NVS
NOVARTIS AG
$153.07
-0.55%
$292.1B
No data for this timeframe.
Vol
Market Cap$292.1B
Cap SizeMega Cap
Analyst ConsensusBuy (50%)
Inst. Holders50 funds
Inst. Value$12.2B
Inst. Activity23 buys / 15 sells
SEC Reports3
Recent Activity
May 4, 2026
SEC
The Texas Court of Appeals denied Novartis's petition for writ of mandamus seeking to dismiss a qui tam action brought b
COURT-RULING — Impact 6/10
Apr 21, 2026
SEC
The Fourth Circuit Court of Appeals vacated and remanded a district court decision that denied a preliminary injunction
COURT-RULING — Impact 6/10
Mar 30, 2026
SEC
Analysis based on filing metadata only — document content was unavailable
COURT-RULING — Impact 3/10
Inst.
ENVESTNET ASSET MANAGEMENT INC — ADD
2,311,384 shares ($353.1M)
Inst.
WCM INVESTMENT MANAGEMENT, LLC — NEW
1,463,180 shares ($220.0M)
Jun 13, 2026
clinical_trial_readout
Results Pending: TQJ230 (Phase 3) — Completed 80d ago
Trial: Lp(a) Lowering Study of Pelacarsen (TQJ230) in US Black/African American and Hispanic Partici
Jun 10, 2026
Event
Keri Sue Paddock, et al. v. Novartis Pharmaceuticals Corporation
Court ruling from District Court, D. Delaware. Docket: 1:25-cv-00407
Jun 8, 2026
Event
FABHALTA
WARNING: SERIOUS INFECTIONS CAUSED BY ENCAPSULATED BACTERIA FABHALTA, a complement inhibitor, increa
Price Targets
$153.87
+0.5% upside
Hold
Current $153.07
Low $123.00
Median $151.58
High $180.00
10 analysts
$123.00
$180.00
Analyst Ratings
6Strong Buy
11Buy
14Hold
3Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Mar 26, 2026 | Morgan Stanley | MAINTAIN | Overweight → Overweight |
| Jan 6, 2026 | Barclays | UPGRADE | Underweight → Equal-Weight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $2.11 ▼ -5.0% | $2.11 — $2.11 | -13% YoY | 1 |
| Next Q | $2.16 ▼ -7.1% | $2.16 — $2.16 | -4% YoY | 1 |
| Current FY | $8.84 ▼ -1.4% | $8.45 — $9.57 | -2% YoY | 7 |
| Next FY | $9.93 | $9.25 — $10.75 | 12% YoY | 7 |
Latest Reports
BEARISH
COURT-RULING
6/10
The Texas Court of Appeals denied Novartis's petition for writ of mandamus seeking to dismiss a qui tam action brought b
May 4, 2026
BEARISH
COURT-RULING
6/10
The Fourth Circuit Court of Appeals vacated and remanded a district court decision that denied a preliminary injunction
Apr 21, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| NOMURA ASSET MANAGEMENT CO | — | — |
| MORGAN STANLEY | $1.3B | — |
| DIMENSIONAL FUND ADVISORS LP | $1.2B | — |
| DODGE & COX | $1.1B | — |
| GOLDMAN SACHS GROUP INC | $996.8M | — |
50 institutional holders with $12.2B total value (80,024,306 shares) as of 2026-Q1. Top holders: NOMURA, MORGAN, DIMENSIONAL. Net buying activity: 23 institutions added/increased vs 15 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | NOMURA ASSET MANAGEMENT CO LTD | — | $0.00 | 0.0% | — |
| 2 | MORGAN STANLEY | 8,527,037 | $1.3B | 10.7% | — |
| 3 | DIMENSIONAL FUND ADVISORS LP | 8,110,116 | $1.2B | 10.1% | — |
| 4 | DODGE & COX | 6,967,383 | $1.1B | 8.7% | — |
| 5 | GOLDMAN SACHS GROUP INC | 6,525,771 | $996.8M | 8.2% | — |
| 6 | LOOMIS SAYLES & CO L P | 5,426,100 | $828.8M | 6.8% | — |
| 7 | BANK OF AMERICA CORP /DE/ | 4,962,794 | $758.1M | 6.2% | — |
| 8 | FRANKLIN RESOURCES INC | 3,409,944 | $520.9M | 4.3% | — |
| 9 | BlackRock, Inc. | 2,949,760 | $450.6M | 3.7% | — |
| 10 | GQG Partners LLC | 2,447,272 | $373.8M | 3.1% | ADD +39.6% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 2,311,384 | $353.1M | 2.9% | ADD +29.7% |
