Market Cap
$28.9B
ZTS
Zoetis Inc.
$69.69 ▲ +0.85%
Prev close $69.10Market cap$28.9B
ConsensusHold
12-mo target$96.00 (+37.8%)
▲ Neutral
Analyst conviction 5/10
Insider Buying Cluster (3 insiders)High Impact Filing (7/10)32 New Institutional Positions18 Institutional ExitsCongressional Activity (2) Biotech & Drug Discovery
Snapshot
The big-picture read on ZTS right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (50%)
Inst. Holders
50 funds
Inst. Value
$20.2B
Inst. Activity
32 buys / 18 sells
Insider Activity
$886.4K buy / $0.00 sell
Insider Net $
$886.4K
Social Sentiment
54° Neutral
SEC Reports
6
Congressional
6 trades
Price chart 30d -8.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 18, 2026 short_volume
Short Volume: ZTS — 57.8% short (0.8M / 1.4M)
Short: 815,940 | Exempt: 30 | TRF Vol: 1,411,369 | Short Ratio: 57.8% | Off-exchange volume (dark po
Sep 17, 2026 Insider
Stetter Mark was granted 342.372 shares
Director @ $73.02 ($25.0K)
Aug 31, 2026 Insider
SACCARO JAMES was granted 81,063 shares
EVP, CFO & COO
Aug 7, 2026 Insider
Aug 6, 2026 SEC DAMELIO FRANK A gifted 6,650 shares
Director
Zoetis reported Q2 2026 adjusted EPS of $1.87, a 1% beat vs. $1.85 consensus, but revenue of $2.468B slightly missed the
8-K — Impact 7/10
Jul 17, 2026 Congress
Gilbert Cisneros sell
$1,001 - $15,000 — House
Jul 7, 2026 Congress
Ro Khanna buy
$1,001 - $15,000 — House
Jun 30, 2026 Inst.
MORGAN STANLEY — TRIM
8,878,849 shares ($638.0M)
Analyst ratings buy % -29.6%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
50% rate it Buy or better · 24 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 25, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Aug 20, 2026 | Stifel | MAINTAIN | Hold | 54% |
| Aug 11, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 11, 2026 | BNP Paribas | MAINTAIN | Outperform | — |
| Aug 10, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Aug 7, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 7, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 6, 2026 | William Blair | DOWNGRADE | Market Perform | 51% |
| Jul 27, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 22, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 8 | 12 | 0 | 0 | 50% | |
| Aug 1, 2026 | 5 | 8 | 11 | 0 | 0 | 54% | |
| Jul 1, 2026 | 5 | 8 | 11 | 0 | 0 | 54% | |
| Jun 1, 2026 | 6 | 8 | 10 | 0 | 0 | 58% | |
| May 1, 2026 | 7 | 9 | 9 | 0 | 0 | 64% | |
| Apr 1, 2026 | 6 | 9 | 10 | 0 | 0 | 60% | |
| Mar 1, 2026 | 6 | 10 | 9 | 0 | 0 | 64% | |
| Feb 1, 2026 | 6 | 10 | 8 | 0 | 0 | 67% |
Price targets
Where 14 covering analysts think ZTS trades over the next 12 months.
$96.00 +37.8% upside Strong Buy
Current$69.69 Low$80.00 Median$89.50 High$155.00 14 analysts
$80.00$155.00
Analyst rating Buy· 2.3/5 as of Oct 2, 2026
Social media sentiment mood -20.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
54°
Neutral
BearishNeutralBullish
Recent posts
ZTS: priced for terminal decline. Reverse DCF says the market is asleep.
▲ 1 · 💬 0· ⚡ 0.5
Anyone buying the ZTS dip ?
▲ 1 · 💬 5· ⚡ 0.5
Rate this portfolio construction plan, what am I missing?
▲ 1 · 💬 0· ⚡ 0.5
FLESH-EATING WORM MIGRATION = ZTS Moon 🌑
▲ 1 · 💬 0· ⚡ 0.5
Intel Grandma is eating good this year
▲ 1 · 💬 1· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
6 SEC filing reports analyzed · 0 bullish, 3 bearish, 0 mixed, 3 neutral · avg impact 4.3/10.
BEARISH8-K7/10
Zoetis reported Q2 2026 adjusted EPS of $1.87, a 1% beat vs. $1.85 consensus, but revenue of $2.468B
Aug 6, 2026
NEUTRALCLUSTER2/10
Two Zoetis directors made open-market purchases totaling $653K on May 13, 2026, a modest 0.002% of m
May 21, 2026
NEUTRAL8-K2/10
Zoetis declared a Q3 2026 dividend of $0.53 per share, payable September 1, 2026 to holders of recor
May 20, 2026
BEARISH8-K7/10
Zoetis Q1 2026 adjusted EPS of $1.53 missed consensus of $1.62 (-5.6%), and FY2026 guidance was lowe
May 7, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 18, 2026
short_volume
Short Volume: ZTS — 57.8% short (0.8M / 1.4M)
Short: 815,940 | Exempt: 30 | TRF Vol: 1,411,369 | Short Ratio: 57.8% | Off-exchange volume (dark pool + OTC)
Sep 17, 2026
short_volume
Short Volume: ZTS — 60.6% short (0.9M / 1.4M)
Short: 865,275 | Exempt: 3,791 | TRF Vol: 1,428,659 | Short Ratio: 60.6% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: ZTS — 5.1M shares, 85,702 trades
Week starting 2026-09-07. Total ATS volume: 5,088,779 shares across 85,702 trades.
