Novartis AG $NVS Shares Bought by First Command Advisory Services Inc.

First Command Advisory Services Inc. boosted its holdings in shares of Novartis AG (NYSE:NVS) by 206.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,582 shares of the company’s stock after acquiring an additional 8,474 shares during the period. First Command Advisory Services Inc.’s holdings in Novartis were worth $1,794,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also added to or reduced their stakes in the business. Archer Investment Corp lifted its position in shares of Novartis by 93.0% in the 1st quarter. Archer Investment Corp now owns 166 shares of the company’s stock worth $25,000 after purchasing an additional 80 shares during the period. Highland Investment Advisors LLC purchased a new position in Novartis during the second quarter valued at approximately $25,000. Evolution Wealth Management Inc. increased its holdings in Novartis by 552.0% during the second quarter. Evolution Wealth Management Inc. now owns 163 shares of the company’s stock valued at $26,000 after buying an additional 138 shares during the period. Atlatl Advisers LLC bought a new position in Novartis in the second quarter worth approximately $26,000. Finally, Curry Webb Wealth Management LLC bought a new position in Novartis in the third quarter worth approximately $28,000. Hedge funds and other institutional investors own 13.12% of the company’s stock.

Key Stories Impacting Novartis

These are some of the NVS stories that stood out recently:

• Positive Sentiment: Zacks Research raised its FY2026 EPS estimate to $9.06 from $8.83 and its FY2027 estimate to $9.91 from $9.75. It also lifted several quarterly forecasts, including Q3 2027. Novartis coverage
• Positive Sentiment: Novartis reported two-year ianalumab study data showing continued benefits in Sjögren’s disease. The update may support the drug’s development potential, though it does not by itself establish commercial success. Novartis presents long-term ianalumab data Ianalumab two-year study results
• Negative Sentiment: The estimate changes were not uniformly positive: Zacks lowered its Q4 2026, Q1 2027, Q1 2028 and Q2 2028 EPS forecasts. These trims could temper the positive signal from higher annual estimates.

Novartis Trading Down 1.7%

NYSE:NVS opened at $160.41 on Thursday. Novartis AG has a 52 week low of $123.24 and a 52 week high of $170.46. The firm has a 50 day moving average of $149.23 and a 200 day moving average of $152.50. The company has a quick ratio of 0.70, a current ratio of 0.88 and a debt-to-equity ratio of 0.98. The stock has a market capitalization of $306.08 billion, a price-to-earnings ratio of 18.36, a PEG ratio of 3.00 and a beta of 0.40.

Novartis (NYSE:NVS) last announced its earnings results on Tuesday, October 27th. The company reported $2.46 earnings per share for the quarter, beating the consensus estimate of $2.25 by $0.21. Novartis had a net margin of 18.11% and a return on equity of 41.04%. The company had revenue of $15.03 billion during the quarter, compared to the consensus estimate of $14.53 billion. During the same period last year, the firm earned $2.25 earnings per share. Novartis’s revenue was up 4.4% compared to the same quarter last year. As a group, sell-side analysts anticipate that Novartis AG will post 9.08 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on NVS shares. Weiss Ratings lowered Novartis from a “buy (b)” rating to a “buy (b-)” rating in a report on Wednesday, November 4th. Deutsche Bank downgraded Novartis from a “hold” rating to a “sell” rating in a report on Friday, October 30th. DZ Bank assumed coverage on Novartis in a research report on Wednesday, October 28th. They issued a “hold” rating for the company. The Goldman Sachs Group restated a “sell” rating on shares of Novartis in a research note on Monday, September 21st. Finally, Jefferies Financial Group reaffirmed a “neutral” rating on shares of Novartis in a research report on Thursday, July 23rd. Six research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $152.25.

Novartis Profile

Novartis AG is a Swiss pharmaceutical company focused on discovering, developing, manufacturing and commercializing innovative medicines. Its research and products address conditions in areas including oncology, immunology, neuroscience, and cardiovascular, renal and metabolic health. The company’s medicines include treatments such as Kisqali for certain breast cancers, Cosentyx for inflammatory diseases, Entresto for heart failure and Kesimpta for multiple sclerosis. Its portfolio also includes radioligand therapies and other specialized treatments.