Nomura Value Fund has initiated a new position in $ZTS, Zoetis Inc., after divesting its stake in Kenvue during the fourth quarter of 2025. The decision to invest in $ZTS, a leading global animal health company, reflects the fund’s confidence in the company’s potential for long-term growth and re-rating over the next 3 to 5 years.
The addition of $ZTS to Nomura Value Fund’s portfolio is significant, given the company’s strong track record of delivering consistent earnings growth and its dominant position in the animal health industry. As a global leader in the development, manufacture, and marketing of animal health medicines and vaccines, $ZTS has a diverse portfolio of products that cater to the needs of livestock and companion animals. The company’s commitment to innovation and research has enabled it to stay ahead of the competition and capitalize on emerging trends in the industry.
The animal health industry has experienced steady growth in recent years, driven by increasing demand for animal protein, rising pet ownership, and growing awareness about animal health and wellness. $ZTS has been at the forefront of this trend, leveraging its expertise and resources to develop new products and expand its reach into new markets. The company’s strong distribution network and partnerships with key stakeholders, including veterinarians, farmers, and pet owners, have also contributed to its success. For more information on Zoetis Inc., please visit our dedicated page.
In terms of financial performance, $ZTS has consistently delivered strong earnings growth, with revenue increasing by 10% in 2025 compared to the previous year. The company’s profitability has also improved, with net income rising by 15% during the same period. The following table summarizes key financial metrics for $ZTS:
| Metric | 2025 | 2024 |
|---|---|---|
| Revenue | $7.5 billion | $6.8 billion |
| Net Income | $1.4 billion | $1.2 billion |
| Earnings Per Share | $3.45 | $2.95 |
Looking ahead, the investment in $ZTS is expected to contribute to Nomura Value Fund’s long-term growth strategy. With its strong portfolio of products, commitment to innovation, and dominant position in the animal health industry, $ZTS has the potential to deliver consistent earnings growth and re-rate higher over the next 3 to 5 years. The company’s ability to capitalize on emerging trends and expand its reach into new markets is also expected to drive growth and create value for shareholders.
⚡ Why it matters: The investment in $ZTS reflects the growing importance of the animal health industry and the potential for long-term growth and returns. The decision by Nomura Value Fund to initiate a new position in $ZTS also highlights the company’s attractiveness as a investment opportunity.
📊 By the numbers:
Revenue growth: 10% in 2025
Net income growth: 15% in 2025
Earnings per share: $3.45 in 2025
🔗 Source: Nomura Value Fund*
