Y Intercept Hong Kong Ltd Makes New Investment in Novartis AG $NVS

Posted by Stanley Muller on Jul 4th, 2026

Y Intercept Hong Kong Ltd purchased a new position in shares of Novartis AG (NYSE:NVS – Free Report) during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 46,436 shares of the company’s stock, valued at approximately $7,093,000.

Several other institutional investors have also modified their holdings of the business. Auto Owners Insurance Co grew its position in shares of Novartis by 13,687.0% in the 4th quarter. Auto Owners Insurance Co now owns 4,628,296 shares of the company’s stock valued at $638,103,000 after purchasing an additional 4,594,726 shares during the period. Morgan Stanley raised its holdings in Novartis by 14.9% during the 4th quarter. Morgan Stanley now owns 8,876,906 shares of the company’s stock worth $1,223,860,000 after buying an additional 1,148,033 shares during the period. GQG Partners LLC lifted its stake in Novartis by 39.6% in the fourth quarter. GQG Partners LLC now owns 3,158,122 shares of the company’s stock valued at $435,414,000 after buying an additional 895,255 shares in the last quarter. Arrowstreet Capital Limited Partnership bought a new position in Novartis in the fourth quarter valued at approximately $108,638,000. Finally, Raymond James Financial Inc. boosted its holdings in shares of Novartis by 77.7% in the third quarter. Raymond James Financial Inc. now owns 1,648,174 shares of the company’s stock valued at $211,362,000 after buying an additional 720,860 shares during the period. Institutional investors own 13.12% of the company’s stock.

Novartis Price Performance

Shares of NVS opened at $159.82 on Friday. The stock has a market capitalization of $304.96 billion, a P/E ratio of 22.90, a P/E/G ratio of 2.73 and a beta of 0.45. Novartis AG has a twelve month low of $112.34 and a twelve month high of $170.46. The company has a 50 day moving average of $149.84 and a 200-day moving average of $150.42. The company has a quick ratio of 0.65, a current ratio of 0.85 and a debt-to-equity ratio of 0.96.

Novartis (NYSE:NVS – Get Free Report) last announced its quarterly earnings data on Monday, April 27th. The company reported $1.99 EPS for the quarter, missing analysts’ consensus estimates of $2.11 by ($0.12). Novartis had a return on equity of 38.82% and a net margin of 24.87%.The business had revenue of $13.52 billion during the quarter, compared to the consensus estimate of $13.44 billion. During the same period in the prior year, the firm earned $2.28 EPS. The business’s revenue for the quarter was down .9% compared to the same quarter last year. As a group, equities research analysts forecast that Novartis AG will post 8.86 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on the stock. Weiss Ratings lowered shares of Novartis from a “buy (a-)” rating to a “buy (b)” rating in a report on Wednesday, April 29th. Sanford C. Bernstein raised shares of Novartis to a “hold” rating in a research note on Thursday, March 19th. Morgan Stanley increased their target price on Novartis from $143.00 to $170.00 and gave the stock an “overweight” rating in a report on Thursday, March 26th. Finally, Argus raised Novartis from a “hold” rating to a “buy” rating and set a $180.00 price target on the stock in a research note on Wednesday, March 11th. Seven equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $141.20.

Check Out Our Latest Stock Analysis on NVS

About Novartis

(Free Report)

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.

Y Intercept Hong Kong Ltd Makes New Investment in Novartis AG $NVS

Novartis Price Performance

Wall Street Analyst Weigh In

About Novartis

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