Zoetis Inc.

NYSE:ZTS Lagerbericht

Marktkapitalisierung: US$33.0b

Zoetis Management

Management Kriterienprüfungen 4/4

Zoetis CEO ist Kristin Peck , ernannt in Jan 2020, hat eine Amtszeit von 6.42 Jahren. Die jährliche Gesamtvergütung beträgt $19.05M , bestehend aus 7.1% Gehalt und 92.9% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.025% der Aktien des Unternehmens, im Wert von $8.35M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 3.8 Jahre bzw. 8.9 Jahre.

Wichtige Informationen

Kristin Peck

Geschäftsführender

US$19.0m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts7.09%
Amtszeit als Geschäftsführer6.4yrs
Eigentum des Geschäftsführers0.03%
Durchschnittliche Amtszeit des Managements3.8yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder8.9yrs

Jüngste Management Updates

Recent updates

Seeking Alpha Jun 02

Zoetis: Potential Deep Value Play With 60%+ Upside Potential Dividend Investors Should Watch

Summary Zoetis has dropped over 50% in the past year, creating a potentially attractive entry for long-term dividend growth investors. ZTS's underperformance stems from persistent inflation, lower U.S. companion animal demand, and increased competition, leading to revised 2026 guidance and a recent sell-off. Despite headwinds, ZTS maintains a strong balance sheet, well-covered dividend (39% payout ratio), and ongoing buybacks, supporting long-term shareholder value. With a forward P/E of 11.5x—well below peers and historical averages—ZTS offers over 60% upside, but macro risks and near-term pressures warrant a hold rating. Read the full article on Seeking Alpha
Narrativ-Update May 26

ZTS: Premium Pet Health Portfolio Will Support Reset Earnings Path Forward

Zoetis' analyst fair value estimate has been reset from $151.00 to about $124.59 as analysts trim price targets after a difficult Q1, rising competitive pressures, and signs that premium pricing is meeting more cautious consumer demand, despite longer term guidance implying improvement. Analyst Commentary Recent research points to a reset in expectations for Zoetis, with target prices broadly trimmed as analysts rework their models around the latest Q1 update, rising competition, and more cautious consumer behavior toward premium products.
Neues Narrativ May 26

Zoetis down -50% over the past year

World's leading animal pharma company at 13x PE with 9% EPS growth Occasionally something crosses my eye which screens well, but after some work is done it isn’t interesting enough to warrant writing about it as a paid article. Zoetis is one such stock.
Narrativ-Update May 03

ZTS: Share Repurchases And Capital Discipline Will Support Medium-Term Upside

Analysts have modestly trimmed their Zoetis fair value estimate by about $3 to $184, reflecting mixed updates to revenue growth, margins, and long term P/E assumptions after recent shifts in price targets and ratings across the Street. Analyst Commentary Recent research updates on Zoetis reflect a mix of reduced price targets, a downgrade on growth concerns, and fresh bullish coverage.
Narrativ-Update Apr 19

ZTS: Fair View Weighs Organic Growth Concerns Against Pipeline Execution Risk

Analysts have trimmed the Zoetis fair value estimate by $3 to $127, reflecting a mix of cautious views around organic growth and slightly adjusted assumptions for future P/E, revenue growth, and profitability, even as some firms maintain a bullish stance on the stock. Analyst Commentary Recent Street research around Zoetis shows a split tape, with several bearish analysts focusing on weaker organic growth trends and execution risk, even as others remain constructive on the long term story.
Narrativ-Update Apr 04

ZTS: Share Repurchases And Execution Recovery Will Support Medium-Term Upside

Analyst targets on Zoetis have shifted modestly, with a small net reduction in the Street price target in dollar terms as some analysts cite concerns about organic growth and an innovation "air pocket," even as others make minor upward adjustments. Analyst Commentary Recent Street research on Zoetis reflects a split view, with some analysts emphasizing concerns around organic growth and an innovation air pocket, while others are adjusting targets in a more constructive way.
Narrativ-Update Mar 21

ZTS: Future OA Pain Launch And Buybacks Will Support Medium-Term Upside

Narrative Update The updated analyst price target for Zoetis moves from about $197.51 to $187.59, reflecting analysts' mixed views. Some cite softer organic growth and an innovation "air pocket," while others make smaller price target adjustments.
Narrativ-Update Mar 06

ZTS: Fair View Balances Growth Concerns With Innovation Air Pocket Risk

Zoetis's analyst price target holds steady at $130, as analysts balance concerns about organic growth and an innovation "air pocket" with stable margin expectations and a lower future P/E assumption. Analyst Commentary Recent Street research on Zoetis points to a more cautious tone, with several bearish analysts questioning the near term growth setup and how that lines up with the current valuation.
Narrativ-Update Feb 20

