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Zoetis (ZTS)

- NYSE
  • Yesterday, 11:01 AM
    • Zoetis (ZTS +0.72%) Q2 results: Revenues: $1,175M (+1.5%); COGS: $427M (+3.4%); R&D Expense: $84M (-8.7%); SG&A: $379M (-4.3%); Net Loss: ($37M) (-127.2%); Loss Per Share: ($0.07) (-125.9%).
    • 2015 Guidance: Revenue: $4,700M - 4,775M; Adjusted SG&A Expenses: $1,355M - 1,405M; Adjusted R&D Expenses: $380M - 400M; Adjusted interest expense and other (income)/deductions: ~110M (unch); Adjusted diluted EPS: $1.63 - 1.68; Adjusted net income: $820M - 845M; Reported diluted EPS: $0.81 - 1.02; Reported net income: $410M - 515M.
    • 2016 Guidance: Revenue: $4,650M - 4,800M; Adjusted SG&A Expenses: $1,270M - 1,340M; Adjusted R&D Expenses: $380M - 400M; Adjusted EPS: $1.81 - 1.93; Adjusted net income: $910M - 970M; Reported EPS: $1.45 - 1.65; Reported net income: $730M - 830M.
    • 2017 Guidance: Revenue: $4,850M - 5,050M; Adjusted SG&A Expenses: $1,240M - 1,330M; Adjusted R&D Expenses: $380M - 400M; Adjusted EPS: $2.18 - 2.32; Adjusted net income: $1,095M - 1,165M; Reported EPS: $1.98 - 2.16; Reported net income: $995M - 1,085M.
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  • Yesterday, 7:04 AM
    • Zoetis (NYSE:ZTS): Q2 EPS of $0.43 beats by $0.05.
    • Revenue of $1.18B (+1.7% Y/Y) beats by $60M.
    • Press Release
    | Comment!
  • Mon, Aug. 3, 11:25 AM
    • Zoetis (ZTS -0.2%) will report Q2 results tomorrow before the open. Consensus view is EPS of $0.38 (+41%) on revenues of $1.1B (0%).
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  • Tue, Jul. 21, 4:23 PM
    | 2 Comments
  • Thu, Jul. 2, 9:07 AM
    • Onconova (NASDAQ:ONTX) upgraded to Overweight from Neutral with a $6 (131% upside) price target (up from $3) by Piper Jaffray.
    • BioCryst Pharmaceuticals (NASDAQ:BCRX) upgraded to Buy from Neutral with a $19 (30% upside) price target (up from $12) by Bank of America.
    • Kythera Biopharmaceuticals (NASDAQ:KYTH) downgraded to Market Perform from Outperform with a $65 (13% downside risk) price target (up from $61) by Leerink Swann.
    • Zoetis (NYSE:ZTS) downgraded to Market Perform from Outperform with a $57 (18% upside) price target (up from $51) by BMO.
    • China Cord Blood (NYSE:CO) downgraded to Neutral from Buy with a $6.75 (9% upside) price target (up from $6.50) by Roth Capital.
    • Teladoc (Pending:TDOC) initiated with Outperform rating and $35 (23% upside) price target by RBC.
    • Aldeyra (NASDAQ:ALDX) initiated with Buy rating and $16 (93% upside) price target by Canaccord Genuity.
    • Novagen (NASDAQ:NVGN) initiated with Buy rating and $8.50 (89% upside) price target by H.C. Wainwright.
    | 10 Comments
  • Fri, Jun. 26, 11:04 AM
    • So much for yesterday's up move. Zoetis (ZTS -9.8%) does a quick round trip on 3x higher volume after CNBC's David Faber reported that Valeant Pharmaceuticals (VRX -1.7%) is unlikely to pursue a merger. Apparently, it reached out to Zoetis as a courtesy to significant shareholder Bill Ackman.
    | 18 Comments
  • Thu, Jun. 25, 4:07 PM
    • Zoetis (NYSE:ZTS) spurted upward near the close to finish the day up 12%. Market chatter says Valeant Pharmaceuticals (NYSE:VRX) has made a bid for the animal health firm. Trading in ZTS is currently halted.
    • Update: ZTS trading resumed.
    | 8 Comments
  • Wed, Jun. 24, 1:43 PM
    • Screen criteria: market cap >=$1B; average daily turnover >=400K shares; % change in mutual fund ownership (most recent qtr) >=0%; PEG ratio: <=1.0.
