SBI Securities Co. Ltd. Has $810,000 Position in Novartis AG $NVS

SBI Securities Co. Ltd. grew its position in shares of Novartis AG (NYSE:NVS) by 1,060.5% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 6,313 shares of the company’s stock after purchasing an additional 5,769 shares during the quarter. SBI Securities Co. Ltd.’s holdings in Novartis were worth $810,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Brighton Jones LLC boosted its position in Novartis by 76.5% during the 4th quarter. Brighton Jones LLC now owns 6,153 shares of the company’s stock worth $599,000 after buying an additional 2,666 shares during the period. AQR Capital Management LLC raised its stake in shares of Novartis by 102.8% during the first quarter. AQR Capital Management LLC now owns 22,573 shares of the company’s stock valued at $2,516,000 after acquiring an additional 11,444 shares during the last quarter. Empowered Funds LLC acquired a new position in shares of Novartis during the first quarter worth $1,764,000. Sivia Capital Partners LLC grew its stake in shares of Novartis by 48.0% in the second quarter. Sivia Capital Partners LLC now owns 7,959 shares of the company’s stock worth $963,000 after purchasing an additional 2,581 shares during the last quarter. Finally, Callan Family Office LLC increased its holdings in Novartis by 233.5% in the second quarter. Callan Family Office LLC now owns 87,048 shares of the company’s stock valued at $10,534,000 after purchasing an additional 60,949 shares during the period. 13.12% of the stock is currently owned by institutional investors.

Trending Headlines about Novartis

Here are the key news stories impacting Novartis this week:

• Positive Sentiment: Q4 EPS beat and 12‑month high — Novartis reported adjusted EPS of $2.03 vs. consensus $1.99 and the stock hit a new 12‑month high as investors took the beat and margin strength as a signal of underlying profitability. Novartis Reaches New 12-Month High Following Strong Earnings
• Positive Sentiment: Record margins: management highlighted record core operating margins on the earnings call, helping offset topline softness and supporting EPS and free‑cash‑flow expectations. Novartis Earnings Call: Record Margins
• Positive Sentiment: Analyst target moved higher — at least one published target was increased (~11%), reinforcing the bullish reaction from the Street. Price Target Increased
• Positive Sentiment: Shareholder returns — Novartis declared an annual dividend of $4.773/share (record Mar 11, pay Mar 16), and commentary noted ongoing buybacks that support EPS and valuation.
• Positive Sentiment: Pipeline and value thesis — analysts and investors point to a deep pipeline, upcoming clinical readouts and active buybacks as reasons Novartis may re‑rate from current multiples. Novartis: Value Price, Growth Pipeline
• Neutral Sentiment: Earnings call transcripts and slides available — full Q4 call transcript and the investor presentation provide detail on product trends, margin drivers and near‑term catalysts for modeling. Q4 2025 Earnings Call Transcript Q4 Results Presentation
• Negative Sentiment: Revenue miss and generic pressure — Q4 revenue fell short as generic competition pressured Entresto and Promacta sales; revenue weakness is a near‑term headwind to top‑line growth expectations. Revenue Miss / Generic Pressure
• Negative Sentiment: ESG and sustainability risk flagged — Novartis disclosed new environmental/social risks that could affect reputation, financing or long‑term valuation if not addressed. ESG and Sustainability Risks

Analyst Ratings Changes

Several research analysts have commented on the company. JPMorgan Chase & Co. raised Novartis from a “neutral” rating to an “overweight” rating in a report on Monday, December 8th. HSBC reaffirmed a “reduce” rating and issued a $112.00 price objective on shares of Novartis in a research note on Wednesday, December 10th. Cfra set a $126.00 target price on shares of Novartis and gave the company a “hold” rating in a research report on Wednesday, October 29th. Morgan Stanley restated an “overweight” rating on shares of Novartis in a research report on Wednesday, December 3rd. Finally, HC Wainwright downgraded shares of Novartis to a “neutral” rating in a research note on Monday, October 27th. One research 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 given a Sell rating to the company. According to MarketBeat.com, Novartis presently has an average rating of “Hold” and an average target price of $119.75.

Novartis Trading Up 1.6%

Shares of Novartis stock opened at $156.41 on Friday. The stock has a market capitalization of $330.40 billion, a PE ratio of 21.85, a price-to-earnings-growth ratio of 2.32 and a beta of 0.50. The stock has a 50 day moving average price of $140.72 and a two-hundred day moving average price of $130.82. The company has a debt-to-equity ratio of 0.60, a quick ratio of 0.68 and a current ratio of 1.12. Novartis AG has a 52 week low of $97.71 and a 52 week high of $156.62.

Novartis (NYSE:NVS) last announced its earnings results on Wednesday, February 4th. The company reported $2.03 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.99 by $0.04. Novartis had a return on equity of 40.53% and a net margin of 25.65%.The company had revenue of $524.00 million for the quarter, compared to analysts’ expectations of $13.85 billion. During the same quarter in the previous year, the firm earned $1.98 earnings per share. Novartis’s quarterly revenue was up 1.4% on a year-over-year basis. As a group, equities analysts anticipate that Novartis AG will post 8.45 earnings per share for the current fiscal year.

Novartis Dividend Announcement

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

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.