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ZTZTS

Zoetis Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 2% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (116/wk), no spike
$ZTS·$29B·Drug Manufacturers - Specialty & Generic·Healthcare
$79.07+0.8%YTD-43.3%1Y-44.8%
Price updated 10m ago·X counts updated 5d ago
ZTZTS
$ZTSZoetis Inc.
$79.07+0.83%116 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $ZTS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

116X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $ZTS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 64% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-09-08

Zoetis breakout above the upper trendline would signal the bottom is in, and 4 different politicians have already bought the dip (Cisneros, Khanna, Fleishman, Donalds). $132 PT is being circulated.

Read what X is saying about $ZTS

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ZTS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Zoetis is a quality animal-health compounder at the absolute 52-week floor — political insider buying is doing the signaling.

Zoetis is the global leader in animal-health drugs — companion-animal pharmaceuticals, livestock vaccines, and parasiticides. The business is still a quality compounder; the stock has lost half its value in 12 months.

  • The economics are elite: Q1 revenue +1.9% YoY at a 37.6% operating margin and ROIC of 21.8% — slower growth than historical, but profitability is intact and the Librela franchise is maturing cleanly.
  • 52-week range position is 0.2% at $69.09 — this is capitulation territory for a quality name, and PE 12.7x on a 37% operating margin business is cheap by any sector reference.
  • The political signal is specific: four different members of Congress (Cisneros, Khanna, Fleishman, Donalds) have bought the dip disclosed in filings — rare bipartisan politician accumulation on an animal-health leader at the floor.

Nov 5 Q3 is the gate — any Librela franchise reacceleration plus clean operating-margin print extends the stock off the floor. Another sales slowdown or margin compression and the stock stays pinned at the 52-week low despite insider conviction.

Agrees with X sentimentThe thread has substantive drivers — four named politicians disclosed buying the dip, $132 PT framing, upper-trendline-break-equals-bottom technical read — all grounded in actual filings and chart structure.

What to watch: Nov 5 Q3 — Librela franchise sales trajectory, operating margin, companion-animal growth, and any FY27 guide. Another sales slowdown or margin compression is the clear invalidator.

On the calendar: 2026-11-05 — Q3 earnings

Read the AI verdict on $ZTS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

World's largest animal health company, selling vaccines, medicines, and diagnostics to livestock farmers and companion animal veterinarians in 100+ countries.

Industry overviewAI analysisGenerated by AI from underlying data

Where Drug Manufacturers - Specialty & Generic sits in its cycle right now — and what that implies for $ZTS.

Drug Manufacturers - Specialty & Generic · Healthcare

Specialty pharma is bifurcating — GLP-1 adjacent programs attract premium valuations while generic manufacturers face pricing erosion from FDA approval backlogs clearing. Biosimilar launches of adalimumab (Humira), ustekinumab, and etanercept are accelerating branded erosion timelines, while mid-tier specialty pharma focuses on complex generics (ophthalmic, inhalation) to sustain margins.

What this means for $ZTS

Neutral — World's largest animal health company, selling vaccines, medicines, and diagnostics to livestock farmers and companion animal veterinarians in 100+ countries.

Top industry ETF

$IHEiShares U.S. Pharmaceuticals ETF
+14.5%YTD
+36.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
12.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
21.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
37.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
62.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
70.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$1.87$1.85+1.1%
Q1 2026May 7, 2026$1.53$1.60-4.4%
Q4 2025Feb 12, 2026$1.48$1.40+5.7%
Q3 2025Nov 4, 2025$1.70$1.62+4.9%
Next earningsThu, Nov 5·consensus EPS $1.52

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$2.3B+1.9%71.7%36.3%$1.42$291.0M
Q4 FY25$2.4B+3.0%68.9%34.6%$1.38$732.0M
Q3 FY25$2.4B+0.5%70.2%39.0%$1.63$805.0M
Q2 FY25$2.5B+4.2%72.3%40.2%$1.61$308.0M

