Novartis Shares Owned by Institutions

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NVS -- USA Stock  

Report: 21st of July 2020  

Novartis shares owned by institutions fundamental analysis lookup allows you to check this and other indicators for Novartis AG or any other equity instrument. You can also select from a set of available indicators by clicking on the link to the right. Please note, not all equities are covered by this module due to inconsistencies in global equity categorizations. Please continue to Equity Screeners to view more equity screening tools

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As of 07/10/2020, Weighted Average Shares is likely to grow to about 2.6 B, while Issuance Purchase of Equity Shares is likely to drop (5.5 B).

Novartis Shares Owned by Institutions Analysis

Shares Owned by Institutions show the percentage of the outstanding shares of stock issued by a company that is currently owned by other institutions such as asset management firms, hedge funds, or investment banks. Many investors like investing in companies with a large percentage of the firm owned by institutions because they believe that larger firms such as banks, pension funds, and mutual funds, will invest when they think that good things are going to happen.
 2017 2019 (projected)
Book Value per Share31.2424.0
Asset Turnover0.330.37
Shares Held by Institutions 
 = 
Funds and Banks 
Firms 
More About Shares Owned by Institutions | All Equity Analysis

Current Novartis AG Shares Owned by Institutions

11.06 %

Novartis Distress Driver Correlations

About Shares Owned by Institutions

Since Institution investors conduct a lot of independent research they tend to be more involved and usually more knowledgeable about entities they invest as compared to amateur investors.
Compare to competition

  Consolidated Income

Based on the latest financial disclosure 11.06% of Novartis AG are shares owned by institutions. This is 75.22% lower than that of the Healthcare sector, and significantly higher than that of Drug Manufacturers?General industry, The Shares Owned by Institutions for all stocks is 71.79% higher than the company.

Novartis Shares Owned by Institutions Peer Comparison

  Shares Owned by Institutions 
      Novartis Comparables 
Novartis is rated below average in shares owned by institutions category among related companies.

NovartisCurrent Valuation Drivers

2014201520162017201820192020 (projected)
Average Assets125.82 B128.47 B130.84 B131.6 B139.32 B131.97 B140.55 B
Earnings before Tax11.76 B18.89 B7.83 B9.31 B13.91 B13.53 B13.89 B
Average Equity72.55 B73.91 B75.94 B74.5 B76.39 B67.04 B75.19 B
Enterprise Value236.13 B213.77 B190.17 B216.12 B218.53 B237.72 B236.29 B
Free Cash Flow11.33 B9.77 B9.77 B11.39 B13.12 B13.1 B13.51 B
Invested Capital52.66 B59.71 B62.39 B67.6 B60.82 B53.02 B60.88 B
Tangible Asset Value72.24 B66.17 B67.8 B71.33 B71.55 B63.06 B71.58 B
Working Capital10.59 B(863 M)2.72 B4.8 B5.96 B1.24 B1.27 B
Book Value per Share29.1732.1231.5231.2433.9224.029.65
Current Ratio1.161.390.961.121.211.21.05
Debt to Equity Ratio0.70.770.710.740.851.131.06
Dividend Yield0.0310.0290.0280.0380.0260.140.15
Payout Ratio0.650.320.980.710.412.632.84
Price to Book Value3.182.682.312.692.533.953.57
Price to Sales Ratio4.194.13.54.594.314.54.44
Sales per Share22.1121.0120.8318.2819.8921.0620.09
Capital Expenditure(2.56 B)(2.13 B)(1.7 B)(1.23 B)(1.15 B)(522 M)(563.21 M)

Novartis Institutional Holders

Current Institutional Investors

Security TypeSharesValue
Confluence Investment Management LlcCommon Shares253.5 K22.1 M
Park National CorpCommon Shares101.3 K8.8 M
Smithbridge Asset Management IncCommon Shares36.1 K3.2 M
Cox Capital Mgt LlcCommon Shares21.4 K1.9 M
Thomasville National BankCommon Shares8.3 K725 K
Nelson Van Denburg Campbell Wealth Management Group LlcCommon Shares7.6 K659 K
Mr Capital Management IncCommon Shares1.1 K92 K

Novartis Fundamentals

About Novartis Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Novartis AG's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Novartis using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Novartis AG based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way. Please read more on our fundamental analysis page.
 2017 2018 2019 2020 (projected)
Current Assets28.21 B35.56 B29.5 B32.46 B
Total Assets133.08 B145.56 B118.37 B134.45 B


 
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