SBI Securities Co. Ltd. Sells 5,078 Shares of Novartis AG $NVS

SBI Securities Co. Ltd. cut its stake in shares of Novartis AG (NYSE:NVS) by 80.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,235 shares of the company’s stock after selling 5,078 shares during the quarter. SBI Securities Co. Ltd.’s holdings in Novartis were worth $170,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Brighton Jones LLC increased its holdings in Novartis by 76.5% in the 4th quarter. Brighton Jones LLC now owns 6,153 shares of the company’s stock worth $599,000 after buying an additional 2,666 shares in the last quarter. AQR Capital Management LLC increased its holdings in Novartis by 102.8% in the 1st quarter. AQR Capital Management LLC now owns 22,573 shares of the company’s stock worth $2,516,000 after buying an additional 11,444 shares in the last quarter. Empowered Funds LLC bought a new stake in Novartis in the 1st quarter worth about $1,764,000. Sivia Capital Partners LLC increased its holdings in Novartis by 48.0% in the 2nd quarter. Sivia Capital Partners LLC now owns 7,959 shares of the company’s stock worth $963,000 after buying an additional 2,581 shares in the last quarter. Finally, Schnieders Capital Management LLC. bought a new stake in Novartis in the 2nd quarter worth about $202,000. 13.12% of the stock is currently owned by institutional investors.

Trending Headlines about Novartis

Here are the key news stories impacting Novartis this week:

• Positive Sentiment: Zacks Research raised its earnings estimates for Novartis’ Q3 2026 and Q4 2026, suggesting a slightly better near-term outlook for those periods. Novartis stock page
• Neutral Sentiment: Several forecast updates were small and largely balanced, including slight increases to some future-quarter EPS estimates and minor cuts to others, which may limit the stock’s immediate reaction. Novartis stock page
• Negative Sentiment: Analysts trimmed estimates for Q2 2026, Q1 2027, Q2 2027, Q4 2027, and FY2026 earnings, pointing to some pressure on expected profitability over the next year. Novartis stock page

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on NVS shares. Argus upgraded Novartis from a “hold” rating to a “buy” rating and set a $180.00 price objective for the company in a report on Wednesday, March 11th. Weiss Ratings downgraded Novartis from a “buy (a-)” rating to a “buy (b)” rating in a report on Wednesday, April 29th. Citigroup reiterated a “buy” rating on shares of Novartis in a report on Thursday, February 5th. TD Cowen reiterated a “hold” rating on shares of Novartis in a report on Tuesday, February 17th. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of Novartis in a report on Thursday, February 12th. Seven research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Novartis presently has a consensus rating of “Hold” and a consensus target price of $141.20.

Novartis Trading Down 0.0%

Novartis stock opened at $145.98 on Monday. The business has a 50-day simple moving average of $153.19 and a two-hundred day simple moving average of $144.31. The company has a market cap of $278.56 billion, a P/E ratio of 20.91, a P/E/G ratio of 2.56 and a beta of 0.46. Novartis AG has a 52-week low of $104.93 and a 52-week high of $170.46. The company has a quick ratio of 0.65, a current ratio of 0.85 and a debt-to-equity ratio of 0.96.

Novartis (NYSE:NVS) last released its quarterly earnings results on Monday, April 27th. The company reported $1.99 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.11 by ($0.12). The firm had revenue of $13.52 billion for the quarter, compared to the consensus estimate of $13.44 billion. Novartis had a net margin of 24.87% and a return on equity of 38.82%. The company’s revenue for the quarter was down .9% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.28 earnings per share. Analysts predict that Novartis AG will post 8.85 EPS for the current year.

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.