ZTS at a glance
Zoetis (ZTS, SEC CIK 1555280) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Zoetis (ZTS) reported revenue of $9.5 billion (up 2.3% from FY2024) and net income of $2.7 billion. Diluted EPS was $6.02.
- As of June 30, 2026, 52 institutional investment managers tracked by SignalX reported holding Zoetis (ZTS) shares worth $11.7 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $9.5B
- +2.3% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 52 funds
- $11.7B · +1 vs prior quarter
- Latest 8-K
- Aug 6, 2026
- Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Risk Factors
- Cybersecurity risk with potential uninsured costs despite cybersecurity insurance coverage
- Dependency on third-party cloud infrastructure for critical information systems operations
- Board Audit Committee oversight of cybersecurity risk management and material incident disclosures
- Executive leadership includes IT veterans from Biogen and Eli Lilly enhancing cybersecurity governance
- Periodic third-party cybersecurity assessments every 18 months to evaluate controls per NIST Cybersecurity Framework
Management Discussion & Analysis
- Revenue $9,467M for 2025, up 2% YoY from $9,256M in 2024
- Net income $2,673M, increased 8% from $2,486M in 2024; adjusted net income $2,847M, up 6% YoY
- Operating segments: U.S. and International; best performing not specified, but U.S. and International product diversity provides stability
- Key risks: economic downturn, inflation impact on demand and collections; competition from generics causing 66% sales decline of Draxxin in U.S. since 2021
Business Overview
- Core business model not detailed; filing references Zoetis corporate governance and proxy statements extensively
- No new products, services, or segments introduced or emphasized in 2026 filing text
- Strategic shifts or competitive positioning changes not disclosed in business section
- No quantitative business metrics or operational data provided for 2026
- Filing unusually focused on cross-references to proxy statements and governance documents, not on business operations or financial performance
AI summary of the ZTS 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue $2,468M vs $2,474M, down $6M and 0% total growth
- Net income $691M vs $726M, down $35M; adjusted net income $781M vs $791M
- International segment impacted by delayed December 2025 orders and fiscal-year alignment
- Foreign exchange favorably impacted year-over-year revenue growth by approximately 2%
- Tariffs, disease outbreaks, supply disruptions, geopolitical tensions and macroeconomic weakness as near-term headwinds
Risk Factors
- No Risk Factors section provided; filing text begins with Item 2
- Share-repurchase execution risk: $1.3 billion remaining under authorization as of June 30, 2026
- Convertible-note funding exposure: $1,783 million net proceeds used for share repurchases
- Market-price risk: quarterly repurchases averaged $88.59 per share
AI summary of the ZTS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- James Saccaro appointed CFO and COO effective August 17, 2026, combining financial leadership with Global Manufacturing and Supply oversight
- Saccaro brings CFO experience from GE HealthCare and Baxter, supporting continuity in finance and operational execution
Item EX-99.1: Item EX-99.1
- Jay Saccaro appointed CFO and COO effective August 17, 2026
- Newly combined role oversees finance, capital allocation, reporting, controls, investor engagement, manufacturing, and supply
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results and full-year 2026 guidance released August 6, 2026
- Press release furnished as Exhibit 99.1, containing the substantive financial details
Item EX-99.1: Item EX-99.1
- Q2 revenue $2.468B, flat reported and down 1% organically; adjusted net income $781M, down 2% organically
- U.S. revenue fell 7%, with companion-animal sales down 11% amid weaker clinic visits, price sensitivity, competition, and generic pressure
Item 5.02: Departure/Appointment of Directors or Principal Officers
- All 12 director nominees elected for one-year terms, preserving board continuity through 2027
- Executive compensation approved 306.3M–51.6M, supporting current pay practices despite meaningful opposition
AI summaries of ZTS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ZTS
Don't miss the next ZTS filing
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- Fund moves. Which tracked funds opened, added or cut ZTS, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| FULLER JULIE | M | Sep 30, 2026 | 799 | - |
| FULLER JULIE | F | Sep 30, 2026 | 274 | $69.83 |
| FULLER JULIE | M | Sep 30, 2026 | 799.071 | - |
| Stetter Mark | A | Sep 17, 2026 | 342.372 | $73.02 |
| SACCARO JAMES | A | Aug 31, 2026 | 81,063 | - |
| DAMELIO FRANK A | G | Aug 7, 2026 | 6,650 | - |
| Nayak Abhay U | A | Jul 10, 2026 | 214.616 | $26.22 |
| Esch Kevin | A | Jul 10, 2026 | 308.046 | $26.22 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $8.5B | $9.3B | $9.5B |
| Net Income | $2.3B | $2.5B | $2.7B |
| Net Margin | 27.4% | 26.9% | 28.2% |
| Balance Sheet | |||
| Total Assets | $14.3B | $14.2B | $15.5B |
| Equity | $5.0B | $4.8B | $3.3B |
| ROE | 46.9% | 52.1% | 80.2% |
| Per Share | |||
| EPS | - | $5.47 | $6.02 |
| Cash Flow | |||
| Operating CF | $2.4B | $3.0B | $2.9B |
| CapEx | $732.0M | $655.0M | $621.0M |
Source: XBRL data in Zoetis (ZTS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ZTS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 52 | $11.69B |
| Q1 2026 | 51 | $19.56B |
| Q4 2025 | 53 | $20.93B |
| Q3 2025 | 53 | $24.73B |
| Q2 2025 | 52 | $26.74B |
| Q1 2025 | 51 | $20.63B |
| Q4 2024 | 46 | $15.92B |
| Q3 2024 | 40 | $9.86B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 398 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ZTS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | May 26, 2026 | - | - | |
| 8-K | May 22, 2026 | - | Analysis | |
| 4 | May 21, 2026 | - | - | |
| 8-K | May 20, 2026 | - | Analysis | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 12, 2026 | - | - |
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ZTS SEC filings: frequently asked questions
Which institutions hold ZTS stock?
As of June 30, 2026, the largest Zoetis (ZTS) holders among the 13F filers tracked by SignalX were BlackRock ($2.8 billion), Vanguard Capital Management LLC ($1.9 billion), Vanguard Portfolio Management LLC ($1.7 billion), State Street Corp ($1.4 billion), Morgan Stanley ($638.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ZTS's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Zoetis (ZTS) reported revenue of $9.5 billion (up 2.3% from FY2024) and net income of $2.7 billion. Diluted EPS was $6.02. The figures come from the XBRL data in the 10-K.
What are the main risks in ZTS's latest 10-K?
In the 10-K filed February 12, 2026, Zoetis (ZTS) flagged: Cybersecurity risk with potential uninsured costs despite cybersecurity insurance coverage. Dependency on third-party cloud infrastructure for critical information systems operations. (AI summary of the Risk Factors section.)
What did ZTS report in its latest 8-K?
Zoetis (ZTS) filed an 8-K on August 6, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). James Saccaro appointed CFO and COO effective August 17, 2026, combining financial leadership with Global Manufacturing and Supply oversight.
What are the latest ZTS SEC filings?
Zoetis (ZTS) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and a Form 4 insider filing on October 2, 2026.
What is ZTS's SEC CIK number?
Zoetis (ZTS)'s SEC Central Index Key (CIK) is 1555280. EDGAR lists every ZTS filing under that number.
Ask anything about ZTS
The research agent reads ZTS's filings, financials, insider trades and 13F holders, then answers with sources.