Envestnet Asset Management Inc. Raises Holdings in Novartis AG $NVS

Envestnet Asset Management Inc. lifted its position in shares of Novartis AG (NYSE:NVS) by 4.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,819,260 shares of the company’s stock after buying an additional 82,369 shares during the quarter. Envestnet Asset Management Inc. owned approximately 0.09% of Novartis worth $233,302,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently made changes to their positions in the company. Bank of Montreal Can raised its holdings in shares of Novartis by 489.1% in the 2nd quarter. Bank of Montreal Can now owns 564,990 shares of the company’s stock valued at $68,369,000 after purchasing an additional 469,080 shares in the last quarter. Fisher Asset Management LLC increased its holdings in Novartis by 5.3% during the second quarter. Fisher Asset Management LLC now owns 7,121,414 shares of the company’s stock valued at $861,762,000 after buying an additional 358,282 shares during the period. Balyasny Asset Management L.P. raised its stake in Novartis by 52.9% in the second 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 in the last quarter. Midwest Trust Co purchased a new stake in Novartis during the second quarter worth $32,297,000. Finally, Ameriprise Financial Inc. lifted its holdings in Novartis by 63.0% during the second quarter. Ameriprise Financial Inc. now owns 631,131 shares of the company’s stock worth $76,374,000 after buying an additional 244,037 shares during the period. 13.12% of the stock is currently owned by institutional investors.

Novartis News Summary

Here are the key news stories impacting Novartis this week:

• Positive Sentiment: Q4 EPS beat and margin improvement — Novartis reported EPS above estimates and expanded core margins, supporting profitability expectations. MarketBeat Earnings Summary
• Positive Sentiment: Pipeline progress and upcoming readouts — management highlighted multiple late-stage milestones (e.g., remibrutinib filing steps, Pluvicto and Scemblix advances) that support medium-term growth expectations. GlobeNewswire Q4 Release
• Positive Sentiment: Dividend and capital returns — the company announced an annual dividend increase and continues shareholder-friendly actions (buybacks), which supports investor sentiment. GlobeNewswire Dividend & Results
• Neutral Sentiment: Analyst stance largely supportive — several firms (Citi, BofA) maintained Buy ratings and see EPS upside despite near-term headwinds, helping stabilize sentiment. TipRanks Analyst Notes
• Neutral Sentiment: Deep dives and investor materials available — full earnings call transcripts and slide decks were published for investors who want details on segment performance and assumptions. Earnings Call Transcript (MSN)
• Negative Sentiment: Revenue miss and generics pressure — Q4 sales missed estimates as U.S. generic entrants eroded Entresto and Promacta sales, changing near-term growth mix. Benzinga on Generics/Pipeline
• Negative Sentiment: Cautious 2026 guidance — management expects a low single-digit decline in core operating profit for 2026 due to generic competition, which caps near-term earnings momentum. Reuters Guidance Report
• Negative Sentiment: Patent expiries and ESG/sustainability risks — analysts flag a major upcoming patent cliff and new ESG disclosures that could weigh on reputation, pricing power and financing over time. TipRanks ESG Risk Note

Novartis Price Performance

Shares of NVS stock opened at $153.80 on Friday. Novartis AG has a fifty-two week low of $97.71 and a fifty-two week high of $154.95. 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 firm has a market capitalization of $324.89 billion, a price-to-earnings ratio of 21.48, a PEG ratio of 2.00 and a beta of 0.50. The stock’s 50-day simple moving average is $140.19 and its 200-day simple moving average is $130.52.

Novartis (NYSE:NVS) last announced its quarterly earnings data on Wednesday, February 4th. The company reported $2.03 EPS for the quarter, beating the consensus estimate of $1.99 by $0.04. The firm had revenue of $524.00 million during the quarter, compared to analyst estimates of $13.85 billion. Novartis had a net margin of 25.65% and a return on equity of 41.70%. Novartis’s revenue was up 1.4% on a year-over-year basis. During the same period last year, the firm posted $1.98 EPS. As a group, equities analysts forecast that Novartis AG will post 8.45 earnings per share for the current fiscal year.

Novartis Announces Dividend

The business also recently disclosed an annual dividend, which will be paid on Monday, March 16th. Stockholders of record on Wednesday, March 11th will be paid a dividend of $4.773 per share. This represents a dividend yield of 312.0%. The ex-dividend date is Wednesday, March 11th. Novartis’s payout ratio is presently 36.31%.

Analysts Set New Price Targets

NVS has been the subject of several recent research reports. Citigroup reissued a “buy” rating on shares of Novartis in a research report on Thursday. TD Cowen reiterated a “hold” rating on shares of Novartis in a research note on Monday, November 10th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of Novartis in a research report on Friday, January 16th. HC Wainwright downgraded shares of Novartis to a “neutral” rating in a research report on Monday, October 27th. Finally, Morgan Stanley reiterated an “overweight” rating on shares of Novartis in a research note on Wednesday, December 3rd. One research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, seven have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $119.75.

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.