Vise Technologies Inc. Acquires 14,218 Shares of Novartis AG $NVS

Vise Technologies Inc. increased its holdings in shares of Novartis AG (NYSE:NVS) by 32.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 58,584 shares of the company’s stock after buying an additional 14,218 shares during the quarter. Vise Technologies Inc.’s holdings in Novartis were worth $8,352,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently added to or reduced their stakes in the business. Bank of America Corp DE increased its stake in shares of Novartis by 9.1% during the 1st quarter. Bank of America Corp DE now owns 4,962,794 shares of the company’s stock valued at $758,067,000 after acquiring an additional 413,778 shares during the last quarter. Envestnet Asset Management Inc. boosted its position in shares of Novartis by 0.8% in the second quarter. Envestnet Asset Management Inc. now owns 2,330,979 shares of the company’s stock worth $365,308,000 after acquiring an additional 19,595 shares during the last quarter. Janus Henderson Group PLC grew its holdings in Novartis by 1.9% in the first quarter. Janus Henderson Group PLC now owns 2,275,938 shares of the company’s stock valued at $347,649,000 after purchasing an additional 41,520 shares during the period. WCM Investment Management LLC purchased a new stake in Novartis in the first quarter valued at approximately $220,004,000. Finally, Sei Investments Co. grew its holdings in Novartis by 9.6% in the first quarter. Sei Investments Co. now owns 619,274 shares of the company’s stock valued at $94,594,000 after purchasing an additional 54,262 shares during the period. 13.12% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Novartis

Here are the key news stories impacting Novartis this week:

• Positive Sentiment: Novartis received a Zacks Rank #2 (Buy), reflecting improved expectations for its earnings prospects. The upgrade could provide near-term support for the shares. Novartis Rating Upgrade to Buy
• Positive Sentiment: Zacks also identified NVS as a strong long-term momentum stock, highlighting favorable style and performance characteristics that may attract growth and momentum investors. Novartis Top Momentum Stock
• Positive Sentiment: Novartis’s third-quarter results exceeded consensus expectations, with earnings per share of $2.46 versus $2.25 expected and revenue of $15.03 billion versus $14.53 billion expected. Revenue increased 4.4% year over year, supporting the company’s fundamental outlook. Novartis Q3 2026 Earnings Call Transcript
• Neutral Sentiment: DZ Bank initiated coverage with a Hold rating, signaling a balanced view of Novartis’s earnings strength and valuation. DZ Bank Novartis Coverage
• Negative Sentiment: Deutsche Bank downgraded Novartis from Hold to Sell, adding direct analyst pressure to the stock and countering the more favorable Zacks assessment. Deutsche Bank Downgrades Novartis
• Negative Sentiment: Analysts reduced peak-sales forecasts for remibrutinib after a late-stage multiple-sclerosis trial met its primary endpoint but appeared weaker than expected. The development raises concerns about the drug’s ability to offset upcoming patent-related revenue pressure. Novartis Remibrutinib and Patent Cliff
• Negative Sentiment: Erste Group Bank forecast weaker earnings for Novartis, adding to concerns that future results may not match the company’s recent quarterly beat. Erste Group Predicts Weaker Novartis Earnings

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on the stock. Morgan Stanley reaffirmed an “overweight” rating and set a $163.00 price target on shares of Novartis in a research note on Wednesday. Weiss Ratings reiterated a “buy (b)” rating on shares of Novartis in a report on Thursday, October 22nd. Berenberg Bank lowered their price objective on shares of Novartis from $147.00 to $130.00 and set a “hold” rating for the company in a research note on Friday, September 11th. DZ Bank assumed coverage on Novartis in a report on Wednesday, October 28th. They set a “hold” rating for the company. 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 given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $152.25.

Novartis Price Performance

Novartis stock opened at $160.67 on Monday. Novartis AG has a 52-week low of $122.57 and a 52-week high of $170.46. The firm has a fifty day moving average of $148.41 and a 200-day moving average of $151.80. The firm has a market capitalization of $306.58 billion, a P/E ratio of 30.66, a PEG ratio of 2.96 and a beta of 0.41. The company has a quick ratio of 0.70, a current ratio of 0.88 and a debt-to-equity ratio of 0.98.

Novartis (NYSE:NVS) last posted 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 business had revenue of $15.03 billion for the quarter, compared to analyst estimates of $14.53 billion. During the same quarter in the previous year, the business posted $2.25 EPS. The business’s quarterly revenue was up 4.4% on a year-over-year basis. As a group, analysts predict that Novartis AG will post 9.04 EPS for the current year.

Novartis Profile

Novartis AG is a Switzerland-based pharmaceutical company focused on the discovery, development and commercialization of innovative medicines. The company’s research and commercial activities span areas including cardiovascular, renal and metabolic diseases, immunology, neuroscience, oncology and hematology. Its portfolio includes prescription medicines such as Entresto, Cosentyx, Kisqali, Kesimpta, Leqvio, Pluvicto and Scemblix.

Novartis serves patients and healthcare providers in markets around the world.