NovartisNVS
NVS
About: Novartis develops and manufactures innovative drugs. 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: 75,883
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
41% more first-time investments, than exits
New positions opened: 149 | Existing positions closed: 106
1% more funds holding
Funds holding: 1,297 [Q3] → 1,315 (+18) [Q4]
0.08% less ownership
Funds ownership: 6.03% [Q3] → 5.95% (-0.08%) [Q4]
11% less repeat investments, than reductions
Existing positions increased: 414 | Existing positions reduced: 463
15% less capital invested
Capital invested by funds: $15.2B [Q3] → $12.9B (-$2.28B) [Q4]
24% less call options, than puts
Call options by funds: $190M | Put options by funds: $250M
31% less funds holding in top 10
Funds holding in top 10: 13 [Q3] → 9 (-4) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for NVS.
Financial journalist opinion
Based on 50 articles about NVS published over the past 30 days
Positive
CNBC
7 hours ago
Healthy Returns: Here are the drugmakers with new U.S. investments as Trump's pharma tariffs loom
Tariff threats are fueling a new wave of U.S. manufacturing investments from the pharmaceutical industry.
Positive
Benzinga
12 hours ago
Novartis To Buy US Kidney Drug Developer Regulus Therapeutics For Around $800 Million
Novartis AG NVS agreed to acquire Regulus Therapeutics Inc. RGLS on Wednesday for an initial payment of $7.00 per share in cash or $0.8 billion.
Positive
Zacks Investment Research
12 hours ago
Why Novartis (NVS) is a Top Value Stock for the Long-Term
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Positive
Zacks Investment Research
13 hours ago
These 2 Medical Stocks Could Beat Earnings: Why They Should Be on Your Radar
Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.
Positive
Seeking Alpha
13 hours ago
Novartis: Guidance 2025 Raised To Top End Of Prior Range - Buy Confirmed
Novartis' Q1 2025 results validate our investment thesis. They showcase double-digit sales growth and robust margins, reinforcing our overweight position. Novartis announced a $23 billion US investment, bolstering our positive outlook amid pharma tariff uncertainties. It also raised its FY 2025 outlook. Despite patent expirations, Novartis' strong cash flow, ongoing buyback, and low-risk profile support our continued buy rating.
Neutral
GlobeNewsWire
14 hours ago
Adakveo Market Epidemiology, Pipeline Analysis, Market Insights & Forecasts Report 2025, with Focus on Novartis
In-depth Adakveo market analysis highlights its size, growth potential, and segmentation, covering major regions and countries. Rising sickle cell disease prevalence, increasing healthcare expenditure, and innovative treatments are driving growth. Novartis AG leads, with North America as the largest market and Asia-Pacific fastest-growing. In-depth Adakveo market analysis highlights its size, growth potential, and segmentation, covering major regions and countries. Rising sickle cell disease prevalence, increasing healthcare expenditure, and innovative treatments are driving growth. Novartis AG leads, with North America as the largest market and Asia-Pacific fastest-growing.
Positive
WSJ
15 hours ago
Novartis to Acquire Regulus in $1.7 Billion Deal
With the merger, the Swiss pharmaceutical company aims to bring to more patients farabursen, a kidney-disease treatment developed by Regulus.
Positive
Reuters
16 hours ago
Novartis to buy Regulus Therapeutics for up to $1.7 billion
Swiss drugmaker Novartis has agreed to buy Regulus Therapeutics for up to $1.7 billion to gain access to its experimental kidney disease drug, the California-based drug developer said on Wednesday.
Positive
CNBC International TV
1 day ago
We have put ourselves in the right position to manage tariffs: Novartis CEO
Vas Narasimhan, the CEO of Novartis, discusses the Swiss pharmaceutical company's first-quarter earnings.
Neutral
CNBC Television
1 day ago
Novartis CEO on minimizing the impact of potential tariffs on the pharmaceutical industry
Vasant Narasimhan, Novartis CEO, discusses the impact of potential tariffs.
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