Zoetis Management
Management criteria checks 4/4
Zoetis' CEO is Kristin Peck, appointed in Jan 2020, has a tenure of 6.33 years. total yearly compensation is $19.05M, comprised of 7.1% salary and 92.9% bonuses, including company stock and options. directly owns 0.025% of the company’s shares, worth $8.61M. The average tenure of the management team and the board of directors is 3.8 years and 8.8 years respectively.
Key information
Kristin Peck
Chief executive officer
US$19.0m
Total compensation
| CEO salary percentage | 7.09% |
| CEO tenure | 6.3yrs |
| CEO ownership | 0.03% |
| Management average tenure | 3.8yrs |
| Board average tenure | 8.8yrs |
Recent management updates
Recent updates
Seeking Alpha • May 09
Zoetis: Significant Patience Required
Summary Zoetis (ZTS) faces significant competitive and pricing headwinds, with shares down 37% YTD and trading at a five-year low. ZTS reported rare misses on both top and bottom lines, driven by US companion animal weakness, generics pressure, and reduced clinic visits. Guidance for 2026 remains intact, with revenue of $9.68–$9.96B and adjusted EPS of $6.85–$7.00, supported by upcoming product catalysts. I maintain a hold rating; ZTS trades at 12.5x forward earnings, and a 2.6% yield, but further downside is possible before a compelling entry emerges. Read the full article on Seeking Alpha
Narrative 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.
Narrative 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.Narrative 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.Narrative 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.Narrative 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.
Narrative 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.Narrative 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.Narrative 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.Narrative 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.Narrative 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.Narrative 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.Narrative 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.Narrative 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.Narrative 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.Narrative 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.Analysis Article • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking Alpha • Aug 13
Zoetis: Librela Sales Should Peak 200-300% Above Management's $1B Target
Summary Conservative estimates suggest Librela could easily reach management's $1 billion sales target without considering international markets or Solensia (its feline counterpart), which are included in management's target calculation. Current sales data and management commentary show rapid adoption and high customer satisfaction, with Librela alone already generating a $460 million annualized revenue run rate just one year after its U.S. launch. Librela's outperformance is likely to be a significant tailwind for Zoetis' stock price, given the market's sensitivity to news about the drug's performance. Read the full article on Seeking AlphaCEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$3b |
| Dec 31 2025 | US$19m | US$1m | US$3b |
| Sep 30 2025 | n/a | n/a | US$3b |
| Jun 30 2025 | n/a | n/a | US$3b |
| Mar 31 2025 | n/a | n/a | US$2b |
| Dec 31 2024 | US$17m | US$1m | US$2b |
| Sep 30 2024 | n/a | n/a | US$2b |
| Jun 30 2024 | n/a | n/a | US$2b |
| Mar 31 2024 | n/a | n/a | US$2b |
| Dec 31 2023 | US$15m | US$1m | US$2b |
| Sep 30 2023 | n/a | n/a | US$2b |
| Jun 30 2023 | n/a | n/a | US$2b |
| Mar 31 2023 | n/a | n/a | US$2b |
| Dec 31 2022 | US$14m | US$1m | US$2b |
| Sep 30 2022 | n/a | n/a | US$2b |
| Jun 30 2022 | n/a | n/a | US$2b |
| Mar 31 2022 | n/a | n/a | US$2b |
| Dec 31 2021 | US$13m | US$1m | US$2b |
| Sep 30 2021 | n/a | n/a | US$2b |
| Jun 30 2021 | n/a | n/a | US$2b |
| Mar 31 2021 | n/a | n/a | US$2b |
| Dec 31 2020 | US$10m | US$1m | US$2b |
| Sep 30 2020 | n/a | n/a | US$2b |
| Jun 30 2020 | n/a | n/a | US$2b |
| Mar 31 2020 | n/a | n/a | US$2b |
| Dec 31 2019 | US$3m | US$690k | US$2b |
Compensation vs Market: Kristin's total compensation ($USD19.05M) is about average for companies of similar size in the US market ($USD14.79M).
Compensation vs Earnings: Kristin's compensation has been consistent with company performance over the past year.
CEO
Kristin Peck (54 yo)
6.3yrs
Tenure
US$19,046,509
Compensation
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...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | 6.3yrs | US$19.05m | 0.025% $ 8.6m | |
| Executive VP & CFO | 4.9yrs | US$5.60m | 0.0053% $ 1.8m | |
| Executive VP | 2.1yrs | US$2.83m | 0.0039% $ 1.3m | |
| Scientific Advisor | 11.3yrs | US$3.67m | 0.0015% $ 504.6k | |
| Executive VP & Chief Commercial Officer | no data | US$3.97m | 0.00089% $ 303.4k | |
| Executive VP & Chief Digital and Technology Officer | 1.5yrs | no data | 0.00080% $ 272.7k | |
| Vice President of Investor Relations | no data | no data | no data | |
| Executive VP | 1.8yrs | no data | 0.00025% $ 85.2k | |
| Executive VP of Corporate Affairs & Chief Sustainability Officer | 5.7yrs | no data | 0.00040% $ 136.4k | |
| Executive VP and President of Global Manufacturing & Supply | 4yrs | no data | 0.00043% $ 146.6k | |
| EVP of Global Strategy | 3.5yrs | no data | 0.0014% $ 463.6k | |
| President of U.S. Operations | 1.5yrs | no data | no data |
3.8yrs
Average Tenure
52yo
Average Age
Experienced Management: ZTS's management team is considered experienced (3.8 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | 6.6yrs | US$19.05m | 0.025% $ 8.6m | |
| Independent Non-Executive Chairman | 13.3yrs | US$500.00k | 0.0076% $ 2.6m | |
| Independent Director | 11yrs | US$350.00k | 0.0066% $ 2.3m | |
| Independent Director | 13.8yrs | US$375.00k | 0.0051% $ 1.7m | |
| Independent Director | 12.9yrs | US$350.00k | 0.0023% $ 797.7k | |
| Independent Director | 2.1yrs | US$356.25k | 0.00080% $ 272.7k | |
| Independent Director | 13.3yrs | US$375.00k | 0.0043% $ 1.5m | |
| Independent Director | less than a year | US$258.33k | no data | |
| Independent Director | 12.2yrs | US$375.00k | 0.0031% $ 1.0m | |
| Independent Director | 3.8yrs | US$355.00k | 0.00094% $ 320.5k | |
| Independent Director | 5.4yrs | US$355.00k | 0.0013% $ 429.6k | |
| Independent Director | 1yr | US$316.67k | no data |
8.8yrs
Average Tenure
64yo
Average Age
Experienced Board: ZTS's board of directors are considered experienced (8.8 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/26 06:11 |
| End of Day Share Price | 2026/05/22 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Zoetis Inc. is covered by 40 analysts. 18 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Jasper Hellweg | Argus Research Company |
| Charles Butler | Barclays |
| Glen Santangelo | Barclays |