Zoetis Inc. (NYSE:ZTS) Full-Year Results Just Came Out: Here’s What Analysts Are Forecasting For This Year

Simply Wall St

Sun, February 15, 2026 at 10:15 PM GMT+9 3 min read

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The annual results for Zoetis Inc. (NYSE:ZTS) were released last week, making it a good time to revisit its performance. It was a credible result overall, with revenues of US$9.5b and statutory earnings per share of US$6.02 both in line with analyst estimates, showing that Zoetis is executing in line with expectations. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there’s been a strong change in the company’s prospects, or if it’s business as usual. With this in mind, we’ve gathered the latest statutory forecasts to see what the analysts are expecting for next year.

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NYSE:ZTS Earnings and Revenue Growth February 15th 2026

Taking into account the latest results, the consensus forecast from Zoetis’ 17 analysts is for revenues of US$9.91b in 2026. This reflects a modest 4.7% improvement in revenue compared to the last 12 months. Per-share earnings are expected to increase 3.9% to US$6.58. Before this earnings report, the analysts had been forecasting revenues of US$9.91b and earnings per share (EPS) of US$6.42 in 2026. So the consensus seems to have become somewhat more optimistic on Zoetis’ earnings potential following these results.

View our latest analysis for Zoetis

There’s been no major changes to the consensus price target of US$152, suggesting that the improved earnings per share outlook is not enough to have a long-term positive impact on the stock’s valuation. There’s another way to think about price targets though, and that’s to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. The most optimistic Zoetis analyst has a price target of US$197 per share, while the most pessimistic values it at US$130. These price targets show that analysts do have some differing views on the business, but the estimates do not vary enough to suggest to us that some are betting on wild success or utter failure.

Of course, another way to look at these forecasts is to place them into context against the industry itself. It’s pretty clear that there is an expectation that Zoetis’ revenue growth will slow down substantially, with revenues to the end of 2026 expected to display 4.7% growth on an annualised basis. This is compared to a historical growth rate of 6.2% over the past five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 8.5% per year. Factoring in the forecast slowdown in growth, it seems obvious that Zoetis is also expected to grow slower than other industry participants.

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The Bottom Line

The biggest takeaway for us is the consensus earnings per share upgrade, which suggests a clear improvement in sentiment around Zoetis’ earnings potential next year. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. The consensus price target held steady at US$152, with the latest estimates not enough to have an impact on their price targets.

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year’s earnings. At Simply Wall St, we have a full range of analyst estimates for Zoetis going out to 2028, and you can see them free on our platform here…

Before you take the next step you should know about the 1 warning sign for Zoetis that we have uncovered.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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