Congress trades

Novartis AG (NVS)

NYSE · Healthcare · 65 congress trades · last filed 2 months ago

20
Congress disclosures shown
30d
Median delay on the congress disclosures
of the 45 day limit
9/10
Purchases and sales in the disclosures shown

About Novartis AG

from the company's filings and listing
Exchange
NYSE
Sector
Healthcare
Industry
Drug Manufacturers - General
Chief executive
Vasant Narasimhan
Employees
75,267
Listed since
Nov 7, 1996
Market value
$261.3B
Price to earnings
21.0
Earnings per share
$6.64
Dividend yield
3.29%

www.novartis.com

Earnings

6 reported quarters · next on Oct 27, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q2 FY2026reported Jul 21, 2026$2.41$2.17$14.4B$14.1BEPS beatRevenue beat
Q1 FY2026reported Apr 28, 2026$1.99$2.11$13.1B$13.4BEPS missRevenue miss
Q4 FY2025reported Feb 4, 2026$2.03$1.99$13.3B$13.7BEPS beatRevenue miss
Q3 FY2025reported Oct 28, 2025$2.25$2.26$14.4B$13.6BEPS in lineRevenue beat
Q2 FY2025reported Jul 17, 2025$2.42$2.38$14.3B$13.9BEPS beatRevenue beat
Apr 29, 2025$2.28$2.12$13.6B$13.9BEPS beatRevenue miss

Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.

Institutional holders

13F positions as of Jun 30, 2026
HolderValueSharesChangeOf company
Fisher Asset Management, LLC$2.4B15,523,378+11.8%0.81%
Morgan Stanley$1.4B8,726,827+2.3%0.46%
Dimensional Fund Advisors LP$1.3B8,117,586+0.1%0.43%
Primecap Management Co$1.0B6,592,124-12.9%0.35%
Loomis Sayles & Co L P$821.1M5,239,309-3.4%0.28%
Bank Of America Corp$769.5M4,909,938-1.1%0.26%
Franklin Resources Inc$509.5M3,251,281-4.7%0.17%
Blackrock, Inc.$477.7M3,047,988+3.3%0.16%
Goldman Sachs Group Inc$467.1M2,980,168-54.3%0.16%
Northern Trust Corp$437.7M2,792,745+0.2%0.15%
Natixis Advisors, L.P.$374.0M2,386,527+6.7%0.13%
Envestnet Asset Management Inc$365.3M2,330,979+0.8%0.12%

A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.

