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ZTZTS

Zoetis Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 2% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (159/wk), no spike
$ZTS·$32B·Drug Manufacturers - General·Healthcare
$76.80-0.7%YTD-39.9%1Y-50.0%
Mentions · last 7 days
2026-08-21: 26 posts2026-08-22: 20 posts2026-08-23: 13 posts159+6%
Price updated 10m ago·X counts updated 8d ago
ZTZTS
$ZTSZoetis Inc.
$76.80-0.70%159 posts+6%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ZTS, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-31

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

The animal-health pharma at the cheapest forward P/E in a decade — Q2 EPS beat, fresh CFO/COO, and a tape sitting at 7% of the 52-week range.

Zoetis is the global leader in animal-health pharmaceuticals, vaccines and diagnostics — companion animals (Simparica, Apoquel) and livestock. The equity is down 40% year-to-date and 50% T12M despite continued operational execution — a classic broken-growth-story-cheap-value setup that the tape has been slow to reprice.

  • The operating cadence is genuinely fine: Q1 revenue grew 1.9% year-over-year to $2.26B — the growth has decelerated meaningfully from prior 5-7%, but the last four EPS prints beat by -4% to +6%, and gross margins hold above 70% with 34-40% operating margins.
  • The valuation is at a company-history low: at 13x trailing earnings versus a 2016-2024 P/E range of 24-34x, Zoetis screens genuinely cheap — the FY27 EPS estimate of $7.37 (up from $6.88 FY26) means the current tape is priced for continued deceleration that consensus doesn't fully model.
  • The new CFO/COO appointment is the reset: James Saccaro joined from Baxter effective Aug 17 in a dual CFO/COO role — that's an unusually senior operational appointment for a company already earning 38% operating margins, signaling management sees an execution-optimization opportunity.
  • The insider signal is quiet: one director gift transaction and one new-officer Form 3 — for a mid-cap defensive pharma at the low, the absence of open-market selling is the neutral-to-positive read a value investor wants.

The path if the value story works is a Nov 3 Q3 print showing revenue growth stabilizing plus positive commentary from the new CFO/COO — the tape breaks the coil upward toward the $100 chart target on a re-rate toward the historical multiple range. What extends the drift is another quarter of decelerating growth or a specific pipeline setback (Simparica competition, feline product cannibalization); that's when the current 7% of the 52-week range extends the drop toward the $70 area.

Agrees with X sentimentThe bullish X take — forward P/E near 12x against a 2016-2024 range of 24-34x, Moon Capital's pitch calling that P/E 'significantly understating quality,' the last public animal-health company standing, elevated share repurchases, insider and politician buying, a rotation-into-healthcare narrative after 'AI exhaustion,' and chartists wanting back over $79 to reopen a $100 bounce target — captures the mean-reversion setup cleanly; the framing that the growth story is broken but the valuation finally makes sense is what a coiling trajectory should look like.

What to watch: The Nov 3 Q3 print — revenue growth stabilizing plus positive commentary from new CFO/COO breaks the coil upward toward $100; another quarter of decelerating growth or a specific pipeline setback is what extends the drop toward $70.

On the calendar: 2026-11-03 — Q3 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment12 posts analyzed · as of 2026-08-30

The mood on Zoetis is a bullish mean-reversion pile-in — bulls cite a forward P/E near 12x against a 2016-2024 range of 24-34x, Moon Capital's pitch calling that P/E "significantly understating quality," the last public animal-health company standing, elevated share repurchases, and insider and politician buying. A rotation-into-healthcare narrative after "AI exhaustion," plus AI-drug-research spillover from Moderna news, frame the demand pull. Chartists want back over $79 to reopen a $100 bounce target.

Read the AI verdict + X sentiment for $ZTS

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  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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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 - General sits in its cycle right now — and what that implies for $ZTS.

Drug Manufacturers - General · Healthcare

GLP-1 obesity/diabetes franchise expansion is the sector's defining growth dynamic; LLY and NVO are capturing most of the incremental spend while the industry realigns R&D pipelines. Patent cliff management — biosimilar exposure and pipeline offset — is the critical risk for legacy pharma names.

What this means for $ZTS

Partial — branded pharmaceutical revenue is exposed to patent cliff dynamics and GLP-1 category cannibalization; Zoetis Inc.

Top industry ETF

$IHEiShares U.S. Pharmaceuticals ETF
+19.1%YTD
+47.0%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 earningsTue, Nov 3·consensus EPS $1.51

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$9.7B$9.7B – $9.8B$6.88$6.79 – $7.0314
FY27$10.1B$9.9B – $10.5B$7.37$7.08 – $7.7414
FY28$10.6B$10.6B – $10.6B$7.97$7.29 – $9.1114
FY29$11.2B$11.0B – $11.5B$8.72$8.58 – $9.019
FY30$11.6B$11.5B – $11.9B$9.34$9.19 – $9.6513

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.0.8×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.7%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.+2.2%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.-25.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 418.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.2% 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.β0.735-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 13Frank A DamelioDirector6.7K sh$501KBuyMay 13Paul BisaroDirector2.0K sh$152KBuyMay 11Michael B MccallisterDirector3.0K sh$233K
+ 36 other (27 awards · 4 exempts · 3 gifts · 2 inkinds) 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

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.

+ 13 other (4 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

3 High-Yielding Dividend Stocks That Have Doubled Their Payouts in 5 Yearsfool.com·12d agoZoetis: A Solid Long-Term Buy After Harsh Drawdownseekingalpha.com·13d agoZoetis: Another Bad Quarter, Some Value Trap Risk But Shares Still Cheapseekingalpha.com·15d agoZoetis: The Growth Story Has Broken, But The Valuation Finally Makes Senseseekingalpha.com·17d agoZoetis Receives Emergency Use Authorization for Simparica Trio® (sarolaner, moxidectin, and pyrantel chewable tablets) for Treatment of New World Screwworm Infestations in Dogs and Puppiesbusinesswire.com·18d ago

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