Zoetis, Inc. Class A (ZTS)

Zoetis's stock price has experienced a decline of 16.29% between July 18, 2024, and July 17, 2025, and over the past six months, the stock has fallen by 11.71%. Leerink Partners downgraded Zoetis from "Outperform" to "Market Perform" on July 17, 2025, and Stifel downgraded Zoetis from "Buy" to "Hold" on June 18, 2025. Zoetis reported its first-quarter 2025 results on May 6, 2025, with revenue increasing by 2% in the U.S. segment and 4% internationally, driven by companion animal products. The company also announced a quarterly dividend of $0.50, payable on September 3, 2025, with an ex-dividend date of July 18, 2025.

Demand for Zoetis's products exhibits some seasonality, particularly within its Livestock segment, where commodity prices influence consumer demand. The livestock market has faced challenges, such as those experienced during the COVID-19 pandemic, which impacted demand and distribution channels. In contrast, the Companion Animal segment tends to show more consistent growth, driven by increasing pet ownership and spending on pet care. Zoetis actively invests in direct-to-consumer advertising and digital marketing to support its companion animal products, indicating a less seasonal market.

Zoetis Inc. is a global animal health company that discovers, develops, manufactures, and commercializes veterinary medicines, vaccines, diagnostic products, and services. Spun off from Pfizer in 2013, Zoetis is an independent, publicly traded company and the world's largest producer of animal health products. The company operates within the Healthcare sector, specifically in the Pharmaceuticals: Major industry. Zoetis's business is diversified across Companion Animals (65% of revenue) and Livestock (34%). Major product categories include parasiticides, vaccines, dermatological products, anti-infectives, pain relievers, diagnostic products and services, medicated feed additives, other pharmaceutical products, biodevices, genetic tests, and precision animal health technology.

Zoetis has a significant global presence, directly marketing its products in approximately 45 countries and selling them in more than 100 countries worldwide. Operations outside the United States accounted for 50% of the total revenue in 2013. The company's global network allows it to meet varied regional demands and adapt to diverse market dynamics. Zoetis is also targeting growth in emerging markets, particularly in Asia and Latin America.

Zoetis's brand reputation is closely tied to the perceived safety, quality, and efficacy of its products. The company emphasizes its commitment to innovation, with a strong R&D pipeline and a track record of bringing new products to market. Zoetis has also focused on strategic acquisitions to expand its product portfolio and geographic presence, which can positively impact its reputation. No specific negative events significantly impacting Zoetis's brand reputation in the past year were found in the provided search results.

Zoetis Inc. has significant institutional ownership, with 2,877 institutional owners and shareholders holding a total of 467,107,810 shares, representing approximately 92.80% of shares held by institutional shareholders. Major institutional owners include Vanguard Group Inc., BlackRock Inc., State Street Corp., State Farm Mutual Automobile Insurance Co., Morgan Stanley, Geode Capital Management, LLC, Alliancebernstein L.P., and Polen Capital Management LLC. Pershing Square Capital Management LP is a significant individual shareholder, owning 24.97 million shares, representing 5.61% of the company.