Zacks Research Brokers Boost Earnings Estimates for Novartis

Novartis AG (NYSE:NVS) – Research analysts at Zacks Research upped their FY2027 earnings per share (EPS) estimates for Novartis in a note issued to investors on Friday, September 25th. Zacks Research analyst Team now expects that the company will earn $9.75 per share for the year, up from their prior estimate of $9.68. The consensus estimate for Novartis’ current full-year earnings is $8.87 per share. Zacks Research also issued estimates for Novartis’ Q4 2027 earnings at $2.47 EPS.

A number of other research firms have also recently weighed in on NVS. JPMorgan Chase & Co. reissued a “buy” rating on shares of Novartis in a research note on Sunday, August 9th. Deutsche Bank Aktiengesellschaft reaffirmed a “neutral” rating on shares of Novartis in a report on Thursday, September 17th. Citigroup reiterated a “buy” rating on shares of Novartis in a research note on Wednesday, July 22nd. Sanford C. Bernstein reissued a “neutral” rating on shares of Novartis in a report on Wednesday, July 22nd. Finally, UBS Group restated a “neutral” rating on shares of Novartis in a research report on Thursday, September 17th. Six research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $148.40.

Novartis Price Performance

NYSE:NVS opened at $145.56 on Monday. The company has a debt-to-equity ratio of 0.89, a quick ratio of 0.67 and a current ratio of 0.86. The company has a 50-day moving average of $151.45 and a 200-day moving average of $151.08. Novartis has a 52 week low of $121.57 and a 52 week high of $170.46. The company has a market capitalization of $277.75 billion, a price-to-earnings ratio of 21.95, a PEG ratio of 2.84 and a beta of 0.45.

Novartis (NYSE:NVS) last posted its quarterly earnings results on Tuesday, June 30th. The company reported $2.41 earnings per share for the quarter. Novartis had a net margin of 23.29% and a return on equity of 38.56%. The firm had revenue of $14.95 billion for the quarter.

Institutional Trading of Novartis

Several hedge funds have recently modified their holdings of the company. QRG Capital Management Inc. boosted its holdings in shares of Novartis by 9.0% in the 2nd quarter. QRG Capital Management Inc. now owns 164,478 shares of the company’s stock worth $25,777,000 after acquiring an additional 13,634 shares in the last quarter. Envestnet Portfolio Solutions Inc. grew its position in Novartis by 3.9% during the 2nd quarter. Envestnet Portfolio Solutions Inc. now owns 19,022 shares of the company’s stock worth $2,981,000 after acquiring an additional 713 shares during the last quarter. Envestnet Asset Management Inc. increased its holdings in Novartis by 0.8% during the 2nd quarter. Envestnet Asset Management Inc. now owns 2,330,979 shares of the company’s stock valued at $365,308,000 after purchasing an additional 19,595 shares in the last quarter. Silicon Valley Capital Partners increased its holdings in Novartis by 519.4% during the 2nd quarter. Silicon Valley Capital Partners now owns 192 shares of the company’s stock valued at $30,000 after purchasing an additional 161 shares in the last quarter. Finally, Engineers Gate Manager LP bought a new position in Novartis in the 2nd quarter valued at $4,529,000. Institutional investors and hedge funds own 13.12% of the company’s stock.

Key Novartis News

Here are the key news stories impacting Novartis this week:

• Positive Sentiment: Zacks Research raised its fiscal 2028 earnings-per-share estimate for Novartis to $10.69 from $10.62, suggesting analysts see potential for continued earnings growth beyond the current year. Zacks Research Weighs in on Novartis’ Q1 Earnings
• Positive Sentiment: Analysts continue to identify growth potential in Novartis’ drug portfolio, although the company must demonstrate that new and existing products can offset generic competition. Novartis Has More Growth Ahead
• Neutral Sentiment: Novartis’ GF Score was reported at 78, indicating generally strong financial and operating characteristics, but the stock remains below its 52-week high and around its longer-term moving averages. Novartis Shares and GF Score
• Neutral Sentiment: Zacks Research made only a marginal reduction to its first-quarter 2028 EPS forecast, lowering it to $2.54 from $2.55. The change is too small to materially alter the earnings outlook, while the current-year consensus remains $8.87 per share. Zacks Research Q1 Earnings Estimates
• Negative Sentiment: Pomerantz LLP announced an investigation into potential claims on behalf of Novartis investors. The announcement does not establish wrongdoing, but securities-law investigations can weigh on sentiment and add legal or reputational uncertainty. Pomerantz Novartis Investor Alert
• Negative Sentiment: Investor concerns about generic pressure remain a risk to future sales and margins, particularly if competing products erode revenue from established Novartis medicines. Generic Pressure on Novartis

Novartis Company Profile

Novartis AG is a Switzerland-based pharmaceutical company focused on the discovery, development and commercialization of innovative medicines. The company’s research and commercial activities center on cardiovascular, renal and metabolic diseases, immunology, neuroscience, oncology and hematology. Its portfolio includes prescription medicines such as Entresto, Cosentyx, Kesimpta, Kisqali, Pluvicto, Leqvio and Jakavi, as well as other therapies for serious and chronic conditions.

Novartis serves patients and healthcare providers in markets worldwide, with operations spanning North America, Europe, Asia and other international regions.