Novartis AG $NVS is Cullen Capital Management LLC’s 4th Largest Position

Cullen Capital Management LLC trimmed its position in shares of Novartis AG (NYSE:NVS) by 1.3% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 2,070,377 shares of the company’s stock after selling 26,475 shares during the period. Novartis makes up about 2.9% of Cullen Capital Management LLC’s holdings, making the stock its 4th biggest holding. Cullen Capital Management LLC owned 0.10% of Novartis worth $265,505,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in NVS. GFG Capital LLC acquired a new position in Novartis during the second quarter valued at approximately $26,000. Legacy Investment Solutions LLC purchased a new stake in shares of Novartis in the second quarter worth about $30,000. Valley Wealth Managers Inc. purchased a new position in Novartis in the 3rd quarter worth approximately $31,000. Country Trust Bank raised its stake in shares of Novartis by 47.4% during the third quarter. Country Trust Bank now owns 342 shares of the company’s stock valued at $44,000 after purchasing an additional 110 shares during the period. Finally, Quaker Wealth Management LLC lifted its holdings in Novartis by 200.0% in the 2nd quarter. Quaker Wealth Management LLC now owns 352 shares of the company’s stock worth $43,000 after buying an additional 704 shares in the last quarter. Hedge funds and other institutional investors own 13.12% of the company’s stock.

Novartis Stock Up 2.1%

Shares of NVS stock opened at $152.98 on Thursday. The company has a debt-to-equity ratio of 0.50, a quick ratio of 0.68 and a current ratio of 0.88. The business’s fifty day moving average is $139.72 and its 200-day moving average is $130.36. Novartis AG has a 1 year low of $97.71 and a 1 year high of $154.71. The stock has a market cap of $323.16 billion, a PE ratio of 20.90, a price-to-earnings-growth ratio of 1.96 and a beta of 0.50.

Novartis (NYSE:NVS) last posted its quarterly earnings data on Wednesday, February 4th. The company reported $2.03 earnings per share for the quarter, beating the consensus estimate of $1.99 by $0.04. The company had revenue of $524.00 million during the quarter, compared to analyst estimates of $13.85 billion. Novartis had a net margin of 26.49% and a return on equity of 41.21%. The business’s revenue for the quarter was up 1.4% on a year-over-year basis. During the same quarter last year, the firm posted $1.98 EPS. Equities analysts expect that Novartis AG will post 8.45 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on NVS. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Novartis in a research report on Monday, December 29th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of Novartis in a research report on Friday, January 16th. Barclays raised Novartis from an “underweight” rating to an “equal weight” rating in a report on Tuesday, January 6th. Citigroup started coverage on Novartis in a research note on Tuesday, January 27th. They set a “buy” rating on the stock. Finally, HC Wainwright cut shares of Novartis to a “neutral” rating in a report on Monday, October 27th. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, seven have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $119.75.

Key Novartis News

Here are the key news stories impacting Novartis this week:

• Positive Sentiment: Q4 beat on EPS and margin strength — Novartis reported adjusted EPS above consensus and saw margin expansion, supporting profitability expectations. Read More.
• Positive Sentiment: Strong full-year performance — FY2025 net sales grew ~8% (cc), core operating margin ~40%, core EPS rose high-teens and free cash flow remained very strong, giving investors confidence in cash generation and resilience. Read More.
• Positive Sentiment: Pipeline and regulatory progress — Multiple late-stage and approval milestones (Remibrutinib FDA submission, Pelabresib Phase III data and planned filings, Itvisma approval, Scemblix EC approval, Pluvicto filings) underpin future growth potential. Read More.
• Positive Sentiment: Analyst support — Major analysts kept Buy ratings and reiterated price targets, signaling that near-term headwinds are viewed as manageable versus long-term fundamentals. Read More.
• Neutral Sentiment: 2026 guidance is cautious — the company expects net sales to grow only low-single-digits and core operating income to decline low-single-digits, which tempers near-term earnings momentum but is not a dramatic cut. Read More.
• Negative Sentiment: Q4 revenue missed estimates and was hit by U.S. generics — report shows Q4 net sales were pressured by generic entrants to Entresto and Promacta, and adjusted Q4 sales fell vs. prior year in constant currency. Read More.
• Negative Sentiment: Patent cliff and margin risk — Novartis faces significant patent expiries and generic competition that are expected to weigh on 2026 operating profit; investors should watch Entresto/Promacta erosion and timing of new launches to offset the losses. Read More.

Novartis Company 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.