ZTS: Future Pet Osteoarthritis Pipeline Will Support Premium Multiple Potential

Zoetis' analyst fair value estimate has been reset from $158.22 to $151.00, as analysts balance recent price target changes and a slightly lower assumed future P/E multiple against broadly steady growth and margin assumptions. Analyst Commentary Recent Street research on Zoetis points to a mixed setup, with some analysts seeing support for the current valuation and others focusing on execution risk and the product pipeline.
Narrativ-Update Feb 06

ZTS: Future OA Pain Launch Execution Will Drive Medium-Term Upside Potential

Analysts have trimmed their Zoetis fair value estimate from about US$200 to roughly US$197.51. This reflects recent price target cuts and more cautious views around product launch headwinds and competition, even as they still see solid margins and a premium P/E as part of the story.
Narrativ-Update Jan 22

ZTS: Fair Outlook Balances OA Pain Headwinds With New Antibody Approvals

Narrative update on Zoetis The analyst fair value estimate for Zoetis has been reset from US$153 to US$130 as analysts factor in slower expected revenue growth, a slightly higher discount rate, lower assumed future P/E multiples, and ongoing competitive and product launch headwinds highlighted in recent research. Analyst Commentary Recent research on Zoetis has tilted more cautious, with several bearish analysts resetting expectations around growth, execution, and what investors are willing to pay for the stock.
Narrativ-Update Jan 08

ZTS: Future Product Launches Will Offset Current Competition Pressures

Analysts have trimmed their price targets on Zoetis, reflecting a fair value move from about $170 to $158 as they factor in product launch headwinds, tougher competition in key franchises, and more cautious revenue expectations for 2025 and 2026. Analyst Commentary Recent Street research reflects a mixed but more cautious stance on Zoetis, with several firms trimming price targets and reassessing growth and competitive risks over the next few years.
Narrativ-Update Dec 15

ZTS: Execution In Animal Health Leadership Will Drive Medium-Term Upside Potential

Analysts have cut their fair value estimate for Zoetis by about $30,000,000,000 to roughly $200,000,000,000, reflecting expectations for slower mid decade revenue growth, modestly lower margins, and a less generous future earnings multiple amid increasing competitive and product launch headwinds. Analyst Commentary Recent Street research reflects a more balanced stance on Zoetis, with fair value expectations reset lower but many firms still highlighting the company as a structural leader in animal health.
Narrativ-Update Nov 30

ZTS: Earnings Will Recover As Competition Pressures Recent Product Launches

Zoetis's fair value target experienced a modest reduction to $169.96. Analysts highlighted competitive pressures and headwinds from recent product launches as key drivers for the change.
Narrativ-Update Nov 16

ZTS: Earnings Will Rebound As Volume Pressures Ease In 2026

Zoetis' analyst price target has been reduced from approximately $188 to $171 per share, as analysts cite tempered growth expectations and revised financial assumptions following recent quarterly updates. Analyst Commentary Following Zoetis' latest quarterly updates and subsequent guidance revision, analysts have updated their perspectives on the company's outlook.
Narrativ-Update Nov 01

ZTS: Global Demand Trends Will Drive Earnings Consistency In Coming Quarters

Narrative Update: Zoetis Analyst Price Target Adjustment Analysts have modestly decreased their price target for Zoetis from $165 to $158, citing a more cautious outlook ahead of upcoming results. Analyst Commentary Analyst perspectives on Zoetis highlight both optimism regarding the company’s long-term fundamentals as well as heightened caution leading into upcoming earnings releases.
Narrativ-Update Oct 18

Companion Animal And Livestock Demand Will Unlock Future Opportunities

Analysts have slightly lowered their price target for Zoetis from $189.22 to $188.83, citing modest revisions to revenue growth estimates. They also noted a marginal increase in expected profit margins.
Narrativ-Update Oct 04

Companion Animal And Livestock Demand Will Unlock Future Opportunities

Analysts have slightly lowered their price target for Zoetis from $190.29 to $189.22, citing marginally softer revenue growth and profit margin expectations. What's in the News Zoetis received conditional FDA approval for Dectomax-CA1, the first and only injectable for preventing and treating infestations caused by New World screwworm larvae in cattle.
Analyseartikel Jun 30

Does Zoetis (NYSE:ZTS) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha Mar 25

Zoetis: Lots Of Growth Opportunities For This High-Quality Compounder

Summary Zoetis is currently cheap from a historical perspective, presenting a potential buying opportunity. The company operates in a growing animal healthcare market, benefiting from trends like pet humanization and medicalization, ensuring long-term growth. ZTS has a strong track record of market outperformance, impressive margins, and a high ROIC, making it a high-quality company. Despite the disappointing guidance for FY 2025 and the threat of possible competition, there are still plenty of growth opportunities in existing and untapped markets. Based on the earnings growth model, ZTS looks reasonably priced. Read the full article on Seeking Alpha
Seeking Alpha Mar 13

