Zoetis (NYSE:ZTS) Issues FY 2026 Earnings Guidance

Zoetis (NYSE:ZTS) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 7.000-7.100 for the period, compared to the consensus earnings per share estimate of 6.810. The company issued revenue guidance of $9.8 billion-$10.0 billion, compared to the consensus revenue estimate of $9.7 billion.

Zoetis Price Performance

Zoetis stock traded down $0.78 during mid-day trading on Thursday, reaching $127.89. 7,749,578 shares of the company’s stock traded hands, compared to its average volume of 4,687,121. The stock has a 50 day moving average of $124.16 and a two-hundred day moving average of $135.79. Zoetis has a 12-month low of $115.25 and a 12-month high of $177.00. The company has a quick ratio of 2.28, a current ratio of 3.64 and a debt-to-equity ratio of 1.31. The company has a market cap of $56.36 billion, a price-to-earnings ratio of 21.55, a PEG ratio of 2.21 and a beta of 0.96.

Zoetis (NYSE:ZTS) last announced its quarterly earnings results on Thursday, February 12th. The company reported $1.48 EPS for the quarter, beating analysts’ consensus estimates of $1.40 by $0.08. Zoetis had a net margin of 28.21% and a return on equity of 57.19%. During the same period in the prior year, the business posted $1.40 earnings per share. The company’s revenue was up 3.0% compared to the same quarter last year. Zoetis has set its FY 2026 guidance at 7.000-7.100 EPS. Equities analysts forecast that Zoetis will post 6.07 earnings per share for the current year.

Zoetis Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, June 2nd. Investors of record on Monday, April 20th will be issued a dividend of $0.53 per share. This represents a $2.12 annualized dividend and a yield of 1.7%. The ex-dividend date is Monday, April 20th. Zoetis’s dividend payout ratio is presently 35.69%.

Analyst Upgrades and Downgrades

A number of research firms have recently commented on ZTS. The Goldman Sachs Group raised Zoetis to a “buy” rating in a research note on Monday, December 15th. Barclays began coverage on shares of Zoetis in a research note on Monday, December 8th. They issued an “equal weight” rating and a $136.00 target price on the stock. KeyCorp initiated coverage on Zoetis in a research report on Thursday, November 20th. They set a “sector weight” rating for the company. UBS Group set a $136.00 price target on Zoetis in a research note on Thursday, January 29th. Finally, BTIG Research reiterated a “buy” rating and set a $160.00 target price on shares of Zoetis in a report on Wednesday, December 3rd. Five investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $152.45.

Zoetis News Summary

Here are the key news stories impacting Zoetis this week:

• Positive Sentiment: Beat on both EPS and revenue — Q4 adjusted EPS $1.48 vs. $1.40 expected and revenue of ~$2.4B (+3% YoY), showing better-than-expected near-term profitability. Zacks: Zoetis Beats Q4
• Positive Sentiment: Raised FY2026 outlook — company guided to adjusted EPS $7.00–$7.10 and revenue $9.8B–$10.0B, above consensus, implying stronger full‑year earnings power. Reuters: Zoetis Forecasts Strong 2026
• Neutral Sentiment: Companion-animal demand and international markets remain resilient and helped offset softness in the U.S.; investors are weighing geographic and category mix. Zacks: Stock Gains After Q4
• Negative Sentiment: Analysts voiced concern about the company’s pathway to sustainable growth as several key segments showed slide or softer trends, raising questions about whether guidance momentum is durable. Benzinga: Analysts Question Growth Pathway
• Negative Sentiment: Market reaction muted/negative despite the beat — commentary and the company’s outlook highlighted U.S. softness and topline pressure, prompting some investors to trim positions. Seeking Alpha: Zoetis Slips on Outlook

Institutional Investors Weigh In On Zoetis

A number of institutional investors have recently added to or reduced their stakes in ZTS. Bellevue Group AG lifted its position in Zoetis by 32.7% in the third quarter. Bellevue Group AG now owns 872 shares of the company’s stock valued at $128,000 after buying an additional 215 shares during the last quarter. Newbridge Financial Services Group Inc. increased its holdings in Zoetis by 23.7% in the 3rd quarter. Newbridge Financial Services Group Inc. now owns 1,145 shares of the company’s stock valued at $168,000 after purchasing an additional 219 shares during the last quarter. Headlands Technologies LLC purchased a new stake in Zoetis in the second quarter valued at approximately $194,000. Boothbay Fund Management LLC acquired a new position in Zoetis during the second quarter worth $202,000. Finally, MUFG Securities EMEA plc purchased a new position in shares of Zoetis during the second quarter worth $206,000. Institutional investors and hedge funds own 92.80% of the company’s stock.

About Zoetis

Zoetis Inc (NYSE: ZTS) is a global animal health company that develops, manufactures and markets a broad portfolio of products and services for companion animals and livestock. The company’s offerings include pharmaceuticals, vaccines and biologics, parasiticides and anti-infectives, as well as diagnostic instruments, consumables and laboratory testing services. Zoetis serves the veterinary community, livestock producers and other animal-health customers with products designed to prevent, detect and treat disease and to support animal productivity and welfare.

Zoetis traces its roots to the animal health business of Pfizer and became an independent, publicly traded company following a 2013 separation and initial public offering.