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What smart money is saying about Zoetis Inc.United States flag

ZTS · Healthcare · Drug Manufacturers - Specialty & Generic · Market cap $49.79B

5 funds in our archive have pitched Zoetis Inc. — most recently Acatis in December 2026.

Company profile

Zoetis Inc. discovers, develops, manufactures, and commercializes animal health medicines, vaccines, and diagnostic products in the United States and internationally. It commercializes products primarily across species, including livestock, such as cattle, swine, poultry, fish, and sheep; and companion animals comprising dogs, cats, and horses. The company also offers vaccines, which are biological preparations to prevent diseases of the respiratory, gastrointestinal, and reproductive tracts or induce a specific immune response; anti-infectives that prevent, kill, or slow the growth of bacteria, fungi, or protozoa; and parasiticides that prevent or eliminate external and internal parasites, which include fleas, ticks, and worms. It also provides other pharmaceutical products that comprise pain and sedation, antiemetic, reproductive, and oncology products; dermatology products for itch associated with allergic conditions and atopic dermatitis; and medicated feed additives, which offer medicines to livestock. In addition, the company provides portable blood and urine analysis testing, including point-of-care diagnostic products, instruments and reagents, rapid immunoassay tests, reference laboratory kits and services, and blood glucose monitors; and other non-pharmaceutical products, including nutritionals and agribusiness services, as well as products and services in areas, such as biodevices, genetics tests, and precision animal health. It markets its products to veterinarians, livestock producers, and retail outlets, as well as third-party veterinary distributors through its sales representatives, and technical and veterinary operations specialists. The company was founded in 1952 and is headquartered in Parsippany, New Jersey.

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Summarize with Warren AI
6
Reported positions
1
Bought
4
Sold
11
Letters

Position history

Between Q4 2024 and Q4 2026, 6 fund letters reported a position in Zoetis Inc.1 opened or added to the position, 4 trimmed or exited.

Fund letters reporting a position in Zoetis Inc., by quarter
QuarterLettersBoughtSoldTheses
Q4 20260001
Q2 20266140
Q2 20250002
Q4 20240002

Fund activity · 6 positions · 5 moves

  • ExitedFundsmith Equity Fund
    June 2026
    We exited or have started exiting: Atlas Copco, Coloplast, Essilor Luxottica, Intuit, LVMH, Magnum Ice Cream, Mettler-Toledo, Nike, Novo Nordisk, Otis, Unilever, Wolters Kluwer, and Zoetis.
    Read the letterZoetis Inc.
  • ExitedAve Maria Funds
    June 2026
    In the second quarter, the fund exited investments in Accenture, Alcon, Copart, TIC Solutions, and Zoetis.
    Read the letterZoetis Inc.
  • ExitedWedgewood Partners Large Cap Focused Strategy
    June 2026
    During the quarter, we were unusually busy. We bought Hermès and sold Tractor Supply Company, Zoetis, and CDW.
    Read the letterZoetis Inc.
  • TrimmedACATIS Investment
    June 2026
    Zoetis (-32.1%) recorded the sharpest decline, where regulatory concerns about side effects of high-selling osteoarthritis drugs and subdued demand dynamics signi- ficantly shook investor confidence.
    Read the letterZoetis Inc.
  • HoldsACATIS Investment Report
    June 2026
    Zoetis (-32.1%) recorded the sharpest decline, where regulatory concerns about side effects of high-selling osteoarthritis drugs and subdued demand dynamics signi- ficantly shook investor confidence.
    Read the letterZoetis Inc.
  • New positionTweedy, Browne Fund Inc.
    June 2026
    This included the establishment of new positions in Alliance Resource Partners, Autotrader Group, Berkeley Group Holdings, Capgemini, Euronet Worldwide Inc, Koito Manufacturing Co, Krafton Inc, Metropolitan Bank & Trust Company, Sega Sammy Holdings Inc, Suzuken Co Ltd, Western Union, Winpak Ltd, and Zoetis, Inc.
    Read the letterZoetis Inc.

Fund coverage · 5 theses

  • Acatis
    December 2026

    Zoetis is a quality leader in animal health with strong sector tailwinds, high margins, and a below-average P/E presenting an entry opportunity.

    Read the full thesis
  • Artisan Global Opportunities Strategy
    June 2025

    Zoetis is the world’s largest animal health company with a strong R&D focus and a promising product pipeline, maintaining growth despite market challenges.

    Read the full thesis
  • Wedgewood Partners
    June 2025

    Zoetis is well-positioned to benefit from the steady growth of the pet care industry, driven by increasing pet ownership, longer pet lifespans, and enhanced treatment options.

    Read the full thesis
  • Platinium AM
    December 2024

    Zoetis is the leading global innovator in animal medicine, with strong growth and promising new treatments for Osteoarthritis in pets, despite concerns over pricing and regulatory adjustments.

    Read the full thesis
  • Brown Advisory
    December 2024

    Zoetis is the global leader in animal health, excelling in R&D and innovation, with a strong market position that offers competitive advantages in a less crowded and regulated industry.

    Read the full thesis

Read every full thesis on Zoetis Inc.

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