Novartis AG $NVS Shares Acquired by Oppenheimer Asset Management Inc.

Oppenheimer Asset Management Inc. increased its stake in Novartis AG (NYSE:NVS) by 6.4% in the third quarter, Holdings Channel.com reports. The institutional investor owned 222,892 shares of the company’s stock after purchasing an additional 13,370 shares during the quarter. Oppenheimer Asset Management Inc.’s holdings in Novartis were worth $28,584,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of NVS. Legacy Investment Solutions LLC acquired a new stake in Novartis during the 2nd quarter valued at approximately $30,000. Valley Wealth Managers Inc. acquired a new position in shares of Novartis in the 3rd quarter valued at approximately $31,000. Quaker Wealth Management LLC boosted its stake in shares of Novartis by 200.0% during the 2nd quarter. Quaker Wealth Management LLC now owns 352 shares of the company’s stock valued at $43,000 after buying an additional 704 shares during the last quarter. Country Trust Bank grew its position in shares of Novartis by 47.4% during the third quarter. Country Trust Bank now owns 342 shares of the company’s stock worth $44,000 after buying an additional 110 shares in the last quarter. Finally, Harbor Asset Planning Inc. acquired a new stake in shares of Novartis during the second quarter worth approximately $53,000. 13.12% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several analysts have issued reports on NVS shares. TD Cowen restated a “hold” rating on shares of Novartis in a research note on Monday, November 10th. Weiss Ratings raised Novartis from a “buy (b)” rating to a “buy (a-)” rating in a research report on Friday. Cfra Research upgraded Novartis to a “hold” rating in a research note on Wednesday, October 29th. Barclays raised shares of Novartis from an “underweight” rating to an “equal weight” rating in a report on Tuesday, January 6th. Finally, Jefferies Financial Group reissued a “hold” rating on shares of Novartis in a report on Monday, October 27th. Two research analysts have rated the stock with a Strong Buy rating, five have given a Buy rating, seven have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $119.75.

Key Headlines Impacting Novartis

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 Stock Up 1.6%

Shares of NVS stock opened at $156.41 on Monday. Novartis AG has a 1 year low of $97.71 and a 1 year high of $156.62. The company has a debt-to-equity ratio of 0.60, a quick ratio of 0.89 and a current ratio of 1.12. The business’s fifty day moving average is $140.72 and its 200-day moving average is $131.00. The stock has a market cap of $330.40 billion, a PE ratio of 21.85, a price-to-earnings-growth ratio of 2.35 and a beta of 0.50.

Novartis (NYSE:NVS) last released its quarterly earnings data on Wednesday, February 4th. The company reported $2.03 earnings per share for the quarter, topping the consensus estimate of $1.99 by $0.04. The business had revenue of $524.00 million during the quarter, compared to analyst estimates of $13.85 billion. Novartis had a return on equity of 40.53% and a net margin of 25.65%.The company’s revenue was up 1.4% compared to the same quarter last year. During the same period last year, the company posted $1.98 EPS. Equities analysts expect that Novartis AG will post 8.45 earnings per share for the current fiscal year.

Novartis Dividend Announcement

The business also recently declared an annual dividend, which will be paid on Monday, March 16th. Stockholders of record on Wednesday, March 11th will be paid 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 dividend payout ratio is 36.31%.

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.