NVS Smart Money
Novartis AG
1W: +2.4%
1M: +5.7%
3M: -3.8%
YTD: +11.0%
1Y: +16.8%
3Y: +72.8%
5Y: +121.5%
$156.81
+3.00 (+1.95%)
After Hours: $154.97 (-1.83, -1.17%)
Weekly Expected Move ±3.4%
$141
$146
$151
$156
$162
Credit Risk of going bust: lower than 80% of companies Debt: 14.4% of company value Bonds: none of note held by US funds details ▾
If the stock fell to about $1.81 (down 99%), Novartis AG would be worth roughly what it owes.
Total debt $49.01B against a stock market value of $292.35B.
Distance to default 9.62 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $28.61B (short-term plus half of long-term), stock volatility 27.6%; Altman Z'' 2.30. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Total debt $49.01B against a stock market value of $292.35B.
Distance to default 9.62 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $28.61B (short-term plus half of long-term), stock volatility 27.6%; Altman Z'' 2.30. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
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Income Statement
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ETF Exposure
Dark Pool
Short Interest
🏦 Institutional Activity
Latest: Q2 20261,714
Institutions Holding
+29 vs prior
7.1%
Ownership
-0.22%
135
New
527
Increased
661
Reduced
86
Closed
👔 Insider Trades
0 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| No insider trades found | |||||||
🏛️ Congressional Trades
25 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2026-08-27 | Kevin Hern | House | Sell | $15,001 - $50,000 | Filing |
| 2026-08-27 | Kevin Hern | House | Sell | $15,001 - $50,000 | Filing |
| 2025-10-31 | Lisa C. McClain | House | Sell | $1,001 - $15,000 | Filing |
| 2025-10-30 | Lisa C. McClain | House | Buy | $1,001 - $15,000 | Filing |
| 2025-10-30 | Lisa C. McClain | House | Sell | $1,001 - $15,000 | Filing |
| 2025-10-29 | Lisa C. McClain | House | Buy | $1,001 - $15,000 | Filing |
| 2025-10-29 | Lisa C. McClain | House | Sell | $1,001 - $15,000 | Filing |
| 2025-09-25 | Lisa McClain | House | Sell | $1,001 - $15,000 | Filing |
| 2025-09-25 | Lisa McClain | House | Sell | $1,001 - $15,000 | Filing |
| 2025-09-11 | Lisa McClain | House | Buy | $1,001 - $15,000 | Filing |
| 2025-09-11 | Lisa McClain | House | Buy | $1,001 - $15,000 | Filing |
| 2025-09-10 | Lisa C. McClain | House | Buy | $1,001 - $15,000 | Filing |
| 2025-07-22 | Lisa McClain | House | Sell | $1,001 - $15,000 | Filing |
| 2025-07-21 | Lisa C. McClain | House | Sell | $1,001 - $15,000 | Filing |
| 2025-06-17 | Lisa McClain | House | Buy | $1,001 - $15,000 | Filing |
| 2025-06-16 | Lisa C. McClain | House | Buy | $1,001 - $15,000 | Filing |
| 2025-06-11 | Lisa McClain | House | Buy | $1,001 - $15,000 | Filing |
| 2025-06-10 | Lisa C. McClain | House | Buy | $1,001 - $15,000 | Filing |
| 2025-06-10 | Lisa McClain | House | Sell | $1,001 - $15,000 | Filing |
| 2025-06-09 | Lisa C. McClain | House | Sell | $1,001 - $15,000 | Filing |
| 2025-06-09 | Lisa McClain | House | Buy | $1,001 - $15,000 | Filing |
| 2025-06-08 | Lisa C. McClain | House | Buy | $1,001 - $15,000 | Filing |
| 2025-03-24 | George Whitesides | House | Sell | $100,001 - $250,000 | Filing |
| 2025-03-23 | George Whitesides | House | Sell | $100,001 - $250,000 | Filing |
| 2024-04-09 | Sheldon Whitehouse | Senate | Sell | $1,001 - $15,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | 15,523,378 | $2.4B | +1,637,629 | 2026-06-30 | Filing |
| MORGAN STANLEY | 8,726,827 | $1.4B | +199,790 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 8,117,586 | $1.3B | +7,470 | 2026-06-30 | Filing |
| PRIMECAP MANAGEMENT CO/CA | 6,592,124 | $1.0B | -975,230 | 2026-06-30 | Filing |
| LOOMIS SAYLES & CO L P | 5,239,309 | $821M | -186,791 | 2026-06-30 | Filing |
| BANK OF AMERICA CORP /DE | 4,909,938 | $769M | -52,856 | 2026-06-30 | Filing |
| FRANKLIN RESOURCES INC | 3,251,281 | $510M | -158,663 | 2026-06-30 | Filing |
| BlackRock, Inc. | 3,047,988 | $478M | +98,228 | 2026-06-30 | Filing |
| GOLDMAN SACHS GROUP INC | 2,980,168 | $467M | -3,545,603 | 2026-06-30 | Filing |
| NORTHERN TRUST CORP | 2,792,745 | $438M | +6,517 | 2026-06-30 | Filing |
| ENVESTNET ASSET MANAGEMENT INC | 2,330,979 | $365M | +19,595 | 2026-06-30 | Filing |
| JPMORGAN CHASE & CO | 2,264,447 | $357M | +459,771 | 2026-06-30 | Filing |
| Jupiter Topco LLC | 2,221,362 | $348M | +2,221,362 | 2026-06-30 | Filing |
| GQG Partners LLC | 2,151,131 | $337M | -296,141 | 2026-06-30 | Filing |
| FMR LLC | 2,057,404 | $322M | +364,411 | 2026-06-30 | Filing |
| Cullen Capital Management, LLC | 2,033,040 | $319M | -4,922 | 2026-06-30 | Filing |
| JONES FINANCIAL COMPANIES LLLP | 1,974,043 | $307M | +152,247 | 2026-06-30 | Filing |
| WCM INVESTMENT MANAGEMENT, LLC | 1,904,349 | $300M | +441,169 | 2026-06-30 | Filing |
| WELLS FARGO & COMPANY/MN | 1,828,817 | $287M | -66,860 | 2026-06-30 | Filing |
| RAYMOND JAMES FINANCIAL INC | 1,801,337 | $282M | -130,536 | 2026-06-30 | Filing |