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Novartis AG

NVS

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146.030USD

+0.640+0.44%

Close 05/08, 16:00（ET）Quotes delayed by 15 min

278.65BMarket Cap

20.78P/E TTM



Novartis AG

146.030

+0.640+0.44%

Overview Financials Analysis Company

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

Overview

Financials

Analysis

Company

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score of Novartis AG

Currency: USD Updated: 2026-05-08

Key Insights

Novartis AG's fundamentals are relatively healthy, with an industry-leading ESG disclosure.and its growth potential is high.Its valuation is considered fairly valued, ranking 56 out of 156 in the Pharmaceuticals industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Hold, with the highest price target at 143.06.In the medium term, the stock price is expected to remain stable.Despite a weak stock market performance over the past month, the company shows strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Novartis AG's Score

Industry at a Glance

Industry Ranking

56 / 156

Overall Ranking

151 / 4494

Industry

Pharmaceuticals

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score

Previous score

Media Coverage

Last 24 hours

Coverage Level

Very Low

Very High

Neutral

Novartis AG Highlights

StrengthsRisks

Novartis AG is a Swiss multinational pharmaceutical corporation headquartered in Basel, Switzerland. It stands as one of the largest pharmaceutical companies globally and ranked eighth by revenue in 2024.

The company manufactures various medications, including clozapine, diclofenac, carbamazepine, valsartan, imatinib mesylate, cyclosporine, letrozole, methylphenidate, terbinafine, deferasirox, among others.

Founded in 1996 through the merger of Ciba-Geigy and Sandoz, it was regarded as the largest corporate merger at that time. The pharmaceutical and agrochemical divisions from both companies combined to create Novartis as an independent entity. The name "Novartis" is derived from the Latin words translating to "new arts."

Following the merger, several businesses from Ciba-Geigy and Sandoz were sold or spun off as independent entities, like Ciba Specialty Chemicals. Although the Sandoz brand vanished for three years, it was reintroduced in 2003 when Novartis merged its generic drug divisions into a single subsidiary named Sandoz. In 2000, Novartis divested its agrochemical and genetically modified crops sector by spinning out Syngenta in collaboration with AstraZeneca, which also shed its agrochemical division. The company has since pursued multiple acquisitions to bolster its core businesses.

Novartis is a full member of various notable organizations, including the European Federation of Pharmaceutical Industries and Associations, the Biotechnology Innovation Organization, the International Federation of Pharmaceutical Manufacturers and Associations, and the Pharmaceutical Research and Manufacturers of America. Presently, Novartis ranks as the third most valuable pharmaceutical company in Europe, following Novo Nordisk and Roche.

High Growth

The company's revenue has grown steadily over the past 3 years, averaging 20.72% year-on-year.

High Dividend

The company is a high dividend payer, with the latest dividend payout ratio of 68.10%.

Stable Dividend

The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 68.10%.

Overvalued

The company’s latest PE is 20.78, at a high 3-year percentile range.

Institutional Selling

The latest institutional holdings are 135.75M shares, decreasing 6.46% quarter-over-quarter.

Held by Jerome Dodson | PARNX

Star Investor Jerome Dodson | PARNX holds 2.00K shares of this stock.

Analyst Rating

Based on 10 analysts

Hold

Current Rating

143.060

Target Price

-1.08%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Financial Health

Currency: USD Updated: 2026-05-08

The current financial score of Novartis AG is 8.72, ranking 28 out of 156 in the Pharmaceuticals industry. Its financial status is stable, and its operating efficiency is high. Its latest quarterly revenue reached 13.51B, representing a year-over-year decrease of 0.54%, while its net profit experienced a year-over-year decrease of 12.48%.

Score

Industry at a Glance

Previous score

8.72

Change



Financials

6.55

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

Relevant data have not been disclosed by the company yet.



Quality of Earnings

8.12

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

Relevant data have not been disclosed by the company yet.



Operational Efficiency

10.00

Key Metrics

Cash flow from operating activities

Income after tax

Relevant data have not been disclosed by the company yet.



Growth Potential

9.37

Key Metrics

Cash flow from operating activities

Total revenue

Relevant data have not been disclosed by the company yet.



