过去 90 天内没有内部人买入。最近一笔由 Anonymous (Non-executive member of the board of directors) 披露于 2026年3月06日。
Novartis AG：高管交易动态
Novartis AG属于医疗与制药行业，创立于1996年。其高管的申报经由SIX SER发布。截至2026年11月3日的最近十二个月，4位高管签署了21份申报。
申报中既有买入也有卖出：5笔买入（2位高管，€80.7万）与15笔卖出（2位高管，€3665万）。4份申报没有公布金额，因此未计入上述合计。公开市场买入是最受关注的申报类型，因为高管是用自己的钱购买股份。申报中包括金额最大的一笔卖出，为€1043万，日期2026年2月6日。参与买入的有2位高级管理人员等。
十二个月内共21份申报，高于我们在同一交易所跟踪的178家公司的中位数（10份申报）。完整历史始于2023年，共计15笔买入、50笔卖出。
最近一笔公开市场买入于2026年3月6日公布，距今247天。大多数交易在发生当天即公开。在这段时间里，只有高管本人知道这笔交易。高管卖出的原因很多，可能与公司前景无关，例如税务或遗产安排。
同一行业中，我们的信号近期也捕捉到以下公司的高管买入：Dynavox Group AB和UCB。数据来源：高管申报（SIX SER）。过往交易不代表未来收益。
谁在何时交易
买入卖出分析师共识：看涨还是看跌？
分析师对 Novartis AG 的评级为持有（中性），基于 22 位分析师。 平均目标价：CHF 126.77。
该评分只在所属市场内对买入进行排名。仅在经过回测的策略范围内的交易所提供建议仓位；其他市场的信号仍处于观察状态。并非投资建议。
透明的价值 + 质量排名，独立于内部人交易信号。
财务数据
财年 2025财年截至 2025年12月 · cache
- 6,000 股@ US$155.530.0003% 占市值100.0% 占其流量American Depositary SharesSEC144:0001959173-26-007516
- ▼Anonymous (Executive member of the board of directors / member of senior management)774,539 CHF27SIX6,000 股@ CHF 129.08990.0003% 占市值1.1% 占其流量ISIN US66987V1098SIX:T1QAS00067
- ▼Anonymous (Executive member of the board of directors / member of senior management)1 CHF23SIX1,620 股@ CHF 0.00060.0% 占其流量ISIN CH0012005267SIX:T1Q9S00091
- ▼Anonymous (Executive member of the board of directors / member of senior management)1 CHF11SIX3,131 股@ CHF 0.00030.0% 占其流量ISIN CH0012005267SIX:T1Q9O00066
- ▼Anonymous (Executive member of the board of directors / member of senior management)11SIX90,389 股0.0% 占其流量ISIN CH0012005267SIX:T1Q9O00058
- ▼Anonymous (an executive member of the board of directors / member of senior management)1M CHF16SIX10,000 股@ CHF 129.000.0006% 占市值49.2% 占其流量SIX:https://www.ser-ag.com/en/resources/notifications-market-participants/management-transactions.html#/transaction-details/T1Q7R00030
- ▼Anonymous (Executive member of the board of directors / member of senior management)611,021 CHF23SIX5,200 股@ CHF 117.5040.7% 占其流量ISIN CH0012005267SIX:T1Q5I00074
- ▼Anonymous (Executive member of the board of directors / member of senior management)796,661 CHF11SIX6,800 股@ CHF 117.15611.1% 占其流量ISIN US66987V1098SIX:T1Q4U000D3
- ▲Anonymous (Non-executive member of the board of directors)380,000 CHF14SIX1 股@ CHF 380,000.0032.3% 占其流量ISIN CH0012005267SIX:T1Q3600095标准退出：2026年6月4日 (T+90)
- ▲Anonymous (Non-executive member of the board of directors)0SIX1 股0ISIN CH0012005267SIX:T1Q36000C1标准退出：2026年6月4日 (T+90)
- ▲Anonymous (Non-executive member of the board of directors)0SIX1 股0ISIN CH0012005267SIX:T1Q36000B3标准退出：2026年6月4日 (T+90)
- ▲Anonymous (Non-executive member of the board of directors)0SIX1 股0ISIN CH0012005267SIX:T1Q36000A5标准退出：2026年6月4日 (T+90)
- ▼Anonymous (Executive member of the board of directors / member of senior management)4M CHF12SIX30,743 股@ CHF 124.3745.4% 占其流量ISIN US66987V1098SIX:T1Q2C00058
