Baldwin Wealth Partners LLC MA Cuts Holdings in Novartis AG $NVS

Baldwin Wealth Partners LLC MA trimmed its position in shares of Novartis AG (NYSE:NVS) by 10.1% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 33,850 shares of the company’s stock after selling 3,794 shares during the quarter. Baldwin Wealth Partners LLC MA’s holdings in Novartis were worth $4,341,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Goldman Sachs Group Inc. boosted its stake in Novartis by 60.3% in the 1st quarter. Goldman Sachs Group Inc. now owns 3,660,485 shares of the company’s stock worth $408,071,000 after purchasing an additional 1,377,252 shares in the last quarter. New Vernon Capital Holdings II LLC raised its holdings in Novartis by 12,664.1% in the 1st quarter. New Vernon Capital Holdings II LLC now owns 1,383,244 shares of the company’s stock worth $154,204,000 after purchasing an additional 1,372,407 shares during the period. Bank of Montreal Can lifted its position in shares of Novartis by 489.1% during the 2nd quarter. Bank of Montreal Can now owns 564,990 shares of the company’s stock valued at $68,369,000 after buying an additional 469,080 shares in the last quarter. Fisher Asset Management LLC grew its position in shares of Novartis by 5.3% in the second quarter. Fisher Asset Management LLC now owns 7,121,414 shares of the company’s stock valued at $861,762,000 after purchasing an additional 358,282 shares during the period. Finally, Balyasny Asset Management L.P. boosted its holdings in Novartis by 52.9% in the 2nd quarter. Balyasny Asset Management L.P. now owns 876,956 shares of the company’s stock worth $106,120,000 after buying an additional 303,553 shares during the last quarter. 13.12% of the stock is currently owned by hedge funds and other institutional investors.

Novartis Stock Performance

Shares of NVS opened at $136.09 on Monday. Novartis AG has a 1 year low of $96.06 and a 1 year high of $137.40. The company’s fifty day moving average is $129.79 and its two-hundred day moving average is $124.85. The stock has a market capitalization of $287.48 billion, a P/E ratio of 18.59, a P/E/G ratio of 1.92 and a beta of 0.52. The company has a debt-to-equity ratio of 0.50, a quick ratio of 0.68 and a current ratio of 0.88.

Novartis (NYSE:NVS) last issued its earnings results on Tuesday, October 28th. The company reported $2.25 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.26 by ($0.01). Novartis had a return on equity of 41.21% and a net margin of 26.49%.The business had revenue of $14.36 billion for the quarter, compared to analysts’ expectations of $13.70 billion. During the same period last year, the company posted $2.06 earnings per share. The business’s quarterly revenue was up 8.5% on a year-over-year basis. On average, sell-side analysts predict that Novartis AG will post 8.45 earnings per share for the current year.

Analysts Set New Price Targets

A number of equities research analysts have recently commented on NVS shares. Jefferies Financial Group reiterated a “hold” rating on shares of Novartis in a research report on Monday, October 27th. Weiss Ratings reiterated a “buy (b)” rating on shares of Novartis in a research note on Monday, December 15th. Cfra set a $126.00 target price on Novartis and gave the stock a “hold” rating in a research report on Wednesday, October 29th. Morgan Stanley reissued an “overweight” rating on shares of Novartis in a research report on Wednesday, December 3rd. Finally, Wall Street Zen upgraded Novartis from a “hold” rating to a “buy” rating in a research note on Friday, November 28th. One equities research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, six have issued a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Hold” and an average target price of $119.75.

More Novartis News

Here are the key news stories impacting Novartis this week:

• Positive Sentiment: Novartis received orphan drug designation for a myasthenia gravis treatment, which can provide regulatory incentives, market exclusivity and potential premium pricing if the drug advances. This is a near‑term clinical/regulatory positive for future specialty revenue. Novartis treatment of myasthenia gravis granted orphan designation
• Positive Sentiment: Novartis is proposing a $280M investment in Denton to grow life‑sciences capacity — a capital allocation that supports manufacturing scale and long‑term commercial execution. This underpins growth initiatives and U.S. footprint expansion. Denton Seeks $280M Investment From Novartis To Grow Life Sciences
• Neutral Sentiment: Novartis selected Salesforce’s Agentforce Life Sciences to enhance personalized customer engagement globally — operational improvement that may boost commercial efficiency but is unlikely to move near‑term sales materially. Salesforce’s Agentforce Life Sciences Selected by Novartis
• Neutral Sentiment: Novartis publicly backed U.S. efforts to lower drug costs and said it is working with the administration — a cooperative stance that reduces regulatory conflict risk but signals willingness to accept pricing pressures. Novartis, Roche back US efforts to lower drug costs
• Negative Sentiment: Novartis announced a formal agreement with the U.S. government to lower drug prices in the U.S.; while the deal includes commitments to invest in manufacturing/R&D, it creates direct downside pressure on U.S. pricing and revenues — a key near‑term risk for margins. Novartis and US government reach agreement on lowering drug prices in the US
• Negative Sentiment: Reports list Novartis among major pharma firms that inked voluntary price‑cut deals with the Trump administration — broad industry moves that increase revenue uncertainty and investor concern about U.S. pricing headwinds. Nine of the largest pharma companies ink deals with Trump to lower drug prices
• Negative Sentiment: Zacks cut near‑term EPS estimates for Novartis (Q2 2026/2027 revisions), signaling analyst downward pressure on short‑term earnings and raising the chance of guidance risk if pricing impacts accelerate. Zacks Research Has Negative Outlook for Novartis Q1 Earnings

About Novartis

Novartis is a Swiss multinational pharmaceutical company headquartered in Basel that researches, develops, manufactures and commercializes prescription medicines and related health-care products. Formed through the 1996 merger of Ciba-Geigy and Sandoz, Novartis operates globally and focuses on bringing therapeutics from discovery through clinical development to commercial markets worldwide.

The company’s activities center on innovative pharmaceuticals across several therapeutic areas, including oncology, immunology, cardiovascular and metabolic diseases, neuroscience and ophthalmology, alongside capabilities in advanced therapies such as biologics, cell and gene therapies.