← Top Holdings

NVSNovartis AG

CUSIP: 66987V109

5

Guru Owners

$1.08B

Total Value Held

7.1M

Total Shares

$1.06B
0.58%
$10.9M
0.87%
$2.3M
0.03%
$2.0M
0.36%
$227K
0.00%

📊 Fundamentals

Market Cap$299.6B
P/E Ratio22.3x
Near market avg
Forward P/E16.0x
P/FCF24.9x
EPS (TTM)$7.05
Revenue (TTM)$56.6B
Profit Margin23.92%
Div Yield3.02%
Beta0.49

52-Week Range

$112.34
$170.46

Current: $157.03

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 22.3x trailing earnings → 16.0x forward · 23.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$342.6M$685.2M$1.03B$1.37BQ3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '265 owners · $1.08B
REDUCEDDodge & Cox$1.06B
REDUCEDTweedy Browne$10.9M
INCREASEDLee Ainslie$2.3M
REDUCEDKahn Brothers$2.0M
REDUCEDSarah Ketterer$227K
Q4 '256 owners · $1.26B
INCREASEDDodge & Cox$1.24B
REDUCEDTweedy Browne$10.3M
REDUCEDKahn Brothers$1.9M
REDUCEDLee Ainslie$1.5M
REDUCEDSarah Ketterer$267K
Q3 '255 owners · $1.37B
REDUCEDDodge & Cox$1.36B
REDUCEDTweedy Browne$9.8M
REDUCEDKahn Brothers$1.8M
NEWLee Ainslie$1.1M
REDUCEDSarah Ketterer$263K
Q2 '254 owners · $1.30B
REDUCEDDodge & Cox$1.29B
REDUCEDTweedy Browne$9.4M
REDUCEDKahn Brothers$2.2M
REDUCEDSarah Ketterer$252K
Q1 '254 owners · $1.33B
REDUCEDDodge & Cox$1.32B
REDUCEDTweedy Browne$9.0M
INCREASEDKahn Brothers$2.4M
Q4 '243 owners · $1.20B
NEWDodge & Cox$1.19B
REDUCEDTweedy Browne$8.1M
INCREASEDKahn Brothers$2.1M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
6%analyst est. 6.1%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
21.3%current: 21.3%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

NVS: Held by 5 superinvestors · 9 congress member trades

$1,001 - $15,0002025-10-31
$1,001 - $15,0002025-10-30
$1,001 - $15,0002025-10-30
$1,001 - $15,0002025-07-22
$1,001 - $15,0002025-06-17
$1,001 - $15,0002025-06-11
$1,001 - $15,0002025-06-10
$1,001 - $15,0002025-06-09
$100,001 - $250,0002025-03-24