Zoetis Inc.
ZTS evidence brief
What we can confirm
What it means
What to watch
Prepared research question
What matters most for ZTS—catalysts, financial risk and supporting evidence?
Traceable citations · Unknowns marked
BioSniper AI · ZTS
Zoetis Inc. is a global animal health company that discovers, develops, manufactures, and commercializes medicines, vaccines, diagnostics, and other products for companion animals and livestock across more than 100 countries.
Key risk: Product development failure risk
BioSniper Score
Based on 3 of 6 signals
Limited data coverage
Market Cap
$31.96B
Cash Runway
—
Lead Asset
—
Next Catalyst
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Financial data as of Jun 30, 2026.
Zoetis Inc. is a global animal health company that discovers, develops, manufactures, and commercializes medicines, vaccines, diagnostics, and other products for companion animals and livestock across more than 100 countries.
- Operates in over 100 countries with a diverse product portfolio spanning parasiticides, vaccines, dermatology, anti-infectives, and pain/sedation [sec_mda · as of 2026-02-12].
- Reported total revenue of $2,468.0M and net income of $691.0M for the latest period ended 2026-06-30 [sec].
- Held cash and equivalents of $1,476.0M as of 2026-06-30, with total debt of $9,048.0M and shareholders' equity of $3,415.0M [sec].
- Advanced a pipeline that includes 12 blockbuster candidates and secured industry-first regulatory approvals for long-acting anti-nerve growth factor monoclonal antibodies for osteoarthritis pain in dogs (Lenivia) and cats (Portela) [sec · filed 2026-04-08].
- Returned more than $4 billion to shareholders through dividends and share repurchases during a period of market volatility [sec · filed 2026-04-08].
What works
- Diverse global portfolio across companion animal and livestock species provides revenue stability [sec_mda · as of 2026-08-06].
- Robust innovation pipeline with 12 blockbuster candidates and recent first-in-class regulatory approvals for osteoarthritis pain therapies [sec · filed 2026-04-08].
- Strong cash generation and a balanced capital allocation strategy, returning over $4 billion to shareholders [sec · filed 2026-04-08].
What to weigh
- High rate of failure inherent in medicine and vaccine discovery, with risk of failure at any stage after substantial investment [sec_mda · as of 2026-02-12].
- Top-selling products may face issues such as loss of patent protection, product liability litigation, or unexpected side effects [sec_mda · as of 2026-02-12].
- Significant debt load of $9,048.0M as of 2026-06-30, which could constrain financial flexibility [sec].
From the filings
Quoted directly from source documents.
Zoetis operates in over 100 countries with a diverse product portfolio.
“product lines that we sell in over 100 countries for the prediction, prevention, detection and treatment of diseases and conditions that affect various companion animal and livestock species. The diversity of our product portfolio and our global operations provides stability to our overall business.”
SEC MD&A · August 6, 2026
Zoetis returned over $4 billion to shareholders through dividends and share repurchases.
“Executed a balanced capital allocation strategy, returning more than $4 billion to shareholders through dividends and opportunistic share repurchases, reinforcing confidence in the Company's long-term growth prospects during a period of market volatility.”
SEC filings · April 8, 2026
There is a high rate of failure in medicine and vaccine development.
“There is a high rate of failure inherent in medicine and vaccine discovery and development. Failure can occur at any point in the process, including in later stages after substantial investment and following meaningful cost for manufacturing capabilities and inventory to prepare for launch.”
SEC MD&A · February 12, 2026
Risks & what to watch (3)›
Key risks
- Product development failure risk — High failure rate in medicine and vaccine discovery; failure can occur at any stage after substantial investment [sec_mda · as of 2026-02-12].
- Top product vulnerabilities — Top-selling products may face loss of patent protection, product liability litigation, or unexpected side effects [sec_mda · as of 2026-02-12].
- High debt level — Total debt of $9,048.0M as of 2026-06-30 may limit financial flexibility [sec].
What to watch
- Regulatory and commercial progress of the 12 blockbuster pipeline candidates, including Lenivia and Portela [sec · filed 2026-04-08].
- Ability to maintain revenue growth and cash generation amid global economic conditions [sec_mda · as of 2026-05-07].
- Capital allocation decisions, including further share repurchases and dividend payments [sec · filed 2026-04-08].
- Impact of patent expirations and competitive pressures on top-selling products [sec_mda · as of 2026-02-12].
Sources: SEC filings · SEC MD&A · Generated August 27, 2026 · How we verify sources →
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Evidence & data
Score breakdownBased on 3 of 6 signals · derived from public data
No clinical pipeline tracked — this score reflects financial & catalyst signals only.
Profitable (positive operating cash flow)
D/E 3.79 · 0% dilution
No tracked pipeline phase
No tracked pipeline candidates
No upcoming catalysts tracked
3 buys · 0 sells (180d)
Financials
Institutional Holdings
Source: SEC Form 13F · as of Mar 2026Institutional holders
1,605
Total value held
$50.71B
| Holder | Shares | Value |
|---|---|---|
| vanguard capital management llc | 52,145,692 | $6.16B |
| blackrock, inc. | 35,584,312 | $4.21B |
| vanguard portfolio management llc | 23,967,400 | $2.83B |
| state street corp | 19,324,401 | $2.28B |
| state farm mutual automobile insurance co | 15,892,903 | $1.88B |
| morgan stanley | 14,145,735 | $1.67B |
| geode capital management, llc | 11,349,248 | $1.34B |
| wellington management group llp | 10,150,096 | $1.20B |
| janus henderson group plc | 7,403,494 | $875.1M |
| nordea investment management ab | 5,865,111 | $679.8M |
Showing top 10 of 1,605 institutional holders of Zoetis Inc.. Open the full 13F history after sign-in.
Short Interest
as of May 22, 2026- % of float
- 4.0%
- Days to cover
- 4.5
- Shares short
- 14,800,585
- Daily short volume
- -
Short percent of float and days-to-cover reflect reported short positioning. Daily short volume is the exchange-reported short share of a single day's trading volume and is noisier. See the most-shorted biotech ranking →
ZTS short interestGovernance
Frequently asked questions
What is the AI investment thesis for Zoetis Inc.?
Zoetis Inc. is a global animal health company that discovers, develops, manufactures, and commercializes medicines, vaccines, diagnostics, and other products for companion animals and livestock across more than 100 countries.
Who is the CEO of Zoetis Inc.?
Ms. Kristin C. Peck is the chief executive officer of Zoetis Inc. (ZTS).
Where is Zoetis Inc. headquartered?
Zoetis Inc. (ZTS) is headquartered in Parsippany, NJ, United States.
The AI overview and BioSniper Score are neutral, data-derived signals built from public SEC filings, ClinicalTrials.gov and FDA records — not investment advice.