Stock Fundamentals

Company Information

Company Name
Novartis AG ADR
Sector
Healthcare
Industry
Drug Manufacturers - General
Exchange
NYSE
ISIN: US66987V1098
CIK: 0001114448
CUSIP: 66987V109
Currency: USD
Full Time Employees: 75,267
Phone: 41 61 324 11 11
Fiscal Year End: December
IPO Date: Nov 18, 1991
Description:

Novartis AG researches, develops, manufactures, distributes, markets, and sells pharmaceutical medicines in Switzerland and internationally. The company offers Entresto, an angiotensin receptorneprilysin inhibitor to treat symptomatic chronic heart failure with reduced ejection fraction (HFrEF); Cosentyx to treat plaque psoriasis, pso riatic arthritis, ankylosing spondylitis, and nonradiographic axial spondy loarthritis; Kisqali, a selective oral cyclin dependent inhibitor of kinases 4 and 6 (CDK4/6); Promacta/Revolade to treat immune thrombocytopenia (ITP), thrombocytopenia, and patients with severe aplastic anemia (SAA); Tafinlar+Mekinist, an oral combination therapy to treat patients with certain types of cancers; and Jakavi for the treatment of myelofibrosis, polycythemia vera, and acute or chronic graftversushost disease (GvHD). It also provides Tasigna to treat philadelphia chromosomepositive chronic myeloid leukemia in the chronic and/or accelerated phase; Xolair for the treatment of allergic asthma and nasal polyps or severe chronic rhinosi nusitis with nasal polyps; Ilaris to treat fever syndromes, Still's disease, and acute gouty arthritis; Pluvicto to treat prostatespecific membrane anti genpositive metastatic castrationresistant prostate cancer; Sandostatin SC and Sandostatin LAR to treat acromegaly carcinoid tumors and other types of functional gastro intestinal and pancreatic neuroendocrine tumors; Zolgensma for the treatment of genetic root cause of spinal muscular atrophy; Lucentis; Leqvio to reduce LDL cholesterol; Lutathera; Scemblix; and Fabhalta. The company focuses on therapeutic areas, such as cardiovascular, renal and metabolic, immunology, neuroscience, oncology, and hematology. It has a license and collaboration agreement with Alnylam Pharmaceuticals, Inc. to develop, manufacture, and commercialize Leqvio (inclisiran), a therapy to reduce LDL cholesterol. Novartis AG was incorporated in 1996 and is headquartered in Basel, Switzerland.

Address:

Lichtstrasse 35, Basel, Switzerland, 4056

Directors & Officers

Name Title Year Born
Dr. Vasant Narasimhan M.D. Chief Executive Officer 1976
Mr. Harry Kirsch Chief Financial Officer 1965
Mr. Victor Bulto President of US 1978
Dr. Patrick Horber M.D. President of International 1970
Dr. Steffen Lang Ph.D. President of Operations 1967
Paul Penepent Head of Group Financial Reporting and Accounting NA
Ms. Sloan Simpson Global Head of Investor Relations NA
Ms. Karen L. Hale Chief Legal & Compliance Officer 1968
Dr. Robert Kowalski Pharm.D. Chief People & Organization Officer 1968
Dr. Linda W. Armstrong M.D. Global Head of Respiratory Development 1964

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Dodge & Cox 9.01M Dec 31, 2025 0.47% $0.67 -14.84%
Dimensional Fund Advisors, Inc. 8.52M Dec 31, 2025 0.45% $0.25 -3.58%
Morgan Stanley - Brokerage Accounts 7.73M Sep 30, 2025 0.41% $0.06 2.24%
PRIMECAP Management Company 7.58M Dec 31, 2025 0.40% $0.79 -18.87%
Fisher Asset Management, LLC 7.24M Sep 30, 2025 0.38% $0.34 1.66%
Loomis, Sayles & Company LP 5.53M Dec 31, 2025 0.29% $0.92 -2.31%
Bank of America Corp 4.61M Sep 30, 2025 0.24% $0.04 1.73%
Franklin Resources Inc 4.06M Sep 30, 2025 0.21% $0.13 -4.25%
GQG Partners LLC 3.16M Dec 31, 2025 0.17% $0.72 39.56%
The Goldman Sachs Group Inc 2.95M Sep 30, 2025 0.15% $0.05 16.04%
BlackRock Inc 2.53M Sep 30, 2025 0.13% $0.01 9.01%
Northern Trust Corp 2.37M Sep 30, 2025 0.12% $0.04 7.65%
Principal Financial Group Inc 2.09M Sep 30, 2025 0.11% $0.14 -8.87%
Cullen Capital Management, LLC 2.08M Dec 31, 2025 0.11% $3.13 0.50%
HHG PLC 2.07M Sep 30, 2025 0.11% $0.12 -5.05%
Wells Fargo & Co 1.83M Sep 30, 2025 0.10% $0.04 -1.79%
QRG Capital Management, Inc. 1.82M Sep 30, 2025 0.10% $0.07 4.74%
FMR Inc 1.66M Dec 31, 2025 0.09% $0.01 3.91%
UBS Group AG 1.60M Sep 30, 2025 0.08% $0.03 18.08%
State Street Corp 1.50M Sep 30, 2025 0.08% $0.01 -6.10%

