US · Healthcare · Drug Manufacturers - Specialty & Generic
EPS came in at 1.75 against a street estimate of 1.51 — a beat of 15.9%.
Analysts rate Zoetis Inc a hold (5 buy, 11 hold, 0 sell out of 16) with an average price target of $88.38.
CAUTIOUS Q2 revenue flat, earnings down 2% organically. U.S. Companion Animal collapsed 11% amid clinic visit declines and intense competition. Livestock +11% and Diagnostics +12% provided offset. Full-year guidance slashed to -3% to +1% revenue, -9% to -5% earnings. Management deploying aggressive gross-to-net promotions to defend share. Q2 2026 U.S. Companion Animal pressured by clinic dynamics and affordability; International buoyed by emerging markets growth across Livestock, Companion Animal, and Diagnostics. Analysts pressed on pricing mechanics (gross-to-net vs. ASP), duration of promotions, and competitive product differentiation. Management clarified gross-to-net is targeted/time-bound rebates and bundling, not list-price cuts; acknowledged affordability crisis reduces 'good enough' threshold; indicated pullback only after share stabilizes, likely 6–18 months. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.54% |
| Vanguard Capital Management, LLC | 6.30% |
| Vanguard Portfolio Management, LLC | 5.77% |
| State Street Corp | 4.76% |
| State Farm Mutual Automobile Ins Co | 3.85% |
| Geode Capital Management, LLC | 3.22% |
| Wellington Management Company LLP | 2.28% |
| Morgan Stanley - Brokerage Accounts | 2.15% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $2,391 million, down from $2,422 million in the comparable 2025 period. • Nine-month 2026 revenue | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $2,391 million, down 1% reported and 1% on an organic operational basis. • Net income was $591 mil | 2026-11-05 |
| Board / officer change · Q4 2026 HEADLINE NUMBERS • Zoetis appointed Iris Knobloch to its Board of Directors, effective December 1, 2026. • The Board will increase from twelve to th | 2026-10-13 |
| Reg FD disclosure · Q4 2026 HEADLINE NUMBERS • Zoetis declared a fourth-quarter 2026 dividend of $0.53 per common share. • The dividend will be paid on December 1, 2026. • Inv | 2026-10-08 |
| Quarterly report · Q2 2026 ZOETIS INC. — FORM 10-Q SUMMARY (Q2 2026) HEADLINE NUMBERS • Revenue (6 months): $4,730 million vs. $4,672 million prior year (+1.2%) • Revenue (Q2) | 2026-08-06 |
| Board / officer change · Q3 2026 ZOETIS INC. - 8-K SUMMARY (AUGUST 6, 2026) HEADLINE NUMBERS • James Saccaro appointed as Executive Vice President, Chief Financial Officer and Chief | 2026-08-06 |
| Results announced · Q3 2026 ZOETIS INC. – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $2.5 billion, flat vs. Q2 2025 on reported basis; down 1% on organic oper | 2026-08-06 |
| Board / officer change · Q2 2026 ZOETIS INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held May 20, 2026 with 379,034,516 shares present (90.13% of voting power) • 12 dir | 2026-05-22 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.53 / share ex-date Oct 30, 2026 · pay Dec 1, 2026 | 2026-10-30 |
| Dividend | $0.53 / share ex-date Jul 20, 2026 · pay Sep 1, 2026 | 2026-07-20 |
| Dividend | $0.53 / share ex-date Apr 20, 2026 · pay Jun 2, 2026 | 2026-04-20 |
| Dividend | $0.53 / share ex-date Jan 20, 2026 · pay Mar 3, 2026 | 2026-01-20 |
| Dividend | $0.50 / share ex-date Oct 31, 2025 · pay Dec 2, 2025 | 2025-10-31 |
| Announcement | Date |
|---|---|
| Third-quarter results reported alongside full-year 2026 guidance Zoetis announced that it released its third-quarter 2026 financial results and updated guidance for full-year 2026 on November 5, 2026. The 8-K itself does not provide revenue, earnings, mar | 2026-11-05 |
| Quarterly dividend of $0.53 per share declared for fourth quarter 2026 Zoetis declared a fourth-quarter 2026 cash dividend of $0.53 per common share. Investors must own the stock by the October 30, 2026 record date to receive the dividend, which will be paid on | 2026-10-08 |
| Full year 2026 guidance provided with Q2 2026 financial results Zoetis Inc. filed an 8-K on August 6, 2026, announcing its second quarter 2026 financial results and providing updated guidance for full year 2026. The filing itself contains no specific fin | 2026-08-06 |
| Q1 2026 results reported and full year 2026 guidance provided Zoetis Inc. filed an 8-K on May 7, 2026 to disclose its first quarter 2026 financial results and provide full-year 2026 guidance. This is a routine earnings announcement filing. The 8-K itse | 2026-05-07 |
| Financial results for 2025 and guidance provided for full year 2026 Zoetis Inc., an animal health company, issued a press release on February 12, 2026, announcing its financial results for Q4 and full year 2025, along with guidance for 2026. This 8-K filing | 2026-02-12 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.