Novartis AG

BATS-CHIXE:NOVNz Stock Report

Market Cap: CHF 173.4b

Novartis Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of NOVNz?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders2,125,5380.106%
Private Companies89,218,0684.46%
Institutions769,641,62338.5%
General Public1,138,284,80456.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 29.27% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
4.46%
Sandoz Family Office SA
89,135,960CHF 7.7b0%no data
4.24%
The Vanguard Group, Inc.
84,681,592CHF 7.3b0.31%0.12%
3.12%
UBS Asset Management AG
62,332,710CHF 5.4b-0.02%0.59%
2.66%
Norges Bank Investment Management
53,086,291CHF 4.6b0%0.41%
2.51%
Credit Suisse Funds AG
50,178,623CHF 4.4b0%80.54%
1.76%
Wellington Management Group LLP
35,111,937CHF 3.0b-0.27%0.53%
1.36%
Dodge & Cox
27,226,030CHF 2.4b-3.92%0.9%
0.86%
Deutsche Asset & Wealth Management
17,229,468CHF 1.5b0%0.47%
0.75%
Geode Capital Management, LLC
15,071,856CHF 1.3b-1.53%0.1%
0.73%
Artisan Partners Limited Partnership
14,606,988CHF 1.3b-9.15%1.1%
0.7%
GQG Partners LLC
13,988,551CHF 1.2b6.2%1.12%
0.67%
Pictet Asset Management SA
13,332,962CHF 1.2b0.27%2.43%
0.6%
PRIMECAP Management Company
12,021,225CHF 1.0b-1.41%0.84%
0.59%
Dimensional Fund Advisors LP
11,717,656CHF 1.0b0.01%0.17%
0.5%
Zürcher Kantonalbank, Investment Arm
9,947,178CHF 862.6m-9.54%8.18%
0.43%
Union Asset Management Holding AG
8,674,169CHF 752.2m0%0.61%
0.42%
Vontobel Asset Management AG
8,445,057CHF 732.4m4.43%4.37%
0.42%
State Street Global Advisors, Inc.
8,426,598CHF 730.7m0.49%0.03%
0.42%
Amundi Asset Management SAS
8,406,640CHF 729.0m0.29%0.17%
0.41%
Massachusetts Financial Services Company
8,237,413CHF 714.3m1.16%0.17%
0.38%
JP Morgan Asset Management
7,644,705CHF 662.9m-0.82%0.08%
0.34%
Charles Schwab Investment Management, Inc.
6,738,716CHF 584.4m1.74%0.11%
0.32%
ZKB Asset Management
6,390,910CHF 554.2m-5.55%1.26%
0.32%
Loomis Sayles & Company, L.P.
6,308,222CHF 547.1m-2.95%0.73%
0.31%
Deka Investment GmbH
6,173,305CHF 535.4m0.04%0.54%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 02:48
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Novartis AG is covered by 68 analysts. 17 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Kamla SinghAlphaValue
John EadeArgus Research Company
Fabrizio SpagnaAxia Financial Research