Sequoia Financial Advisors LLC Has $5.36 Million Stock Holdings in Novartis AG $NVS

Sequoia Financial Advisors LLC grew its position in Novartis AG (NYSE:NVS) by 10.1% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 41,795 shares of the company’s stock after purchasing an additional 3,832 shares during the quarter. Sequoia Financial Advisors LLC’s holdings in Novartis were worth $5,360,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of NVS. Fisher Asset Management LLC raised its holdings in Novartis by 5.3% in the 2nd quarter. Fisher Asset Management LLC now owns 7,121,414 shares of the company’s stock worth $861,762,000 after acquiring an additional 358,282 shares during the period. Loomis Sayles & Co. L P grew its position in shares of Novartis by 1.4% in the second quarter. Loomis Sayles & Co. L P now owns 5,581,576 shares of the company’s stock valued at $675,427,000 after purchasing an additional 78,483 shares during the last quarter. Envestnet Asset Management Inc. increased its stake in shares of Novartis by 8.0% in the second quarter. Envestnet Asset Management Inc. now owns 1,736,891 shares of the company’s stock worth $210,181,000 after purchasing an additional 128,302 shares during the period. State Street Corp lifted its position in shares of Novartis by 0.8% during the 2nd quarter. State Street Corp now owns 1,597,830 shares of the company’s stock worth $195,552,000 after purchasing an additional 12,345 shares during the last quarter. Finally, Scharf Investments LLC boosted its stake in Novartis by 0.3% during the 2nd quarter. Scharf Investments LLC now owns 1,262,444 shares of the company’s stock valued at $152,770,000 after purchasing an additional 3,805 shares during the period. 13.12% of the stock is owned by institutional investors.

Novartis News Roundup

Here are the key news stories impacting Novartis this week:

• Positive Sentiment: CEO says Novartis expects to eliminate U.S. tariff exposure by mid‑2026 via an agreement with the U.S. government plus expanded U.S. manufacturing — a material reduction in cost and geopolitical risk that should protect margins and simplify planning for U.S. sales. Novartis could have a U.S. deal that shields it from tariffs, CEO tells CNBC Novartis expects eliminate US tariff exposure by mid‑2026, CEO tells CNBC
• Positive Sentiment: FDA granted Breakthrough Therapy designation to Novartis’ ianalumab for Sjögren’s disease — this speeds development and can improve the probability and timing of approval and commercialization, boosting long‑term pipeline value. Novartis’ Ianalumab Wins Breakthrough Therapy Tag for Sjogren’s Disease
• Positive Sentiment: Novartis announced a large U.S. investment push including a new RLT logistics hub as part of a reported $23B U.S. investment plan — expanding manufacturing/logistics in the U.S. supports supply chain resilience, local market access, and the tariff mitigation strategy. Novartis AG (NVS) Advances $23B U.S. Investment Plan With New RLT Logistics Hub
• Neutral Sentiment: Coverage changes and analyst moves (Barclays recently moved to Equal Weight after a coverage transfer) are influencing relative valuation signals but are not a fundamental change to operations; these notes can temper or support sentiment depending on analyst guidance. Novartis AG (NVS) Advances $23B U.S. Investment Plan With New RLT Logistics Hub
• Negative Sentiment: A recent research note flagged a negative outlook for Novartis’ near‑term earnings — that can pressure the stock if investors focus on near‑term EPS risk despite positive strategic developments. Zacks Research Issues Negative Outlook for Novartis Earnings

Analyst Ratings Changes

Several brokerages have commented on NVS. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Novartis in a research report on Monday, December 29th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of Novartis in a research report on Friday. HC Wainwright downgraded shares of Novartis to a “neutral” rating in a report on Monday, October 27th. Jefferies Financial Group restated a “hold” rating on shares of Novartis in a research report on Monday, October 27th. Finally, HSBC reaffirmed a “reduce” rating and set a $112.00 price objective on shares of Novartis in a research report on Wednesday, December 10th. One equities research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, seven have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $119.75.

Novartis Price Performance

Shares of Novartis stock opened at $144.52 on Tuesday. The firm has a market cap of $305.29 billion, a P/E ratio of 19.74, a price-to-earnings-growth ratio of 1.99 and a beta of 0.51. The firm’s 50-day simple moving average is $135.12 and its 200-day simple moving average is $128.04. Novartis AG has a twelve month low of $97.45 and a twelve month high of $146.35. 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 posted its quarterly earnings results on Tuesday, October 28th. The company reported $2.25 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.26 by ($0.01). The business had revenue of $14.36 billion during the quarter, compared to analyst estimates of $13.70 billion. Novartis had a return on equity of 41.21% and a net margin of 26.49%.The business’s revenue for the quarter was up 8.5% on a year-over-year basis. During the same period last year, the company earned $2.06 EPS. As a group, research analysts expect that Novartis AG will post 8.45 EPS for the current fiscal year.

Novartis Profile

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.