Shareholder Returns

9.57

Key Metrics

Free cash flow

Relevant data have not been disclosed by the company yet.

Novartis AG's Company Valuation

Currency: USD Updated: 2026-05-08

The current valuation score of Novartis AG is 7.95, ranking 37 out of 156 in the Pharmaceuticals industry. Its current P/E ratio is 20.78, which is 45.77% below the recent high of 30.29 and 45.80% above the recent low of 11.26.

Score

Industry at a Glance

Previous score

7.95

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 56/156

Relevant data have not been disclosed by the company yet.

Earnings Forecast

Currency: USD Updated: 2026-05-08

The current earnings forecast score of Novartis AG is 6.22, ranking 133 out of 156 in the Pharmaceuticals industry. The average price target is 118.00, with a high of 147.42 and a low of 102.36.

Score

Industry at a Glance

Previous score

6.22

Change

Support & Resistance

Relevant data have not been disclosed by the company yet.

Analyst Rating

Based on 10 analysts

Hold

Current Rating

143.060

Target Price

-1.08%

Upside Space

Strong Buy

Buy

Hold

Sell

Strong Sell

Peer Comparison

174

Total

Median

Average

Company name

Ratings

Analysts

Novartis AG

NVS

Amgen Inc

AMGN

Biogen Inc

BIIB

Eli Lilly and Co

LLY

AbbVie Inc

ABBV

Vertex Pharmaceuticals Inc

VRTX

...

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

Relevant data have not been disclosed by the company yet.

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2026-05-08

The current price momentum score of Novartis AG is 7.09, ranking 68 out of 156 in the Pharmaceuticals industry. Currently, the stock price is trading between the resistance level at 153.30 and the support level at 140.50, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

7.02

Change

0.07

Support & Resistance

Relevant data have not been disclosed by the company yet.

Indicators



The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators

Sell(2)

Neutral(5)

Buy(0)

Indicators

Value

Direction

MACD(12,26,9)

0.275

Neutral

RSI(14)

44.708

Neutral

STOCH(KDJ)(9,3,3)

58.658

Neutral

ATR(14)

2.658

Low Volatility

CCI(14)

-6.889

Neutral

Williams %R

48.746

Neutral

TRIX(12,20)

-0.207

Sell

StochRSI(14)

53.710

Sell

Moving Average

Sell(3)

Neutral(0)

Buy(3)

Indicators

Value

Direction

MA5

145.980

Buy

MA10

145.695

Buy

MA20

147.891

Sell

MA50

152.210

Sell

MA100

150.314

Sell

MA200

138.292

Buy

Institutional Confidence

Currency: USD Updated: 2026-05-08

The current institutional shareholding score of Novartis AG is 3.00, ranking 94 out of 156 in the Pharmaceuticals industry. The latest institutional shareholding proportion is 7.11%, representing a quarter-over-quarter increase of 0.33%. The largest institutional shareholder is Ken Fisher, holding a total of 13.89M shares, representing 0.73% of shares outstanding, with 110.81% increase in holdings.

Score

Industry at a Glance

Previous score

3.00

Change

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name

Shares Held

Chg %

Fisher Investments

Star Investors

7.47M

+3.13%

Dodge & Cox

Star Investors

9.01M

-14.84%

Dimensional Fund Advisors, L.P.

8.52M

-3.58%

PRIMECAP Management Company

Star Investors

7.58M

-18.87%

Loomis, Sayles & Company, L.P.

5.53M

-2.31%

Franklin Mutual Advisers, LLC

4.40M

+10.56%

Morgan Stanley Smith Barney LLC

3.80M

+3.21%

Parametric Portfolio Associates LLC

3.29M

+3.16%

GQG Partners, LLC

3.16M

+39.56%

Managed Account Advisors LLC

3.05M

+0.41%

Risk Assessment

Currency: USD Updated: 2026-05-08

The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Pharmaceuticals domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of Novartis AG is 9.85, ranking 5 out of 156 in the Pharmaceuticals industry. The company's beta value is 0.47. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets. with an industry-leading ESG disclosure.