Forward consensus

5-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$9.3B$9.1B – $9.4B$6.25$6.23 – $6.3011
FY27$9.4B$8.9B – $9.8B$6.46$6.10 – $6.8913
FY28$9.8B$9.0B – $11.1B$7.01$5.88 – $8.1814
FY29$10.3B$9.8B – $10.9B$8.11$7.61 – $8.758
FY30$10.9B$10.3B – $11.5B$9.06$8.50 – $9.7812

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.12%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+6.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-18.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 412.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.745-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyMay 13Paul BisaroDirector2.0K sh$152KBuyMay 13Frank A DamelioDirector6.7K sh$501KBuyMay 11Michael B MccallisterDirector3.0K sh$233K
+ 28 other (20 awards · 4 exempts · 2 inkinds · 2 gifts) in window

See when $ZTS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDOct 88-K — Item 7.01: Press release / Reg FD
3New insider — initial holdingsAug 243
AI summary

A new Zoetis director or officer filed Form 3 reporting no securities beneficially held — Table I explicitly states 'No securities beneficially held' with zero shares. Routine initial ownership disclosure with zero holdings; no material market impact.

8-KOfficer or director changeAug 68-K — Item 5.02: Officer or director change
AI summary

Zoetis Inc. appointed James Saccaro, age 53, as Executive Vice President, Chief Financial Officer, and Chief Operating Officer, effective August 17, 2026. Saccaro joins from GE HealthCare Technologies and previously served as EVP and CFO of Baxter International from July 2015 to May 2023; his offer letter provides a $1,000,000 annual base salary, a 100%-of-base annual incentive, and a $5,000,000 long-term incentive target (50% PSUs, 25% RSUs, 25% options). The simultaneous CFO and COO appointment gives Saccaro an unusually broad mandate spanning financial strategy and global manufacturing — materially broader than a standard CFO succession.

3/ANew insider — initial holdingsJul 143/A
AI summary

Zoetis (ZTS) filed a Form 3/A (amendment to Form 3) on July 14, 2026, correcting or supplementing an initial Section 16 ownership report for an officer or director. The excerpt does not detail the specific amendment content or the reporting person's name. Form 3/A amendments typically correct errors in the original filing or add omitted securities. No material new ownership information was discernible from the excerpt.

3New insider — initial holdingsJun 173
AI summary

Abhay U. Nayak filed an initial Form 3 for Zoetis Inc. upon re-becoming a Section 16 officer (EVP) effective June 15, 2026; the filing also corrects unreported transactions between October 11, 2022 and June 15, 2026, disclosing RSUs for approximately 5,904 common shares, stock options at exercise prices from $129.13 to $196.14, and phantom stock units. Corrective initial ownership disclosure covering a 3.5-year reporting gap; no new equity was awarded — only previously unreported existing grants are now captured.

8-KOfficer or director changeMay 228-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Zoetis Inc. (ZTS) filed an 8-K on May 20, 2026 disclosing a personnel change (Item 5.02) and annual shareholder meeting vote results (Item 5.07). Zoetis is a Parsippany, New Jersey-based animal health company listed on the NYSE. The excerpt does not identify the executive involved; annual meeting results are routine, but an officer change at a large-cap pharma company merits attention depending on the role.

8-KPress release / Reg FDMay 208-K — Item 7.01: Press release / Reg FD
AI summary

Zoetis Inc. (ZTS) filed an 8-K on May 20, 2026 under Item 7.01 (Regulation FD Disclosure). Zoetis is a Parsippany, New Jersey-based animal health company listed on the NYSE. Reg FD disclosures typically accompany investor presentations; for a large-cap animal health company, such disclosures may contain product pipeline updates or market guidance.

+ 9 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 11-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Zoetis Appoints Iris Knobloch to its Board of Directorsbusinesswire.com·4d ago10 Dividend Growth Stocks: October 2026seekingalpha.com·5d agoTop 50 High-Quality Dividend Growth Stocks For October 2026seekingalpha.com·5d agoZoetis (ZTS) Outpaces Stock Market Gains: What You Should Knowzacks.com·7d agoA Once-in-a-Decade Opportunity: 2 Magnificent Dividend Stocks Down 34% to 52% I'm Buying Right Nowfool.com·7d ago

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Voices on X · last 7 days

No standout posts about $ZTS on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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