Concurrent Investment Advisors LLC Grows Position in Novartis AG $NVS

Concurrent Investment Advisors LLC raised its holdings in shares of Novartis AG (NYSE:NVS) by 36.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 14,815 shares of the company’s stock after buying an additional 3,967 shares during the quarter. Concurrent Investment Advisors LLC’s holdings in Novartis were worth $2,043,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of NVS. Valley Wealth Managers Inc. purchased a new stake in shares of Novartis during the third quarter worth $31,000. Measured Wealth Private Client Group LLC purchased a new stake in shares of Novartis during the third quarter worth $33,000. South Plains Financial Inc. grew its holdings in shares of Novartis by 39.0% during the third quarter. South Plains Financial Inc. now owns 271 shares of the company’s stock worth $35,000 after buying an additional 76 shares in the last quarter. Country Trust Bank grew its holdings in shares of Novartis by 47.4% during the third quarter. Country Trust Bank now owns 342 shares of the company’s stock worth $44,000 after buying an additional 110 shares in the last quarter. Finally, Aventura Private Wealth LLC purchased a new stake in shares of Novartis during the fourth quarter worth $45,000. Hedge funds and other institutional investors own 13.12% of the company’s stock.

Analyst Ratings Changes

A number of brokerages recently issued reports on NVS. Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of Novartis in a report on Thursday, February 12th. Barclays raised shares of Novartis from an “underweight” rating to an “equal weight” rating in a report on Tuesday, January 6th. Weiss Ratings raised shares of Novartis from a “buy (b)” rating to a “buy (a-)” rating in a report on Friday, February 6th. Wall Street Zen lowered shares of Novartis from a “buy” rating to a “hold” rating in a report on Saturday, February 7th. Finally, DZ Bank lowered shares of Novartis from a “strong-buy” rating to a “hold” rating in a report on Monday, February 9th. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, seven have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $141.20.

Novartis Stock Up 0.9%

Shares of NVS opened at $145.45 on Wednesday. The stock has a market capitalization of $277.54 billion, a PE ratio of 20.31, a P/E/G ratio of 2.48 and a beta of 0.52. Novartis AG has a 1 year low of $104.93 and a 1 year high of $170.46. The company has a debt-to-equity ratio of 0.60, a quick ratio of 0.89 and a current ratio of 1.12. The company’s 50-day simple moving average is $155.06 and its 200-day simple moving average is $143.75.

Novartis (NYSE:NVS) last released its earnings results on Tuesday, April 28th. The company reported $1.99 earnings per share for the quarter, missing analysts’ consensus estimates of $2.11 by ($0.12). Novartis had a return on equity of 40.53% and a net margin of 25.65%.The firm had revenue of $13.52 billion for the quarter, compared to analysts’ expectations of $13.54 billion. During the same quarter in the previous year, the company posted $2.28 earnings per share. The firm’s quarterly revenue was down .9% on a year-over-year basis. Analysts forecast that Novartis AG will post 8.9 earnings per share for the current fiscal year.

Novartis Dividend Announcement

The business also recently declared an annual dividend, which was paid on Monday, March 16th. Shareholders of record on Wednesday, March 11th were paid a $4.773 dividend. This represents a yield of 306.0%. The ex-dividend date was Wednesday, March 11th. Novartis’s dividend payout ratio is currently 43.02%.

Key Headlines Impacting Novartis

Here are the key news stories impacting Novartis this week:

• Positive Sentiment: Priority brands and launches showing robust growth (Kisqali, Pluvicto, Leqvio, Kesimpta, Scemblix) that are offsetting weakness from legacy products; management highlights continued momentum in these franchises. Read More.
• Positive Sentiment: European Commission approval of Rhapsido (remibrutinib) for chronic spontaneous urticaria — a first oral targeted CSU treatment — supports new launch upside in Europe. Read More.
• Positive Sentiment: Multiple pipeline and regulatory milestones (CHMP backing for remibrutinib, Ianalumab breakthrough/prioritized review, Fabhalta priority review, Avidity acquisition adds late‑stage programs) reduce longer‑term execution risk and add growth optionality. Read More.
• Neutral Sentiment: Company reaffirmed FY‑2026 guidance: net sales expected to grow low single‑digit while core operating income is expected to decline low single‑digit — guidance provides a clear roadmap but implies near‑term margin pressure. Read More.
• Neutral Sentiment: Solid cash generation (Q1 free cash flow reported) and a large, diversified portfolio give financial flexibility for R&D and M&A — supportive but not immediately price‑moving. Read More.
• Negative Sentiment: Q1 results missed estimates: reported EPS $1.99 vs. $2.13 expected and revenue slightly below consensus; core operating profit and core EPS declined year‑over‑year. Read More.
• Negative Sentiment: Severe U.S. generic erosion for Entresto (reports show a ~40%+ decline) and generic competition to Promacta are the main near‑term earnings drags and the key reason for the downward surprise. Read More.
• Negative Sentiment: Management flagged U.S. drug‑pricing policy risk (MFN proposals) as a potential headwind over the next 18 months — a regulatory risk that could pressure U.S. pricing and access. Read More.

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.