| 12 | JANUS HENDERSON GROUP PLC | 2,275,938 | $347.6M | 2.8% | — |
| 13 | Cullen Capital Management, LLC | 2,037,962 | $311.3M | 2.5% | — |
| 14 | RAYMOND JAMES FINANCIAL INC | 1,931,873 | $295.1M | 2.4% | — |
| 15 | WELLS FARGO & COMPANY/MN | 1,895,677 | $289.6M | 2.4% | — |
| 16 | JONES FINANCIAL COMPANIES LLLP | 1,821,796 | $270.1M | 2.2% | — |
| 17 | FMR LLC | 1,692,993 | $258.6M | 2.1% | — |
| 18 | WCM INVESTMENT MANAGEMENT, LLC | 1,463,180 | $220.0M | 1.8% | NEW |
| 19 | STATE STREET CORP | 1,385,892 | $216.2M | 1.8% | — |
| 20 | LMR Partners LLP | 1,303,800 | $199.2M | 1.6% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | ADD | 1,782,198 | 2,311,384 | +29.7% | $353.1M | 2026-Q1 |
| WCM INVESTMENT MANAGEMENT, LLC | NEW | — | 1,463,180 | — | $220.0M | 2026-Q1 |
| MARSHALL WACE, LLP | TRIM | 693,356 | 322,056 | -53.6% | $49.2M | 2026-Q1 |
| Point72 Asset Management, L.P. | NEW | — | 283,837 | — | $43.4M | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | TRIM | 984,599 | 259,345 | -73.7% | $39.6M | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | DOUBLED | 100,188 | 258,000 | +157.5% | $39.4M | 2026-Q1 |
| Clark Capital Management Group, Inc. | TRIM | 445,689 | 251,894 | -43.5% | $38.5M | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | DOUBLED | 113,737 | 246,655 | +116.9% | $37.7M | 2026-Q1 |
| BRANDES INVESTMENT PARTNERS, LP | TRIM | 262,797 | 189,570 | -27.9% | $29.0M | 2026-Q1 |
| M&T BANK CORP | DOUBLED | 2,157 | 171,848 | +7867.0% | $26.2M | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. | TRIM | 342,536 | 139,562 | -59.3% | $21.3M | 2026-Q1 |
| BLAIR WILLIAM & CO/IL | ADD | 81,278 | 126,421 | +55.5% | $19.3M | 2026-Q1 |
| Invesco Ltd. | TRIM | 175,677 | 113,344 | -35.5% | $17.3M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | NEAR_EXIT | 787,977 | 108,597 | -86.2% | $16.6M | 2026-Q1 |
| NOMURA HOLDINGS INC | NEW | — | 99,013 | — | $15.1M | 2026-Q1 |
| Beacon Pointe Advisors, LLC | ADD | 66,582 | 84,517 | +26.9% | $12.9M | 2026-Q1 |
| CIBC WORLD MARKET INC. | NEAR_EXIT | 528,563 | 84,313 | -84.0% | $12.9M | 2026-Q1 |
| TD Waterhouse Canada Inc. | DOUBLED | 29,022 | 74,666 | +157.3% | $11.6M | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL | DOUBLED | 9,224 | 63,250 | +585.7% | $9.7M | 2026-Q1 |
| Orion Porfolio Solutions, LLC | ADD | 42,323 | 56,894 | +34.4% | $8.7M | 2026-Q1 |
| TD ASSET MANAGEMENT INC | ADD | 32,435 | 44,021 | +35.7% | $6.7M | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | TRIM | 61,418 | 37,202 | -39.4% | $5.7M | 2026-Q1 |
| EP Wealth Advisors, LLC | DOUBLED | 16,977 | 37,111 | +118.6% | $5.7M | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC | TRIM | 51,032 | 35,432 | -30.6% | $5.4M | 2026-Q1 |
| COMMERCE BANK | ADD | 22,604 | 32,030 | +41.7% | $4.9M | 2026-Q1 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
3 SEC filing reports analyzed. Sentiment: 0 bullish, 2 bearish, 0 mixed, 1 neutral. Avg impact: 5.0/10.
BEARISH
COURT-RULING
6/10
The Texas Court of Appeals denied Novartis's petition for writ of mandamus seeking to dismiss a qui
May 4, 2026
BEARISH
COURT-RULING
6/10
The Fourth Circuit Court of Appeals vacated and remanded a district court decision that denied a pre
Apr 21, 2026
NEUTRAL
COURT-RULING
3/10
Analysis based on filing metadata only — document content was unavailable
Mar 30, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (50% buy). Based on 34 analysts: 6 strong buy, 11 buy, 14 hold, 3 sell, 0 strong sell.
