Novartis Ownership

NVS Stock

USD 104.28 0.43 0.41%

Novartis AG ADR maintains a total of 2 Billion outstanding shares. Roughly 93.25 % of Novartis outstanding shares are held by general public with 6.75 % by institutional investors. Please note that on May 19, 2024, Senator Sheldon Whitehouse of US Senate acquired under $15k worth of Novartis AG ADR's common stock.

Shares in Circulation

First Issued

2009-03-31

Previous Quarter

2 B

Current Value

2 B

Avarage Shares Outstanding

2.3 B

Quarterly Volatility

120.8 M

Credit Downgrade

Yuan Drop

Covid

Some institutional investors establish a significant position in stocks such as Novartis in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Novartis, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.

Dividend Paid And Capex Coverage Ratio is likely to gain to 1.95 in 2024, whereas Dividends Paid is likely to drop slightly above 5 B in 2024. Net Income Applicable To Common Shares is likely to gain to about 9.8 B in 2024, whereas Common Stock Shares Outstanding is likely to drop slightly above 1.9 B in 2024.

Market Cap Enterprise Value

Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.

Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Novartis AG ADR. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in real.

Novartis Stock Ownership Analysis

The book value of the company was now reported as 21.67. The company recorded earning per share (EPS) of 5.72. Novartis AG ADR last dividend was issued on the 7th of March 2024. The entity had 1116:1000 split on the 9th of April 2019. Novartis AG researches, develops, manufactures, and markets healthcare products worldwide. The company was incorporated in 1996 and is headquartered in Basel, Switzerland. Novartis operates under Drug ManufacturersGeneral classification in the United States and is traded on New York Stock Exchange. It employs 108000 people. To find out more about Novartis AG ADR contact Richard Saynor at 41 61 324 1111 or learn more at https://www.novartis.com.

Besides selling stocks to institutional investors, Novartis also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Novartis' stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Novartis' strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Novartis Quarterly Liabilities And Stockholders Equity

103.52 Billion

Novartis Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Novartis is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Novartis AG ADR backward and forwards among themselves. Novartis' institutional investor refers to the entity that pools money to purchase Novartis' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.

		Shares
Renaissance Technologies Corp	2024-09-30	2.3 M
Cullen Capital Management, Llc	2024-09-30	2.3 M
Wells Fargo & Co	2024-06-30	2.1 M
Envestnet Asset Management Inc	2024-09-30	2 M
Bank Of New York Mellon Corp	2024-06-30	1.9 M
Blackrock Inc	2024-06-30	1.9 M
State Street Corp	2024-06-30	1.8 M
Northern Trust Corp	2024-09-30	1.7 M
Fisher Asset Management, Llc	2024-09-30	1.7 M
Morgan Stanley - Brokerage Accounts	2024-06-30	14.8 M
Dodge & Cox	2024-09-30	12.2 M

Note, although Novartis' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Novartis' latest congressional trading

Congressional trading in companies like Novartis AG ADR, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Novartis by those in governmental positions are based on the same information available to the general public.

2024-05-19	Senator Sheldon Whitehouse	Acquired Under $15K	Verify
2023-10-17	Senator Sheldon Whitehouse	Acquired $15K to $50K	Verify
2023-10-16	Senator Sheldon Whitehouse	Acquired $15K to $50K	Verify
2020-11-17	Senator Bill Cassidy	Acquired Under $15K	Verify
2019-05-03	Senator Bill Cassidy	Acquired Under $15K	Verify

Novartis Outstanding Bonds

Novartis issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Novartis AG ADR uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Novartis bonds can be classified according to their maturity, which is the date when Novartis AG ADR has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

	NOVARTIS CAPITAL P Corp Bond US66989HAS76	View
	NOVARTIS CAPITAL P Corp Bond US66989HAQ11	View
	NOVARTIS CAPITAL P Corp Bond US66989HAR93	View
	NOVARTIS CAPITAL P Corp Bond US66989HAP38	View
	NOVARTIS CAP P Corp Bond US66989HAN89	View
	NOVARTIS CAP P Corp Bond US66989HAK41	View
	NOVARTIS CAP P Corp Bond US66989HAJ77	View
	US66981QAA40 Corp Bond US66981QAA40	View

View All Novartis Corporate Bonds

Novartis Corporate Filings

6K	25th of November 2024 A report filed by foreign private issuers with SEC. A foreign private issuer is a non-U.S. company with securities traded on U.S. exchanges.	View Verify
F3	17th of October 2024 An amendment to the original Schedule 13D filing	View Verify
	16th of September 2024 Other Reports	View Verify
	13th of August 2024 Other Reports	View Verify

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Additional Tools for Novartis Stock Analysis

When running Novartis' price analysis, check to measure Novartis' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Novartis is operating at the current time. Most of Novartis' value examination focuses on studying past and present price action to predict the probability of Novartis' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Novartis' price. Additionally, you may evaluate how the addition of Novartis to your portfolios can decrease your overall portfolio volatility.

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