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Novartis AG (NVS)

Healthcare | Drug Manufacturers - General | Basel, Switzerland | NYSE
153.37 USD -0.68 (-0.441%) ⇩ (July 13, 2026, 4 p.m. EDT)
After hours: 154.94 +1.57 (1.024%) ⇧ (July 13, 2026, 6:57 p.m. EDT)

Short-term:★★★⯪☆Long-term:★★★☆☆Dividends:★★★⯪☆
Hot Take | July 11, 2026, 3:39 a.m. EDT

Novartis presents a classic case of a high-quality business trapped by growth headwinds. On the long side, the company boasts an impressive 35 percent return on equity and a nine-year price trajectory that is up 64 percent, proving the market still values the core franchise. However, the growth engine has stalled with negative earnings and revenue growth, and the balance sheet carries significant debt with a current ratio below one. This makes the long-term outlook cautious; the stock is a hold rather than a buy until growth stabilizes. For the short term, technicals are supportive with the price trading above key moving averages, and options flow shows bullish positioning at higher strikes. The 3 percent dividend yield is attractive but comes with a high payout ratio, meaning it is not a guaranteed income floor. Investors should view this as a defensive healthcare play with upside potential, but be wary of the lack of earnings expansion.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
MSTL ✓0.029466
AutoETS0.031218
AutoTheta0.060820
AutoARIMA0.101890

Forecast horizon: 45 days | Selected: MSTL

Forecast Reliability
Score 51%
H-stat 10.23
Ljung-Box p 0.000
Jarque-Bera p 0.565
Excess Kurtosis -0.14
Attribute Value
Sector Healthcare
Ex Dividend Date 2026-03-10
Last Dividend Date 2026-03-10
Debt to Equity Ratio 120.734
Revenue per Share 29.403
Market Cap 292,644,061,184
Trailing P/E 22.07
Forward P/E 15.71
Beta 0.50
Profit Margins 23.92%
Website https://www.novartis.com

As of July 11, 2026, 3:39 a.m. EDT: Implied volatility sits in a moderate range around 26-30 percent across expirations. Call open interest is notably heavier on the upside, with significant positioning at the 160 and 180 strikes, indicating speculative bets on a move toward the 52-week high. Put open interest is concentrated near the money and slightly below, acting as a hedge rather than a directional bet. The skew suggests traders are positioning for upside momentum while maintaining defensive protection.


Dividend Data

Yield Summary
Last Yield 1yr Yield 3yr Avg 5yr Avg
3.06% 3.06% 3.49% 3.80%
Dividend History
Date Dividend Yield %
2026-03-11 4.773000 3.063543
2025-03-12 3.994000 3.676362
2024-03-07 3.740000 3.742620
2023-03-09 3.469000 4.334625
2022-03-08 3.357000 4.190488
2021-03-04 3.378000 4.045509
2020-03-03 3.042000 3.637886
2019-03-04 2.567204 3.209724
2018-03-06 2.667563 3.651417
2017-03-01 2.460573 3.626039
2016-02-24 2.474910 3.851624
2015-03-02 2.524194 2.815030
2014-02-27 2.436380 3.293761
2013-02-26 2.267025 3.790262
2012-02-27 2.204301 4.468665
2011-02-24 2.108423 4.289882
2010-03-02 1.780466 3.661998
2009-02-24 1.541219 4.427285
2008-02-26 1.318996 2.932854
2007-03-06 0.968638 1.901495
2006-02-28 0.801075 1.678873
2004-02-24 0.722222 1.786347
2003-03-04 0.627240 1.934770
2002-03-21 0.467742 1.320182
2001-03-22 0.449821 1.385593
2000-11-14 0.965950 2.720505
Additional Data
dividendRate 4.74
dividendYield 3.08
exDividendDate 2026-03-11
trailingAnnualDividendRate 4.666
trailingAnnualDividendYield 0.030288866
lastDividendValue 4.773
lastDividendDate 2026-03-11
dividendDate 2026-03-16

