178,641 Solventum Corporation $SOLV Shares Sold by General American Investors Co. Inc.

General American Investors Co. Inc. lowered its stake in Solventum Corporation (NYSE:SOLV) by 47.3% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 198,709 shares of the company’s stock after selling 178,641 shares during the period. General American Investors Co. Inc.’s holdings in Solventum were worth $17,516,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of SOLV. Diamond Hill Capital Management LLC Investment Advisor bought a new position in shares of Solventum in the 2nd quarter valued at $150,066,000. Bank of America Corp DE increased its stake in shares of Solventum by 0.6% in the first quarter. Bank of America Corp DE now owns 1,432,780 shares of the company’s stock valued at $93,561,000 after buying an additional 9,083 shares during the period. Bank of New York Mellon Corp bought a new position in Solventum in the 2nd quarter valued at approximately $61,460,000. Dimensional Fund Advisors LP boosted its position in Solventum by 44.0% during the 1st quarter. Dimensional Fund Advisors LP now owns 774,683 shares of the company’s stock worth $50,576,000 after buying an additional 236,659 shares during the period. Finally, Assenagon Asset Management S.A. boosted its position in Solventum by 16,656.8% during the 3rd quarter. Assenagon Asset Management S.A. now owns 482,930 shares of the company’s stock worth $42,570,000 after buying an additional 480,048 shares during the period.

Wall Street Analyst Weigh In

A number of research firms have weighed in on SOLV. Wedbush upped their price target on shares of Solventum from $94.00 to $101.00 and gave the company an “outperform” rating in a research report on Thursday, August 6th. Piper Sandler reiterated an “overweight” rating and set a $110.00 price target (up from $105.00) on shares of Solventum in a report on Friday. Jefferies Financial Group reissued a “buy” rating on shares of Solventum in a research note on Thursday, October 8th. Wall Street Zen downgraded Solventum from a “buy” rating to a “hold” rating in a report on Saturday. Finally, Mizuho set a $113.00 target price on Solventum in a research report on Thursday, August 6th. Ten equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Solventum currently has an average rating of “Moderate Buy” and a consensus price target of $90.27.

Key Stories Impacting Solventum

Here are the key news stories impacting Solventum this week:

• Positive Sentiment: Solventum earned $1.45 per share on $1.95 billion in revenue, beating consensus estimates of $1.34–$1.35 per share and $1.93 billion in sales. The company raised its 2026 adjusted EPS guidance to $7.20–$7.30 and expects organic sales growth toward the high end of its 2.5%–3.0% range. Solventum Q3 results
• Positive Sentiment: Analysts lifted price targets: Piper Sandler raised its target to $110 and reaffirmed an overweight rating; Wells Fargo increased its target to $95 while retaining an equal-weight rating. Jefferies raised its target to $98. Piper Sandler rating
• Neutral Sentiment: The company said the 7% year-over-year sales decline (organic sales down 2.8%) reflected, in part, a temporary ERP transition effect: customers had placed advance orders in the prior quarter ahead of the system cutover. Solventum also reported that its separation process was more than 90% complete. Q3 earnings and ERP impact
• Negative Sentiment: Despite the quarterly beat, revenue fell 7% year over year and EPS was down from $1.50 a year ago, highlighting ongoing comparisons and execution risks. Quarterly earnings details

Solventum Trading Up 3.6%

Shares of SOLV stock traded up $3.17 during mid-day trading on Friday, hitting $90.34. The company’s stock had a trading volume of 3,168,921 shares, compared to its average volume of 1,109,088. The company has a market cap of $15.38 billion, a PE ratio of 101.51, a P/E/G ratio of 1.24 and a beta of 0.69. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.74 and a current ratio of 1.02. The company’s fifty day simple moving average is $87.73 and its 200-day simple moving average is $78.70. Solventum Corporation has a 52 week low of $62.38 and a 52 week high of $94.16.

Solventum (NYSE:SOLV) last announced its earnings results on Thursday, November 5th. The company reported $1.45 EPS for the quarter, beating the consensus estimate of $1.34 by $0.11. Solventum had a return on equity of 25.09% and a net margin of 17.26%. The company had revenue of $1.95 billion for the quarter, compared to analyst estimates of $1.93 billion. During the same quarter in the prior year, the company earned $1.50 EPS. The firm’s revenue for the quarter was down 7.0% compared to the same quarter last year. As a group, equities research analysts expect that Solventum Corporation will post 7.21 earnings per share for the current fiscal year.

About Solventum

Solventum Corporation (NYSE: SOLV) is a global healthcare company that develops products and solutions intended to improve patient care, support healthcare professionals and enhance the efficiency of healthcare systems. Its offerings serve hospitals, clinics, dental practices, laboratories, manufacturers and other healthcare-related organizations.

The company’s portfolio includes medical and surgical products such as wound-care systems, dressings, skin-protection products, sterilization assurance products and solutions used in operating rooms.