Novartis AG $NVS Holdings Decreased by Cullen Capital Management LLC

Cullen Capital Management LLC lessened its stake in Novartis AG (NYSE:NVS) by 1.3% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 2,070,377 shares of the company’s stock after selling 26,475 shares during the quarter. Novartis accounts for about 2.9% of Cullen Capital Management LLC’s holdings, making the stock its 4th biggest position. Cullen Capital Management LLC’s holdings in Novartis were worth $265,505,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. GFG Capital LLC acquired a new position in shares of Novartis during the 2nd quarter worth $26,000. Legacy Investment Solutions LLC bought a new stake in Novartis during the 2nd quarter valued at approximately $30,000. Valley Wealth Managers Inc. bought a new position in Novartis during the third quarter worth $31,000. Quaker Wealth Management LLC boosted its holdings in Novartis by 200.0% in the 2nd quarter. Quaker Wealth Management LLC now owns 352 shares of the company’s stock valued at $43,000 after purchasing an additional 704 shares during the period. Finally, Country Trust Bank lifted its stake in shares of Novartis by 47.4% in the third quarter. Country Trust Bank now owns 342 shares of the company’s stock valued at $44,000 after buying an additional 110 shares during the period. Institutional investors own 13.12% of the company’s stock.

Novartis Trading Up 2.1%

NYSE:NVS opened at $152.98 on Thursday. The company has a debt-to-equity ratio of 0.50, a current ratio of 0.88 and a quick ratio of 0.68. The business’s 50-day simple moving average is $139.72 and its 200-day simple moving average is $130.36. Novartis AG has a fifty-two week low of $97.71 and a fifty-two week high of $154.71. The stock has a market capitalization of $323.16 billion, a PE ratio of 20.90, a price-to-earnings-growth ratio of 1.96 and a beta of 0.50.

Novartis (NYSE:NVS) last announced its earnings results on Wednesday, February 4th. The company reported $2.03 EPS for the quarter, topping the consensus estimate of $1.99 by $0.04. The firm had revenue of $524.00 million for the quarter, compared to the consensus estimate of $13.85 billion. Novartis had a net margin of 26.49% and a return on equity of 41.21%. The business’s quarterly revenue was up 1.4% on a year-over-year basis. During the same period last year, the company posted $1.98 EPS. Sell-side analysts expect that Novartis AG will post 8.45 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of equities research analysts have weighed in on NVS shares. Jefferies Financial Group reissued a “hold” rating on shares of Novartis in a report on Monday, October 27th. Morgan Stanley reissued an “overweight” rating on shares of Novartis in a report on Wednesday, December 3rd. Bank of America upgraded shares of Novartis from a “neutral” rating to a “buy” rating in a research report on Tuesday, November 25th. Citigroup began coverage on Novartis in a research report on Tuesday, January 27th. They issued a “buy” rating for the company. Finally, JPMorgan Chase & Co. upgraded shares of Novartis from a “neutral” rating to an “overweight” rating in a research report on Monday, December 8th. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, seven have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, Novartis has a consensus rating of “Hold” and an average price target of $119.75.

Key Novartis News

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.

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.