- ▼Anonymous (Executive member of the board of directors / member of senior management)905,735 CHF11SIX7,500 股@ CHF 120.76471.3% 占其流量ISIN US66987V1098SIX:T1Q2900033
- ▼Anonymous (Executive member of the board of directors / member of senior management)10M CHF12SIX80,326 股@ CHF 118.914313.5% 占其流量ISIN CH0012005267SIX:T1Q2600054
- ▼Anonymous (Executive member of the board of directors / member of senior management)4M CHF12SIX30,160 股@ CHF 119.22035.1% 占其流量ISIN CH0012005267SIX:T1Q2600062
- ▼Anonymous (Executive member of the board of directors / member of senior management)8M CHF12SIX67,000 股@ CHF 117.39311.1% 占其流量ISIN CH0012005267SIX:T1Q2500098
- ▼Anonymous (Executive member of the board of directors / member of senior management)3M CHF11SIX21,256 股@ CHF 117.89593.5% 占其流量ISIN CH0012005267SIX:T1Q2500049
- ▲Anonymous (Executive member of the board of directors / member of senior management)355,390 CHF11SIX3,112 股@ CHF 114.200.5% 占其流量ISIN CH0012005267SIX:T1Q1S00015标准退出：2026年4月28日 (T+90)
- ▼Anonymous (Executive member of the board of directors / member of senior management)1 CHF11SIX5,933 股@ CHF 0.00020.0% 占其流量ISIN CH0012005267SIX:T1PBD00069
- ▼Anonymous (Executive member of the board of directors / member of senior management)2M CHF11SIX20,000 股@ CHF 101.71772.8% 占其流量ISIN CH0012005267SIX:T1PB7000B9
- ▼Anonymous (Executive member of the board of directors / member of senior management)246,319 CHF11SIX2,500 股@ CHF 98.52750.3% 占其流量ISIN CH0012005267SIX:T1PAU00081
- ▼Anonymous (Executive member of the board of directors / member of senior management)1 CHF11SIX954 股@ CHF 0.0010.0% 占其流量ISIN CH0012005267SIX:T1P9Q000D6
- ▼Anonymous (Executive member of the board of directors / member of senior management)11SIX73,183 股0.0% 占其流量ISIN CH0012005267SIX:T1P9J000D5
- ▼Anonymous (Executive member of the board of directors / member of senior management)252,610 CHF11SIX2,600 股@ CHF 97.15750.3% 占其流量ISIN CH0012005267SIX:T1P9G00063
66 条申报中的 25 条
关于 Novartis AG
诺华公司（Novartis AG）是全球领先的创新药物公司之一，也是瑞士市场核心的蓝筹股，在瑞士SIX瑞士证券交易所（SMI/SPI）上市。该集团于1996年由汽巴-嘉基（Ciba-Geigy）和山德士（Sandoz）合并而成，总部仍设在巴塞尔，这是其科学和企业历史的中心。这种瑞士血统仍然很重要：诺华公司将强大的国内基础与真正的全球运营足迹相结合。
公司的商业模式以发现、开发、制造和商业化具有高医疗价值的处方药为中心。诺华公司专注于未满足需求仍然显著的主要治疗领域，特别是肿瘤学、免疫学、心血管、肾脏和代谢疾病以及神经科学。除了治疗特许经营权，该集团还在小分子、生物制剂、xRNA、放射配体疗法以及基因和细胞疗法方面建立了技术能力。这为诺华公司提供了一个差异化的创新平台，并支持了一个较少依赖于任何单一产品周期的产品组合。
展开全文收起
其商业产品组合包括几个知名品牌，例如用于免疫介导炎症性疾病的Cosentyx、用于心脏病的Entresto、用于肿瘤学的Kisqali、用于过敏和免疫学的Xolair、用于降低LDL胆固醇的Leqvio、用于特定肾脏疾病的Fabhalta以及用于放射配体疗法的Pluvicto。最近，该公司新增或扩展了Rhapsido和Itvisma等新资产。从股票研究的角度来看，这种成熟重磅产品和管线驱动型上市的组合是投资案例的核心，因为它支持现金生成和中期增长选择权。
从地理上看，诺华公司在100多个国家销售其药物，并运营着一个涵盖研究、制造和分销的广泛网络。美国是一个主要的商业市场，但瑞士对公司治理、研发和企业传承仍然具有战略重要性。最近的公司和监管新闻是积极的：2025年，诺华公司获得了FDA对Rhapsido、Vanrafia、Pluvicto在早期治疗环境中的批准，以及Itvisma的批准，同时还扩大了Leqvio的适应症。该公司还同意收购Anthos Therapeutics，以加强其后期心血管管线。对于国际投资者而言，诺华公司作为一家具有防御性盈利能力、深厚创新管线以及在SIX瑞士证券交易所（SMI/SPI）上市的知名大盘医疗保健复合型公司而脱颖而出。
同行业近期入选信号
我们的模型当前为推荐列表排序的买入。
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