Info Dump

Attribute Value
52 Week Change 0.27271974
Address1 Lichtstrasse 35
All Time High 170.46
All Time Low 23.241488
Ask 0.0
Ask Size 200
Average Analyst Rating 2.8 - Hold
Average Daily Volume10 Day 1,962,640
Average Daily Volume3 Month 1,737,963
Average Volume 1,737,963
Average Volume10Days 1,962,640
Beta 0.495
Bid 0.0
Bid Size 200
Book Value 20.184
City Basel
Compensation As Of Epoch Date 1,767,139,200
Country Switzerland
Crypto Tradeable 0
Currency USD
Current Price 153.37
Current Ratio 0.848
Custom Price Alert Confidence HIGH
Date Short Interest 1,782,777,600
Day High 154.17
Day Low 151.9403
Debt To Equity 120.734
Dividend Date 1,773,619,200
Dividend Rate 4.74
Dividend Yield 3.08
Earnings Call Timestamp End 1,777,377,600
Earnings Call Timestamp Start 1,777,377,600
Earnings Growth -0.093
Earnings Quarterly Growth -0.125
Earnings Timestamp 1,784,637,000
Earnings Timestamp End 1,784,637,000
Earnings Timestamp Start 1,784,637,000
Ebitda 22,922,000,384
Ebitda Margins 0.40514
Enterprise To Ebitda 14.535
Enterprise To Revenue 5.889
Enterprise Value 333,165,068,288
Eps Current Year 8.69234
Eps Forward 9.76327
Eps Trailing Twelve Months 6.95
Esg Populated 0
Ex Dividend Date 1,773,187,200
Exchange NYQ
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fax 41 61 324 78 26
Fifty Day Average 150.354
Fifty Day Average Change 3.0159912
Fifty Day Average Change Percent 0.020059267
Fifty Two Week Change Percent 27.271975
Fifty Two Week High 170.46
Fifty Two Week High Change -17.090012
Fifty Two Week High Change Percent -0.10025819
Fifty Two Week Low 112.34
Fifty Two Week Low Change 41.03
Fifty Two Week Low Change Percent 0.36523056
Fifty Two Week Range 112.34 - 170.46
Financial Currency USD
First Trade Date Milliseconds 847,377,000,000
Five Year Avg Dividend Yield 3.53
Float Shares 1,861,858,897
Forward Eps 9.76327
Forward P E 15.708875
Free Cashflow 12,024,750,080
Full Exchange Name NYSE
Full Time Employees 75,267
Gmt Off Set Milliseconds -14,400,000
Gross Margins 0.75554
Gross Profits 42,746,998,784
Has Pre Post Market Data 1
Held Percent Insiders 0.0
Held Percent Institutions 0.07683
Implied Shares Outstanding 1,908,091,965
Industry Drug Manufacturers - General
Industry Disp Drug Manufacturers - General
Industry Key drug-manufacturers-general
Ir Website http://www.novartis.com/investors/index.shtml
Is Earnings Date Estimate 0
Language en-US
Last Dividend Date 1,773,187,200
Last Dividend Value 4.773
Last Fiscal Year End 1,767,139,200
Last Split Date 1,554,768,000
Last Split Factor 1,116:1000
Long Business Summary 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.
Long Name Novartis AG
Market us_market
Market Cap 292,644,061,184
Market State PREPRE
Max Age 86,400
Message Board Id finmb_382553
Most Recent Quarter 1,774,915,200
Net Income To Common 13,534,000,128
Next Fiscal Year End 1,798,675,200
Non Diluted Market Cap 293,033,882,496
Number Of Analyst Opinions 10
Open 152.68
Operating Cashflow 19,175,000,064
Operating Margins 0.30479
Payout Ratio 0.67910004
Peg Ratio 4.15
Phone 41 61 324 11 11
Post Market Change 1.5700073
Post Market Change Percent 1.023673
Post Market Price 154.94
Post Market Time 1,783,983,466
Previous Close 154.05
Price Eps Current Year 17.64427
Price Hint 2
Price To Book 7.5985928
Price To Sales Trailing12 Months 5.1724005
Profit Margins 0.23921
Quick Ratio 0.526
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key hold
Recommendation Mean 2.83333
Region US
Regular Market Change -0.680008
Regular Market Change Percent -0.44142
Regular Market Day High 154.17
Regular Market Day Low 151.9403
Regular Market Day Range 151.9403 - 154.17
Regular Market Open 152.68
Regular Market Previous Close 154.05
Regular Market Price 153.37
Regular Market Time 1,783,972,802
Regular Market Volume 1,061,151
Return On Assets 0.10541
Return On Equity 0.34929
Revenue Growth -0.007
Revenue Per Share 29.403
Sand P52 Week Change 0.20847368
Sector Healthcare
Sector Disp Healthcare
Sector Key healthcare
Shares Outstanding 1,908,091,965
Shares Percent Shares Out 0.0028
Shares Short 5,355,498
Shares Short Previous Month Date 1,780,012,800
Shares Short Prior Month 4,543,531
Short Name Novartis AG
Short Percent Of Float 0.0028
Short Ratio 2.25
Source Interval 15
Symbol NVS
Target High Price 180.0
Target Low Price 123.0
Target Mean Price 154.565
Target Median Price 151.575
Total Cash 6,892,000,256
Total Cash Per Share 3.612
Total Debt 46,997,999,616
Total Revenue 56,577,998,848
Tradeable 0
Trailing Annual Dividend Rate 4.666
Trailing Annual Dividend Yield 0.030288866
Trailing Eps 6.95
Trailing P E 22.067625
Trailing Peg Ratio 4.1539
Triggerable 1
Two Hundred Day Average 144.30286
Two Hundred Day Average Change 9.067139
Two Hundred Day Average Change Percent 0.06283409
Type Disp Equity
Volume 1,061,151
Website https://www.novartis.com
Zip 4,056