Q1 Earnings Estimate for Novartis Issued By Zacks Research

Novartis AG (NYSE:NVS) – Analysts at Zacks Research decreased their Q1 2027 earnings estimates for Novartis in a report issued on Friday, January 16th. Zacks Research analyst Team now forecasts that the company will post earnings per share of $2.08 for the quarter, down from their prior estimate of $2.32. The consensus estimate for Novartis’ current full-year earnings is $8.45 per share. Zacks Research also issued estimates for Novartis’ Q3 2027 earnings at $2.47 EPS and FY2027 earnings at $9.96 EPS.

Novartis (NYSE:NVS) last released its earnings results on Tuesday, October 28th. The company reported $2.25 earnings per share for the quarter, missing analysts’ consensus estimates of $2.26 by ($0.01). Novartis had a net margin of 26.49% and a return on equity of 41.21%. The company had revenue of $14.36 billion for the quarter, compared to the consensus estimate of $13.70 billion. During the same period in the prior year, the company earned $2.06 earnings per share. The firm’s revenue was up 8.5% on a year-over-year basis.

A number of other research firms also recently issued reports on NVS. Cowen reissued a “hold” rating on shares of Novartis in a research report on Monday, November 10th. HC Wainwright downgraded Novartis to a “neutral” rating in a research note on Monday, October 27th. Cfra Research raised Novartis to a “hold” rating in a report on Wednesday, October 29th. Morgan Stanley restated an “overweight” rating on shares of Novartis in a research note on Wednesday, December 3rd. Finally, JPMorgan Chase & Co. upgraded shares of Novartis from a “neutral” rating to an “overweight” rating in a research report on Monday, December 8th. One equities research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, seven have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $119.75.

Novartis Trading Down 0.6%

NYSE:NVS opened at $143.53 on Monday. Novartis has a 12 month low of $97.71 and a 12 month high of $146.35. The company has a current ratio of 0.88, a quick ratio of 0.68 and a debt-to-equity ratio of 0.50. The firm’s 50 day moving average is $135.38 and its 200 day moving average is $128.19. The stock has a market capitalization of $303.19 billion, a PE ratio of 19.61, a price-to-earnings-growth ratio of 1.88 and a beta of 0.51.

Institutional Investors Weigh In On Novartis

A number of institutional investors and hedge funds have recently modified their holdings of the company. BXM Wealth LLC grew its stake in Novartis by 726.9% during the fourth quarter. BXM Wealth LLC now owns 42,817 shares of the company’s stock valued at $5,903,000 after acquiring an additional 37,639 shares in the last quarter. Independence Bank of Kentucky boosted its holdings in Novartis by 1.0% in the 4th quarter. Independence Bank of Kentucky now owns 8,235 shares of the company’s stock valued at $1,135,000 after purchasing an additional 78 shares during the period. Florida Trust Wealth Management Co grew its position in shares of Novartis by 9.0% during the 4th quarter. Florida Trust Wealth Management Co now owns 12,073 shares of the company’s stock valued at $1,665,000 after purchasing an additional 992 shares in the last quarter. Signaturefd LLC increased its holdings in shares of Novartis by 1.1% in the fourth quarter. Signaturefd LLC now owns 46,629 shares of the company’s stock worth $6,429,000 after purchasing an additional 522 shares during the period. Finally, Savvy Advisors Inc. raised its position in shares of Novartis by 14.9% in the fourth quarter. Savvy Advisors Inc. now owns 11,567 shares of the company’s stock worth $1,595,000 after buying an additional 1,500 shares in the last quarter. 13.12% of the stock is owned by hedge funds and other institutional investors.

Key Novartis News

Here are the key news stories impacting Novartis this week:

• Positive Sentiment: CEO says U.S. deal and expanding U.S. footprint should eliminate tariff exposure by mid‑2026, reducing a major policy risk that had pressured pharma valuations. Novartis expects to eliminate US tariff exposure by mid‑2026, CEO tells CNBC
• Positive Sentiment: Novartis advances a $23 billion U.S. investment program and opened a new RLT logistics hub — boosts domestic manufacturing capacity, supply‑chain resilience, and potential revenue/production near term. Novartis AG (NVS) Advances $23B U.S. Investment Plan With New RLT Logistics Hub
• Positive Sentiment: FDA granted Breakthrough Therapy designation to ianalumab for Sjögren’s disease — accelerates development path and increases the probability of a valuable label in a high‑need indication. Pipeline wins can be meaningful catalysts for biotech/pharma stocks. Novartis’ Ianalumab Wins Breakthrough Therapy Tag for Sjogren’s Disease
• Neutral Sentiment: Market commentary (including perspectives from industry leaders) is highlighting tariffs and policy risk — raises headline volatility but contains mixed conclusions for Novartis specifically. Market Voices: Ray Dalio, Amazon CEO, Novartis CEO on Trump tariffs
• Neutral Sentiment: Sector note on proposed U.S. healthcare policy could reshuffle winners/losers across pharma and healthcare ETFs — an industry headwind for some names, though Novartis’ global footprint and U.S. investments may blunt impacts. Winners & Losers: The ETF Playbook to Glide Trump’s Great Healthcare Plan
• Negative Sentiment: Zacks Research issued a negative outlook for Novartis earnings — analyst caution can weigh on sentiment and limit upside until company delivers clearer results or guidance. Zacks Research Issues Negative Outlook for Novartis Earnings

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.