Analyst Price Targets
$153.87 mean target
+0.5% upside
Hold (2.75)
$123.00 Low
$180.00 High
| Metric | Value |
|---|---|
| Current Price | $153.07 |
| Target Low | $123.00 |
| Target Mean | $153.87 |
| Target Median | $151.58 |
| Target High | $180.00 |
| # Analysts | 10 |
| Recommendation | Hold (2.75) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$2.11 | $2.11 | $2.11 | -12.8% | -5.0% | 0↑ 1↓ | $14.1B | -4.6% | 1 |
| Next Q 2026-09-30 |
$2.16 | $2.16 | $2.16 | -4.1% | -7.1% | 0↑ 1↓ | $14.5B | 1.2% | 1 |
| Current FY 2026-12-31 |
$8.84 | $8.45 | $9.57 | -1.6% | -1.4% | 0↑ 1↓ | $57.0B | 0.6% | 7 |
| Next FY 2027-12-31 |
$9.93 | $9.25 | $10.75 | 12.4% | -0.1% | 1↑ 1↓ | $60.4B | 6.0% | 7 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $2.111 | |
| 7d ago | $2.140 | -0.029 |
| 30d ago | $2.223 | -0.111 |
| 60d ago | $2.223 | -0.111 |
| 90d ago | $2.316 | -0.205 |
2 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Mar 26, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Jan 6, 2026 | Barclays | UPGRADE | Underweight | Equal-Weight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 6 | 11 | 14 | 3 | 0 | 50% | |
| May 1, 2026 | 6 | 11 | 14 | 3 | 0 | 50% | |
| Apr 1, 2026 | 6 | 10 | 14 | 4 | 0 | 47% | |
| Mar 1, 2026 | 6 | 10 | 14 | 4 | 0 | 47% | |
| Feb 1, 2026 | 7 | 10 | 13 | 4 | 0 | 50% | |
| Jan 1, 2026 | 6 | 10 | 12 | 4 | 0 | 50% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 13, 2026
Clinical Trial
Comparison of Efficacy and Safety of Treatment With a Calcineurin Inhibitor (CNI)Versus a CNI-free Treatment in Renal Transplantation (CIME)
Phase Phase 3 — COMPLETED
Jun 13, 2026
Clinical Trial
Study of Efficacy, Safety and Tolerability of Remibrutinib in Adult Participants With an Allergy to Peanuts
Phase Phase 2 — COMPLETED
Jun 13, 2026
Clinical Trial
Lp(a) Lowering Study of Pelacarsen (TQJ230) in US Black/African American and Hispanic Participants With Elevated Lp(a) and Established ASCVD
Phase Phase 3 — COMPLETED
Jun 13, 2026
clinical_trial_readout
Results Pending: TQJ230 (Phase 3) — Completed 80d ago
Trial: Lp(a) Lowering Study of Pelacarsen (TQJ230) in US Black/African American and Hispanic Participants With Elevated Lp(a) and Established ASCVD
Sp
Jun 12, 2026
Clinical Trial
A First-in-human, Proof of Concept Study of CPK850 in Patients With RLBP1 Retinitis Pigmentosa
Phase Phase 2 — COMPLETED
Jun 12, 2026
clinical_trial_readout
Results Pending: CPK850 (Phase 2) — Completed 31d ago
Trial: A First-in-human, Proof of Concept Study of CPK850 in Patients With RLBP1 Retinitis Pigmentosa
Sponsor: Novartis Pharmaceuticals
Phase: Phase 2
Jun 10, 2026
short_volume
Short Volume: NVS — 56.2% short (0.3M / 0.5M)
Short: 290,882 | Exempt: 1,297 | TRF Vol: 517,447 | Short Ratio: 56.2% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
Enforcement
Keri Sue Paddock, et al. v. Novartis Pharmaceuticals Corporation
Court ruling from District Court, D. Delaware. Docket: 1:25-cv-00407
Jun 9, 2026
Clinical Trial
Angiotensin-Neprilysin Inhibition in Hemodialysis Initiation
Phase Phase 2 — COMPLETED
Jun 8, 2026
FDA
FABHALTA
