Longfellow Investment Management Co. LLC Raises Stock Holdings in Novo Nordisk A/S $NVO

Longfellow Investment Management Co. LLC increased its stake in shares of Novo Nordisk A/S (NYSE:NVO) by 76.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 49,800 shares of the company’s stock after purchasing an additional 21,543 shares during the quarter. Novo Nordisk A/S makes up approximately 0.7% of Longfellow Investment Management Co. LLC’s holdings, making the stock its 27th largest holding. Longfellow Investment Management Co. LLC’s holdings in Novo Nordisk A/S were worth $2,763,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in NVO. True Wealth Design LLC boosted its stake in shares of Novo Nordisk A/S by 209.8% during the 3rd quarter. True Wealth Design LLC now owns 443 shares of the company’s stock worth $25,000 after purchasing an additional 300 shares during the last quarter. NewSquare Capital LLC lifted its stake in shares of Novo Nordisk A/S by 174.1% during the second quarter. NewSquare Capital LLC now owns 444 shares of the company’s stock valued at $31,000 after buying an additional 282 shares during the period. Guerra Advisors Inc acquired a new stake in Novo Nordisk A/S during the third quarter worth approximately $25,000. Strengthening Families & Communities LLC purchased a new stake in Novo Nordisk A/S in the 3rd quarter worth approximately $30,000. Finally, Allianz SE grew its stake in Novo Nordisk A/S by 70.0% in the 3rd quarter. Allianz SE now owns 578 shares of the company’s stock worth $32,000 after acquiring an additional 238 shares during the period. 11.54% of the stock is currently owned by hedge funds and other institutional investors.

Novo Nordisk A/S News Roundup

Here are the key news stories impacting Novo Nordisk A/S this week:

• Positive Sentiment: Morgan Stanley raised NVO to Equal Weight, reducing downside concerns from that shop and providing some support for the shares. Novo Nordisk A/S (NYSE:NVO) Raised to Equal Weight at Morgan Stanley
• Positive Sentiment: Market reaction to the FDA’s tighter scrutiny of telehealth GLP‑1 advertisers lifted NVO as investors expect larger incumbent manufacturers to benefit if smaller/telehealth competitors face limits. Novo Nordisk (NVO) Stock Jumps 3% as FDA Cracks Down on Telehealth GLP-1 Advertisers
• Neutral Sentiment: Goldman Sachs reiterated a Neutral rating on NVO, leaving the firm’s guidance unchanged and offering little directional push. The Goldman Sachs Group Reaffirms “Neutral” Rating for Novo Nordisk A/S (NYSE:NVO)
• Neutral Sentiment: Market commentary is debating Novo Nordisk’s valuation after the recent share decline; some pieces argue pessimism may be overdone while others call for catalyst clarity — this keeps near-term sentiment mixed. Novo Nordisk (NYSE:NVO) Valuation Debate Lingers As Market Awaits Catalyst Clarity
• Neutral Sentiment: Analysis pieces are questioning whether the recent selloff has priced in too much pessimism, which can attract value‑oriented buyers if fundamentals hold. Is Novo Nordisk (NYSE:NVO) Now Pricing In Too Much Pessimism After Share Price Slump
• Negative Sentiment: FDA has issued another warning letter to Novo Nordisk over an “Only One Ozempic” ad and broader GLP‑1 advertising concerns — increased regulatory scrutiny of marketing claims raises compliance risk and potential reputational damage. Novo Nordisk slammed with another FDA letter for ‘Only One Ozempic’ ad
• Negative Sentiment: Additional reporting confirms the FDA’s second warning over GLP‑1 ads, reinforcing regulatory/headline risk that could pressure sentiment and invite closer agency oversight. FDA sends Novo Nordisk 2nd warning over GLP-1 ads
• Negative Sentiment: The American Hospital Association urged HRSA to block Novo Nordisk’s new claims-data submission policy for 340B hospitals, signaling potential pushback from hospital customers and possible distribution/contracting friction. AHA urges HRSA to stop Novo Nordisk’s new claims-data submission policy on 340B hospitals from going into effect
• Negative Sentiment: Pomerantz LLP announced an investor investigation into Novo Nordisk, which could foreshadow litigation or shareholder claims and add legal uncertainty. INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Novo Nordisk A/S – NVO

Novo Nordisk A/S Stock Performance

Shares of NYSE:NVO opened at $39.02 on Friday. The business has a 50-day moving average of $51.68 and a two-hundred day moving average of $52.48. The firm has a market capitalization of $174.22 billion, a PE ratio of 11.24 and a beta of 0.73. The company has a debt-to-equity ratio of 0.61, a current ratio of 0.80 and a quick ratio of 0.57. Novo Nordisk A/S has a 12 month low of $35.85 and a 12 month high of $89.03.

Novo Nordisk A/S (NYSE:NVO) last released its quarterly earnings data on Tuesday, February 3rd. The company reported $1.01 earnings per share for the quarter, beating the consensus estimate of $0.90 by $0.11. Novo Nordisk A/S had a return on equity of 68.91% and a net margin of 33.03%.The business had revenue of $12.43 billion for the quarter, compared to analyst estimates of $11.97 billion. As a group, research analysts forecast that Novo Nordisk A/S will post 3.84 earnings per share for the current year.

Novo Nordisk A/S Dividend Announcement

The firm also recently declared a dividend, which will be paid on Wednesday, April 8th. Shareholders of record on Monday, March 30th will be given a dividend of $1.2751 per share. This represents a yield of 541.0%. The ex-dividend date of this dividend is Monday, March 30th. Novo Nordisk A/S’s payout ratio is 52.74%.

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on NVO shares. CICC Research started coverage on Novo Nordisk A/S in a research note on Friday, January 9th. They set an “outperform” rating and a $73.50 price target on the stock. The Goldman Sachs Group reiterated a “neutral” rating and issued a $41.00 target price (down from $63.00) on shares of Novo Nordisk A/S in a research note on Monday. Argus reissued a “hold” rating on shares of Novo Nordisk A/S in a research note on Monday, December 8th. TD Cowen restated a “buy” rating on shares of Novo Nordisk A/S in a report on Tuesday, February 3rd. Finally, JPMorgan Chase & Co. reaffirmed a “neutral” rating on shares of Novo Nordisk A/S in a research note on Tuesday, February 24th. Five investment analysts have rated the stock with a Buy rating, seventeen have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Novo Nordisk A/S currently has an average rating of “Hold” and a consensus target price of $53.93.

About Novo Nordisk A/S

Novo Nordisk A/S is a Danish multinational pharmaceutical company headquartered in Bagsværd, Denmark, best known for its leadership in diabetes care and metabolic health. The company traces its roots to early Danish insulin production in the 1920s and was established in its current form through a 1989 merger of predecessor companies. Novo Nordisk develops, manufactures and markets pharmaceutical products and devices that address chronic and serious diseases, with a strong emphasis on long-term treatment and patient support.

The company’s core product portfolio centers on diabetes therapies, including a range of insulins and modern incretin-based treatments.