Oppenheimer Asset Management Inc. Increases Position in Novartis AG $NVS

Oppenheimer Asset Management Inc. raised its holdings in Novartis AG (NYSE:NVS) by 6.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 222,892 shares of the company’s stock after buying an additional 13,370 shares during the period. Oppenheimer Asset Management Inc.’s holdings in Novartis were worth $28,584,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in the business. Cardinal Point Capital Management ULC purchased a new stake in Novartis during the third quarter worth approximately $301,000. Lantz Financial LLC raised its holdings in Novartis by 2.0% during the third quarter. Lantz Financial LLC now owns 6,761 shares of the company’s stock worth $867,000 after purchasing an additional 134 shares in the last quarter. Azzad Asset Management Inc. ADV lifted its position in shares of Novartis by 1.5% during the 3rd quarter. Azzad Asset Management Inc. ADV now owns 34,293 shares of the company’s stock worth $4,398,000 after buying an additional 494 shares during the last quarter. Smartleaf Asset Management LLC boosted its holdings in shares of Novartis by 23.1% in the 3rd quarter. Smartleaf Asset Management LLC now owns 14,328 shares of the company’s stock valued at $1,778,000 after buying an additional 2,691 shares in the last quarter. Finally, a16z Perennial Management L.P. acquired a new position in shares of Novartis in the 3rd quarter valued at $336,000. 13.12% of the stock is owned by institutional investors and hedge funds.

More Novartis News

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

Wall Street Analyst Weigh In

Several brokerages have issued reports on NVS. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of Novartis in a report on Friday, January 16th. Jefferies Financial Group restated a “hold” rating on shares of Novartis in a research note on Monday, October 27th. Cfra set a $126.00 price objective on Novartis and gave the company a “hold” rating in a research note on Wednesday, October 29th. Wall Street Zen downgraded Novartis from a “buy” rating to a “hold” rating in a report on Saturday. Finally, Citigroup reaffirmed a “buy” rating on shares of Novartis in a report on Thursday. Two analysts have 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’s stock. According to MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $119.75.

Novartis Stock Performance

NVS opened at $156.41 on Monday. Novartis AG has a 1-year low of $97.71 and a 1-year high of $156.62. The stock has a market cap of $330.40 billion, a P/E ratio of 21.85, a P/E/G ratio of 2.35 and a beta of 0.50. The stock’s 50 day simple moving average is $140.72 and its 200 day simple moving average is $131.00. The company has a debt-to-equity ratio of 0.60, a current ratio of 1.12 and a quick ratio of 0.89.

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

Novartis Announces Dividend

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

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.