Novartis AG $NVS Shares Sold by Zevin Asset Management LLC

Zevin Asset Management LLC lowered its position in shares of Novartis AG (NYSE:NVS) by 12.2% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 87,207 shares of the company’s stock after selling 12,129 shares during the period. Novartis makes up about 1.6% of Zevin Asset Management LLC’s investment portfolio, making the stock its 25th largest position. Zevin Asset Management LLC’s holdings in Novartis were worth $11,183,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Brighton Jones LLC raised its holdings in Novartis by 76.5% in the fourth quarter. Brighton Jones LLC now owns 6,153 shares of the company’s stock valued at $599,000 after acquiring an additional 2,666 shares in the last quarter. AQR Capital Management LLC boosted its holdings 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 period. Empowered Funds LLC bought a new position in Novartis in the 1st quarter worth about $1,764,000. Sivia Capital Partners LLC raised its holdings in shares of Novartis by 48.0% during the second quarter. Sivia Capital Partners LLC now owns 7,959 shares of the company’s stock valued at $963,000 after buying an additional 2,581 shares during the last quarter. Finally, Schnieders Capital Management LLC. bought a new stake in Novartis during the 2nd quarter valued at $202,000. 13.12% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on NVS shares. Morgan Stanley reaffirmed an “overweight” rating on shares of Novartis in a research note on Wednesday, December 3rd. DZ Bank cut shares of Novartis from a “strong-buy” rating to a “hold” rating in a research report on Monday, February 9th. Weiss Ratings upgraded shares of Novartis from a “buy (b)” rating to a “buy (a-)” rating in a research report on Friday, February 6th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of Novartis in a report on Thursday, February 12th. Finally, Jefferies Financial Group restated a “hold” rating on shares of Novartis in a report on Monday, October 27th. Two research analysts have rated the stock with a Strong Buy rating, five have issued a Buy rating, six have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, Novartis has a consensus rating of “Hold” and a consensus target price of $119.75.

Novartis Stock Down 0.7%

Shares of NYSE:NVS opened at $162.76 on Monday. The firm has a 50 day simple moving average of $146.79 and a 200 day simple moving average of $134.23. Novartis AG has a 52 week low of $97.71 and a 52 week high of $167.86. 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 has a market cap of $343.81 billion, a PE ratio of 22.73, a price-to-earnings-growth ratio of 2.48 and a beta of 0.50.

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. The company had revenue of $13.86 billion for the quarter, compared to the consensus estimate of $13.85 billion. Novartis had a net margin of 25.65% and a return on equity of 40.53%. The company’s revenue was up 1.4% on a year-over-year basis. During the same period in the previous year, the business earned $1.98 EPS. As a group, research analysts expect that Novartis AG will post 8.45 earnings per share for the current year.

Novartis Dividend Announcement

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

Novartis News Summary

Here are the key news stories impacting Novartis this week:

• Positive Sentiment: President Trump said he met Novartis CEO Vas Narasimhan and highlighted the company is building 11 U.S. manufacturing plants — a signal of stronger U.S. production footprint, potential government support and on‑shoring that can reduce supply risk and support future sales. Trump meets Novartis CEO, says drugmaker building 11 US plants
• Positive Sentiment: Novartis is making a major R&D/portfolio bet — a $1.8 billion investment in oral peptide programs — which could expand its pipeline into high‑value modalities if clinical progress continues. This is growth‑oriented spending that investors may view positively for long‑term upside. Novartis Makes $1.8 Billion Bet On Oral Peptides
• Neutral Sentiment: Novartis agreed to sell its ~70.7% holding in its listed Indian unit to a consortium (WaveRise, ChrysCapital, Two Infinity) for about $159M — a sizeable strategic divestment geographically but small relative to Novartis’ market cap; it reduces direct India exposure and will free up capital, though near‑term earnings impact is modest. Novartis to sell entire 71% stake in Indian unit to consortium of WaveRise Investments
• Negative Sentiment: Analyst revisions from Zacks are mixed but tilted downward overall: Zacks issued multiple cuts to quarterly and FY2026/2027 EPS estimates (several Q2/Q3 and FY reductions), which can pressure sentiment and imply lower near‑term earnings growth expectations. These downgrades are likely the primary short‑term negative driver.
• Neutral Sentiment: Market commentary pieces (e.g., Yahoo Finance stock look) provide broader context but contain no single catalyst; useful for long‑term perspective but not a direct price driver today. Where is Novartis AG (NVS) Headed?

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.