Zoetis: Focusing On The High Margin Segments

Summary The recent divestiture of the MFA segment improves margins and returns on capital. Zoetis is focusing on more profitable segments like genetics and companion animals. The recently updated Librela label includes adverse effects and urges practitioners to discuss potential adverse reactions with clients. I rate Zoetis as a buy, expecting a 10.3% investment rate of return, but I favor IDEXX for my portfolio. Read the full article on Seeking Alpha
Seeking Alpha Feb 13

Zoetis: In-Line Q4 Earnings And Weak Guidance Present A Buying Opportunity

Summary Zoetis' Q4 earnings met expectations, but the stock fell due to slowing growth and cautious 2025 guidance, presenting a buying opportunity around $163/share. Zoetis' unique advantages and pricing power in animal health, coupled with high R&D investment and a wide moat, make it a strong long-term play on emerging market growth. Despite regulatory risks and currency headwinds, Zoetis' dependable earnings and high operating margins justify a 12-month price target of $200/share. The company's diversified product portfolio and international presence position it well for sustained growth, particularly in the expanding pet care market. Read the full article on Seeking Alpha
Seeking Alpha Dec 26

The Wall Street Journal Vs. Zoetis

Summary The Wall Street Journal released an article claiming that Zoetis' OA pain drug (Librela) is not safe. I go over these claims and explain why I believe they are unfounded. Librela might face a label change soon, but I don't think there's any reason to worry. I explain why. Read the full article on Seeking Alpha
Seeking Alpha Dec 06

Zoetis: Are Competition And Price Increases A Cause For Concern?

Summary Zoetis is the market leader in a growing industry, and the numbers are starting to show its dominance. The company reported a very strong Q3 thanks to several growth drivers. Are competition and price increases a cause for concern? We discuss this in the article. Read the full article on Seeking Alpha
Seeking Alpha Nov 29

Zoetis: Healing Paws, Growing Profits

Summary Zoetis is active in multiple segments that are all expected to grow at a CAGR of 4% or more. The company has growing revenues, a strong balance sheet, a high FCF margin, and no major maturities. Librela, Solensia and Simparica Trio will drive the stock going forward. I estimate shares to be undervalued by approximately 16%. Read the full article on Seeking Alpha
Seeking Alpha Nov 18

Zoetis: This Beautifully Boring, Slow-Growing Compounder Is A Buy

Summary Zoetis, a leading animal health company, has shown impressive growth with a 17.55% CAGR since its IPO, outperforming the S&P 500. The company benefits from increasing global pet ownership and spending, making its revenues less susceptible to economic downturns. Zoetis boasts a strong competitive moat with a diverse product portfolio, significant patent protection, and consistent R&D investment. Despite trading at a premium, Zoetis' stable growth, robust market position, and low-risk profile make it a compelling long-term investment. Read the full article on Seeking Alpha
Seeking Alpha Oct 09

Zoetis: A Solid Choice For The Young Dividend Growth Investor

Summary Zoetis excels in innovation, creating new categories and consistently raising the standard of care, outperforming competitors with strong execution. Disciplined capital allocation is evident with strategic exits and reinvestments in high-return growth areas, ensuring sustained business growth. Their market leadership, potential growth opportunities, and dividend metrics make ZTS a suitable candidate for the young dividend growth investor. Based on DCF analysis, ZTS is currently reasonably priced for investors with a long time horizon. Read the full article on Seeking Alpha
Seeking Alpha Sep 26

Zoetis: Investing In Pet Health And Portfolio Wealth

Summary Zoetis, a leader in veterinary healthcare, has consistently outperformed the market with robust revenue growth and strong margins, even during industry challenges. The company’s innovation, focus on companion animals, and strategic divestitures position it well for continued growth, despite prior concerns over drug risks. With a modest dividend yield, Zoetis remains a solid investment for dividend growth, backed by a $6 billion buyback program and long-term market potential. Read the full article on Seeking Alpha

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Kristin Peck im Vergleich zu den Einnahmen von Zoetis verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Mar 31 2026n/an/a

