Clifford Capital Partners LLC Reduces Stake in Solventum Corporation $SOLV

Clifford Capital Partners LLC trimmed its holdings in shares of Solventum Corporation (NYSE:SOLV) by 12.4% during the 4th quarter, Holdings Channel reports. The fund owned 308,680 shares of the company’s stock after selling 43,541 shares during the period. Solventum comprises about 4.2% of Clifford Capital Partners LLC’s portfolio, making the stock its 2nd largest position. Clifford Capital Partners LLC’s holdings in Solventum were worth $24,460,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in SOLV. Vanguard Group Inc. boosted its holdings in shares of Solventum by 5.3% in the 3rd quarter. Vanguard Group Inc. now owns 17,121,198 shares of the company’s stock valued at $1,249,847,000 after buying an additional 867,837 shares in the last quarter. Independent Franchise Partners LLP boosted its holdings in shares of Solventum by 27.2% in the 3rd quarter. Independent Franchise Partners LLP now owns 12,899,240 shares of the company’s stock valued at $941,645,000 after buying an additional 2,758,174 shares in the last quarter. State Street Corp boosted its holdings in shares of Solventum by 2.0% in the 4th quarter. State Street Corp now owns 6,344,761 shares of the company’s stock valued at $502,759,000 after buying an additional 124,490 shares in the last quarter. Davis Selected Advisers boosted its holdings in shares of Solventum by 12.7% in the 4th quarter. Davis Selected Advisers now owns 6,220,072 shares of the company’s stock valued at $492,880,000 after buying an additional 702,461 shares in the last quarter. Finally, Boston Partners boosted its holdings in shares of Solventum by 26.1% in the 3rd quarter. Boston Partners now owns 4,630,300 shares of the company’s stock valued at $338,006,000 after buying an additional 959,543 shares in the last quarter.

Solventum Stock Down 2.7%

SOLV stock opened at $74.48 on Thursday. The firm has a 50 day moving average of $73.25 and a 200 day moving average of $75.00. The stock has a market capitalization of $12.90 billion, a PE ratio of 9.13, a price-to-earnings-growth ratio of 1.18 and a beta of 0.69. The company has a quick ratio of 0.75, a current ratio of 1.07 and a debt-to-equity ratio of 0.96. Solventum Corporation has a 52 week low of $62.38 and a 52 week high of $88.20.

Solventum (NYSE:SOLV) last released its earnings results on Tuesday, May 5th. The company reported $1.48 EPS for the quarter, topping analysts’ consensus estimates of $1.35 by $0.13. The company had revenue of $2.01 billion during the quarter, compared to analysts’ expectations of $1.97 billion. Solventum had a net margin of 17.33% and a return on equity of 23.51%. Solventum’s revenue for the quarter was down 3.0% on a year-over-year basis. During the same period last year, the business earned $1.34 EPS. Solventum has set its FY 2026 guidance at 6.600-6.600 EPS. Sell-side analysts forecast that Solventum Corporation will post 6.58 earnings per share for the current year.

Analyst Ratings Changes

A number of analysts have recently weighed in on SOLV shares. KeyCorp raised their price target on shares of Solventum from $92.00 to $93.00 and gave the company an “overweight” rating in a report on Wednesday, May 6th. Rothschild & Co Redburn started coverage on shares of Solventum in a report on Tuesday, March 24th. They issued a “sell” rating and a $60.00 price target on the stock. Wall Street Zen cut shares of Solventum from a “buy” rating to a “hold” rating in a report on Sunday, March 8th. Stifel Nicolaus lowered their price target on shares of Solventum from $105.00 to $90.00 and set a “buy” rating on the stock in a report on Wednesday, May 6th. Finally, Piper Sandler lowered their price target on shares of Solventum from $98.00 to $92.00 and set an “overweight” rating on the stock in a report on Friday, April 17th. Eight research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $84.25.

Solventum Company Profile

Solventum Corporation, a healthcare company, engages in the developing, manufacturing, and commercializing a portfolio of solutions to address critical customer and patient needs. It operates through four segments: Medsurg, Dental Solutions, Health Information Systems, and Purification and Filtration. The Medsurg segment is a provider of solutions including advanced wound care, I.V. site management, sterilization assurance, temperature management, surgical supplies, stethoscopes, and medical electrodes.