Latest news with #NovartisAG
Yahoo
02-06-2025
- Business
- Yahoo
Those who invested in Novartis (VTX:NOVN) five years ago are up 46%
The main point of investing for the long term is to make money. But more than that, you probably want to see it rise more than the market average. But Novartis AG (VTX:NOVN) has fallen short of that second goal, with a share price rise of 14% over five years, which is below the market return. But if you include dividends then the return is market-beating. Meanwhile, the last twelve months saw the share price rise 1.4%. Now it's worth having a look at the company's fundamentals too, because that will help us determine if the long term shareholder return has matched the performance of the underlying business. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. To paraphrase Benjamin Graham: Over the short term the market is a voting machine, but over the long term it's a weighing machine. One way to examine how market sentiment has changed over time is to look at the interaction between a company's share price and its earnings per share (EPS). Over half a decade, Novartis managed to grow its earnings per share at 15% a year. The EPS growth is more impressive than the yearly share price gain of 3% over the same period. Therefore, it seems the market has become relatively pessimistic about the company. You can see below how EPS has changed over time (discover the exact values by clicking on the image). We know that Novartis has improved its bottom line lately, but is it going to grow revenue? This free report showing analyst revenue forecasts should help you figure out if the EPS growth can be sustained. As well as measuring the share price return, investors should also consider the total shareholder return (TSR). Whereas the share price return only reflects the change in the share price, the TSR includes the value of dividends (assuming they were reinvested) and the benefit of any discounted capital raising or spin-off. Arguably, the TSR gives a more comprehensive picture of the return generated by a stock. We note that for Novartis the TSR over the last 5 years was 46%, which is better than the share price return mentioned above. This is largely a result of its dividend payments! Novartis' TSR for the year was broadly in line with the market average, at 5.0%. We should note here that the five-year TSR is more impressive, at 8% per year. Although the share price growth has slowed, the longer term story points to a business well worth watching. While it is well worth considering the different impacts that market conditions can have on the share price, there are other factors that are even more important. Take risks, for example - Novartis has 1 warning sign we think you should be aware of. For those who like to find winning investments this free list of undervalued companies with recent insider purchasing, could be just the ticket. Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on Swiss exchanges. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
27-05-2025
- Business
- Yahoo
What Makes Novartis AG (NVS) a Differentiated Business?
Loomis Sayles, an investment management company, released its 'Global Growth Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. In the first quarter, the fund returned -3.35% compared to -1.32% for the MSCI ACWI Net Index. Stock selection in consumer staples, communication services, and healthcare sectors, and allocations to the information technology and healthcare sectors positively impacted the fund's relative performance. In addition, please check the fund's top five holdings to know its best picks in 2025. In its first-quarter 2025 investor letter, Loomis Sayles Global Growth Fund highlighted stocks such as Novartis AG (NYSE:NVS). Novartis AG (NYSE:NVS) is a pharmaceutical company that engages in the research, development, and distribution of pharmaceutical medicines. The one-month return of Novartis AG (NYSE:NVS) was 0.11%, and its shares gained 12.16% of their value over the last 52 weeks. On May 23, 2025, Novartis AG (NYSE:NVS) stock closed at $112.75 per share with a market capitalization of $227.204 billion. Loomis Sayles Global Growth Fund stated the following regarding Novartis AG (NYSE:NVS) in its Q1 2025 investor letter: "Novartis AG (NYSE:NVS) is a diversified global healthcare company with market leadership in branded pharmaceuticals across a broad range of treatment areas, including oncology (30% of revenues), immunology (almost 20% of revenues), cardiovascular, renal, and metabolic (almost 20%), and neurology (10%). The company also derives over 20% of revenues from mature branded products in non-core therapy areas. With the October 2023 spinoff of the company's Sandoz generics and biosimilars division, which followed the 2019 spinoff of ophthalmologic equipment maker Alcon and 2018 divestiture of a consumer health joint venture, the company is now purely focused on innovative medicines, which accounted for about 80% of revenue and 85% of core operating income prior to the Sandoz spinoff. The company generates over 50% of revenue from the Americas, approximately 30% from Europe, and almost 20% from the rest of the world. A doctor holding a microscope in front of a laboratory sample of healthcare products. Novartis AG (NYSE:NVS) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 33 hedge fund portfolios held Novartis AG (NYSE:NVS) at the end of the first quarter, which was 33 in the previous quarter. While we acknowledge the potential of Novartis AG (NYSE:NVS) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered Novartis AG (NYSE:NVS) and shared the list of best undervalued stocks to invest in. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
15-05-2025
- Business
- Yahoo
Equiduct Expands into the Swiss Market
