Solventum (NYSE:SOLV – Get Free Report)‘s stock had its “buy” rating reiterated by investment analysts at BTIG Research in a research note issued on Wednesday,Benzinga reports. They currently have a $89.00 target price on the stock. BTIG Research’s price target indicates a potential upside of 28.82% from the company’s previous close.
Several other research analysts have also recently issued reports on the stock. Stifel Nicolaus increased their target price on shares of Solventum from $88.00 to $105.00 and gave the stock a “buy” rating in a report on Wednesday, January 7th. Rothschild & Co Redburn began 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. Mizuho set a $100.00 price target on shares of Solventum and gave the company an “outperform” rating in a report on Tuesday, January 20th. Weiss Ratings restated a “hold (c)” rating on shares of Solventum in a report on Tuesday, January 27th. Finally, Wells Fargo & Company upgraded shares of Solventum to a “hold” rating in a report on Wednesday, March 18th. Seven analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $88.45.
Read Our Latest Stock Report on Solventum
Solventum Stock Up 2.4%
Solventum (NYSE:SOLV – Get Free Report) last issued its earnings results on Tuesday, May 5th. The company reported $1.48 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.35 by $0.13. Solventum had a net margin of 18.69% and a return on equity of 25.26%. The company had revenue of $2.01 billion for the quarter, compared to analysts’ expectations of $1.97 billion. During the same period in the prior year, the business earned $1.34 EPS. The firm’s quarterly revenue was down 3.0% on a year-over-year basis. Solventum has set its FY 2026 guidance at 6.600-6.600 EPS. As a group, research analysts expect that Solventum will post 6.5 earnings per share for the current fiscal year.
Insider Buying and Selling
In related news, Director Amy Mcbride Wendell bought 1,475 shares of the stock in a transaction that occurred on Tuesday, March 10th. The stock was bought at an average cost of $68.03 per share, for a total transaction of $100,344.25. Following the purchase, the director directly owned 5,039 shares of the company’s stock, valued at approximately $342,803.17. This trade represents a 41.39% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. 0.24% of the stock is owned by company insiders.
Institutional Trading of Solventum
A number of institutional investors have recently bought and sold shares of the stock. Nordea Investment Management AB raised its position in Solventum by 3.5% during the 3rd quarter. Nordea Investment Management AB now owns 758,847 shares of the company’s stock worth $54,880,000 after buying an additional 25,987 shares during the last quarter. LSV Asset Management raised its position in Solventum by 364.5% during the 3rd quarter. LSV Asset Management now owns 35,122 shares of the company’s stock worth $2,564,000 after buying an additional 27,561 shares during the last quarter. Davis Selected Advisers raised its position in Solventum by 0.5% during the 3rd quarter. Davis Selected Advisers now owns 5,517,611 shares of the company’s stock worth $402,786,000 after buying an additional 24,950 shares during the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. raised its position in Solventum by 15.3% during the 3rd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 307,789 shares of the company’s stock worth $22,469,000 after buying an additional 40,812 shares during the last quarter. Finally, Appleton Partners Inc. MA purchased a new position in Solventum during the 4th quarter worth approximately $7,008,000.
Key Solventum News
Here are the key news stories impacting Solventum this week:
- Positive Sentiment: Q1 beat on both profit and sales — reported EPS $1.48 vs. consensus $1.35 and revenue $2.01B vs. $1.97B — underpinning investor optimism. Solventum (SOLV) Tops Q1 Earnings and Revenue Estimates
- Positive Sentiment: Management guided FY2026 EPS to 6.600 (top of prior range), slightly above consensus, citing stronger wound-care and sterilization product demand — a concrete forward catalyst. Solventum forecasts annual profit at higher end on wound care demand
- Positive Sentiment: Earnings call highlighted margin momentum and operational improvements that could lift profitability going forward. Solventum Earnings Call Signals Margin Momentum Ahead
- Neutral Sentiment: Organic sales grew 2.1% and the company reaffirmed organic sales and free cash flow guidance, even as reported sales fell 3.0% (FX/divestiture effects cited). Solventum Reports First Quarter 2026 Financial Results
- Neutral Sentiment: Key profitability metrics remain strong (net margin ~18.7%, ROE ~25%), and valuation looks inexpensive on a P/E ~7.8 — but these are context-dependent for investors deciding between value vs. growth exposure.
- Negative Sentiment: Reported revenue was down 3% year-over-year, suggesting pockets of softness; some analysts remain cautious with a consensus “Hold” and outside commentary flagged macro/AI-related execution risks that could test the turnaround story. Solventum earnings up next as AI concerns test turnaround story
About Solventum
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.
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