Zoetis (ZTS)

• Market cap: $65.2B
• 1 day: 0.12%
• 5 days: -1.7%
• 1 month: -3.43%
• 3 months: -5.13%
• 6 months: -10.54%
• Year to date: -9.54%
• 1 year: -25.13%
• 5 years: -8.56%
• 10 years: 226.02%
• Sector: Healthcare
• Industry: Drug Manufacturers - Specialty & Generic

About: Zoetis sells anti-infectives, vaccines, parasiticides, diagnostics, and other health products for animals. The firm earns roughly 35% of total revenue from production animals (cattle, pigs, poultry, and so on), and nearly 65% from companion animal (dogs, horses, cats) products. Its us business is skewed even more heavily toward companion animals, while its international business is slightly skewed toward production animals. The firm has the largest market share in the industry and was previously Pfizer's animal health unit.

Employees: 13,800

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

7% more funds holding in top 10

Funds holding in top 10: 14 [Q1] → 15 (+1) [Q2]

2.42% more ownership

Funds ownership: 92.44% [Q1] → 94.86% (+2.42%) [Q2]

8% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 138

5% more call options, than puts

Call options by funds: $248M | Put options by funds: $236M

0% more repeat investments, than reductions

Existing positions increased: 725 | Existing positions reduced: 725

4% less capital invested

Capital invested by funds: $68.1B [Q1] → $65.7B (-$2.39B) [Q2]

1% less funds holding

Funds holding: 1,866 [Q1] → 1,843 (-23) [Q2]

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $155
• Avg. target: $180
• High target: $215

4 analyst ratings

• positive: 2 50%
• neutral: 2 50%
• negative: 0 0%

Argus Research Jasper Hellweg	$190	Buy Reiterated	9 Sep 2025
Piper Sandler David Westenberg	$215	Overweight Maintained	11 Aug 2025
Leerink Partners Daniel Clark	$155	Market Perform Downgraded	17 Jul 2025
Stifel Jonathan Block	$160	Hold Downgraded	18 Jun 2025