LONDON, May 15, 2025--(BUSINESS WIRE)--Equiduct, the leading pan-European retail-focused exchange, today announced the launch of its Swiss equity segment, providing retail brokers using Apex with access to 138 of the most liquid Swiss-listed stocks — all priced in Swiss francs (CHF). The newly available securities include heavily traded household names such as Nestlé S.A., Novartis AG, UBS Group AG, and ABB Ltd. Liquidity on the Swiss segment of Equiduct is supported by Apex market makers Virtu Financial, Hudson River Trading, and Optiver. As with all executions on Equiduct, trades on the Swiss segment will benefit from fully interoperable clearing via Equiduct's pan-European network of CCPs: LCH Ltd, Cboe Clear, and the local Swiss CCP SIX x-clear. This expansion follows formal approval from the Swiss Financial Market Supervisory Authority (FINMA), which recognises Börse Berlin and Equiduct as a regulated market under Article 41 of FinfraG. This status also paves the way for Swiss banks and brokers to join Equiduct as direct exchange members, further enhancing best-execution capabilities for Swiss retail brokers and benefiting the Swiss retail investment community. To support the launch of the Swiss segment and Equiduct's growth in the region, the responsibilities of Massimo Formichi Moglia, Head of Italy, have been expanded to include Switzerland — ensuring continuity and leveraging regional synergies. Wail Azizi, Chief Strategy Officer at Equiduct, said: "Our Swiss expansion, backed by formal recognition from FINMA, marks a significant milestone in Equiduct's mission to deliver true pan-European best execution for retail investors and enables us to bring our market-leading, commission-free trading model to one of Europe's most sophisticated markets. By adding Swiss equities to Equiduct, we're also continuing to empower European retail brokers and their clients with broader access, greater transparency, and exceptional execution quality." With the launch of the Swiss market segment, Equiduct now offers commission-free best execution and consolidated market data products for over 1,873 stocks and ETFs across 13 European markets and 18 headline indices. Notes to editors About Equiduct Equiduct is the leading pan-European retail-focused exchange built around the specific needs of the retail community. Equiduct enables retail brokers to achieve Best Execution in Europe's most liquid equities and ETFs across 13 European markets and provides high-quality cost-effective market data and insight products for both the retail community and institutional clients alike. A market segment of Börse Berlin, Equiduct operates under Article 44 of MiFID II. In 2024, Equiduct reported 35 active retail brokers, 15.2 million trades executed, and a turnover of €85 billion. For more information, visit View source version on Contacts For further information, please contact:Massimo Formichi Moglia, Country Head | Italy & SwitzerlandTel: +39 02 12 412 7314Email: Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
06-05-2025
- Business
- Yahoo
Statutory Profit Doesn't Reflect How Good Novartis' (VTX:NOVN) Earnings Are
Novartis AG (VTX:NOVN) just reported healthy earnings but the stock price didn't move much. Investors are probably missing some underlying factors which are encouraging for the future of the company. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. For anyone who wants to understand Novartis' profit beyond the statutory numbers, it's important to note that during the last twelve months statutory profit was reduced by US$2.2b due to unusual items. It's never great to see unusual items costing the company profits, but on the upside, things might improve sooner rather than later. When we analysed the vast majority of listed companies worldwide, we found that significant unusual items are often not repeated. And that's hardly a surprise given these line items are considered unusual. Assuming those unusual expenses don't come up again, we'd therefore expect Novartis to produce a higher profit next year, all else being equal. That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. Because unusual items detracted from Novartis' earnings over the last year, you could argue that we can expect an improved result in the current quarter. Because of this, we think Novartis' earnings potential is at least as good as it seems, and maybe even better! And the EPS is up 46% over the last twelve months. The goal of this article has been to assess how well we can rely on the statutory earnings to reflect the company's potential, but there is plenty more to consider. Keep in mind, when it comes to analysing a stock it's worth noting the risks involved. Every company has risks, and we've spotted 1 warning sign for Novartis you should know about. This note has only looked at a single factor that sheds light on the nature of Novartis' profit. But there are plenty of other ways to inform your opinion of a company. Some people consider a high return on equity to be a good sign of a quality business. While it might take a little research on your behalf, you may find this free collection of companies boasting high return on equity, or this list of stocks with significant insider holdings to be useful. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
02-05-2025
- Business
- Yahoo
Novartis to buy Regulus Therapeutics for as much as $1.7 billion
Novartis AG has agreed to buy U.S. biotech firm Regulus Therapeutics Inc. in a deal that could be valued at up to $1.7 billion. The Swiss company will pay $7 a share in cash up-front through a subsidiary, equivalent to $800 million, according to a statement Wednesday. Regulus Therapeutics shareholders will also receive a so-called contingent value right, which entitles them to a further $900 million if regulatory approval is secured for farabursen, which seeks to treat patients living with ADPKD, the most common genetic cause of renal failure. Novartis is hunting for deals that could boost its sales beyond 2025, Chief Financial Officer Harry Kirsch said this week, and sees prices dropping in biotech. Regulus Therapeutics works on therapies that target what's called microRNA, a type of molecule that helps control the function of cells. Novartis' global development and commercial capabilities will help bring farabursen, its lead product, to market, according to Regulus Therapeutics Chief Executive Jay Hagan. Shares in Regulus Therapeutics surged as much as 167% in pre-market trading in New York on Wednesday. The stock has since pared some of those gains to trade at about 131% higher. Novartis stock was largely flat in trading in Switzerland on Wednesday but is up nearly 6% in the last 12 months. The proposed deal has been approved by both boards and should complete in the second half of 2025. Hipwell and Kresge write for Bloomberg. Sign up for our Wide Shot newsletter to get the latest entertainment business news, analysis and insights. This story originally appeared in Los Angeles Times. Sign in to access your portfolio
