Novartis AG $NVS is Altrius Capital Management Inc’s 6th Largest Position

Altrius Capital Management Inc lessened its stake in shares of Novartis AG (NYSE:NVS) by 5.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 74,429 shares of the company’s stock after selling 4,480 shares during the quarter. Novartis makes up approximately 2.2% of Altrius Capital Management Inc’s holdings, making the stock its 6th largest holding. Altrius Capital Management Inc’s holdings in Novartis were worth $9,545,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. HighPoint Advisor Group LLC boosted its stake in shares of Novartis by 6.2% during the 3rd quarter. HighPoint Advisor Group LLC now owns 9,854 shares of the company’s stock worth $1,264,000 after purchasing an additional 574 shares during the last quarter. Bessemer Group Inc. boosted its position in Novartis by 2.6% during the third quarter. Bessemer Group Inc. now owns 15,976 shares of the company’s stock worth $2,048,000 after acquiring an additional 403 shares during the last quarter. SBI Securities Co. Ltd. boosted its position in Novartis by 1,060.5% during the third quarter. SBI Securities Co. Ltd. now owns 6,313 shares of the company’s stock worth $810,000 after acquiring an additional 5,769 shares during the last quarter. Gallacher Capital Management LLC raised its holdings in Novartis by 18.7% in the 3rd quarter. Gallacher Capital Management LLC now owns 6,377 shares of the company’s stock valued at $818,000 after acquiring an additional 1,006 shares during the last quarter. Finally, Savant Capital LLC lifted its stake in shares of Novartis by 11.5% during the 3rd quarter. Savant Capital LLC now owns 19,041 shares of the company’s stock worth $2,442,000 after purchasing an additional 1,965 shares during the period. 13.12% of the stock is currently owned by hedge funds and other institutional investors.

Novartis News Roundup

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.

Analyst Upgrades and Downgrades

Several research firms have commented on NVS. HC Wainwright cut Novartis to a “neutral” rating in a report on Monday, October 27th. JPMorgan Chase & Co. upgraded shares of Novartis from a “neutral” rating to an “overweight” rating in a report on Monday, December 8th. Morgan Stanley reaffirmed an “overweight” rating on shares of Novartis in a research report on Wednesday, December 3rd. Barclays upgraded shares of Novartis from an “underweight” rating to an “equal weight” rating in a report on Tuesday, January 6th. Finally, Cfra Research upgraded Novartis to a “hold” rating in a report on Wednesday, October 29th. One investment analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, seven have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $119.75.

Novartis Price Performance

NVS opened at $152.98 on Thursday. Novartis AG has a twelve month low of $97.71 and a twelve month high of $154.71. The firm has a market cap of $323.16 billion, a price-to-earnings ratio of 20.90, a PEG ratio of 1.96 and a beta of 0.50. The company has a current ratio of 0.88, a quick ratio of 0.68 and a debt-to-equity ratio of 0.50. The company has a fifty day simple moving average of $139.72 and a 200 day simple moving average of $130.36.

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 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 26.49% and a return on equity of 41.21%. The firm’s revenue for the quarter was up 1.4% on a year-over-year basis. During the same period in the prior year, the company posted $1.98 EPS. Equities research analysts expect that Novartis AG will post 8.45 EPS for the current fiscal year.

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.