Guidance Cuts Impact: Zoetis shares have declined sharply following two downward revisions to 2026 earnings guidance amid softening demand in key U.S. companion animal segments. Management highlighted persistent pressures from price sensitivity and competitive intensity in dermatology products.
Segment Divergence: Offsetting weakness in U.S. pet health, the livestock business posted double-digit gains while international markets showed resilience with broad-based growth. Analysts note the company's strong margins and cash flow generation remain intact despite the near-term headwinds.
Valuation Scrutiny: Social media commentary centers on whether the current discount to historical multiples adequately reflects risks from ongoing share loss and pending legal matters, with some observers eyeing stabilization signals in upcoming quarterly results.
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, 2 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $ZTS stock by insiders over the last 6 months:
- 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.
Zoetis Revenue
Zoetis had revenues of $2.5B in Q2 2026. This is an increase of 0.33% from the same period in the prior year.
You can track ZTS financials on Quiver Quantitative's ZTS stock page.
You can access data on ZTS stock through the Quiver Quantitative API.
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 3 times. They made 1 purchase worth up to $15,000 on 06/16 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.
Zoetis Hedge Fund Activity
We have seen 658 institutional investors add shares of Zoetis stock to their portfolio, and 1,087 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MORGAN STANLEY removed 5,266,886 shares (-37.2%) from their portfolio in Q2 2026, for an estimated $378,478,427
- FLOSSBACH VON STORCH SE added 4,210,978 shares (+inf%) to their portfolio in Q2 2026, for an estimated $302,600,879
- BROWN ADVISORY INC removed 4,129,857 shares (-98.6%) from their portfolio in Q2 2026, for an estimated $296,771,524
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 4,003,981 shares (+inf%) to their portfolio in Q2 2026, for an estimated $287,726,074
- POLEN CAPITAL MANAGEMENT LLC removed 3,902,656 shares (-92.4%) from their portfolio in Q2 2026, for an estimated $280,444,860
- FUNDSMITH LLP removed 3,877,559 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $278,641,389
- BLACKROCK, INC. added 3,845,869 shares (+10.8%) to their portfolio in Q2 2026, for an estimated $276,364,146
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.
Zoetis 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:
- FIRM-FIXED PRICE PURCHASE ORDER TO OBTAIN BM86 IMMUNOMODULATOR 10DS 20ML VIALS OF INJECTABLE VACCINE FOR TH...: $99,680
- 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. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
Zoetis 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 Zoetis, check out Quiver Quantitative's $ZTS forecast page.
Zoetis Price Targets
Multiple analysts have issued price targets for $ZTS recently. We have seen 7 analysts offer price targets for $ZTS in the last 6 months, with a median target of $99.0.
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.
