Guyasuta Investment Advisors 13F: Exits Zoetis (ZTS) Stake

Guyasuta Investment Advisors has sold its entire position in Zoetis Inc. (ZTS), according to a filing on October 15, 2026. The fund previously held 4,210 shares and has now exited this investment completely.

What Changed in Guyasuta Investment Advisors' Zoetis Position

In this latest filing, Guyasuta disclosed a total sell-out of its stake, reducing its holdings by 100%. This decision indicates a significant shift in the fund's investment approach toward Zoetis.

Other Institutional Activity in Zoetis

BlackRock Inc. increased its holdings in Zoetis by 3,846,587 shares, now owning 39,430,181 shares worth about $3.13 billion. State Street Corporation also added 343,963 shares, bringing its total to 19,667,723 shares valued at around $1.56 billion. Vanguard Capital Management reduced its stake by 44,323 shares, now holding 26,027,984 shares worth approximately $2.07 billion. Vanguard Portfolio Management also trimmed its position by 107,857 shares, currently owning 23,860,445 shares valued at about $1.89 billion.

Zoetis Inc. Stock Up 4.9%

As of October 16, 2026, Zoetis shares are trading at $78.96, which is below the mean target price of $93.47. The stock is above its 52-week low of $68.77 but well below its high of $148.30. This recent trading level puts the stock about 46.8% below its 52-week high and 6.9% above its 50-day moving average.

Recent Earnings

Zoetis reported trailing twelve-month revenue of approximately $9.53 billion with a net margin of 27.7% and an ROE of 64.9%. The next earnings report is scheduled for November 5, 2026.

Insider Buying and Selling at Zoetis Inc.

Several insiders have made recent buys at Zoetis. On May 11, 2026, Michael B Mccallister, a Director, purchased 3,000 shares at an average price of $77.76, totaling about $233,273. Paul M. Bisaro, also a Director, bought 2,000 shares on May 13 at $75.88, valued at around $151,750. Another Director, Amelio Frank A D, acquired 6,650 shares on the same day at $75.39, which amounted to approximately $501,344. Additionally, Mark Stetter bought 318 shares on June 18 at $78.71, totaling about $25,030.

Analysts Set New Price Targets

On August 10, 2026, Piper Sandler maintained a Neutral rating with a price target of $80. On August 11, Citigroup kept a Buy rating, lowering its target to $96 from $112. BNP Paribas also maintained an Outperform rating with a target of $110, down from $146. Stifel held a Hold rating with a target of $80, while TD Cowen maintained a Buy rating, adjusting its target to $94 from $104. Analysts have a consensus recommendation to Buy, with a mean price target of approximately $93.47 from 15 opinions.

About Zoetis Inc.

Zoetis Inc. focuses on developing and selling medicines, vaccines, and diagnostic products for animals. The company plays a crucial role in the animal health industry, serving both companion animals and livestock. Understanding the dynamics of this market is essential, especially after such a significant change in institutional holdings.

Bottom Line

Keep an eye on Zoetis' upcoming earnings report on November 5, 2026, as well as any further institutional filings, which may provide insight into changing investor sentiment. This filing reflects positions as of the reported period and may not represent current holdings for Guyasuta Investment Advisors.