Zoetis Inc.

(New York Stock Exchange)

Top News rankings and signal summaries are processed using AI and may contain errors.

21
Somewhat Bearish -45

6 Big Funds Sold Zoetis. Should You Follow Them Before Earnings?

Guidance lowered AI-generated analysis

Six major institutional funds, including Fundsmith and Veritas Asset Management, significantly reduced or completely exited their positions in Zoetis (ZTS) during the quarter ended June 30. Fundsmith sold its entire stake of 3.88 million shares, while others like Polen Capital and Unisphere Establishment cut holdings...

Bullish Signals

  • Trades at 13.5x forward P/E, half its 28x five-year average.
  • Trades below peers Takeda and United Therapeutics on valuation.
  • Price above lowest analyst target of $74.

Bearish Signals

  • Cut 2026 guidance twice; analysts expect current fiscal earnings decline.
22
Somewhat Bullish +50

Curious about Zoetis (ZTS) Q1 Performance? Explore Wall Street Estimates for Key Metrics

AI-generated analysis

Wall Street analysts have revised their earnings expectations for Zoetis Inc. (ZTS), anticipating a quarterly earnings per share (EPS) of $1.61, which represents an 8.8% year-over-year increase. Revenue estimates stand at $2.3 billion, suggesting a 3.6% growth compared to the previous quarter. Over the last...

Bullish Signals

  • Analysts forecast Zoetis (ZTS) EPS at $1.61, an 8.8% increase.
  • Revenue expected to hit $2.3 billion, up 3.6% year-over-year.
  • EPS estimates rose 1.1% in the last 30 days.
  • Companion Animal revenue projected at $1.58 billion, up 2.3%.
  • Livestock segment shows $680.48M revenue growth of +5.5%.
  • International revenue expected to reach $1.08B, growing 6.7%.

Bearish Signals

  • Shares underperformed with -4.7% return vs S&P 500's +9.5%.
  • Holds Zacks Rank #3 (Hold) indicating limited upside potential.
  • Contract Manufacturing & Human Health revenues projected to decline -0.2%. U.S. Companion Animal revenues expected flat with marginal +0.4% increase.
  • Zoetis stock price significantly trails broader market growth despite EPS upgrades.
23
Bullish +65

Zoetis Inc. (NYSE:ZTS): A Quality Dividend Stock for Dependable Income - ChartMill

AI-generated analysis

Zoetis Inc. (NYSE:ZTS) is identified as a high-quality dividend stock suitable for income-focused investors seeking dependable payouts backed by strong fundamentals. The company, the global leader in animal health, received a ChartMill Dividend Rating of 7, a Profitability Rating of 9, and a Health Rating...

Bullish Signals

  • Exceptional Profitability Rating of 9 supported by strong earnings.
  • P/E ratio near 18 is undervalued versus history and peers.
  • Analysts predict mid-single-digit revenue and high-single-digit EPS growth.
  • Strong returns on invested capital drive efficient shareholder value.
  • Strong free cash flow provides ample liquidity for dividends.
24
Slightly Bullish +15

iA Global Asset Management Inc. Increases Position in Zoetis Inc. $ZTS

AI-generated analysis

iA Global Asset Management Inc. significantly increased its stake in Zoetis Inc. (NYSE:ZTS) by 798.4% in the first quarter, purchasing an additional 42,059 shares to hold a total of 47,327 shares valued at $5.6 million. Several other institutional investors, including Global Wealth Strategies & Associates...

Bullish Signals

  • iA Global increased Zoetis position by 798.4% in Q1.
  • Zoetis achieved 66.85% return on equity and 27.80% net margin.
  • Revenue grew 2.9% year-over-year to reach $2.26 billion.
  • Insiders increased ownership stakes significantly in May.
  • Current ratio of 3.15 and quick ratio of 1.91.

Bearish Signals

  • EPS missed by $0.07, reporting $1.53 vs $1.60 expected.
  • Revenue growth slowed to 2.9%, below analyst expectations.
  • Analysts downgraded stock; Zen and JPM lowered price targets.
  • Stock trades at $72.48, well below $85.77 50-day average.
25
Somewhat Bearish -25

5 Revealing Analyst Questions From Zoetis’s Q1 Earnings Call

AI-generated analysis

Zoetis (ZTS) reported a challenging first quarter of 2026, missing Wall Street expectations on revenue and earnings due to increased price sensitivity among pet owners, lower veterinary clinic traffic, and intensified competition. Revenue came in at $2.26 billion versus analyst estimates of $2.31 billion, representing...

Bullish Signals

  • CEO Peck targets share stabilization and affordability to ease competitive pressure.
  • Management sees strong structural demand as price promotions normalize.
  • CFO Joseph notes livestock momentum despite continued headwinds.
  • Company boosts loyalty programs instead of lowering prices for premium positioning.
  • New launches like monoclonal antibodies and Neogen integration are key catalysts.

Bearish Signals

  • Zoetis missed revenue and earnings estimates by 2.1%.
  • Full-year guidance lowered for revenue and Adjusted EPS.
  • Operating margins fell due to competitor pricing pressure.
  • CFO cites distributor inventory headwinds with no immediate rebound.
  • Analysts question competitive pressure sustainability and affordability strategies.