SBI Securities Co. Ltd. Acquires 5,769 Shares of Novartis AG $NVS

SBI Securities Co. Ltd. raised its holdings in shares of Novartis AG (NYSE:NVS) by 1,060.5% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 6,313 shares of the company’s stock after acquiring an additional 5,769 shares during the period. SBI Securities Co. Ltd.’s holdings in Novartis were worth $810,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of the business. Gallacher Capital Management LLC grew its holdings in shares of Novartis by 18.7% during the third quarter. Gallacher Capital Management LLC now owns 6,377 shares of the company’s stock worth $818,000 after purchasing an additional 1,006 shares in the last quarter. Savant Capital LLC lifted its position in Novartis by 11.5% during the third quarter. Savant Capital LLC now owns 19,041 shares of the company’s stock valued at $2,442,000 after purchasing an additional 1,965 shares during the last quarter. Checchi Capital Advisers LLC grew its stake in Novartis by 2.3% in the 3rd quarter. Checchi Capital Advisers LLC now owns 17,876 shares of the company’s stock worth $2,292,000 after buying an additional 401 shares in the last quarter. Payne Capital LLC bought a new position in shares of Novartis in the 3rd quarter worth $641,000. Finally, Hantz Financial Services Inc. raised its position in shares of Novartis by 53.8% during the 3rd quarter. Hantz Financial Services Inc. now owns 40,980 shares of the company’s stock valued at $5,255,000 after buying an additional 14,342 shares in the last quarter. Institutional investors own 13.12% of the company’s stock.

Novartis Price Performance

NVS opened at $156.41 on Friday. The company has a debt-to-equity ratio of 0.60, a current ratio of 1.12 and a quick ratio of 0.68. The stock’s 50 day simple moving average is $140.72 and its 200 day simple moving average is $130.82. The firm has a market cap of $330.40 billion, a price-to-earnings ratio of 21.85, a PEG ratio of 2.32 and a beta of 0.50. Novartis AG has a 1 year low of $97.71 and a 1 year high of $156.62.

Novartis (NYSE:NVS) last announced its quarterly earnings data on Wednesday, February 4th. The company reported $2.03 earnings per share for the quarter, beating the consensus estimate of $1.99 by $0.04. Novartis had a return on equity of 40.53% and a net margin of 25.65%.The firm had revenue of $524.00 million during the quarter, compared to the consensus estimate of $13.85 billion. During the same quarter in the previous year, the company posted $1.98 earnings per share. The business’s revenue was up 1.4% on a year-over-year basis. As a group, analysts predict that Novartis AG will post 8.45 earnings per share for the current year.

Novartis Announces Dividend

The company also recently declared an annual dividend, which will be paid on Monday, March 16th. Shareholders of record on Wednesday, March 11th will be issued 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 (DPR) is 36.31%.

Wall Street Analysts Forecast Growth

NVS has been the topic of a number of research analyst reports. Bank of America raised Novartis from a “neutral” rating to a “buy” rating in a research note on Tuesday, November 25th. HC Wainwright cut Novartis to a “neutral” rating in a report on Monday, October 27th. JPMorgan Chase & Co. upgraded Novartis from a “neutral” rating to an “overweight” rating in a research report on Monday, December 8th. Wall Street Zen cut shares of Novartis from a “buy” rating to a “hold” rating in a research report on Saturday. Finally, Cfra set a $126.00 price target on shares of Novartis and gave the stock a “hold” rating in a research note on Wednesday, October 29th. One research 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 assigned a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $119.75.

Novartis News Summary

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 Company 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.