Novartis (NVS)

Company Profile

Novartis AG is a Swiss-American multinational pharmaceutical corporation based in Basel, Switzerland and Cambridge, Massachusetts, United States. It is one of the largest pharmaceutical companies in the world.

Company profile

Ticker

NVS, NVSEF

Exchange

NYSE

Website

www.novartis.com/

CEO

Vasant Narasimhan

Incorporated

Switzerland

Location

Switzerland

Fiscal year end

Dec 31

Sector

Manufacturing > Pharmaceutical Preparation Manufacturing

Industry (SIC)

Pharmaceutical Preparations

Pfizer • Johnson & Johnson • Merck & Co • Abbott Laboratories • Teva- Pharmaceutical Industries • Bristol-Myers Squibb • Lilly(Eli) & Co • Viatris • Abbvie • Bausch Health Companies ...

SEC CIK

0001114448

Corporate docs

Articles of Incorporation & Bylaws

Underwriting Agreements

Plans of Reorganization

Indentures

Material Contracts & Credit Agreements

NVS stock data

1M 1Y 5Y

Latest filings (excl ownership)

View all

6-K

Current report (foreign)

1 Feb 23

6-K

Novartis continues to grow with further core margin expansion and achieves important innovation milestones

1 Feb 23

IRAN

Disclosure regarding Iran Threat Reduction and Syria Human Rights Act

1 Feb 23

20-F

2022 FY

Annual report (foreign)

1 Feb 23

S-8 POS

Registration of securities for employees (post-effective amendment)

10 Jan 23

F-6 POS

Automatic registration for ADRs (post-effective amendment, foreign)

16 Dec 22

6-K

Current report (foreign)

5 Dec 22

6-K

Current report (foreign)

25 Oct 22

6-K

Current report (foreign)

24 Oct 22

6-K

Current report (foreign)

21 Sep 22

Transcripts

View all

NVS

Earnings call transcript

2022 Q2

19 Jul 22

NVS

Earnings call transcript

2022 Q1

26 Apr 22

NVS

Earnings call transcript

2021 Q4

2 Feb 22

NVS

Earnings call transcript

2021 Q3

26 Oct 21

NVS

Earnings call transcript

2021 Q2

21 Jul 21

NVS

Earnings call transcript

2020 Q3

27 Oct 20

NVS

Earnings call transcript

2020 Q3

27 Oct 20

Latest ownership filings

View all

Cellular Biomedicine Group, Inc.

Galera Therapeutics, Inc.

22 Jun 20

Financial summary

Financial statements Chart NVS financial data

Quarter (USD)	Dec 22	Dec 21	Dec 20	Dec 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 22	Dec 21	Dec 20	Dec 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from Novartis earnings reports.

Institutional ownership, Q4 2022

NVS institutional ownership history Ownership history

24.8% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	1131	1041	+8.6%
Opened positions	168	68	+147.1%
Closed positions	78	116	-32.8%
Increased positions	283	303	-6.6%
Reduced positions	475	438	+8.4%

13F shares	Current	Prev Q	Change
Total value	15.37 tn	13.38 bn	+114713.1%
Total shares	169.75 mm	175.95 mm	-3.5%
Total puts	2.05 mm	1.49 mm	+37.7%
Total calls	4.14 mm	2.57 mm	+61.3%
Total put/call ratio	0.5	0.6	-14.6%

Largest owners	Shares	Value	Change
Dodge & Cox	20.75 mm	$1.88 tn	-1.4%
Primecap Management	17.19 mm	$1.56 tn	-1.5%
Loomis Sayles & Co L P	10.95 mm	$993.43 bn	-26.7%
BEN Franklin Resources	6.70 mm	$608.03 bn	-6.9%
MS Morgan Stanley	6.49 mm	$588.61 bn	+6.2%
BAC Bank Of America	6.37 mm	$577.83 bn	-11.7%
Dimensional Fund Advisors	5.99 mm	$543.96 bn	-7.8%
Wellington Management	4.85 mm	$440.39 bn	-4.6%
Charles Schwab Investment Management	4.57 mm	$389.43 bn	+0.9%
Arrowstreet Capital, Limited Partnership	4.13 mm	$374.56 bn	+153.4%

Largest transactions	Shares	Bought/sold	Change
Loomis Sayles & Co L P	10.95 mm	-3.98 mm	-26.7%
Arrowstreet Capital, Limited Partnership	4.13 mm	+2.50 mm	+153.4%
STT State Street	1.89 mm	+1.89 mm	NEW
Boston Partners	30.10 k	-1.74 mm	-98.3%
BAC Bank Of America	6.37 mm	-847.80 k	-11.7%
GS Goldman Sachs	1.88 mm	-808.96 k	-30.1%
Two Sigma Advisers	1.61 mm	-729.30 k	-31.2%
Cullen Capital Management	2.79 mm	-679.56 k	-19.6%
MUFG Securities EMEA	600.00 k	+600.00 k	NEW
JHG Janus Henderson	3.93 mm	+594.02 k	+17.8%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.