Shares Statistics

Shares Outstanding: 1.91B
Shares Float: 1.82B
% Insiders: 4.80%
% Institutions: 707.60%
Short % Float: 0.39%

🏆 Top 10 Institutional Holders

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Dodge & Cox 9.01M 0.47% ▼ 14.84% Dec 31, 2025
2 Dimensional Fund Advisors, Inc. 8.52M 0.45% ▼ 3.58% Dec 31, 2025
3 Morgan Stanley - Brokerage Accounts 7.73M 0.41% ▲ 2.24% Sep 30, 2025
4 PRIMECAP Management Company 7.58M 0.40% ▼ 18.87% Dec 31, 2025
5 Fisher Asset Management, LLC 7.24M 0.38% ▲ 1.66% Sep 30, 2025
6 Loomis, Sayles & Company LP 5.53M 0.29% ▼ 2.31% Dec 31, 2025
7 Bank of America Corp 4.61M 0.24% ▲ 1.73% Sep 30, 2025
8 Franklin Resources Inc 4.06M 0.21% ▼ 4.25% Sep 30, 2025
9 GQG Partners LLC 3.16M 0.17% ▲ 39.56% Dec 31, 2025
10 The Goldman Sachs Group Inc 2.95M 0.15% ▲ 16.04% Sep 30, 2025

Valuation Metrics

Enterprise Value: $345.83B
Trailing P/E: 23.58
Forward P/E: 18.18

Financial Highlights

Market Cap: $325.95B
EBITDA: $23.47B
P/E Ratio: $23.58
PEG Ratio: $2.84
Book Value: $24.18
Dividend/Share: $4.67
Dividend Yield: 2.83%
Earnings/Share: $7.15
Profit Margin: 24.67%
Operating Margin: 27.81%
ROA (TTM): 11.14%
ROE (TTM): 30.81%
Revenue (TTM): $56.67B
Revenue/Share (TTM): $29.23
Earnings Growth (YOY): -11.60%
Revenue Growth (YOY): 2.20%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Download Financials (Excel)

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios (Yearly)

Financial Ratios (Quarterly)

Earnings History

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 1.12x 0.73x 0.60x 14.38x 1.47x
2024-12-31 1.04x 0.67x 0.57x 14.03x 1.43x
2023-12-31 1.16x 0.53x 0.53x 11.15x 1.36x
2022-12-31 1.29x 0.44x 0.49x 9.52x 1.80x
2021-12-31 1.51x 0.43x 0.49x 11.11x 0.95x
2020-12-31 0.90x 0.64x 0.57x 11.02x 2.10x
2019-12-31 1.04x 0.49x 0.53x 10.06x 1.76x
2018-12-31 1.20x 0.41x 0.46x 8.63x 1.59x
2017-12-31 1.21x 0.38x 0.44x 10.85x 1.95x
2016-12-31 1.12x 0.35x 0.42x 11.34x 1.78x
2015-12-31 0.96x 0.31x 0.41x 12.98x 1.70x
2014-12-31 1.39x 0.29x 0.43x 15.82x 1.15x
2013-12-31 1.16x 0.24x 0.41x 16.54x 1.13x
2012-12-31 1.16x 0.29x 0.44x 17.57x 1.20x
2011-12-31 1.04x 0.31x 0.44x 15.58x 1.18x
2010-12-31 1.08x 0.36x 0.43x 18.89x 1.45x
2009-12-31 1.73x 0.24x 0.40x 22.67x 1.09x
2008-12-31 1.27x 0.14x 0.36x 36.00x 0.56x
2007-12-31 1.65x 0.11x 0.35x 28.61x 0.53x
2006-12-31 1.32x 0.18x 0.39x 28.73x 0.71x
2005-12-31 1.40x 0.25x 0.43x 22.13x 0.93x
2004-12-31 2.22x 0.17x 0.38x 23.57x 0.73x
2003-12-31 2.39x 0.18x 0.38x 23.19x 0.75x
2002-12-31 2.52x 0.19x 0.37x 19.66x 0.74x
2001-12-31 2.40x 0.18x 0.37x 19.84x 0.77x
2000-12-31 2.83x 0.16x 0.37x N/A 0.65x
1999-12-31 1.99x 0.20x 0.43x N/A 0.85x
1998-12-31 2.01x 0.20x 0.44x N/A 0.73x

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