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Brown Advisory Reduces Stake in Novo Nordisk by 1.1%

Brown Advisory Inc. has reduced its stake in Novo Nordisk A/S (NYSE:NVO) by 1.1% during the first quarter of 2024, as reported by Holdings Channel. After selling 1,302 shares, the institutional investor now holds 114,445 shares of the pharmaceutical company, valued at approximately $7.95 million at the end of the reporting period.

Several other institutional investors have also adjusted their positions in Novo Nordisk recently. Notably, Strategic Investment Solutions Inc. of Illinois increased its holdings by an impressive 2,727.3% during the fourth quarter. This brought their total to 311 shares, worth $27,000, following the purchase of an additional 300 shares.

Copeland Capital Management LLC also boosted its investment in Novo Nordisk, raising its holdings by 184.8% during the first quarter. The firm now owns 393 shares, valued at $27,000, after acquiring 255 additional shares. Other recent investors include North Capital Inc. and Park Square Financial Group LLC, both of which established new positions worth $27,000 and $29,000, respectively.

Currently, hedge funds and institutional investors collectively own approximately 11.54% of Novo Nordisk’s stock.

Analyst Ratings and Stock Performance

Recent analyst activity has seen a mix of ratings for Novo Nordisk. On April 17, 2024, Guggenheim downgraded the company from a “strong-buy” to a “hold” rating. Conversely, HSBC Global Research upgraded Novo Nordisk to a “strong-buy” on April 28, 2024. Meanwhile, BMO Capital Markets reissued a “market perform” rating with a revised price target of $64.00, down from $105.00.

Overall, two research analysts have rated the stock as a sell, five have assigned a hold rating, four have issued a buy rating, and one has given it a strong buy rating. According to data from MarketBeat, the consensus rating for Novo Nordisk is “Hold” with a target price of $112.00.

As for the stock’s performance, shares of Novo Nordisk opened at $68.93 on the most recent trading day. The company boasts a market capitalization of $307.77 billion, a price-to-earnings (P/E) ratio of 20.39, and a beta of 0.64. Its fifty-day moving average stands at $70.35, while the 200-day moving average is $75.08. Over the past year, the stock has fluctuated between a low of $57.00 and a high of $143.49.

Recent Financial Results

Novo Nordisk released its latest earnings results on May 7, 2024, reporting earnings per share (EPS) of $0.92, matching analysts’ expectations. The company generated revenue of $11.87 billion for the quarter, achieving a return on equity of 80.94% and a net margin of 34.52%. Analysts project that Novo Nordisk will post an EPS of $3.84 for the current year.

Novo Nordisk A/S, along with its subsidiaries, specializes in the research, development, manufacture, and distribution of pharmaceutical products across Europe, the Middle East, Africa, and North America. The company operates primarily in two segments: Diabetes and Obesity Care, and Rare Disease.

For those interested in tracking hedge fund activity related to Novo Nordisk, comprehensive reports and insights can be found on HoldingsChannel.com, which provides updates on 13F filings and insider trades.

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