Fiera Capital Corp Increases Stake in Novartis AG $NVS

Fiera Capital Corp boosted its position in Novartis AG (NYSE:NVS) by 115.1% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 93,934 shares of the company’s stock after purchasing an additional 50,263 shares during the period. Fiera Capital Corp’s holdings in Novartis were worth $12,046,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also made changes to their positions in the business. Lockheed Martin Investment Management Co. lifted its holdings in Novartis by 15.6% during the 3rd quarter. Lockheed Martin Investment Management Co. now owns 85,200 shares of the company’s stock valued at $10,926,000 after buying an additional 11,500 shares in the last quarter. Vanguard Personalized Indexing Management LLC lifted its holdings in Novartis by 5.5% during the third quarter. Vanguard Personalized Indexing Management LLC now owns 132,536 shares of the company’s stock worth $17,001,000 after buying an additional 6,924 shares during the period. Keybank National Association OH boosted its position in Novartis by 13.2% during the second quarter. Keybank National Association OH now owns 49,377 shares of the company’s stock valued at $5,975,000 after purchasing an additional 5,742 shares in the last quarter. Todd Asset Management LLC boosted its holdings in shares of Novartis by 5.8% in the 3rd quarter. Todd Asset Management LLC now owns 439,879 shares of the company’s stock valued at $56,411,000 after buying an additional 23,978 shares in the last quarter. Finally, Geneos Wealth Management Inc. boosted its stake in Novartis by 27.7% in the third quarter. Geneos Wealth Management Inc. now owns 64,760 shares of the company’s stock valued at $8,305,000 after acquiring an additional 14,032 shares in the last quarter. 13.12% of the stock is currently owned by institutional investors.

More Novartis News

Here are the key news stories impacting Novartis this week:

• Positive Sentiment: President Trump said he met Novartis CEO Vas Narasimhan and highlighted the company is building 11 U.S. manufacturing plants — a signal of stronger U.S. production footprint, potential government support and on‑shoring that can reduce supply risk and support future sales. Trump meets Novartis CEO, says drugmaker building 11 US plants
• Positive Sentiment: Novartis is making a major R&D/portfolio bet — a $1.8 billion investment in oral peptide programs — which could expand its pipeline into high‑value modalities if clinical progress continues. This is growth‑oriented spending that investors may view positively for long‑term upside. Novartis Makes $1.8 Billion Bet On Oral Peptides
• Neutral Sentiment: Novartis agreed to sell its ~70.7% holding in its listed Indian unit to a consortium (WaveRise, ChrysCapital, Two Infinity) for about $159M — a sizeable strategic divestment geographically but small relative to Novartis’ market cap; it reduces direct India exposure and will free up capital, though near‑term earnings impact is modest. Novartis to sell entire 71% stake in Indian unit to consortium of WaveRise Investments
• Negative Sentiment: Analyst revisions from Zacks are mixed but tilted downward overall: Zacks issued multiple cuts to quarterly and FY2026/2027 EPS estimates (several Q2/Q3 and FY reductions), which can pressure sentiment and imply lower near‑term earnings growth expectations. These downgrades are likely the primary short‑term negative driver.
• Neutral Sentiment: Market commentary pieces (e.g., Yahoo Finance stock look) provide broader context but contain no single catalyst; useful for long‑term perspective but not a direct price driver today. Where is Novartis AG (NVS) Headed?

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on NVS shares. Cfra set a $126.00 price target on Novartis and gave the stock a “hold” rating in a research note on Wednesday, October 29th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of Novartis in a research report on Thursday, February 12th. Jefferies Financial Group reiterated a “hold” rating on shares of Novartis in a research report on Monday, October 27th. Morgan Stanley restated an “overweight” rating on shares of Novartis in a research report on Wednesday, December 3rd. Finally, HC Wainwright lowered shares of Novartis to a “neutral” rating in a report on Monday, October 27th. Two research analysts have rated the stock with a Strong Buy rating, five have assigned a Buy rating, six have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, Novartis presently has a consensus rating of “Hold” and a consensus target price of $119.75.

Novartis Stock Performance

NYSE NVS opened at $162.76 on Friday. The stock has a market capitalization of $343.81 billion, a price-to-earnings ratio of 22.73, a PEG ratio of 2.50 and a beta of 0.50. The stock has a 50-day moving average of $146.79 and a 200 day moving average of $133.97. The company has a current ratio of 1.12, a quick ratio of 0.89 and a debt-to-equity ratio of 0.60. Novartis AG has a twelve month low of $97.71 and a twelve month high of $167.86.

Novartis (NYSE:NVS) last posted its quarterly earnings data on Wednesday, February 4th. The company reported $2.03 EPS for the quarter, beating analysts’ consensus estimates of $1.99 by $0.04. The business had revenue of $13.86 billion during the quarter, compared to analysts’ expectations of $13.85 billion. Novartis had a return on equity of 40.53% and a net margin of 25.65%.The business’s revenue was up 1.4% compared to the same quarter last year. During the same period in the previous year, the business earned $1.98 earnings per share. Sell-side analysts anticipate that Novartis AG will post 8.45 EPS for the current fiscal year.

Novartis Announces Dividend

The business also recently declared an annual dividend, which will be paid on Monday, March 16th. Investors of record on Wednesday, March 11th will be issued a $4.773 dividend. This represents a yield of 312.0%. The ex-dividend date of this dividend is Wednesday, March 11th. Novartis’s payout ratio is presently 36.31%.

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.