US$3b

Dec 31 2025US$19mUS$1m

US$3b

Sep 30 2025n/an/a

US$3b

Jun 30 2025n/an/a

US$3b

Mar 31 2025n/an/a

US$2b

Dec 31 2024US$17mUS$1m

US$2b

Sep 30 2024n/an/a

US$2b

Jun 30 2024n/an/a

US$2b

Mar 31 2024n/an/a

US$2b

Dec 31 2023US$15mUS$1m

US$2b

Sep 30 2023n/an/a

US$2b

Jun 30 2023n/an/a

US$2b

Mar 31 2023n/an/a

US$2b

Dec 31 2022US$14mUS$1m

US$2b

Sep 30 2022n/an/a

US$2b

Jun 30 2022n/an/a

US$2b

Mar 31 2022n/an/a

US$2b

Dec 31 2021US$13mUS$1m

US$2b

Sep 30 2021n/an/a

US$2b

Jun 30 2021n/an/a

US$2b

Mar 31 2021n/an/a

US$2b

Dec 31 2020US$10mUS$1m

US$2b

Sep 30 2020n/an/a

US$2b

Jun 30 2020n/an/a

US$2b

Mar 31 2020n/an/a

US$2b

Dec 31 2019US$3mUS$690k

US$2b

Vergütung im Vergleich zum Markt: KristinDie Gesamtvergütung ($USD19.05M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt US ($USD14.81M).

Entschädigung vs. Einkommen: KristinDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.


Geschäftsführer

Kristin Peck (55 yo)

6.4yrs
Amtszeit
US$19,046,509
Vergütung

Ms. Kristin C. Peck serves as an Independent Director at BlackRock, Inc. since September 29, 2021. She has been the Chief Executive Officer of Zoetis Inc. since January 01, 2020 and its Director since Octo...


Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Kristin Peck
CEO & Director6.4yrsUS$19.05m0.025%
$ 8.3m
Wetteny Joseph
Executive VP & CFO5yrsUS$5.60m0.0053%
$ 1.7m
Roxanne Lagano
Executive VP2.2yrsUS$2.83m0.0039%
$ 1.3m
Robert Polzer
Scientific Advisor11.4yrsUS$3.67m0.0015%
$ 489.0k
Jamie Brannan
Executive VP & Chief Commercial Officerno dataUS$3.97m0.00089%
$ 294.1k
Keith Sarbaugh
Executive VP & Chief Digital and Technology Officer1.6yrskeine Daten0.00080%
$ 264.3k
Steven Frank
Vice President of Investor Relationsno datakeine Datenkeine Daten
Julie Fuller
Executive VP1.8yrskeine Daten0.00025%
$ 82.6k
Jeannette Astorga
Executive VP of Corporate Affairs & Chief Sustainability Officer5.8yrskeine Daten0.00040%
$ 132.2k
Nick Ashton
Executive VP and President of Global Manufacturing & Supply4.1yrskeine Daten0.00043%
$ 142.1k
Rimma Driscoll
EVP of Global Strategy3.6yrskeine Daten0.0014%
$ 449.4k
Jared Shriver
President of U.S. Operations1.6yrskeine Datenkeine Daten
3.8yrs
Durchschnittliche Betriebszugehörigkeit
53yo
Durchschnittliches Alter

Erfahrenes Management: ZTSDas Führungsteam des Unternehmens gilt als erfahren (3.8 Jahre durchschnittliche Betriebszugehörigkeit).


Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Kristin Peck
CEO & Director6.7yrsUS$19.05m0.025%
$ 8.3m
Michael McCAllister
Independent Non-Executive Chairman13.4yrsUS$500.00k0.0076%
$ 2.5m
Paul Bisaro
Independent Director11.1yrsUS$350.00k0.0066%
$ 2.2m
Frank D'Amelio
Independent Director13.9yrsUS$375.00k0.0051%
$ 1.7m
Sanjay Khosla
Independent Director13yrsUS$350.00k0.0023%
$ 773.2k
Gavin D. Hattersley
Independent Director2.2yrsUS$356.25k0.00080%
$ 264.3k
Gregory Norden
Independent Director13.4yrsUS$375.00k0.0043%
$ 1.4m
Stephanie Schear-Tilenius
Independent Directorless than a yearUS$258.33kkeine Daten
Willie Reed
Independent Director12.3yrsUS$375.00k0.0031%
$ 1.0m
Vanessa Broadhurst
Independent Director3.9yrsUS$355.00k0.00094%
$ 310.6k
Antoinette Leatherberry
Independent Director5.5yrsUS$355.00k0.0013%
$ 416.3k
Mark Stetter
Independent Director1.1yrsUS$316.67k0.00037%
$ 122.3k
8.9yrs
Durchschnittliche Betriebszugehörigkeit
65yo
Durchschnittliches Alter

Erfahrener Vorstand: ZTSDie Vorstandsmitglieder gelten als erfahren (8.9 Jahre durchschnittliche Amtszeit).


Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/06/09 19:13
Aktienkurs zum Tagesende2026/06/09 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

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Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Zoetis Inc. wird von 40 Analysten beobachtet. 18 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Jasper HellwegArgus Research Company
Charles ButlerBarclays
Glen SantangeloBarclays