Zoetis: A Solid Long-Term Buy After Harsh Drawdown

Zoetis is navigating the worst drawdown in its stock history, driven by weakening U.S. vet clinic traffic and heightened competition across key companion animal franchises. Despite aggressive competitor promotions, Zoetis protects industry-leading profitability (35%–37% EBIT margins) using targeted gross-to-net rebates rather than base list-price cuts. Trading at a historic low 12x P/E and a 7%+ FCF yield, Zoetis offers a strong margin of safety compared to its Base Case DCF fair value of $100.06.

Seeking Alpha • Aug 18, 2026

Zoetis: Another Bad Quarter, Some Value Trap Risk But Shares Still Cheap

Zoetis' Q2 earnings results were mixed, and the company cut its forward guidance. This has reduced the stock's margin of safety, but on balance, the risk/reward profile still favors the bulls. Zoetis has other segments performing well which partially offset the weakness in U.S. pet-related sales.

Seeking Alpha • Aug 16, 2026

Zoetis: The Growth Story Has Broken, But The Valuation Finally Makes Sense

Zoetis (ZTS) now trades at just 12x forward earnings, with a nearly 3% dividend yield and gross margins above 70%, after a severe multiyear drawdown. Competition, weaker U.S. companion animal sales, and reduced guidance have pressured ZTS, but its core profitability and market dominance remain intact. Management is aggressively repurchasing shares, capital returns are strong, and the balance sheet remains healthy despite $9B in long-term debt.

Seeking Alpha • Aug 14, 2026

Zoetis gets US FDA emergency use nod for treatment for screwworm in dogs

The U.S. Food and Drug Administration on Thursday issued an emergency use authorization for Zoetis' flea and ​tick drug to treat New World screwworm (NWS) infestations ‌in dogs and puppies.

Reuters • Aug 13, 2026

Zoetis Receives Emergency Use Authorization for Simparica Trio® (sarolaner, moxidectin, and pyrantel chewable tablets) for Treatment of New World Screwworm Infestations in Dogs and Puppies

PARSIPPANY, N.J.--(BUSINESS WIRE)---- $ZTS #animalhealth--Zoetis Inc. today announced that Simparica Trio has received Emergency Use Authorization (EUA) from the U.S. Food and Drug Administration (FDA) for the treatment of infestations caused by New World screwworm (Cochliomyia hominivorax) larvae (myiasis) in dogs and puppies. Larvae of Cochliomyia hominivorax, commonly called New World screwworm (NWS), feed on living tissues, such as open wounds, of animals including livestock, wildlife and pets, and can inflict da.

Business Wire • Aug 13, 2026

Diamond Hill Large Cap Fund Q2 2026 Portfolio Update

Key contributors include Texas Instruments, Humana, and Nucor. Key detractors include Zoetis, ConocoPhillips, and Accenture. New positions include Elevance Health, FedEx Freight, and Humana.

Seeking Alpha • Aug 13, 2026

Diamond Hill Mid Cap Fund Q2 2026 Contributors And Detractors

Equity markets posted strong returns during the second quarter, with robust corporate earnings and a resilient domestic economy supporting investor sentiment. Key contributors were Humana, Regal Rexnord, and Illumina. Key detractors were Huntington Ingalls, Wix.com, and Zoetis.

Seeking Alpha • Aug 11, 2026

5 Stock Picks Last Week From Wall Street's Most Accurate Analysts

U.S. stocks settled higher on Friday, with the Nasdaq Composite gaining more than 300 points and S&P 500 surging to record close during the session.

Benzinga • Aug 10, 2026

Zoetis Q2 Earnings Call Highlights

Zoetis NYSE: ZTS reported second-quarter revenue of $2.5 billion, flat on a reported basis and down 1% organically, as pressure in U.S. companion-animal categories offset growth in livestock, diagnostics and international markets. Adjusted net income was $781 million, down 2% organically, while adjusted diluted earnings per share rose 4% to $1.87, benefiting from a lower share count following share repurchases.

MarketBeat • Aug 9, 2026

Top 50 High-Quality Dividend Growth Stocks For August 2026

I track a curated universe of 50 high-quality dividend growth stocks to identify timely, attractive entry points for long-term total return. The universe delivered a 10.44% YTD return through July, closely matching SPY but trailing SCHD, with several individual stocks significantly outperforming. Currently, 40 stocks in the universe offer a forward return estimate of at least 10%, with 25 appearing potentially undervalued based on free cash flow analysis.

Seeking Alpha • Aug 9, 2026