NYSE

Zoetis Inc.

ZTS

10 stories

$32B Market cap · 2026-10-28

Zoetis: New Competition Changes The Story, But Not Yet The Rating

Zoetis faces U.S. companion-animal competition and softer demand, pressuring key franchises despite strong cash flow and a nearly 50%…

ZTS $32B

PV Research Sep 17 4 clicks

Portfolio Update August 2026

Portfolio update: Honeywell Aerospace was added after a 20% post-earnings drop, while vertical software remains over 35% of holdings amid…

ZTS $32BHONA $53B

D Invests Sep 3

[scuttleslops] ZTS, APO, FISV, TTD, RELY

Zoetis’s U.S. companion-animal revenue fell 6% as dermatology competition drove rebates and discounts, pushing full-year net pricing to…

ZTS $32B

scuttleblurb Aug 13 9 clicks

ZTS · long

Zoetis INC

Zoetis, the animal prescription-medicines company, is presented as a long investment despite concerns around its 2026 and 2027 outlook.

ZTS $32B

Value Investors Club May 8 3 clicks

Portfolio Update July 2026

Portfolio update trimmed Greggs and Roper Technologies after earnings, with Roper raising guidance and Greggs reporting 7.2% revenue growth…

ZTS $32BROP $43B

D Invests Aug 5 1 click

Elanco: Taking Share from Zoetis Blockbusters

Elanco’s pet health launches are taking share from Zoetis blockbusters, driving high-single-digit revenue growth and low-double-digit EPS…

ZTS $32BELAN $11B

Librarian Capital's Research Library Jul 6

Portfolio Update June 2026

Portfolio added Zoetis, Pool Corp and Tractor Supply in June, lifting holdings to 13.

ZTS $32BPOOL $7B

D Invests Jul 6

[ZTS] Zoetis could use a booster shot

Zoetis’ pet-drug blockbusters have shifted its mix from low-growth livestock medicines to durable companion-animal franchises with softer…

ZTS $32B

scuttleblurb Jun 29 5 clicks

New Buy : Zoetis 🐕

Zoetis trades near 10x EV/EBIT after its selloff, with animal-health leadership, a $9.5 billion revenue base and companion-animal demand…

ZTS $32B

D Invests Jun 26

Quick Value #315 - Zoetis (ZTS)

Zoetis trades at about 11x 2026 earnings after falling more than 60% from its peak, as disappointing launches and safety issues pressure…

ZTS $32B

Value Don't Lie May 18

Investor Letters

Letters that discuss ZTS.

Moon Capital Management 2026 Q2 letter second quarter 2026 ZTS $32BAMZN $2.6TDVA $12B
Fairtree Asset Management Fairtree Global Equity Fund Q2 2026 commentary Q2 2026 —

Tickers on this page

Companies the stories above are also about, besides ZTS.