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Congress trades in NVS

20 disclosures of 65 on record · median 30d of the 45 allowed
MemberTypeActionAmount disclosedSince the tradeTrade dateDisclosedDelay
Alan ArmstrongSelfFiled lateStockPurchase$15,001 - $50,000-8.6%S&P +20.7% · vs S&P 500 -29.2%Mar 30, 2026Jul 21, 2026113d
Alan ArmstrongSelfFiled lateStockPurchase$1,001 - $15,000-10.0%S&P +17.3% · vs S&P 500 -27.3%Mar 31, 2026Jul 21, 2026112d
Ro KhannaStockSale$1,001 - $15,000-10.4%S&P +15.1% · vs S&P 500 -25.5%Mar 13, 2026Apr 7, 202625d
Ro KhannaStockSale$1,001 - $15,000-15.7%S&P +11.8% · vs S&P 500 -27.5%Feb 13, 2026Mar 9, 202624d
Lisa C. McClainSpouseStockSale$1,001 - $15,000+11.1%S&P +11.8% · vs S&P 500 -0.7%Oct 31, 2025Nov 21, 202521d
Lisa C. McClainSpouseStockPurchase$1,001 - $15,000+12.8%S&P +12.3% · vs S&P 500 +0.5%Oct 30, 2025Nov 21, 202522d
Lisa C. McClainStockSale$1,001 - $15,000n/aOct 30, 2025Nov 21, 202522d
Lisa C. McClainSpouseStockSale$1,001 - $15,000+13.1%S&P +15.7% · vs S&P 500 -2.6%Sep 25, 2025Oct 22, 202527d
Lisa C. McClainSpouseStockPurchase$1,001 - $15,000+8.3%S&P +16.1% · vs S&P 500 -7.8%Sep 11, 2025Oct 22, 202541d
Lisa C. McClainSpouseFiled lateStockPurchase$1,001 - $15,000+17.2%S&P +27.3% · vs S&P 500 -10.2%Jun 9, 2025Aug 13, 202565d
Lisa C. McClainSpouseFiled lateStockSale$1,001 - $15,000+16.6%S&P +26.6% · vs S&P 500 -10.0%Jun 10, 2025Aug 13, 202564d
Lisa C. McClainSpouseFiled lateStockPurchase$1,001 - $15,000+17.1%S&P +27.0% · vs S&P 500 -9.9%Jun 11, 2025Aug 13, 202563d
Lisa C. McClainSpouseFiled lateStockPurchase$1,001 - $15,000+18.8%S&P +27.8% · vs S&P 500 -9.0%Jun 17, 2025Aug 13, 202557d
Lisa C. McClainSpouseStockSale$1,001 - $15,000+18.4%S&P +21.5% · vs S&P 500 -3.1%Jul 22, 2025Aug 13, 202522d
George WhitesidesStockSale$100,001 - $250,000+23.8%S&P +32.4% · vs S&P 500 -8.6%Mar 24, 2025Apr 23, 202530d
Sheldon WhitehouseSelfStockSale (Partial)$1,001 - $15,000+43.5%S&P +46.9% · vs S&P 500 -3.4%Apr 9, 2024May 20, 202441d
Ro KhannaStockExchangen/an/aMar 5, 2024Mar 6, 20241d
Sheldon WhitehouseSelfStockPurchase$15,001 - $50,000+32.7%S&P +73.3% · vs S&P 500 -40.5%Sep 20, 2023Oct 17, 202327d
Daniel S. GoldmanStockSale$50,001 - $100,000n/aJul 10, 2023Aug 13, 202334d
Daniel S. GoldmanStockPurchase$50,001 - $100,000+49.4%S&P +86.4% · vs S&P 500 -36.9%Mar 31, 2023Apr 17, 202317d

Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.

Members of Congress reporting a position

8 members · estimate, as of Sep 10, 2026

8 members report a position (estimated). The largest estimated position is in the $100,001 - $250,000 band.

MemberParty, chamberEstimated positionShare of their portfolio
John W. HickenlooperDemocrat · Senate$100,001 - $250,0001.0%
Debbie DingellDemocrat · House$50,001 - $100,0001.0%
Jacky RosenDemocrat · Senate$15,001 - $50,0000.8%
Kevin HernRepublican · House$15,001 - $50,0000.1%
Mark HarrisRepublican · House$15,001 - $50,0001.2%
Randy FineRepublican · House$15,001 - $50,0000.9%
Sheldon WhitehouseDemocrat · Senate$1,001 - $15,0000.1%
Shelley Moore CapitoRepublican · Senate$1,001 - $15,0000.5%

Estimate, as of Sep 10, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.

Questions

Which members of Congress have traded NVS?

Alan Armstrong, Ro Khanna, Lisa C. McClain, George Whitesides, Sheldon Whitehouse, Daniel S. Goldman disclosed NVS transactions in the filings shown here.

Which members of Congress hold NVS?

8 members of Congress report a position in NVS in the estimate we hold as of Sep 10, 2026. The three largest estimated positions belong to John W. Hickenlooper, Debbie Dingell and Jacky Rosen. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.

How quickly are NVS trades disclosed?

Congressional disclosures took a median of 30 days, against the 45 the STOCK Act allows.

How to read a STOCK Act filing

WHAT THE FILING ACTUALLY SAYS

$A range, not an amount. Members disclose a band such as $1,001 to $15,000. The band is the filing, and we do not narrow it.
45Up to 45 days late, lawfully. The delay column counts calendar days from the transaction to its publication. Inside 45 days is within the law.
OPAn option names the underlying. A contract on a company is described using that company's name, so it can read like a share purchase. Those rows say otherwise.

Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.

Data as of Sep 10, 2026.

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