Aug 31, 2026
dark_pool
Dark Pool: ZTS — 4.3M shares, 88,205 trades
Week starting 2026-08-31. Total ATS volume: 4,266,993 shares across 88,205 trades.
Aug 24, 2026
dark_pool
Dark Pool: ZTS — 4.2M shares, 83,423 trades
Week starting 2026-08-24. Total ATS volume: 4,175,203 shares across 83,423 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.51 | $1.46–$1.61 | -10.9% | +0.4% | 0↑ 13↓ | $2.3B | 13 |
| Next Q | $1.30 | $1.23–$1.36 | -12.4% | -0.3% | 0↑ 13↓ | $2.2B | 12 |
| Current FY | $6.21 | $6.18–$6.26 | -3.1% | +0.0% | 0↑ 15↓ | $9.2B | 14 |
| Next FY | $6.54 | $6.08–$7.62 | 5.4% | +0.2% | 0↑ 15↓ | $9.5B | 16 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.514 | — |
| 7d ago | $1.508 | +0.006 |
| 30d ago | $1.508 | +0.006 |
| 60d ago | $1.843 | -0.329 |
| 90d ago | $1.846 | -0.331 |
Institutional ownership
Which big funds own ZTS (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $20.2B total value (280,732,244 shares) as of 2026-Q2. Top holders: Erste, BlackRock,, VANGUARD. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 39,430,181 | $2.8B | 14.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 26,027,984 | $1.9B | 9.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 23,860,445 | $1.7B | 8.5% | — |
| STATE STREET CORP | 19,667,723 | $1.4B | 7.0% | — |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 15,892,903 | $1.1B | 5.7% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 13,289,622 | $951.8M | 4.7% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 9,423,895 | $677.2M | 3.4% | — |
| MORGAN STANLEY | 8,878,849 | $638.0M | 3.2% | TRIM -37.2% |
| NORDEA INVESTMENT MANAGEMENT AB | 6,592,578 | $471.7M | 2.3% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | TRIM | 14,145,735 | 8,878,849 | -37.2% | $638.0M |
| NORGES BANK | NEW | — | 4,689,847 | — | $337.0M |
| FLOSSBACH VON STORCH SE | NEW | — | 4,210,978 | — | $302.6M |
| Amundi | ADD | 3,166,361 | 3,988,618 | +26.0% | $286.6M |
| UBS Group AG | ADD | 2,799,543 | 3,643,241 | +30.1% | $261.8M |
| CITADEL ADVISORS LLC | DOUBLED | 501,011 | 3,188,263 | +536.4% | $229.1M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 1,975,559 | 3,137,442 | +58.8% | $225.5M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | DOUBLED | 853,063 | 2,416,056 | +183.2% | $173.6M |
| BARCLAYS PLC | ADD | 1,809,925 | 2,302,737 | +27.2% | $165.5M |
| Qube Research & Technologies Ltd | NEW | — | 2,279,333 | — | $163.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
16 insiders, 50 transactions. Net $886.4K — $886.4K bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 17, 2026 | Stetter Mark | Director | AWARD | 342.372 | $73.02 | $25.0K |
| Aug 31, 2026 | SACCARO JAMES | EVP, CFO & COO | AWARD | 81,063 | — | — |
| Aug 7, 2026 | DAMELIO FRANK A | Director | GIFT | 6,650 | — | — |
| Jul 10, 2026 | PECK KRISTIN C | Chief Executive Officer | AWARD | 616.089 | $26.22 | $16.2K |
| Jul 10, 2026 | Esch Kevin | Executive Vice President | AWARD | 308.046 | $26.22 | $8.1K |
| Jul 10, 2026 | Nayak Abhay U | Executive Vice President | AWARD | 214.616 | $26.22 | $5.6K |
| Jul 10, 2026 | Sarbaugh Keith | Executive Vice President | AWARD | 259.638 | $26.22 | $6.8K |
| Jul 10, 2026 | Lagano Roxanne | Executive Vice President | AWARD | 314.645 | $26.22 | $8.2K |
| Jul 10, 2026 | Joseph Wetteny | Chief Financial Officer | AWARD | 363.053 | $26.22 | $9.5K |
| Jul 10, 2026 | FULLER JULIE | Executive Vice President | AWARD | 314.645 | $26.22 | $8.2K |
Congressional trades
ZTS trades disclosed by members of Congress, with disclosure delay.
4 members · 5 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 17, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | Zoetis Inc | Sep 7, 2026(53d) |
| Jul 7, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Zoetis Inc | Aug 12, 2026(37d) |
| Jun 16, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Zoetis Inc | Jul 3, 2026(18d) |
| Jun 9, 2026 | Chuck Fleischmann | R | HOUSE | BUY | $15,001 - $50,000 | Zoetis Inc | Jul 13, 2026(35d) |
| Jun 9, 2026 | Byron Donalds | R | HOUSE | BUY | $1,001 - $15,000 | Zoetis Inc | Jul 16, 2026(38d) |
| Jun 9, 2026 | Byron Donalds | R | HOUSE | BUY | $1,001 - $15,000 | Zoetis Inc | Jul 16, 2026(38d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ZTS.
Shares short
17,390,071
Settlement Sep 15, 2026
Change vs prior
-10.5%
Semi-monthly cycle
Days to cover
3.8
At avg daily volume
Of shares outstanding
≈4.2%
Estimate — not % of float
All ZTS filing & press-release reports (6)
- 8-K reportAug 6, 2026
- CLUSTER reportMay 21, 2026
- 8-K reportMay 20, 2026
- 8-K reportMay 7, 2026
- COURT-RULING reportApr 21, 2026
- DEFA14A reportApr 8, 2026