Zoetis Gains as VitalRADS Deal Boosts Diagnostics Narrative

Zoetis (ZTS) is up 3.0% today. Here is some analysis on what might have caused this price movement.

Analysis: The clearest fresh catalyst appears to be Zoetis’ agreement to acquire VitalRADS, a veterinary teleradiology platform that strengthens the company’s diagnostics business and adds to its AI-enabled offering for clinics. The gain may also reflect investors repositioning ahead of the company’s August 6 second-quarter earnings call after a difficult stretch for the stock.

Details:

Zoetis announced on July 14 that it will acquire VitalRADS, adding specialist-led radiology services, imaging workflow tools, and cloud-based diagnostic capabilities.

The company said the transaction expands its Virtual Reference Laboratory and complements existing diagnostics platforms such as Vetscan Imagyst and Vetscan Opticell.

Zoetis has already scheduled its second-quarter 2026 earnings webcast for August 6, which can draw speculative buying when investors expect updated commentary on demand trends, diagnostics growth, and capital allocation.

This could also be a rebound move after recent weakness, with the stock still trading below several early-July analyst price targets even after those targets were reduced.

Sources:

Zoetis, Zoetis Investor Relations, Stock Analysis

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$ZTS Insider Trading Activity

$ZTS insiders have traded $ZTS stock on the open market 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $ZTS stock by insiders over the last 6 months:

KRISTIN C PECK (Chief Executive Officer) has made 0 purchases and 2 sales selling 20,000 shares for an estimated $2,540,964.
FRANK A DAMELIO purchased 6,650 shares for an estimated $501,343
PAUL BISARO purchased 2,000 shares for an estimated $151,750

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$ZTS Hedge Fund Activity

We have seen 658 institutional investors add shares of $ZTS stock to their portfolio, and 807 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

J. STERN & CO. LLP removed 23,877,298 shares (-99.2%) from their portfolio in Q1 2026, for an estimated $2,822,535,396
FIL LTD added 3,352,730 shares (+157.1%) to their portfolio in Q1 2026, for an estimated $396,326,213
RUANE, CUNNIFF & GOLDFARB L.P. added 2,425,010 shares (+inf%) to their portfolio in Q1 2026, for an estimated $286,660,432
RAYMOND JAMES FINANCIAL INC added 2,246,122 shares (+244.0%) to their portfolio in Q1 2026, for an estimated $265,514,081
UNISPHERE ESTABLISHMENT removed 2,000,000 shares (-41.7%) from their portfolio in Q1 2026, for an estimated $236,420,000
BLACKROCK, INC. removed 1,766,511 shares (-4.7%) from their portfolio in Q1 2026, for an estimated $208,819,265
SOUTHPOINT CAPITAL ADVISORS LP added 1,700,000 shares (+340.0%) to their portfolio in Q1 2026, for an estimated $200,957,000

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$ZTS Government Contracts

We have seen $1,261,528 of award payments to $ZTS over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$ZTS Congressional Stock Trading

Members of Congress have traded $ZTS stock 6 times in the past 6 months. Of those trades, 4 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $ZTS stock by members of Congress over the last 6 months:

REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 4 times. They made 2 purchases worth up to $30,000 on 06/16, 02/10 and 2 sales worth up to $30,000 on 04/14, 03/13.
REPRESENTATIVE BYRON DONALDS has traded it 2 times. They made 2 purchases worth up to $30,000 on 06/09 and 0 sales.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$ZTS Analyst Ratings

Wall Street analysts have issued reports on $ZTS in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

HSBC issued a "Buy" rating on 07/06/2026

To track analyst ratings and price targets for $ZTS, check out Quiver Quantitative's $ZTS forecast page.

$ZTS Price Targets

Multiple analysts have issued price targets for $ZTS recently. We have seen 9 analysts offer price targets for $ZTS in the last 6 months, with a median target of $104.0.

Here are some recent targets:

Rajesh Kumar from HSBC set a target price of $95.0 on 07/06/2026
Glen Santangelo from Barclays set a target price of $85.0 on 07/01/2026
Steve Scala from TD Cowen set a target price of $104.0 on 06/30/2026
Jonathan Block from Stifel set a target price of $85.0 on 06/26/2026
Daniel Grosslight from Citigroup set a target price of $112.0 on 05/18/2026
Chris Schott from JP Morgan set a target price of $130.0 on 05/08/2026
Andrea Alfonso from UBS set a target price of $99.0 on 05/08/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.