Earnings disappointment: Zoetis shares tumbled more than 20 percent after first-quarter results revealed a stark slowdown, dominating social media conversations on Thursday. U.S. companion animal revenue plunged 11 percent amid pet owner price sensitivity and reduced veterinary visits, prompting a cut to full-year guidance. Investors expressed frustration over the abrupt reversal from prior growth trends.
Core challenges surface: Generic competition battered key products like Convenia and Cerenia, while flagship dermatology and parasiticide lines faced intensifying rivalry. Although livestock and international segments provided some offset, the domestic core business raised alarms about macroeconomic headwinds. Social media highlighted the unmasking of underlying demand weakness beyond one-time accounting boosts.
Opportunistic views: Despite the rout, some participants eyed the sell-off as excessive, pointing to enduring pet humanization trends and a promising pipeline of innovations. Analyst reaffirmations of overweight ratings with lofty targets added to dip-buying rationales. Discussions framed Zoetis as a potential turnaround play in animal health.
Note: This discussion summary was generated from an AI condensation of post data.
Zoetis Insider Trading Activity
Zoetis insiders have traded $ZTS stock on the open market 2 times in the past 6 months. Of those trades, 0 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.
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.
Zoetis Revenue
Zoetis had revenues of $2.3B in Q1 2026. This is an increase of 1.89% from the same period in the prior year.
You can track ZTS financials on Quiver Quantitative's ZTS stock page.
Zoetis Congressional Stock Trading
Members of Congress have traded $ZTS stock 5 times in the past 6 months. Of those trades, 3 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 3 purchases worth up to $45,000 on 02/10, 12/19, 11/18 and 1 sale worth up to $15,000 on 03/13.
- SENATOR MARKWAYNE MULLIN sold up to $50,000 on 11/10.
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.
Zoetis Hedge Fund Activity
We have seen 697 institutional investors add shares of Zoetis stock to their portfolio, and 1,066 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- J. STERN & CO. LLP added 23,877,416 shares (+12431.2%) to their portfolio in Q4 2025, for an estimated $3,004,256,481
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 12,190,736 shares (-76.1%) from their portfolio in Q4 2025, for an estimated $1,533,838,403
- VANGUARD GROUP INC added 5,474,210 shares (+12.9%) to their portfolio in Q4 2025, for an estimated $688,765,102
- WELLINGTON MANAGEMENT GROUP LLP added 2,853,563 shares (+33.4%) to their portfolio in Q4 2025, for an estimated $359,035,296
- NORDEA INVESTMENT MANAGEMENT AB added 2,179,578 shares (+79.2%) to their portfolio in Q4 2025, for an estimated $274,234,503
- POLEN CAPITAL MANAGEMENT LLC removed 1,954,242 shares (-26.0%) from their portfolio in Q4 2025, for an estimated $245,882,728
- VAN ECK ASSOCIATES CORP added 1,740,113 shares (+269.0%) to their portfolio in Q4 2025, for an estimated $218,941,017
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.
Zoetis Government Contracts
We have seen $1,280,050 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:
- THIS IS A DELIVERY ORDER FOR WIRE TIES FOR THE USDA, AMS, COTTON AND TOBACCO PROGRAM; THIS IS THE FIRST DEL...: $503,000
- NM - NEW MEXICO ESFO - CHEMICAL IMMOBILIZATION DRUG (TELAZOL) FOR MEXICAN WOLF RECOVERY PROGRAM: $35,520
- RABIES VACCINES FOR OEHE WITH BASE AND FOUR OPTIONS: $15,000
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Zoetis Analyst Ratings
Wall Street analysts have issued reports on $ZTS in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 11/12/2025
- Morgan Stanley issued a "Overweight" rating on 11/10/2025
To track analyst ratings and price targets for Zoetis, check out Quiver Quantitative's $ZTS forecast page.
Zoetis Price Targets
Multiple analysts have issued price targets for $ZTS recently. We have seen 8 analysts offer price targets for $ZTS in the last 6 months, with a median target of $138.0.
Here are some recent targets:
- Andrea Alfonso from UBS set a target price of $130.0 on 04/28/2026
- Daniel Grosslight from Citigroup set a target price of $145.0 on 04/15/2026
- Michael Ryskin from B of A Securities set a target price of $140.0 on 02/13/2026
- David Westenberg from Piper Sandler set a target price of $135.0 on 01/22/2026
- Glen Santangelo from Barclays set a target price of $136.0 on 12/09/2025
- Mark Massaro from BTIG set a target price of $160.0 on 12/03/2025
- Jonathan Block from Stifel set a target price of $130.0 on 11/18/2025
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.
