Should Fundsmith’s Support and Librela Safety Reassessment Require Action From Zoetis (ZTS) Investors?

Simply Wall St.01-16

In 2025, Fundsmith Equity Fund began building a position in Zoetis Inc., describing it as a leading veterinary pharmaceutical company with limited generic competition and highlighting its role in the ...

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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShould Fundsmith’s Support and Librela Safety Reassessment Require Action From Zoetis (ZTS) Investors?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-16 16:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/pharmaceuticals-biotech/nyse-zts/zoetis/news/should-fundsmiths-support-and-librela-safety-reassessment-re><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In 2025, Fundsmith Equity Fund began building a position in Zoetis Inc., describing it as a leading veterinary pharmaceutical company with limited generic competition and highlighting its role in the ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nyse-zts/zoetis/news/should-fundsmiths-support-and-librela-safety-reassessment-re\">Source 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a position in Zoetis Inc., describing it as a leading veterinary pharmaceutical company with limited generic competition and highlighting its role in the expanding pet healthcare market.\nDespite earlier concerns about side effects linked to Zoetis’s osteoarthritis drug Librela, continued support from veterinary professionals has helped ease product safety worries for investors.\nNext, we’ll examine how Fundsmith’s backing and ongoing veterinary...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1941712348.USD":"ALLIANZ PET AND ANIMAL WELLBEING \"AT\" (USD) ACC","ZTS":"Zoetis Inc.","LU0289739699.SGD":"AB INTERNATIONAL HEALTH CARE PORTFOLIO \"A\" (SGD) ACC","LU2308191902.HKD":"BNP PARIBAS ECOSYSTEM RESTORATION \"CLASSIC\" (HKD) ACC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL 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Despite earlier concerns about side effects linked to Zoetis’s osteoarthritis drug Librela, continued support from veterinary professionals has helped ease product safety worries for investors. Next, we’ll examine how Fundsmith’s backing and ongoing veterinary confidence in Librela influence Zoetis’s existing investment narrative and risk profile. Trump has pledged to \"unleash\" American oil and gas and these 22 US stocks have developments that are poised to benefit.AdvertisementZoetis Investment Narrative RecapTo own Zoetis, you need to believe in long term growth in animal health, especially companion pets, supported by a robust portfolio with limited generic competition. The Fundsmith stake and continued veterinary backing for Librela help stabilize sentiment around what remains a key near term catalyst and also one of the clearest product specific risks, but they do not fundamentally change Zoetis’s broader risk profile around competition, regulation and innovation. Among recent developments, Zoetis’s decision to lift its quarterly dividend to US$0.53 per share for Q1 2026 stands out alongside the Fundsmith news. For investors, that rising payout, coupled with ongoing buybacks, sits in the background of the Librela story, because the company’s ability to keep returning cash to shareholders still depends on successfully managing safety perceptions and adoption in its osteoarthritis franchise. But investors should also be aware that Librela’s safety perceptions and adoption trends could still... Read the full narrative on Zoetis (it's free!)Zoetis' narrative projects $10.9 billion revenue and $3.2 billion earnings by 2028. This requires 5.2% yearly revenue growth and about a $0.6 billion earnings increase from $2.6 billion today.Uncover how Zoetis' forecasts yield a $158.22 fair value, a 26% upside to its current price.Exploring Other PerspectivesZTS 1-Year Stock Price Chart Nine members of the Simply Wall St Community currently see Zoetis fair value between US$153 and US$200, with opinions spread across that range. You should weigh those views against the very real risk that competitive pressure in key franchises or safety concerns in OA pain products could influence how the business performs over time.Explore 9 other fair value estimates on Zoetis - why the stock might be worth just $153.00!Build Your Own Zoetis NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Zoetis research is our analysis highlighting 5 key rewards and 1 important warning sign that could impact your investment decision.Our free Zoetis research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Zoetis' overall financial health at a glance.Ready To Venture Into Other Investment Styles?The market won't wait. These fast-moving stocks are hot now. Grab the list before they run:This technology could replace computers: discover 23 stocks that are working to make quantum computing a reality.The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.Find companies with promising cash flow potential yet trading below their fair value.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    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\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Zoetis might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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