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    • This is not a list of Buy/Sell recommendations, but rather a targeted list of stocks that may be suitable for more in-depth research.
    | 13 Comments
  • Fri, May 29, 12:19 PM
    • Bayer's (OTCPK:BAYRY) (OTCPK:BAYZF) current #5 rank in the global animal health market could change once it divests its low margin plastics business either via an IPO or direct sale, possibly to a private equity firm. Analysts believe the unit could fetch as much as 11B euros ($12.1B).
    • CEO Marijn Dekkers says animal health is a "very attractive business for us. We've always looked with interest in it. It hasn't happened with us yet."
    • The top acquisition target would be Zoetis (ZTS +0.8%) which generated $4.8B in sales in 2014. Bayer will probably have competition, though. Valeant Pharmaceuticals (VRX -1.7%) and Merck (MRK +0.2%) have been mentioned as likely suitors.
    | 6 Comments
  • Tue, May 5, 9:45 AM
    • Zoetis (ZTS +2.4%) Q1 results: Revenues: $1,102M (+0.5%), Livestock: $715M (+1.3%), Companion Animal: $377M (-0.8%), Contract Manufacturing: $10M (-9.1%); COGS: $394M (+4.0%); R&D Expense: $80M (-8.0%); SG&A: $354M (-0.6%); Net Income: $165M (+6.5%); EPS: $0.33 (+6.5%).
    • 2015 Guidance: Revenue: $4,675M - 4,775M from $4,800M - 4,900M; Adjusted SG&A Expenses: $1,355M - 1,405M from $1,420M - 1,470M; Adjusted R&D Expenses: $380M - 400M from $385M - 405M; Adjusted interest expense and other (income)/deductions: ~110M (unch); Adjusted diluted EPS: $1.61 - 1.68 (unch); Adjusted net income: $810M - 845M (unch); Reported diluted EPS: $0.79 - 1.02 from $1.32 - 1.39; Reported net income: $400M - 515M.
    • 2016 Guidance: Revenue: $4,650M - 4,800M; Adjusted SG&A Expenses: $1,270M - 1,340M; Adjusted R&D Expenses: $380M - 400M; Adjusted EPS: $1.81 - 1.93; Adjusted net income: $910M - 970M; Reported EPS: $1.45 - 1.65; Reported net income: $730M - 830M.
    • 2017 Guidance: Revenue: $4,850M - 5,050M; Adjusted SG&A Expenses: $1,240M - 1,330M; Adjusted R&D Expenses: $380M - 400M; Adjusted EPS: $2.18 - 2.32; Adjusted net income: $1,095M - 1,165M; Reported EPS: $1.98 - 2.16; Reported net income: $995M - 1,085M.
    | Comment!
  • Tue, May 5, 7:02 AM
    • Zoetis (NYSE:ZTS): Q1 EPS of $0.41 beats by $0.04.
    • Revenue of $1.1B (flat Y/Y) misses by $10M.
    • Press Release
    | Comment!
  • Tue, Mar. 31, 1:42 PM
    • Even after his big win with Allergan, Bill Ackman's Pershing Square maintains significant exposure (~50%) to the healthcare sector. In a recent regulatory filing, Pershing disclosed a 19.5M share stake in Valeant Pharmaceuticals (VRX -0.2%) valued at ~$3.83B, making it the largest position in its equity portfolio. It also has a 41.8M share stake in Zoetis (ZTS -0.2%) valued at almost $2B.
    • In case you were wondering, Pershing is also maintaining its short position in Herbalife (HLF -0.9%).
    | 4 Comments
  • Fri, Feb. 27, 4:12 PM
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  • Wed, Feb. 11, 8:02 AM
    • Zoetis (NYSE:ZTS) Q4 results ($M): Revenues: 1,320 (+5.3%); Livestock: 904 (+7.1%); Companion Animal: 405 (+2.8%); Operating Expenses: 621 (+7.3%); Net Income: 126 (+20.0%); EPS: 0.25 (+19.0%).
    • 2015 Guidance: Revenues: $4.8B - 4.9B; Non-GAAP Net Income: $810M - 845M; EPS: $1.32 - 1.39; Non-GAAP EPS: $1.61 - 1.68.
    | 1 Comment
  • Wed, Feb. 11, 7:02 AM
    • Zoetis (NYSE:ZTS): Q4 EPS of $0.40 beats by $0.04.
    • Revenue of $1.32B (+5.6% Y/Y) beats by $50M.
    • Press Release
    | Comment!
  • Tue, Feb. 10, 5:30 PM
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Company Description
Zoetis Inc discovers, develops, manufactures & commercializes animal health medicines & vaccines for livestock & companion animals. Its products include anti-infectives, vaccines, parasiticides, medicated feed additives & other pharmaceutical products.