Celsius: 3 key takeaways for long-term investors. Zoetis: 3 key takeaways for long-term investors. Fast lifecycle approvals, such as Simparica Duo, are how Zoetis plans to extend its core franchises beyond today's pressured pet care market. Key points. * Zoetis's organic operational revenue fell 1% in the third quarter. * Global livestock revenue rose 7% to $797 million. * Promotional discounts slowed U.S. dermatology market share loss to 4 points. * Motley Fool Issues First-Ever 9X Buy Alert" On its third-quarter 2026 earnings call, held on Nov. 5, 2026, Zoetis (ZTS -7.95%) reported a 1% revenue decline, excluding currency and acquisition effects. Lower veterinary clinic visits and generic competition continue to pressure pet care returns. Three things management said stand out. 1. Targeted commercial promotions slow dermatology share loss. Companion animal revenue fell 5% as lower veterinary visits and stiff competition hurt the core dermatology portfolio. Management deployed gross-to-net promotional investments, which reduce gross sales to net revenue through targeted customer discounts, to defend key vet accounts against rival drugs. The promotional defense on derm managed to slow U.S. dermatology share loss in the quarter to 4 points in Q3. - Kristin Peck, Chief Executive Officer 2. Global livestock growth helps offset pet care weakness. Livestock revenue grew 7% globally to $797 million, driven by demand for cattle treatments and poultry vaccines. This steady demand for agricultural protein balances cyclical drops in discretionary pet care spending across North America and Europe. In contrast, livestock is benefiting from growing demand for quality protein sources. The Motley Fool, LLC is also seeing growing demand on animal health to improve productivity, support food security, and adopt a One Health approach. - Kristin Peck, Chief Executive Officer 3. Fast lifecycle approvals extend core product franchises. Management relies on lifecycle innovation, which develops new formulations or delivery methods for existing drugs, to protect mature product lines. Early approvals for Convenia RTU (a ready-to-use injectable antibiotic) and Simparica Duo (a parasiticide treating fleas, ticks, and worms) expand market reach ahead of schedule. The Motley Fool, LLC also now expect approval of Simparica Duo by year-end, ahead of its original timeline, broadening the portfolio and extending access to customers with unmet needs. - Kristin Peck, Chief Executive Officer Looking ahead. Soft clinic traffic and pricing pressures are lingering into 2027, requiring tight operating cost control and targeted R&D (research and development) investments across core franchises. Zoetis relies on its global manufacturing scale, diagnostic platform growth, and multi-species reach to preserve cash flow while funding pipeline milestones. As The Motley Fool, LLC approach 2027, The Motley Fool, LLC is going to be conservative or prudent as The Motley Fool, LLC put together its numbers. The Motley Fool, LLC has seen some macro trends over the last several quarters. The Motley Fool, LLC is not going to assume a market change in macro factors. - Jay Saccaro, Chief Financial Officer and Chief Operating Officer The long-term thesis depends on converting lifecycle line extensions into durable market share while commercializing new therapeutic categories across renal disease, cardiology, and oncology. Its market leadership was built on innovation. Sustaining it means extending the franchises The Motley Fool, LLC has today while building the capabilities that will enable the future of animal health. - Kristin Peck, Chief Executive Officer Should you buy stock in Zoetis right now? Before you buy stock in Zoetis, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now... and Zoetis wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of its recommendation, you'd have $358,037!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of its recommendation, you'd have $1,229,708!* Now, it's worth noting Stock Advisor's total average return is 897% - a market-crushing outperformance compared to 211% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. *Stock Advisor returns as of November 6, 2026.

