Altrius Capital Management Inc Has $9.55 Million Stake in Novartis AG $NVS

Altrius Capital Management Inc cut its stake in Novartis AG (NYSE:NVS) by 5.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 74,429 shares of the company’s stock after selling 4,480 shares during the period. Novartis accounts for 2.2% of Altrius Capital Management Inc’s portfolio, making the stock its 6th largest position. Altrius Capital Management Inc’s holdings in Novartis were worth $9,545,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently added to or reduced their stakes in the company. Vanguard Personalized Indexing Management LLC boosted its holdings in shares of Novartis by 5.5% in the third quarter. Vanguard Personalized Indexing Management LLC now owns 132,536 shares of the company’s stock worth $17,001,000 after acquiring an additional 6,924 shares during the period. Lockheed Martin Investment Management Co. lifted its holdings in Novartis by 15.6% during the 3rd quarter. Lockheed Martin Investment Management Co. now owns 85,200 shares of the company’s stock worth $10,926,000 after purchasing an additional 11,500 shares in the last quarter. Keybank National Association OH boosted its stake in Novartis by 13.2% in the 2nd quarter. Keybank National Association OH now owns 49,377 shares of the company’s stock worth $5,975,000 after purchasing an additional 5,742 shares during the period. Geneos Wealth Management Inc. grew its holdings in Novartis by 27.7% during the 3rd quarter. Geneos Wealth Management Inc. now owns 64,760 shares of the company’s stock valued at $8,305,000 after buying an additional 14,032 shares in the last quarter. Finally, Dynasty Wealth Management LLC purchased a new position in Novartis during the third quarter valued at approximately $1,491,000. 13.12% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Novartis

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.

Novartis Trading Up 2.1%

NVS opened at $152.98 on Thursday. Novartis AG has a 52 week low of $97.71 and a 52 week high of $154.71. The stock has a market cap of $323.16 billion, a PE ratio of 20.90, a PEG ratio of 1.96 and a beta of 0.50. The company has a quick ratio of 0.68, a current ratio of 0.88 and a debt-to-equity ratio of 0.50. The business has a 50 day moving average of $139.72 and a 200-day moving average of $130.36.

Novartis (NYSE:NVS) last released its earnings results on Wednesday, February 4th. The company reported $2.03 earnings per share for the quarter, topping analysts’ consensus estimates of $1.99 by $0.04. Novartis had a net margin of 26.49% and a return on equity of 41.21%. The firm had revenue of $524.00 million for the quarter, compared to the consensus estimate of $13.85 billion. During the same period in the prior year, the firm earned $1.98 EPS. The company’s revenue was up 1.4% compared to the same quarter last year. Equities research analysts predict that Novartis AG will post 8.45 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several equities analysts recently commented on NVS shares. JPMorgan Chase & Co. upgraded Novartis from a “neutral” rating to an “overweight” rating in a research report on Monday, December 8th. Citigroup initiated coverage on shares of Novartis in a report on Tuesday, January 27th. They set a “buy” rating for the company. Wall Street Zen upgraded shares of Novartis from a “hold” rating to a “buy” rating in a research report on Saturday, January 17th. Weiss Ratings restated a “buy (b)” rating on shares of Novartis in a research report on Monday, December 29th. Finally, HC Wainwright cut Novartis to a “neutral” rating in a report on Monday, October 27th. One equities research 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 data from MarketBeat, Novartis has an average rating of “Hold” and an average price target of $119.75.

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.