NVS dividend analysis

NVS dividend deep dive

On the income line, NVS prints a 6.80% TTM yield with 78% of earnings going to the dividend. The 5-year distribution CAGR is 4.8%, and the consecutive-growth streak runs 19 years.

Dividend safety on NVS reads 72/100, derived from the VMCI Quality pillar (83/100) adjusted for payout-ratio strain. The score sits in the fair-safety band, which is the right anchor for income-portfolio sizing.

Compound-income view on NVS: at 6.80% TTM yield growing at 4.8% per year, a held-and-reinvested position returns 41.1% / 99.1% / 296.2% cumulatively over 5/10/20 years on income alone.

Comparison set on NVS: KO (5.00%), PG (1.50%), PEP (2.90%). With a peer-mean yield of 3.13%, NVS prints 6.80% — a 3.67-pp premium on the income line.

Calendar inputs on NVS: ex 2026-03-01 → pay 2026-03-15. The quarterly cadence and $1.835/share run rate are the operative numbers for income planning.

NVS bottom-line read: high-yield on yield, slow on growth, fair-safety on safety. The income thesis is durable only if the Quality and Risk pillar trajectories stay in their current bands.