NovartisNVS
NVS
About: Novartis develops and manufactures innovative drugs. The firm's key areas of drug development include oncology, rare diseases, neuroscience, immunology, respiratory, cardio-metabolic, and established medicines. The company sells its products globally, with the United States comprising close to one third of total revenue.
Employees: 76,057
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
0% less funds holding
Funds holding: 1,293 [Q2] → 1,288 (-5) [Q3]
0.59% less ownership
Funds ownership: 6.62% [Q2] → 6.03% (-0.59%) [Q3]
2% less capital invested
Capital invested by funds: $15.4B [Q2] → $15.2B (-$259M) [Q3]
5% less first-time investments, than exits
New positions opened: 100 | Existing positions closed: 105
13% less funds holding in top 10
Funds holding in top 10: 15 [Q2] → 13 (-2) [Q3]
15% less repeat investments, than reductions
Existing positions increased: 404 | Existing positions reduced: 474
42% less call options, than puts
Call options by funds: $171M | Put options by funds: $294M
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$120
24%
upside
Avg. target
$120
24%
upside
High target
$120
24%
upside
1 analyst rating
0 positive
0%
1 neutral
100%
0 negative
0%
BMO Capital Etzer Darout 29% 1-year accuracy 12 / 41 met price target | 24%upside $120 | Market Perform Maintained | 30 Oct 2024 |
Financial journalist opinion
Based on 23 articles about NVS published over the past 30 days
Negative
Reuters
2 days ago
Some 330 jobs hit as Novartis closes Morphosys, WiWo reports
Swiss pharmaceutical group Novartis is winding up the German biotech company Morphosys, which it acquired at the beginning of the year, German news outlet WirtschaftsWoche reported on Thursday, saying 330 jobs would be affected.
Positive
Zacks Investment Research
4 days ago
NVS vs. LLY: Which Stock Should Value Investors Buy Now?
Investors with an interest in Large Cap Pharmaceuticals stocks have likely encountered both Novartis (NVS) and Eli Lilly (LLY). But which of these two stocks is more attractive to value investors?
Positive
Zacks Investment Research
4 days ago
Are Investors Undervaluing Novartis (NVS) Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Positive
Seeking Alpha
1 week ago
Novartis: Time To Increase
Novartis faces headwinds from Kisqali patent litigation and Entresto competition, but clinical advancements and increased mid-term sales guidance support our Buy rating. Key growth drivers include higher investments in R&D and strategic early stake acquisitions. The CEO's focus on cash generation, dividend growth, and share buybacks provides downside protection and supports EPS growth ahead of consensus.
Neutral
Zacks Investment Research
1 week ago
The Zacks Analyst Blog Mastercard, The Procter & Gamble, Novartis AG, IDT and GSI Technology
Mastercard, The Procter & Gamble, Novartis AG, IDT and GSI Technology are included in this Analyst Blog.
Neutral
GlobeNewsWire
1 week ago
Longer-term Novartis Kisqali® NATALEE data show durable reduction in distant recurrence in broad population of patients with early breast cancer
Basel, December 10, 2024 – Novartis today announced results from an updated analysis of the pivotal Phase III NATALEE trial of Kisqali® (ribociclib) that underscore the extended efficacy beyond the duration of treatment in combination with endocrine therapy (ET). Results showed a sustained reduction in distant recurrence of 28.5% (HR=0.715; 95% CI 0.604-0.847; nominal P
Positive
Zacks Investment Research
1 week ago
Novartis Announces Positive Results From Late-Stage Study on Fabhalta
NVS' Fabhalta improves the average hemoglobin level compared to baseline in adult patients with PNH who switched from anti-C5 therapies.
Neutral
GlobeNewsWire
1 week ago
Longer-term data for Novartis Scemblix® reinforce superior efficacy with favorable safety and tolerability profile in adults with newly diagnosed CML
Basel, December 8, 2024 – Novartis today announced positive, longer-term results from the pivotal Phase III ASC4FIRST trial with Scemblix® (asciminib) showing superior major molecular response (MMR) rates at week 961. The study compared the MMR rate of Scemblix to investigator-selected standard-of-care (SoC) tyrosine kinase inhibitors (TKIs) (imatinib, nilotinib, dasatinib and bosutinib) and to imatinib alone in adult patients with newly diagnosed Philadelphia chromosome-positive chronic myeloid leukemia in chronic phase (Ph+ CML-CP) at the week 96 evaluation, the study's key secondary endpoints1. The longer-term results showed an increasing difference in Scemblix MMR rate vs. SoC, vs. imatinib and vs. 2G TKIs (nilotinib, dasatinib and bosutinib)1. Results were presented at the 66th American Society of Hematology Annual Meeting & Exposition (ASH)1.
Positive
Seeking Alpha
2 weeks ago
12 High-Yield Dividend Aristocrats To Weather The Coming 2025 Storm In Style
The S&P is up almost 28% in 2024, and many investors worry about a melt-up followed by a sharp correction like in 2022 or 2018. A 2025 market correction is likely, but low-volatility, high-yield Dividend Aristocrats offer a better alternative to the traditional 60-40 portfolio and S&P. These 12 Aristocrats provide a 3.2% yield, 14% discount, 22% upside potential next year, and 10% long-term income growth consensus, while being 54% lower volatility than the S&P.
Positive
Investors Business Daily
2 weeks ago
Best ETFs From This Advisor Includes Gutsy Bet Against Bitcoin
With the election of Donald Trump, the markets will look for the best ETFs. So says Larry Glazer of Mayflower Advisors.
Charts implemented using Lightweight Charts™