Rep. Lisa C. McClain Sells Novartis AG (NYSE:NVS) Shares

Representative Lisa C. McClain (R-Michigan) recently sold shares of Novartis AG (NYSE:NVS). In a filing disclosed on November 21st, the Representative disclosed that they had sold between $1,001 and $15,000 in Novartis stock on October 31st. The trade occurred in the Representative’s “CHARLES SCHWAB 401K > SCHWAB 893” account.

Representative Lisa C. McClain also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Ciena (NYSE:CIEN) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of Alibaba Group (NYSE:BABA) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of Coherent (NYSE:COHR) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of Clorox (NYSE:CLX) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of Northern Trust (NASDAQ:NTRS) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of Honda Motor (NYSE:HMC) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of Home BancShares (NYSE:HOMB) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of Five Below (NASDAQ:FIVE) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of Pure Storage (NYSE:PSTG) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of BHP Group (NYSE:BHP) on 10/31/2025.

Novartis Trading Down 0.5%

NYSE:NVS opened at $126.61 on Tuesday. Novartis AG has a 12-month low of $96.06 and a 12-month high of $134.00. The company has a current ratio of 0.88, a quick ratio of 0.62 and a debt-to-equity ratio of 0.50. The stock’s 50 day simple moving average is $127.70 and its 200-day simple moving average is $122.09. The firm has a market cap of $267.45 billion, a P/E ratio of 17.30, a PEG ratio of 1.93 and a beta of 0.60.

Novartis (NYSE:NVS) last posted its quarterly earnings data on Tuesday, October 28th. The company reported $2.25 earnings per share for the quarter, missing analysts’ consensus estimates of $2.26 by ($0.01). The firm had revenue of $13.91 billion during the quarter, compared to analysts’ expectations of $13.70 billion. Novartis had a net margin of 26.49% and a return on equity of 41.21%. The business’s quarterly revenue was up 8.5% on a year-over-year basis. During the same quarter last year, the business earned $2.06 earnings per share. Equities analysts anticipate that Novartis AG will post 8.45 EPS for the current year.

Institutional Investors Weigh In On Novartis

A number of large investors have recently bought and sold shares of NVS. CIBC Private Wealth Group LLC lifted its position in shares of Novartis by 3.9% in the third quarter. CIBC Private Wealth Group LLC now owns 495,791 shares of the company’s stock valued at $63,580,000 after acquiring an additional 18,447 shares in the last quarter. CIBC Bancorp USA Inc. acquired a new position in Novartis in the 3rd quarter valued at about $64,563,000. Ariadne Wealth Management LP lifted its holdings in Novartis by 5.2% in the 3rd quarter. Ariadne Wealth Management LP now owns 5,690 shares of the company’s stock valued at $751,000 after purchasing an additional 282 shares in the last quarter. Centaurus Financial Inc. boosted its stake in shares of Novartis by 20.7% during the 3rd quarter. Centaurus Financial Inc. now owns 7,222 shares of the company’s stock worth $926,000 after purchasing an additional 1,237 shares during the last quarter. Finally, First Affirmative Financial Network grew its holdings in shares of Novartis by 7.9% during the third quarter. First Affirmative Financial Network now owns 10,962 shares of the company’s stock worth $1,406,000 after buying an additional 798 shares in the last quarter. Institutional investors and hedge funds own 13.12% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on NVS. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of Novartis in a report on Thursday, August 21st. Wall Street Zen lowered Novartis from a “strong-buy” rating to a “hold” rating in a report on Saturday, November 1st. HC Wainwright downgraded Novartis to a “neutral” rating in a research note on Monday, October 27th. Cowen restated a “hold” rating on shares of Novartis in a research note on Monday, November 10th. Finally, Cfra Research raised Novartis to a “hold” rating in a report on Wednesday, October 29th. One research analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, six have given a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $122.33.

About Representative McClain

Lisa McClain (Republican Party) is a member of the U.S. House, representing Michigan’s 9th Congressional District. She assumed office on January 3, 2023. Her current term ends on January 3, 2027.

McClain (Republican Party) is running for re-election to the U.S. House to represent Michigan’s 9th Congressional District. She declared candidacy for the 2026 election.

Lisa McClain lives in Romeo, Michigan. McClain earned a bachelor’s degree in business administration from Northwood University. Her career experience includes founding and working as the president of North End Support Team.

About Novartis

Novartis AG engages in the research, development, manufacture, and marketing of healthcare products in Switzerland and internationally. The company offers prescription medicines for patients and physicians. It focuses on therapeutic areas, such as cardiovascular, renal and metabolic, immunology, neuroscience, and oncology, as well as ophthalmology and hematology.