9 Months: Zoetis' Sales Even, Net Income Down 8%: $1.9 Billion | Published on: Nov 6, 2026

Jefferies Financial Group issues positive forecast for Zoetis (NYSE:ZTS) stock price. November 6, 2026 Key points. * Jefferies raised its Zoetis price target to $85 from $83, implying 7.88% upside from the share price cited in the report. * Analyst sentiment overall remains cautious: eight analysts rate the stock Buy, 12 Hold and one Sell; the average price target is $101.25. * Zoetis beat quarterly earnings and revenue estimates, but revenue fell 1.3% year over year. The company cited softer veterinary visits and cautious pet-owner spending as risks to companion-animal demand. * Interested in Zoetis? Here are five stocks we like better. Zoetis (NYSE:ZTS - Get Free Report) had its price objective hoisted by analysts at Jefferies Financial Group from $83.00 to $85.00 in a report released on Friday. Jefferies Financial Group's price objective indicates a potential upside of 7.88% from the stock's current price. Other equities analysts have also issued reports about the stock. Cantor Fitzgerald set a $94.00 price objective on shares of Zoetis in a research report on Tuesday, August 25th. Zacks Research raised shares of Zoetis from a "strong sell" rating to a "hold" rating in a report on Monday, October 26th. Stifel Nicolaus decreased their price target on shares of Zoetis from $85.00 to $80.00 and set a "hold" rating on the stock in a research note on Thursday, August 20th. TD Cowen decreased their price target on shares of Zoetis from $104.00 to $94.00 and set a "buy" rating on the stock in a research note on Tuesday, August 25th. Finally, JPMorgan Chase & Co. lowered their price target on shares of Zoetis from $130.00 to $115.00 and set an "overweight" rating on the stock in a report on Friday, August 7th. Eight investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, the company currently has an average rating of "Hold" and an average target price of $101.25. Zoetis stock performance. Shares of Zoetis stock traded down $3.32 during trading on Friday, hitting $78.79. 1,993,844 shares of the stock were exchanged, compared to its average volume of 5,444,132. The stock has a market capitalization of $32.56 billion, a price-to-earnings ratio of 12.98, a price-to-earnings-growth ratio of 1.32 and a beta of 0.67. The company has a fifty day moving average price of $75.59 and a 200-day moving average price of $92.82. Zoetis has a 1-year low of $68.77 and a 1-year high of $132.49. The company has a current ratio of 3.08, a quick ratio of 1.84 and a debt-to-equity ratio of 2.87. Discover more MarketBeat All Access MarketBeat Portfolio Tracker MarketBeat Research Tools Zoetis (NYSE:ZTS - Get Free Report) last issued its earnings results on Thursday, November 5th. The company reported $1.75 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.51 by $0.24. The business had revenue of $2.39 billion during the quarter, compared to the consensus estimate of $2.30 billion. Zoetis had a net margin of 27.49% and a return on equity of 74.89%. Zoetis's revenue was down 1.3% on a year-over-year basis. During the same period last year, the business posted $1.70 EPS. As a group, equities analysts predict that Zoetis will post 6.15 EPS for the current fiscal year. Institutional investors weigh in on Zoetis. A number of hedge funds and other institutional investors have recently modified their holdings of ZTS. Flossbach Von Storch SE purchased a new stake in Zoetis in the 2nd quarter valued at $302,601,000. BlackRock Inc. boosted its holdings in Zoetis by 10.8% during the 2nd quarter. BlackRock Inc. now owns 39,430,181 shares of the company's stock worth $2,833,453,000 after acquiring an additional 3,845,869 shares during the last quarter. Ruane Cunniff & Goldfarb L.P. purchased a new position in Zoetis during the 1st quarter worth $286,660,000. Southpoint Capital Advisors LP grew its stake in shares of Zoetis by 340.0% in the 1st quarter. Southpoint Capital Advisors LP now owns 2,200,000 shares of the company's stock worth $260,062,000 after acquiring an additional 1,700,000 shares in the last quarter. Finally, Carmignac Gestion bought a new stake in shares of Zoetis in the 2nd quarter worth $113,230,000. Institutional investors and hedge funds own 92.80% of the company's stock. Zoetis news summary. Here are the key news stories impacting Zoetis this week: * Adjusted earnings were $1.75 per share, above the $1.51 consensus, and revenue of $2.39 billion topped estimates of $2.30 billion. Zoetis also raised its full-year 2026 profit outlook. * Livestock revenue rose 7% to $797 million, helping offset weaker companion-animal product sales. * The company narrowed its full-year 2026 revenue guidance while raising its profit outlook, reflecting a stronger earnings outlook alongside a more measured sales picture. * Despite the quarterly beat, revenue declined 1.3% year over year and organic operational revenue fell about 1%. Zoetis also cautioned that pet owners are cutting back on veterinary visits, raising concerns about demand for companion-animal products and the 2027 outlook. About Zoetis. Zoetis Inc is a global animal health company that develops, manufactures and markets medicines, vaccines, diagnostics, genetic products and related services for animals. Its offerings support the prevention, diagnosis and treatment of disease in both companion animals, including dogs, cats and horses, and livestock such as cattle, swine, poultry and fish. The company's product portfolio includes prescription medicines, parasiticides, vaccines, veterinary diagnostics and animal genetics. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Before you consider Zoetis, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Zoetis wasn't on the list. While Zoetis currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys. The AI boom extends far beyond the biggest tech names. 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