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

ZTS · Healthcare · Drug Manufacturers - Specialty & Generic · Market cap $54.63B

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.

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.

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  • 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.

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  • 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.

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  • 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.

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  • 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.

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