Zoetis Inc.(ZTS)— Stock Profile, AI Score & Financials
Healthcare · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
Zoetis Inc. (ZTS) stock profile, AI quality score, and SEC EDGAR financial data, a Healthcare sector company. 13F Pro's AI-powered ranking engine scores ZTS at 68.6/100 on a 32-signal composite quality model, placing it at rank #311 of 2,960 stocks — the top 25% of the AI-ranked universe. ZTS scores in the top quartile across balance sheet strength (95.0), profitability (86.4), revenue scale (86.0). Areas of concern include revenue growth (36.7), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Zoetis Inc. reports quarterly revenue of $2.5B, net income of $691.0M, an operating margin of 35.1%. Top institutional holders of ZTS by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. ZTS trades on the NYSE exchange and files with the SEC under CIK 1555280. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ZTS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Zoetis Inc. directly from SEC EDGAR.
AI Quality Score
68.6/100
AI Rank
#311
Revenue
$2.5B
Net Income
$691.0M
Free Cash Flow
$538.0M
Operating Margin
35.1%
ZTS key financials by period
Zoetis Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$9.5B
$2.7B
35.5%
FY 2024
10-K
$9.3B
$2.5B
33.9%
FY 2023
10-K
$8.5B
$2.3B
34.4%
FY 2022
10-K
$8.1B
$2.1B
32.9%
FY 2021
10-K
$7.8B
$2.0B
32.0%
FY 2020
10-K
$6.7B
$1.6B
29.9%
Institutions holding ZTS
Institutional investors reporting a position in Zoetis Inc. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-06 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Revenue was roughly flat at $2.47B as an 11% drop in U.S. companion animal sales (Librela, Simparica Trio, dermatology under competitive pressure) offset 8% International growth, while a new securities class action targets the same flagship products.
Biggest Revenue Drivers
United States$1,266M-7% YoY
Companion animal revenue fell on softer demand, competitive pressure and generic competition, partially offset by livestock growth
International$1,173M+8% YoY (+5% operational)
Growth in parasiticides, diagnostics and mAb pain products plus cattle/poultry livestock demand, aided by FX
Biggest Revenue Drivers
Total revenue: $2.47B0% YoY (-2% operational, +2% FX)
United States$1,266M-7% YoY
Companion animal revenue fell on softer demand, competitive pressure and generic competition, partially offset by livestock growth
Within United States
Companion animal$1,044M-11% YoY
Competitive pressure on dermatology and Simparica Trio, generic competition on Cerenia/Convenia, lower Librela sales
Livestock$222M+23% YoY
Increased cattle demand tied to improved supply and the New World screwworm outbreak
International$1,173M+8% YoY (+5% operational)
Growth in parasiticides, diagnostics and mAb pain products plus cattle/poultry livestock demand, aided by FX
Contract manufacturing & human health$29M-12% YoY
Largest Expense Items
Cost of sales$673M+1% YoY
Unfavorable product mix and FX, partially offset by favorable manufacturing costs
Selling, general and administrative expenses$592M-4% YoY
Lower compensation-related costs, charitable contributions and depreciation
Research and development expenses$173M+4% YoY
Higher project investment spend and compensation to support innovation
Restructuring charges and certain acquisition/divestiture-related costs$77Mvs $30M prior year
Primarily employee termination costs under a comprehensive cost and productivity program
Margins: Cost of sales rose to 27.3% of revenue from 26.8% on unfavorable product mix and FX, partially offset by favorable manufacturing costs; U.S. gross margin fell to 83.1% from 84.7% while International gross margin improved to 71.0% from 70.4%.
Watch Items from the Filing
A securities class action filed May 27, 2026 alleges misleading statements about safety, competitive positioning and market share of Librela, Simparica Trio, Apoquel and Cytopoint; related derivative suits followed in June 2026.
U.S. companion animal revenue fell 11% YoY to $1,044M amid heightened competition and generic competition on Cerenia and Convenia.
The IRS has proposed approximately $450 million of additional tax liability (excluding interest/penalties) related to 2018 repatriation tax, currently under appeal.
U.S. cattle product sales grew on elevated demand tied to the New World screwworm outbreak, a one-time disease-driven tailwind.
$1.3 billion remains under the $6 billion share repurchase authorization after $1,170M repurchased in the first half of 2026.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
