Zoetis IncNYSE: ZTS
Health Care · Pharmaceuticals
$114.35
-0.54%
Vol: 4.8M
Research Digest
Friday, May 1, 2026
Zoetis to report Q1 2026 earnings on May 7 with expected EPS of $1.61, up 8.8% year-over-year; company announced $160 million acquisition of Neogen animal genomics business expected in H2 2026.
Zoetis will host an earnings call on May 7, 2026 to review Q1 2026 financial results, with analysts expecting EPS of $1.61, up 8.8% year-over-year. The company announced a definitive agreement to acquire Neogens animal genomics business for $160 million, expected to close in the second half of 2026, accelerating precision animal health innovation. The company faces mixed analyst sentiment with UBS lowering its price target to $130 from $136, offset by Citi initiating coverage with a Buy rating on April 8, 2026.
Previous Market Intelligence
13 daysApr 30Zoetis faces mixed outlook as UBS lowers price target amid growth concerns and competitive pressuresNeutral▶
Zoetis reported Q4 2025 revenue of $2.4 billion (+3% reported, +4% organic) and full-year 2025 revenue of $9.5 billion (+2% reported, +6% organic). The company guides 2026 revenue of $9.825-$10.025 billion with 3-5% organic growth and adjusted EPS of $7.00-$7.10. Recent regulatory wins include Health Canada approval for Portela for osteoarthritis in cats and European Commission marketing authorization for Lenivia for dogs. However, UBS lowered price target to $130 from $136 on April 28, citing growth concerns. Citi initiated coverage with Buy rating on April 15. The stock is facing declining momentum despite analyst expectations showing potential growth in the animal health market.
Apr 29Zoetis to acquire Neogen's animal genomics business for $160M to expand precision health capabilitiesPositive▶
Zoetis will acquire Neogen's animal genomics business for $160 million, closing in H2 2026, enhancing Precision Animal Health with five global labs and expanded genotyping/sequencing platforms. Health Canada approved Portela (relfovetmab injection) for feline osteoarthritis pain. European Commission granted marketing authorization for Lenivia (izenivetmab) for canine osteoarthritis pain. Zoetis reported Q4 2025 revenue of $2.4B (+3% reported, +4% organic) and Q4 net income of $603M. The company priced $1.75 billion of 0.25% convertible senior notes due 2029.
Apr 16Citi initiates Zoetis with Buy rating and $145 price target; company secured regulatory approvals for osteoarthritis products Lenivia and Portela.Positive▶
Zoetis announced Q1 2026 financial results webcast scheduled for May 7, 2026. Citi initiated coverage with a Buy rating and $145 price target, naming Zoetis its top pick in the animal health group. The company received regulatory approvals in Canada and EU for long-acting osteoarthritis pain products Lenivia and Portela, with commercial launches expected in 2026. Zoetis priced $1.75B of convertible senior notes and plans to repurchase approximately $1.6B of common stock. Board declared $0.53/share Q2 2026 dividend. Stock has shown mixed sentiment with recent analyst coverage adjustments.
Apr 15ZTS announced 2026 revenue guidance of $9.825-$10.025 billion with adjusted EPS of $7.00-$7.10 and Q1 earnings call scheduled for May 7.Neutral▶
Zoetis provided full-year 2026 revenue guidance of $9.825-$10.025 billion with diluted EPS of $6.65-$6.75 reported or $7.00-$7.10 adjusted, expecting 3-5% organic operational revenue growth. Q1 2026 earnings conference call scheduled for May 7, 2026. Board declared $0.53 dividend per share for Q2 2026 payable June 2 to shareholders of record April 20.
Apr 14Zoetis declares $0.53 Q2 2026 dividend and faces activism pressure on written-consent voting rights ahead of May 6 annual meeting.Mixed▶
Zoetis announced a $0.53 per share dividend for Q2 2026, payable June 2, 2026. The company is addressing shareholder activism from investor John Chevedden, urging shareholders to vote against a written-consent proposal at the May 6, 2026 annual meeting. The company approved acquisitions including Neogen animal genomics business for $160M and received regulatory approvals for osteoarthritis treatments Portela (cats) and Lenivia (dogs). Q1 2026 earnings are scheduled for May 7, 2026.
Apr 13Zoetis declared Q2 2026 dividend and faces shareholder activism vote on written-consent rights at May 6 annual meeting.Neutral▶
Zoetis Inc. declared a $0.53 per share dividend for Q2 2026. The company reported organic revenue and adjusted net income growth in Q1, with 3.0% YoY revenue increase and FY2026 EPS guidance of 7.00-7.10. Management filed a definitive proxy statement urging shareholders to vote against activist John Chevedden's written-consent rights proposal. Key 2026 pipeline catalysts include launches of Portela and Lenivia. Stock near $117.86.
