Novartis AG $NVS Stake Raised by Vise Technologies Inc.

Vise Technologies Inc. increased its position in shares of Novartis AG (NYSE:NVS) by 32.0% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 58,584 shares of the company’s stock after acquiring an additional 14,218 shares during the period. Vise Technologies Inc.’s holdings in Novartis were worth $8,352,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Americana Partners LLC lifted its position in shares of Novartis by 1.9% during the 3rd quarter. Americana Partners LLC now owns 32,004 shares of the company’s stock worth $4,563,000 after purchasing an additional 608 shares during the last quarter. Canopy Partners LLC grew its stake in Novartis by 1.9% during the 3rd quarter. Canopy Partners LLC now owns 3,525 shares of the company’s stock worth $503,000 after buying an additional 67 shares during the last quarter. Soltis Investment Advisors LLC increased its holdings in shares of Novartis by 20.6% in the 3rd quarter. Soltis Investment Advisors LLC now owns 2,848 shares of the company’s stock valued at $406,000 after acquiring an additional 487 shares during the period. Financial Network Wealth Advisors LLC increased its stake in Novartis by 35.3% in the third quarter. Financial Network Wealth Advisors LLC now owns 452 shares of the company’s stock valued at $64,000 after purchasing an additional 118 shares during the period. Finally, Lynx Investment Advisory raised its stake in Novartis by 41.0% during the 3rd quarter. Lynx Investment Advisory now owns 2,409 shares of the company’s stock valued at $343,000 after acquiring an additional 700 shares during the last quarter. Institutional investors and hedge funds own 13.12% of the company’s stock.

Novartis Trading Down 0.1%

Shares of NVS stock opened at $160.67 on Monday. The business’s fifty day moving average price is $148.41 and its 200 day moving average price is $151.80. The firm has a market capitalization of $306.58 billion, a PE ratio of 30.66, a P/E/G ratio of 2.96 and a beta of 0.41. The company has a debt-to-equity ratio of 0.98, a current ratio of 0.88 and a quick ratio of 0.70. Novartis AG has a 1-year low of $122.57 and a 1-year high of $170.46.

Novartis (NYSE:NVS) last released its earnings results on Tuesday, October 27th. The company reported $2.46 EPS for the quarter, beating analysts’ consensus estimates of $2.25 by $0.21. The company had revenue of $15.03 billion during the quarter, compared to the consensus estimate of $14.53 billion. Novartis had a return on equity of 41.04% and a net margin of 18.11%. Novartis’s quarterly revenue was up 4.4% compared to the same quarter last year. During the same quarter last year, the company earned $2.25 earnings per share. As a group, sell-side analysts forecast that Novartis AG will post 9.04 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several brokerages have weighed in on NVS. Citigroup reiterated a “buy” rating on shares of Novartis in a research note on Wednesday, July 22nd. JPMorgan Chase & Co. reiterated a “buy” rating on shares of Novartis in a research report on Sunday, August 9th. Royal Bank Of Canada reissued a “sector perform” rating on shares of Novartis in a research note on Wednesday. DZ Bank assumed coverage on shares of Novartis in a research report on Wednesday, October 28th. They set a “hold” rating for the company. Finally, HSBC upgraded shares of Novartis from a “reduce” rating to a “hold” rating and raised their target price for the stock from $123.00 to $136.00 in a research note on Thursday, September 10th. Six analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $152.25.

More Novartis News

Here are the key news stories impacting Novartis this week:

• Positive Sentiment: Novartis received a Zacks Rank #2 (Buy), reflecting improved expectations for its earnings prospects. The upgrade could provide near-term support for the shares. Novartis Rating Upgrade to Buy
• Positive Sentiment: Zacks also identified NVS as a strong long-term momentum stock, highlighting favorable style and performance characteristics that may attract growth and momentum investors. Novartis Top Momentum Stock
• Positive Sentiment: Novartis’s third-quarter results exceeded consensus expectations, with earnings per share of $2.46 versus $2.25 expected and revenue of $15.03 billion versus $14.53 billion expected. Revenue increased 4.4% year over year, supporting the company’s fundamental outlook. Novartis Q3 2026 Earnings Call Transcript
• Neutral Sentiment: DZ Bank initiated coverage with a Hold rating, signaling a balanced view of Novartis’s earnings strength and valuation. DZ Bank Novartis Coverage
• Negative Sentiment: Deutsche Bank downgraded Novartis from Hold to Sell, adding direct analyst pressure to the stock and countering the more favorable Zacks assessment. Deutsche Bank Downgrades Novartis
• Negative Sentiment: Analysts reduced peak-sales forecasts for remibrutinib after a late-stage multiple-sclerosis trial met its primary endpoint but appeared weaker than expected. The development raises concerns about the drug’s ability to offset upcoming patent-related revenue pressure. Novartis Remibrutinib and Patent Cliff
• Negative Sentiment: Erste Group Bank forecast weaker earnings for Novartis, adding to concerns that future results may not match the company’s recent quarterly beat. Erste Group Predicts Weaker Novartis Earnings

About Novartis

Novartis AG is a Switzerland-based pharmaceutical company focused on the discovery, development and commercialization of innovative medicines. The company’s research and commercial activities span areas including cardiovascular, renal and metabolic diseases, immunology, neuroscience, oncology and hematology. Its portfolio includes prescription medicines such as Entresto, Cosentyx, Kisqali, Kesimpta, Leqvio, Pluvicto and Scemblix.

Novartis serves patients and healthcare providers in markets around the world.