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. Victor Bulto President of US 1978
Dr. Patrick Horber M.D. President of International 1970
Mr. Mukul Mehta Chief Financial Officer 1973
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
Mr. Evan Beckman Global Head of Translational Medicine at Novartis Institute for BioMedical Research NA

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Fisher Asset Management, LLC 13.89M Mar 31, 2026 0.73% $0.72 85.99%
Morgan Stanley - Brokerage Accounts 8.53M Mar 31, 2026 0.45% $0.08 -3.94%
Dimensional Fund Advisors, Inc. 8.11M Mar 31, 2026 0.43% $0.26 -4.86%
PRIMECAP Management Company 7.57M Mar 31, 2026 0.40% $0.91 -0.16%
Dodge & Cox 6.97M Mar 31, 2026 0.37% $0.58 -22.71%
The Goldman Sachs Group Inc 6.53M Mar 31, 2026 0.34% $0.11 137.69%
Loomis, Sayles & Company LP 5.43M Mar 31, 2026 0.28% $1.12 -1.95%
Bank of America Corp 4.96M Mar 31, 2026 0.26% $0.06 9.10%
Franklin Resources Inc 3.41M Mar 31, 2026 0.18% $0.13 -23.87%
BlackRock Inc 2.95M Mar 31, 2026 0.15% $0.01 5.05%
Northern Trust Corp 2.79M Mar 31, 2026 0.15% $0.06 18.50%
GQG Partners LLC 2.45M Mar 31, 2026 0.13% $0.59 -22.51%
HHG PLC 2.28M Mar 31, 2026 0.12% $0.17 1.86%
Natixis Advisors, LLC. 2.24M Mar 31, 2026 0.12% $0.48 166.72%
Cullen Capital Management, LLC 2.04M Mar 31, 2026 0.11% $3.19 -2.06%
Wells Fargo & Co 1.90M Mar 31, 2026 0.10% $0.05 2.91%
JONES FINANCIAL COMPANIES LLLP 1.82M Mar 31, 2026 0.10% $0.13 828.15%
JPMorgan Chase & Co 1.80M Mar 31, 2026 0.09% $0.02 204.51%
UBS Group AG 1.79M Mar 31, 2026 0.09% $0.04 31.73%
FMR Inc 1.69M Mar 31, 2026 0.09% $0.01 1.85%

Shares Statistics

Shares Outstanding: 1.91B
Shares Float: 1.81B
% Insiders: 0.00%
% Institutions: 769.90%
Short % Float: 0.24%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard PRIMECAP Inv 5.20M 0.27% ▼ 0.13% Mar 31, 2026
2 Dodge & Cox Stock I 5.09M 0.27% ▼ 25.16% Mar 31, 2026
3 DFA International Core Equity 2 I 2.14M 0.11% ▲ 0.00% Apr 30, 2026
4 Russell Investments Core Equity SMA 1.72M 0.09% ▲ 0.00% Mar 31, 2026
5 Loomis Sayles Growth Y 1.49M 0.08% ▼ 0.15% Apr 30, 2026
6 Vanguard Capital Opportunity Inv 1.21M 0.06% ▲ 0.00% Mar 31, 2026
7 Janus Henderson Global Life Sciences D 968.79K 0.05% ▲ 0.16% Mar 31, 2026
8 Janus Henderson Global Life Sciences 968.79K 0.05% ▼ 0.33% Mar 31, 2026
9 Principal Equity Income A 945.09K 0.05% ▲ 0.00% Apr 30, 2026
10 Dimensional International Value ETF 888.86K 0.05% ▲ 0.00% May 29, 2026

Valuation Metrics

Enterprise Value: $332.96B
Trailing P/E: 21.93
Forward P/E: 17.45

Financial Highlights

Market Cap: $292.07B
EBITDA: $22.92B
P/E Ratio: $21.93
PEG Ratio: $4.15
Book Value: $20.18
Dividend/Share: $4.67
Dividend Yield: 3.10%
Earnings/Share: $6.98
Profit Margin: 23.92%
Operating Margin: 30.48%
ROA (TTM): 10.54%
ROE (TTM): 34.93%
Revenue (TTM): $56.58B
Revenue/Share (TTM): $29.40
Earnings Growth (YOY): -9.30%
Revenue Growth (YOY): -0.70%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

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

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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