Apr 10Zoetis maintains flat trading as Bank of America holds Hold rating; dividend declared and Q1 earnings call scheduled.Neutral▶
Zoetis (ZTS) remained flat on April 9, trading within a $118-$120 range. Bank of America Securities maintained a Hold rating with a $140 price target on April 8. Zoetis declared a Q2 2026 dividend of $0.53 per share payable June 2. The company will host a Q1 2026 earnings webcast on May 7.
Apr 9Zoetis Priced $1.75B Convertible Notes, Regulatory Approvals for Pain Relief ProductsMixed▶
Zoetis Inc. priced $1.75B of 0.25% convertible senior notes due 2029 on April 8, 2026, intending to repurchase ~$1.6B of common stock. Health Canada approved Portela (relfovetmab) for osteoarthritis pain in cats; EU approved Lenivia (izenivetmab) for dog osteoarthritis pain. Company announced Neogen animal genomics acquisition in March 2026. Q4 2025 revenue $2.4B (+3% reported, +4% organic), net income $603M. FY 2026 guidance revenue $9.825-10.025B, adj EPS $7.00-7.10, with 3-5% organic growth expected. Stock at $119.30, facing mixed outlook with recent Nephron downgrade to Hold from Buy (March 5). Annual meeting May 20, 2026.
Apr 8No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 7Q1 2026 earnings call May 7; new OA drug Lenivia approved EU/Canada; Bristol Gate exited.Mixed▶
Zoetis Q1 2026 webcast May 7. Received Canada/EU approvals for Lenivia (izenivetmab) for OA pain in dogs. 2026 revenue guidance $9.825-10.025B. Bristol Gate exited citing slowing dividend, Librela setbacks, rising competition. 2025 revenue $9.47B. Stock $115.62 with $156.20 target.
Apr 6Zoetis Q1 earnings scheduled May 7; company navigates strategic acquisitions and capital allocation.Positive▶
Zoetis reported Q4 2025 revenue of $2.4B (+3% reported, +4% organic) with full-year 2025 revenue of $9.5B (+2% reported, +6% organic). 2026 guidance targets $9.825–$10.025B revenue with 3–5% organic growth and adjusted EPS of $7.00–$7.10. The company will acquire Neogen's animal genomics business for $160M to enhance Precision Animal Health capabilities. A second-quarter 2026 cash dividend of $0.53/share is payable June 2, 2026. Zoetis plans to offer $1.75B convertible senior notes due 2029. Q1 2026 earnings presentation occurs May 7 at 8:30 a.m. ET with CEO Kristin Peck and CFO Wetteny Joseph.
Apr 3No significant overnight updates for Zoetis; Q1 earnings call set for May 7.Neutral▶
No material news in the last 48 hours. Zoetis remains pressured by reduced FY2026 guidance tied to slower veterinary visits and competitive challenges for key product Librela. Bristol Gate Capital exited its position citing slowing dividend growth. The company declared a $0.53 Q2 2026 dividend payable June 2.
Apr 2Zoetis acquired Neogen animal genomics business for $160 million to enhance Precision Animal Health capabilities, expected to close H2 2026.Mixed▶
Zoetis announced acquisition of Neogen's animal genomics business for $160 million to enhance Precision Animal Health capabilities, expected to close H2 2026. Board declared Q2 2026 dividend of $0.53 per share payable June 2, 2026. Institutional activity shows mixed sentiment with some investors reducing positions due to concerns over long-term growth and competitive pressures in core products. Stock faces headwinds from reduced 2026 guidance tied to fewer veterinary visits.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| LLYELI | $964.50 | +3.20% | +0.8% | 22.2x | 0.50 | $834.9B |
| JNJJOHNSON | $227.78 | -0.90% | -4.6% | 18.1x | 0.33 | $553.3B |
| MRKMERCK | $112.32 | +2.88% | -9.7% | 11.2x | 0.28 | $269.7B |
| PFEPFIZER | $26.37 | -1.25% | -4.1% | 9.5x | 0.39 | $151.9B |
| BMYBRISTOL | $58.19 | -3.97% | +2.1% | 9.9x | 0.27 | $123.7B |
| ZTSZOETIS | $114.35 | -0.54% | -2.8% | 15.2x | 0.97 | $48.5B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.