WARNING: SERIOUS INFECTIONS CAUSED BY ENCAPSULATED BACTERIA FABHALTA, a complement inhibitor, increases the risk of serious infections, especially tho
Jun 5, 2026
clinical_trial_readout
Results Pending: Iptacopan (Phase 3) — Completed 55d ago
Trial: Efficacy and Safety of Iptacopan (LNP023) in Adult Patients With Atypical Hemolytic Uremic Syndrome Naive to Complement Inhibitor Therapy
Spons
Jun 3, 2026
short_volume
Short Volume: NVS — 64.8% short (0.4M / 0.6M)
Short: 395,616 | Exempt: 3,257 | TRF Vol: 610,318 | Short Ratio: 64.8% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: NVS — 59.1% short (0.3M / 0.6M)
Short: 342,531 | Exempt: 1,620 | TRF Vol: 579,360 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
clinical_trial_readout
T-90d Trial Readout: JDQ443 (Phase 3)
Trial: Study of JDQ443 in Comparison With Docetaxel in Participants With Locally Advanced or Metastatic KRAS G12C Mutant Non-small Cell Lung Cancer
Sp
Jun 1, 2026
short_volume
Short Volume: NVS — 58.6% short (0.4M / 0.7M)
Short: 385,375 | Exempt: 978 | TRF Vol: 657,442 | Short Ratio: 58.6% | Off-exchange volume (dark pool + OTC)
May 27, 2026
clinical_trial_readout
T-90d Trial Readout: JDQ443 (Phase 3)
Trial: Study of JDQ443 in Comparison With Docetaxel in Participants With Locally Advanced or Metastatic KRAS G12C Mutant Non-small Cell Lung Cancer
Sp
May 22, 2026
drug_approval
EMA: Human medicines European public assessment report (EPAR): Vijoice, alpelisib, Status: Opinion
Human medicines European public assessment report (EPAR): Vijoice, alpelisib, Status: Opinion
May 14, 2026
short_volume
Short Volume: NVS — 73.1% short (0.5M / 0.7M)
Short: 524,002 | Exempt: 241 | TRF Vol: 717,314 | Short Ratio: 73.1% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_interest
FTD: NVS — 4,541 shares ($0.7M) failed to deliver
Settlement: 20260514, Price: $149.75, FTD Value: $680,014.75, NOVARTIS AG ADS(1 REG SH)
May 13, 2026
clinical_trial_readout
Results Pending: TQJ230 (Phase 3) — Completed 49d ago
Trial: Lp(a) Lowering Study of Pelacarsen (TQJ230) in US Black/African American and Hispanic Participants With Elevated Lp(a) and Established ASCVD
Sp
May 7, 2026
short_interest
FTD: NVS — 17,120 shares ($2.5M) failed to deliver
Settlement: 20260507, Price: $148.36, FTD Value: $2,539,923.2, NOVARTIS AG ADS(1 REG SH)
May 6, 2026
clinical_trial_readout
Results Pending: Iptacopan (Phase 3) — Completed 25d ago
Trial: Efficacy and Safety of Iptacopan (LNP023) in Adult Patients With Atypical Hemolytic Uremic Syndrome Naive to Complement Inhibitor Therapy
Spons
May 1, 2026
Enforcement
HSR Early Termination: Novartis AG; Red Tree Venture Fund, L.P.
The FTC granted early termination of the HSR Act waiting period for a transaction involving Novartis AG; Red Tree Venture Fund, L.P..
May 1, 2026
Enforcement
HSR Early Termination: Novartis AG; Red Tree Venture Fund, L.P.
The FTC granted early termination of the HSR Act waiting period for a transaction involving Novartis AG; Red Tree Venture Fund, L.P..
Apr 30, 2026
Enforcement
In Re Novartis Pharmaceuticals Corporation v. the State of Texas
Court ruling from Texas Court of Appeals. Docket: 15-25-00207-CV