9%. The next earnings release is scheduled for November 5, 2026.
Dividend
Zoetis pays an annual dividend rate of $2.12 per share, which translates to a dividend yield of 2.66% based on recent trading levels. The payout represents 33.9% of company earnings.
Insider Buying and Selling at Zoetis Inc.
Company insiders made 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 value 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 Amelio Frank A D acquired 6,650 shares on May 13, 2026, at $75.39 per share for a total value of $501,344.
Analysts Set New Price Targets
Wall Street firms updated their views on the stock ahead of the filing. On August 11, 2026, Citigroup maintained a buy rating while lowering its price target from $112.00 to $96.00. Stifel maintained a hold rating on August 20, 2026, reducing its target from $85.00 to $80.00. TD Cowen maintained a buy rating on August 25, 2026, dropping its target from $104.00 to $94.00. Goldman Sachs initiated coverage with a neutral rating and a $74.00 target on October 16, 2026. Jefferies downgraded the stock to hold on October 20, 2026, cutting its target from $103.00 to $83.00. Analysts currently maintain a consensus buy recommendation with a mean price target of $93.00.
About Zoetis
Headquartered in Parsippany, New Jersey, Zoetis Inc. ZTS develops and manufactures medicines, vaccines, and diagnostic products for companion animals and livestock. The company serves veterinarians, livestock producers, and pet owners worldwide.
Bottom Line
Investors will look toward the upcoming earnings release on November 5, 2026, for fresh details on revenue and profitability trends.
Related Filing Alerts
Source: Quilter's 13F filing on $ZTS (Oct 21, 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