Novartis AG $NVS Shares Bought by MGO One Seven LLC

MGO One Seven LLC grew its stake in shares of Novartis AG (NYSE:NVS) by 22.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 32,254 shares of the company’s stock after purchasing an additional 5,939 shares during the quarter. MGO One Seven LLC’s holdings in Novartis were worth $4,447,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Arlington Trust Co LLC acquired a new position in shares of Novartis during the fourth quarter worth about $25,000. Valley Wealth Managers Inc. acquired a new position in shares of Novartis during the third quarter worth about $31,000. Measured Wealth Private Client Group LLC acquired a new position in shares of Novartis during the third quarter worth about $33,000. South Plains Financial Inc. lifted its stake in shares of Novartis by 39.0% during the third quarter. South Plains Financial Inc. now owns 271 shares of the company’s stock worth $35,000 after purchasing an additional 76 shares in the last quarter. Finally, Country Trust Bank lifted its stake 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 purchasing an additional 110 shares in the last quarter. Institutional investors and hedge funds own 13.12% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have commented on NVS. Sanford C. Bernstein upgraded Novartis to a “hold” rating in a research note on Thursday, March 19th. Wall Street Zen cut Novartis from a “buy” rating to a “hold” rating in a research note on Saturday, February 7th. TD Cowen reiterated a “hold” rating on shares of Novartis in a research note on Tuesday, February 17th. Weiss Ratings cut Novartis from a “buy (a-)” rating to a “buy (b)” rating in a research note on Wednesday, April 29th. Finally, Morgan Stanley boosted their price target on Novartis from $143.00 to $170.00 and gave the stock an “overweight” rating in a research note on Thursday, March 26th. Seven analysts have rated the stock with a Buy rating, seven have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, Novartis presently has a consensus rating of “Hold” and an average target price of $141.20.

Novartis News Summary

Here are the key news stories impacting Novartis this week:

• Positive Sentiment: Zacks Research raised its earnings estimate for Q3 2026 to $2.30 from $2.28, suggesting slightly better mid-year profitability expectations.
• Positive Sentiment: Zacks Research increased its Q4 2026 EPS forecast to $2.23 from $2.08, a meaningful upward revision for late-2026 earnings.
• Positive Sentiment: Erste Group Bank also nudged up its FY2027 EPS estimate to $9.77 from $9.74, reinforcing a generally constructive longer-term view. Novartis stock page
• Neutral Sentiment: Analyst consensus still calls for FY2026 EPS of $8.86, while Zacks’ revised FY2026 estimate of $8.75 remains close to that level, indicating expectations are largely intact.
• Negative Sentiment: Zacks cut Q2 2026 EPS to $2.24 from $2.37 and trimmed FY2026 guidance, which may temper enthusiasm about near-term growth.
• Negative Sentiment: Additional reductions to Q1 2027, Q2 2027, and Q4 2027 estimates point to some caution around future earnings momentum.

Novartis Stock Up 0.4%

Shares of Novartis stock opened at $145.98 on Friday. The company has a quick ratio of 0.65, a current ratio of 0.85 and a debt-to-equity ratio of 0.96. The firm 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 fifty-two week low of $104.93 and a fifty-two week high of $170.46. The business has a 50-day moving average price of $153.19 and a 200 day moving average price of $144.31.

Novartis (NYSE:NVS) last announced its quarterly earnings data on Monday, April 27th. The company reported $1.99 earnings per share for the quarter, missing the consensus estimate of $2.11 by ($0.12). The firm had revenue of $13.52 billion during 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 firm’s quarterly revenue was down .9% compared to the same quarter last year. During the same period in the prior year, the firm earned $2.28 earnings per share. On average, sell-side analysts forecast that Novartis AG will post 8.85 earnings per share for the current fiscal 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.