Zoetis, Inc. Class A (ZTS)

Over the last 12 months, Zoetis's stock price has decreased by 27.70%. Zoetis released its Q3 2025 earnings, reporting earnings per share of $1.70 and revenue of $2.40 billion, slightly below analyst estimates. The company declared a quarterly dividend of $0.530000 per share, payable on March 3, 2026. Zoetis announced the pricing of a $1.75 billion aggregate principal amount of convertible senior notes due 2029, with a substantial portion of the net proceeds expected to be used for repurchasing approximately $1.6 billion of common stock. Equities analysts forecast Zoetis Inc. to post 6.07 earnings per share for the current year and have set FY 2025 guidance at 6.300-6.400 EPS. The stock has experienced a decrease of 1.25% in the past month (January to February 2026).

Demand for Zoetis's livestock products tends to be seasonal, with commodity prices being a significant driver of revenue. The broader Healthcare sector, in which Zoetis operates, generally experiences a period of seasonal strength from April 25 to December 4.

Zoetis, Inc. is a global animal health company involved in the discovery, development, manufacture, and commercialization of animal health medicines, vaccines, diagnostic products and services, biodevices, genetic tests, and precision animal health products. The company caters to both livestock and companion animals, with key products including vaccines, anti-infectives, parasiticides, dermatology, pain and sedation medications, and animal health diagnostics. Blockbuster products like Simparica Trio, Apoquel, Librela, and Solensia drive revenue, with companion animal products accounting for approximately two-thirds of the company's revenue.

Zoetis operates globally, segmented into United States and International operations, marketing its products directly in approximately 45 countries and selling them in over 100 countries across North America, Europe, Africa, Asia, Australia, and South America. The company maintains an integrated supply network of 23 plants, including nine U.S. manufacturing sites.

Zoetis maintains a strong brand reputation as a global leader in animal health, driven by its commitment to innovation, strategic growth, and global expansion. Positive developments include the strong performance of flagship products like Librela and Simparica Trio, and the expansion of its Global Capability Center in Hyderabad, India. However, in February 2025, the FDA issued a warning regarding Librela's potential side effects, which could have impacted the company's brand reputation.

Zoetis Inc. has a mixed ownership structure comprising institutional, retail, and individual investors. Institutional investors hold approximately 45.32% of the company's stock. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Insiders own about 0.07% of the stock, while public companies and individual investors hold approximately 54.61%.