
Congress trades
Novartis AG (NVS)
NYSE · Healthcare · 66 congress trades · last filed 1 month ago
About Novartis AG
from the company's filings and listing, as of Oct 27, 2026- Exchange
- NYSE
- Sector
- Healthcare
- Industry
- Drug Manufacturers - General
- Chief executive
- Vasant Narasimhan
- Employees
- 75,267
- Listed since
- Nov 7, 1996
- Market value
- $292.3B
- Price to earnings (12 mo)
- 23.4
- Net income per share, as reported (12 mo)
- $6.64
- Dividend yield
- 2.90%
Earnings
6 reported quarters · next on Oct 27, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Jul 21, 2026 | $2.41 | $2.17 | $14.4B | $14.1B | EPS beatRevenue beat |
| Q1 FY2026reported Apr 28, 2026 | $1.99 | $2.11 | $13.1B | $13.4B | EPS missRevenue miss |
| Q4 FY2025reported Feb 4, 2026 | $2.03 | $1.99 | $13.3B | $13.7B | EPS beatRevenue miss |
| Q3 FY2025reported Oct 28, 2025 | $2.25 | $2.26 | $14.4B | $13.6B | EPS in lineRevenue beat |
| Q2 FY2025reported Jul 17, 2025 | $2.42 | $2.38 | $14.3B | $13.9B | EPS beatRevenue beat |
| Q1 FY2025reported Apr 29, 2025 | $2.28 | $2.12 | $13.6B | $13.9B | EPS 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 reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| Fisher Asset Management, LLC | $2.4B | 15,523,378 | +11.8% | 0.81% |
| Morgan Stanley | $1.4B | 8,726,827 | +2.3% | 0.46% |
| Dimensional Fund Advisors LP | $1.3B | 8,117,586 | +0.1% | 0.43% |
| Primecap Management Co | $1.0B | 6,592,124 | -12.9% | 0.35% |
| Loomis Sayles & Co. L.P. | $821.1M | 5,239,309 | -3.4% | 0.28% |
| Bank of America Corp | $769.5M | 4,909,938 | -1.1% | 0.26% |
| Franklin Templeton Inc | $509.5M | 3,251,281 | -4.7% | 0.17% |
| BlackRock, Inc. | $477.7M | 3,047,988 | +3.3% | 0.16% |
| Goldman Sachs Group Inc | $467.1M | 2,980,168 | -54.3% | 0.16% |
| Northern Trust Corp | $437.7M | 2,792,745 | +0.2% | 0.15% |
| Natixis Advisors, LLC | $374.0M | 2,386,527 | +6.7% | 0.13% |
| Envestnet Asset Management Inc | $365.3M | 2,330,979 | +0.8% | 0.12% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Tracked fund managers holding NVS
2 managers| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Farallon Capital | $56.9M | 363,000 | 0.3% |
| Glenview CapitalLarry Robbins | $13.6M | 86,909 | 0.2% |
2 of the 97 fund managers we track list NVS shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.
Congress trades in NVS
20 disclosures of 66 on record · median 30d of the 45 allowedSince the trade: the stock's move from its estimated entry price (a purchase) or estimated exit price (a sale) to its current price, the latest close we hold. Not the member's result.
| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Kevin Hern | Stock | Sale | $15,001 - $50,000 | -2.3% since the saleEstimated exit price $154.65, close on Thu Aug 27Current price $151.12, close on Fri Oct 23 | Aug 27, 2026 | Sep 25, 2026 | 29d |
| Alan ArmstrongSelf | Stock | Purchase | $15,001 - $50,000 | +0.5% since the tradeEstimated entry price $150.36, close on Mon Mar 30Current price $151.12, close on Fri Oct 23 | Mar 30, 2026 | Jul 21, 2026 | 113d |
| Alan ArmstrongSelf | Stock | Purchase | $1,001 - $15,000 | -1.1% since the tradeEstimated entry price $152.75, close on Tue Mar 31Current price $151.12, close on Fri Oct 23 | Mar 31, 2026 | Jul 21, 2026 | 112d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -1.5% since the saleEstimated exit price $153.44, close on Fri Mar 13Current price $151.12, close on Fri Oct 23 | Mar 13, 2026 | Apr 7, 2026 | 25d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -7.3% since the saleEstimated exit price $163.10, close on Fri Feb 13Current price $151.12, close on Fri Oct 23 | Feb 13, 2026 | Mar 9, 2026 | 24d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | +23.3% since the saleEstimated exit price $122.61, close on Thu Oct 30, 2025Current price $151.12, close on Fri Oct 23 | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | +23.3% since the tradeEstimated entry price $122.61, close on Thu Oct 30, 2025Current price $151.12, close on Fri Oct 23 | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | +22.1% since the saleEstimated exit price $123.79, close on Fri Oct 31, 2025Current price $151.12, close on Fri Oct 23 | Oct 31, 2025 | Nov 21, 2025 | 21d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | +18.3% since the tradeEstimated entry price $127.70, close on Thu Sep 11, 2025Current price $151.12, close on Fri Oct 23 | Sep 11, 2025 | Oct 22, 2025 | 41d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | +23.6% since the saleEstimated exit price $122.23, close on Thu Sep 25, 2025Current price $151.12, close on Fri Oct 23 | Sep 25, 2025 | Oct 22, 2025 | 27d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | +28.0% since the tradeEstimated entry price $118.02, close on Mon Jun 9, 2025Current price $151.12, close on Fri Oct 23 | Jun 9, 2025 | Aug 13, 2025 | 65d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | +27.4% since the saleEstimated exit price $118.58, close on Tue Jun 10, 2025Current price $151.12, close on Fri Oct 23 | Jun 10, 2025 | Aug 13, 2025 | 64d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | +28.0% since the tradeEstimated entry price $118.07, close on Wed Jun 11, 2025Current price $151.12, close on Fri Oct 23 | Jun 11, 2025 | Aug 13, 2025 | 63d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | +29.8% since the tradeEstimated entry price $116.41, close on Tue Jun 17, 2025Current price $151.12, close on Fri Oct 23 | Jun 17, 2025 | Aug 13, 2025 | 57d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | +29.4% since the saleEstimated exit price $116.83, close on Tue Jul 22, 2025Current price $151.12, close on Fri Oct 23 | Jul 22, 2025 | Aug 13, 2025 | 22d |
| George Whitesides | Stock | Sale | $100,001 - $250,000 | n/a | Mar 24, 2025 | Apr 23, 2025 | 30d |
| Sheldon WhitehouseSelf | Stock | Sale (Partial) | $1,001 - $15,000 | n/a | Apr 9, 2024 | May 20, 2024 | 41d |
| Ro Khanna | Stock | Exchange | Not captured | n/a | Mar 5, 2024 | Mar 6, 2024 | 1d |
| Sheldon WhitehouseSelf | Stock | Purchase | $15,001 - $50,000 | n/a | Sep 20, 2023 | Oct 17, 2023 | 27d |
| Daniel S. Goldman | Stock | Sale | $50,001 - $100,000 | n/a | Jul 10, 2023 | Aug 13, 2023 | 34d |
Estimated prices are the stock's closing price on the trade date. A disclosure gives a value band, not the price paid. Not investment advice. After a sale a positive figure means the stock kept rising after it. On an option line the prices are the stock's, never the option's: the premium is never disclosed.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no prices or move are shown for that row.
Every Congress trade in NVS, filterable by party, chamber, type and account.
Members of Congress reporting a position
8 members · estimate, as of Oct 21, 20268 members report a position (estimated). The largest estimated position is in the $250,001 - $500,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| John W. Hickenlooper | Democrat · Senate | $250,001 - $500,000 | 1.1% |
| Debbie Dingell | Democrat · House | $50,001 - $100,000 | 1.1% |
| Jacky Rosen | Democrat · Senate | $50,001 - $100,000 | 0.9% |
| Mark Harris | Republican · House | $15,001 - $50,000 | 1.4% |
| Randy Fine | Republican · House | $15,001 - $50,000 | 0.9% |
| Shelley Moore Capito | Republican · Senate | $1,001 - $15,000 | 0.5% |
| Sheldon Whitehouse | Democrat · Senate | $1,001 - $15,000 | 0.1% |
| Kevin Hern | Republican · House | $1,001 - $15,000 | <0.1% |
Estimate, as of Oct 21, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, marked to the latest close we hold. 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?
Kevin Hern, Alan Armstrong, Ro Khanna, Lisa C. McClain, George Whitesides, Sheldon Whitehouse and others 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 Oct 21, 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
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 Oct 27, 2026.
