ZoetisZTS
Market Cap: $85.7B
About: Zoetis sells anti-infectives, vaccines, parasiticides, diagnostics, and other health products for animals. The firm earns roughly 35% of total revenue from production animals (cattle, pigs, poultry, and so on), and nearly 65% from companion animal (dogs, horses, cats) products. Its us business is skewed even more heavily toward companion animals, while its international business is slightly skewed toward production animals. The firm has the largest market share in the industry and was previously Pfizer's animal health unit.
Employees: 14,100
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
29% more funds holding in top 10
Funds holding in top 10: 17 [Q1] → 22 (+5) [Q2]
10% more repeat investments, than reductions
Existing positions increased: 701 | Existing positions reduced: 637
3% more call options, than puts
Call options by funds: $238M | Put options by funds: $230M
0% less capital invested
Capital invested by funds: $73.3B [Q1] → $73.3B (-$43.3M) [Q2]
1% less funds holding
Funds holding: 1,698 [Q1] → 1,686 (-12) [Q2]
8% less first-time investments, than exits
New positions opened: 148 | Existing positions closed: 160
2.06% less ownership
Funds ownership: 94.73% [Q1] → 92.68% (-2.06%) [Q2]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Stifel Jonathan Block 50% 1-year accuracy 13 / 26 met price target | 6%upside $200 | Buy Maintained | 27 Aug 2024 |
Piper Sandler David Westenberg 55% 1-year accuracy 16 / 29 met price target | 11%upside $210 | Overweight Maintained | 14 Aug 2024 |
BTIG Mark Massaro 63% 1-year accuracy 17 / 27 met price target | 19%upside $225 | Buy Maintained | 12 Aug 2024 |
Stifel Jonathan Block 50% 1-year accuracy 13 / 26 met price target | 6%upside $200 | Buy Maintained | 5 Aug 2024 |
BTIG Mark Massaro 63% 1-year accuracy 17 / 27 met price target | 16%upside $220 | Buy Initiated | 25 Jul 2024 |
Financial journalist opinion
Based on 37 articles about ZTS published over the past 30 days