XY Capital Ltd Has $1.34 Million Holdings in Novartis AG $NVS

XY Capital Ltd raised its holdings in shares of Novartis AG (NYSE:NVS) by 213.2% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,770 shares of the company’s stock after acquiring an additional 5,970 shares during the quarter. Novartis makes up 1.3% of XY Capital Ltd’s investment portfolio, making the stock its 25th largest holding. XY Capital Ltd’s holdings in Novartis were worth $1,340,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in the business. Brighton Jones LLC grew its position in Novartis by 76.5% during the fourth quarter. Brighton Jones LLC now owns 6,153 shares of the company’s stock valued at $599,000 after purchasing an additional 2,666 shares in the last quarter. AQR Capital Management LLC lifted its position 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 purchased a new stake in Novartis in the 1st quarter worth approximately $1,764,000. Sivia Capital Partners LLC boosted its stake in shares of Novartis by 48.0% during the 2nd quarter. Sivia Capital Partners LLC now owns 7,959 shares of the company’s stock valued at $963,000 after buying an additional 2,581 shares during the period. Finally, Schnieders Capital Management LLC. purchased a new position in shares of Novartis during the 2nd quarter valued at $202,000. Institutional investors and hedge funds own 13.12% of the company’s stock.

Novartis Stock Up 2.8%

Shares of Novartis stock opened at $153.82 on Wednesday. Novartis AG has a 12-month low of $112.34 and a 12-month high of $170.46. The stock has a market capitalization of $293.51 billion, a P/E ratio of 22.04, a PEG ratio of 2.58 and a beta of 0.45. 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 stock has a 50 day moving average price of $151.61 and a two-hundred day moving average price of $151.88.

Novartis (NYSE:NVS) last posted its quarterly earnings data on Tuesday, June 30th. The company reported $2.41 earnings per share (EPS) for the quarter. The business had revenue of $14.95 billion during the quarter. Novartis had a net margin of 24.87% and a return on equity of 38.82%. Equities analysts expect that Novartis AG will post 8.75 earnings per share for the current year.

Key Stories Impacting Novartis

Here are the key news stories impacting Novartis this week:

• Positive Sentiment: Novartis topped Q2 earnings estimates, posting $2.41 per share versus $2.17 expected, while revenue also came in above forecasts. The beat was driven by strong demand for key drugs and lower-than-expected costs. Novartis earnings report
• Positive Sentiment: The company returned to sales growth in Q2 as newer medicines offset generic pressure, with strength in cancer and multiple sclerosis treatments helping support results. Reuters Q2 profit story
• Positive Sentiment: Management reaffirmed full-year 2026 guidance, which suggests confidence that growth from newer products can continue despite headwinds. Zacks earnings recap
• Neutral Sentiment: Investors are also watching upcoming late-stage trial readouts in the second half of the year, which could influence the stock’s longer-term valuation narrative. Reuters pipeline valuation story
• Negative Sentiment: Ongoing generic competition and a sharp drop in Entresto sales remain major headwinds, and investors may worry about pressure on older blockbusters. Invezz Entresto sales drop story

Analyst Ratings Changes

NVS has been the subject of a number of research reports. Weiss Ratings cut Novartis from a “buy (a-)” rating to a “buy (b)” rating in a research report on Wednesday, April 29th. Morgan Stanley raised 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 research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, Novartis currently has a consensus rating of “Hold” and an average price target of $141.20.

Novartis Company 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.