Fiera Capital Corp Purchases 50,263 Shares of Novartis AG $NVS

Fiera Capital Corp increased its position in Novartis AG (NYSE:NVS) by 115.1% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 93,934 shares of the company’s stock after buying an additional 50,263 shares during the quarter. 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).

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Legacy Investment Solutions LLC purchased a new stake in Novartis during the 2nd quarter valued at about $30,000. Valley Wealth Managers Inc. bought a new stake in Novartis in the third quarter valued at $31,000. Country Trust Bank boosted its stake in shares of Novartis by 47.4% during the 3rd quarter. Country Trust Bank now owns 342 shares of the company’s stock valued at $44,000 after purchasing an additional 110 shares in the last quarter. Quaker Wealth Management LLC boosted its position in Novartis by 200.0% during the 2nd quarter. Quaker Wealth Management LLC now owns 352 shares of the company’s stock valued at $43,000 after acquiring an additional 704 shares in the last quarter. Finally, Evelyn Partners Investment Management LLP boosted its position in shares of Novartis by 28.0% during the second quarter. Evelyn Partners Investment Management LLP now owns 448 shares of the company’s stock valued at $54,000 after purchasing an additional 98 shares in the last quarter. 13.12% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on NVS. Weiss Ratings upgraded shares of Novartis from a “buy (b)” rating to a “buy (a-)” rating in a report on Friday, February 6th. HSBC reiterated a “reduce” rating and issued a $112.00 price objective on shares of Novartis in a report on Wednesday, December 10th. Morgan Stanley reaffirmed an “overweight” rating on shares of Novartis in a research report on Wednesday, December 3rd. JPMorgan Chase & Co. raised shares of Novartis from a “neutral” rating to an “overweight” rating in a research report on Monday, December 8th. Finally, Bank of America upgraded Novartis from a “neutral” rating to a “buy” rating in a research note on Tuesday, November 25th. Two investment 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 company. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $119.75.

Key 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?

Novartis Trading Down 0.7%

Shares of NVS opened at $162.76 on Friday. The company has a debt-to-equity ratio of 0.60, a current ratio of 1.12 and a quick ratio of 0.89. The firm has a market cap of $343.81 billion, a P/E ratio of 22.73, a price-to-earnings-growth ratio of 2.50 and a beta of 0.50. The company has a 50 day simple moving average of $146.79 and a two-hundred day simple moving average of $133.97. Novartis AG has a 1 year low of $97.71 and a 1 year high of $167.86.

Novartis (NYSE:NVS) last announced its quarterly earnings results on Wednesday, February 4th. The company reported $2.03 EPS for the quarter, topping the consensus estimate of $1.99 by $0.04. Novartis had a net margin of 25.65% and a return on equity of 40.53%. The business had revenue of $13.86 billion for the quarter, compared to analysts’ expectations of $13.85 billion. During the same quarter in the previous year, the company earned $1.98 EPS. The business’s quarterly revenue was up 1.4% compared to the same quarter last year. On average, equities analysts expect that Novartis AG will post 8.45 earnings per share for the current fiscal year.

Novartis Announces Dividend

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