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

Garland Capital Management Inc. trimmed its position in Novartis AG (NYSE:NVS) by 72.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,170 shares of the company’s stock after selling 8,330 shares during the quarter. Novartis makes up approximately 5.6% of Garland Capital Management Inc.’s portfolio, making the stock its 6th largest position. Garland Capital Management Inc.’s holdings in Novartis were worth $407,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in NVS. Elyxium Wealth LLC purchased a new stake in shares of Novartis in the 3rd quarter valued at approximately $329,000. Financial & Tax Architects LLC raised its stake in Novartis by 14.4% during the 3rd quarter. Financial & Tax Architects LLC now owns 6,955 shares of the company’s stock valued at $892,000 after purchasing an additional 877 shares during the period. Portside Wealth Group LLC lifted its holdings in shares of Novartis by 18.2% in the third quarter. Portside Wealth Group LLC now owns 6,130 shares of the company’s stock valued at $786,000 after purchasing an additional 945 shares in the last quarter. HighPoint Advisor Group LLC boosted its position in shares of Novartis by 6.2% in the third quarter. HighPoint Advisor Group LLC now owns 9,854 shares of the company’s stock worth $1,264,000 after buying an additional 574 shares during the period. Finally, Bessemer Group Inc. grew its holdings in shares of Novartis by 2.6% during the third quarter. Bessemer Group Inc. now owns 15,976 shares of the company’s stock valued at $2,048,000 after buying an additional 403 shares in the last quarter. Institutional investors and hedge funds own 13.12% of the company’s stock.

Novartis News Roundup

Here are the key news stories impacting Novartis this week:

• Positive Sentiment: Q4 EPS beat and 12‑month high — Novartis reported adjusted EPS of $2.03 vs. consensus $1.99 and the stock hit a new 12‑month high as investors took the beat and margin strength as a signal of underlying profitability. Novartis Reaches New 12-Month High Following Strong Earnings
• Positive Sentiment: Record margins: management highlighted record core operating margins on the earnings call, helping offset topline softness and supporting EPS and free‑cash‑flow expectations. Novartis Earnings Call: Record Margins
• Positive Sentiment: Analyst target moved higher — at least one published target was increased (~11%), reinforcing the bullish reaction from the Street. Price Target Increased
• Positive Sentiment: Shareholder returns — Novartis declared an annual dividend of $4.773/share (record Mar 11, pay Mar 16), and commentary noted ongoing buybacks that support EPS and valuation.
• Positive Sentiment: Pipeline and value thesis — analysts and investors point to a deep pipeline, upcoming clinical readouts and active buybacks as reasons Novartis may re‑rate from current multiples. Novartis: Value Price, Growth Pipeline
• Neutral Sentiment: Earnings call transcripts and slides available — full Q4 call transcript and the investor presentation provide detail on product trends, margin drivers and near‑term catalysts for modeling. Q4 2025 Earnings Call Transcript Q4 Results Presentation
• Negative Sentiment: Revenue miss and generic pressure — Q4 revenue fell short as generic competition pressured Entresto and Promacta sales; revenue weakness is a near‑term headwind to top‑line growth expectations. Revenue Miss / Generic Pressure
• Negative Sentiment: ESG and sustainability risk flagged — Novartis disclosed new environmental/social risks that could affect reputation, financing or long‑term valuation if not addressed. ESG and Sustainability Risks

Novartis Price Performance

NYSE NVS opened at $156.41 on Friday. The company has a quick ratio of 0.68, a current ratio of 1.12 and a debt-to-equity ratio of 0.60. The stock has a market capitalization of $330.40 billion, a PE ratio of 21.85, a price-to-earnings-growth ratio of 2.32 and a beta of 0.50. Novartis AG has a 12-month low of $97.71 and a 12-month high of $156.62. The company has a 50 day moving average price of $140.72 and a two-hundred day moving average price of $130.82.

Novartis (NYSE:NVS) last released its quarterly earnings results 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. Novartis had a net margin of 25.65% and a return on equity of 40.53%. The business had revenue of $524.00 million for the quarter, compared to the consensus estimate of $13.85 billion. During the same quarter last year, the firm earned $1.98 EPS. Novartis’s revenue for the quarter was up 1.4% on a year-over-year basis. As a group, equities analysts predict that Novartis AG will post 8.45 earnings per share for the current fiscal year.

Novartis Announces Dividend

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

Analyst Ratings Changes

NVS has been the subject of a number of research reports. Weiss Ratings restated a “buy (b)” rating on shares of Novartis in a research report on Monday, December 29th. HSBC restated a “reduce” rating and set a $112.00 price target on shares of Novartis in a report on Wednesday, December 10th. Wall Street Zen lowered shares of Novartis from a “buy” rating to a “hold” rating in a research note on Saturday. Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of Novartis in a research note on Friday, January 16th. Finally, TD Cowen reaffirmed a “hold” rating on shares of Novartis in a research note on Monday, November 10th. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, seven have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $119.75.

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.