Dynasty Wealth Management LLC Makes New $1.49 Million Investment in Novartis AG $NVS

Dynasty Wealth Management LLC purchased a new position in shares of Novartis AG (NYSE:NVS) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 11,630 shares of the company’s stock, valued at approximately $1,491,000.

A number of other hedge funds also recently made changes to their positions in the company. GFG Capital LLC acquired a new position in shares of Novartis in the second quarter worth about $26,000. Legacy Investment Solutions LLC acquired a new position in shares of Novartis in the 2nd quarter valued at approximately $30,000. Barrett & Company Inc. purchased a new position in shares of Novartis during the 2nd quarter valued at approximately $31,000. MCF Advisors LLC increased its stake in shares of Novartis by 66.0% in the second quarter. MCF Advisors LLC now owns 264 shares of the company’s stock worth $32,000 after buying an additional 105 shares during the last quarter. Finally, Highline Wealth Partners LLC boosted its stake in Novartis by 82.4% during the 2nd quarter. Highline Wealth Partners LLC now owns 290 shares of the company’s stock valued at $35,000 after acquiring an additional 131 shares during the last quarter. Hedge funds and other institutional investors own 13.12% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have commented on NVS. Wall Street Zen raised Novartis from a “hold” rating to a “buy” rating in a report on Saturday. Morgan Stanley reaffirmed an “overweight” rating on shares of Novartis in a report on Wednesday, December 3rd. Bank of America upgraded Novartis from a “neutral” rating to a “buy” rating in a research report on Tuesday, November 25th. HSBC restated a “reduce” rating and set a $112.00 price target on shares of Novartis in a research report on Wednesday, December 10th. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of Novartis in a research note on Friday. One research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, seven have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $119.75.

Novartis Stock Performance

NVS opened at $143.53 on Wednesday. The business has a 50 day moving average price of $135.38 and a two-hundred day moving average price of $128.19. The company has a debt-to-equity ratio of 0.50, a current ratio of 0.88 and a quick ratio of 0.68. The company has a market capitalization of $303.19 billion, a price-to-earnings ratio of 19.61, a price-to-earnings-growth ratio of 1.88 and a beta of 0.51. Novartis AG has a 1-year low of $97.71 and a 1-year high of $146.35.

Novartis (NYSE:NVS) last issued its quarterly earnings results on Tuesday, October 28th. The company reported $2.25 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 the consensus estimate of $13.70 billion. Novartis had a return on equity of 41.21% and a net margin of 26.49%.Novartis’s revenue was up 8.5% compared to the same quarter last year. During the same quarter last year, the firm posted $2.06 earnings per share. Research analysts predict that Novartis AG will post 8.45 EPS for the current fiscal year.

Key Stories Impacting Novartis

Here are the key news stories impacting Novartis this week:

• Positive Sentiment: CEO says U.S. deal and expanding U.S. footprint should eliminate tariff exposure by mid‑2026, reducing a major policy risk that had pressured pharma valuations. Novartis expects to eliminate US tariff exposure by mid‑2026, CEO tells CNBC
• Positive Sentiment: Novartis advances a $23 billion U.S. investment program and opened a new RLT logistics hub — boosts domestic manufacturing capacity, supply‑chain resilience, and potential revenue/production near term. Novartis AG (NVS) Advances $23B U.S. Investment Plan With New RLT Logistics Hub
• Positive Sentiment: FDA granted Breakthrough Therapy designation to ianalumab for Sjögren’s disease — accelerates development path and increases the probability of a valuable label in a high‑need indication. Pipeline wins can be meaningful catalysts for biotech/pharma stocks. Novartis’ Ianalumab Wins Breakthrough Therapy Tag for Sjogren’s Disease
• Neutral Sentiment: Market commentary (including perspectives from industry leaders) is highlighting tariffs and policy risk — raises headline volatility but contains mixed conclusions for Novartis specifically. Market Voices: Ray Dalio, Amazon CEO, Novartis CEO on Trump tariffs
• Neutral Sentiment: Sector note on proposed U.S. healthcare policy could reshuffle winners/losers across pharma and healthcare ETFs — an industry headwind for some names, though Novartis’ global footprint and U.S. investments may blunt impacts. Winners & Losers: The ETF Playbook to Glide Trump’s Great Healthcare Plan
• Negative Sentiment: Zacks Research issued a negative outlook for Novartis earnings — analyst caution can weigh on sentiment and limit upside until company delivers clearer results or guidance. Zacks Research Issues Negative Outlook for Novartis Earnings

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.