Core Insights - Merck & Co. is recognized as a significant and influential entity in the global pharmaceutical industry, known for its research-intensive biopharmaceutical operations [1] Group 1: Company Overview - Merck & Co. engages in the discovery, development, manufacturing, and marketing of a diverse range of prescription medicines, vaccines, and biologics [1]

Core Insights - Merck & Co. is recognized as a significant and influential entity in the global pharmaceutical industry, known for its research-intensive biopharmaceutical operations [1] Group 1: Company Overview - Merck & Co. engages in the discovery, development, manufacturing, and marketing of a diverse range of prescription medicines, vaccines, and biologics [1]

As the world's leading animal health company, Zoetis is driven by a singular purpose: to nurture our world and humankind by advancing care for animals. After innovating ways to predict, prevent, detect, and treat animal illness for more than 70 years, Zoetis continues to stand by those raising and caring for animals worldwide – from veterinarians and pet owners to livestock producers. The company's leading portfolio and pipeline of medicines, vaccines, diagnostics and technologies make a difference in over ...

Health and Human Services Secretary Robert F. Kennedy Jr. . said to be pushing for a change to childhood vaccinations.Secretary Kennedy is looking at the Danish system which recommends only 10 of the 17 shots on the US list. Joining us now, former FDA Commissioner uh Dr. . Scott Gotautle.He serves on the boards of Aluminina, Fizer, and United Health. He is also a CNBC contribu contributor. Good morning, Dr.. Gotautle. Good to have you on. >> Good morning.>> Do what's what's the uh what do you think uh of th ...

Elanco Animal Health Incorporated (NYSE:ELAN) is one of the stocks Jim Cramer shed light on. Answering a caller’s query about the stock, Cramer said: “They are doing everything right. I am so impressed with the way they’ve turned that company around. I’m glad you brought it out. That was a real good idea.” A laptop and a computer monitor display a detailed stock market technical analysis chart. Photo by Jakub Zerdzicki on Pexels Elanco Animal Health Incorporated (NYSE:ELAN) sells products to protect a ...

Group 1 - The Board of Directors of Zoetis Inc. has declared a dividend of $0.53 per share for Q1 2026, representing a 6% increase from the 2025 quarterly dividend rate [1] - The dividend payment date is set for March 3, 2026, for all common stockholders on record as of January 20, 2026 [1] Group 2 - Zoetis is the world's leading animal health company, focused on advancing care for animals and has been innovating in this field for over 70 years [2] - The company generated revenue of $9.3 billion in 2024 and employs approximately 13,800 people [2]

Core Insights - Zoetis Inc. (NYSE:ZTS) is recognized as a strong investment opportunity by analysts, particularly following its innovation day on December 2, which showcased long-term growth prospects [1] - The animal health market is projected to grow to $90 billion by 2035, nearly doubling its current size, which is significant for Zoetis as it has 12 candidates in its pipeline targeting chronic kidney disease, oncology, and cardiology, representing over $5 billion in total addressable market [2] Analyst Ratings - Following the innovation day, Brandon Vazquez from William Blair reiterated a Buy rating on Zoetis Inc. without a specified price target, while Michael Ryskin from Bank of America Securities also maintained a Buy rating but reduced the price target from $200 to $165 [3] - Vazquez emphasized that the updates from the innovation day indicate a strong innovation engine for the company, which may offset the underperformance of Librela in 2025, and he views the company's valuation at 18.5 times its 2026 forward earnings as attractive [4] Company Overview - Zoetis Inc. is a leading global animal health company engaged in the discovery, development, manufacturing, and commercialization of medicines, vaccines, diagnostics, biodevices, genetic tests, and precision health solutions [5]

A key CDC panel has voted to delay any decision for now about when kids should get vaccinated and what vaccines they should receive. That panel has been dramatically changed by HHS Secretary Robert F. Kennedy Jr.. who fired several members of the panel earlier this year and then installed handpicked vaccine skeptics in their place. At the top of today's agenda, the hepatitis B shot, the first vaccine found to prevent cancer and whether it should still be given to newborn babies. Joining us now is former CDC ...

Core Thesis - Zoetis Inc. is positioned as a dominant player in the growing animal health industry, benefiting from the trend of pet humanization as households increasingly prioritize pet care over traditional child-rearing [2][5] Financial Performance - The company has demonstrated strong financial performance with high single-digit revenue growth, margin expansion, and a double-digit EPS CAGR over the past six years [3] - Zoetis maintains a robust balance sheet characterized by solid liquidity, low leverage, and steadily growing retained earnings, alongside consistent free cash flow generation [3] Market Segments - While growth has moderated in the OA Pain franchise, both the companion animal and livestock segments continue to perform well, with management indicating stabilization in the OA Pain business [4] - Short-term headwinds, such as slowing vet visits, are not expected to significantly impact long-term demand for pet care products [4] Valuation and Investment Case - Projecting operating cash flow growth at 5% and CAPEX growth at 7% leads to a five-year free cash flow to the firm CAGR of approximately 4% [4] - Applying a 30x exit FCF multiple suggests a five-year IRR of around 14%, indicating an attractive risk/reward profile for investors [5] - The combination of resilient growth, industry leadership, and strong financial health supports a compelling long-term investment case for Zoetis [5] Recent Developments - Despite a 22.17% depreciation in stock price since previous coverage, the bullish thesis remains intact due to the company's strong financials and emphasis on pet humanization [6]

Core Insights - Zoetis Inc. is currently viewed as a highly profitable large-cap stock, but recent adjustments to revenue forecasts have raised concerns about future growth potential [1][3] - Stifel analyst Jonathan Block has lowered the price target for Zoetis from $140 to $130 while maintaining a Hold rating, indicating a cautious outlook on the stock [1][3] Financial Performance - In Q3 2025, Zoetis reported total revenue of $2.4 billion, reflecting a 4% organic operational growth [2] - Adjusted net income for the quarter reached $754 million, which is a 9% increase on an organic operational basis, leading to a 12% growth in adjusted diluted EPS [2] - The company has revised its full-year revenue guidance to a range of $9.4 to $9.475 billion, indicating an expected organic operational growth of 5.5% to 6.5% [3] Future Outlook - The adjusted net income guidance for the full year is set between $2.8 to $2.84 billion, corresponding to a 5.5% to 7% organic operational growth [3] - Adjusted diluted EPS guidance is projected to be between $6.30 to $6.40 [3] - Despite the potential of Zoetis as an investment, there are suggestions that certain AI stocks may offer better upside potential with less downside risk [4]