NVS NOVARTIS AG: fundamentals, insider trades, fund holders

Screener

Quality checklist

3 of 3 checks passed · quarter ending 2026-06-30

ROIC at least 10%22.4%passed
Operating margin up over 3 years—no value
Free cash flow at least 80% of net income131.4%passed
Share count up at most 5% in 3 years-9.2%passed
Net debt at most 3× EBITDA—no value
Revenue grew over 3 years—no value

Insider buying, last 90 days

Not available: foreign companies’ insiders don’t file Form 4 with the SEC.

Tracked funds, latest reports

None of the tracked funds holds it.

Fundamentals

Financials

Insider trades

Fund holders

Each factor with its sector median and, where it's reported per quarter, its last 12 quarters.

Coming as the IEX price history grows (90 trading days so far): Momentum 12-1 (253), Momentum vs. sector (253), Distance from 52-week high (253), Beta (253), Max drawdown 3y (757).

Size & liquidity

NVSSector 12 quarters Market cap $289.38B$10.87BEnterprise value $310.49B$11.5BAvg daily $ volume —$134.12MDaily turnover —1.3%Relative volume 3.0×0.9×

Growth

NVSSector 12 quarters Revenue CAGR 3y —9.5%

Revenue CAGR 5y —9.2%

Revenue growth YoY —8.5%

Revenue acceleration —+0.1 pp

FCF growth YoY -13.3%4.5%

FCF conversion 131.4%128.9%

Forward growth (HoM est.) —9.6%

Valuation

NVSSector 12 quarters P/E (trailing) 22.7×27.2×P/E (forward, HoM est.) —25.0×P/E vs. sector 0.9×1.0×PEG (HoM est.) —3.02EV/EBITDA —17.4×EV/Sales —3.3×FCF yield 5.4%3.7%Dividend yield —0.0%Shareholder yield —1.2%

Quality

NVSSector 12 quarters Quality checks passed 33ROIC 22.4%9.1%

Gross profitability 34.7%32.8%

Gross margin —62.2%

Gross margin Δ 3y —+0.0 pp

Operating margin —10.4%

Operating margin Δ 3y —+0.9 pp

Debt/equity 0.7×0.7×

Net debt/EBITDA —2.0×

Interest coverage 12.3×4.6×

Share count Δ 3y -9.2%0.1%

Stock compensation / revenue —1.9%

Accruals ratio -5.0%-4.3%

Momentum & risk

NVSSector 12 quarters Volatility 30d 24.2%29.5%

Ownership & positioning

NVSSector 12 quarters Insider buys (90d) —0Insiders buying (90d) —0Insider net value (90d) —$0Institutional ownership —99.3%Institutional Δ QoQ —+1.1 ppConviction funds net buying —+0.0 ppActive managers net buying —+0.1 ppActive funds net buying —+0.0 ppDays to cover —4.29Short % of shares out —6.0%Short interest Δ —+0.1 pp

Share price and valuation

$151.11 on Oct 23, 2026 · +0.1% since Jun 17, 2026

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Share price and valuation