Solventum (NYSE:SOLV) Releases FY 2026 Earnings Guidance

Solventum (NYSE:SOLV) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 6.400-6.600 for the period, compared to the consensus estimate of 6.350. The company issued revenue guidance of -.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on SOLV. Stifel Nicolaus raised their target price on shares of Solventum from $88.00 to $105.00 and gave the company a “buy” rating in a research note on Wednesday, January 7th. KeyCorp raised shares of Solventum from a “sector weight” rating to an “overweight” rating and set a $97.00 price target for the company in a report on Monday, January 26th. Wall Street Zen cut Solventum from a “buy” rating to a “hold” rating in a research note on Saturday, February 7th. UBS Group reiterated a “neutral” rating on shares of Solventum in a report on Friday, November 21st. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Solventum in a research report on Tuesday, January 27th. Seven research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $91.36.

Solventum Stock Up 2.9%

Shares of NYSE SOLV traded up $2.17 during trading hours on Thursday, hitting $77.25. 1,914,517 shares of the stock were exchanged, compared to its average volume of 1,054,152. Solventum has a 12 month low of $60.70 and a 12 month high of $88.20. The firm has a fifty day moving average price of $78.80 and a 200-day moving average price of $76.18. The company has a quick ratio of 1.14, a current ratio of 1.50 and a debt-to-equity ratio of 1.03. The company has a market cap of $13.40 billion, a PE ratio of 8.90, a PEG ratio of 6.74 and a beta of 0.35.

Solventum (NYSE:SOLV) last announced its earnings results on Thursday, February 26th. The company reported $1.57 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.50 by $0.07. Solventum had a return on equity of 28.01% and a net margin of 18.13%.Solventum has set its FY 2026 guidance at 6.400-6.600 EPS. On average, sell-side analysts expect that Solventum will post 6.58 EPS for the current year.

Solventum announced that its board has approved a stock buyback program on Thursday, November 20th that authorizes the company to buyback $1.00 billion in shares. This buyback authorization authorizes the company to purchase up to 7.5% of its stock through open market purchases. Stock buyback programs are typically a sign that the company’s management believes its stock is undervalued.

Institutional Trading of Solventum

Several large investors have recently added to or reduced their stakes in SOLV. Alliancebernstein L.P. lifted its holdings in shares of Solventum by 26.4% in the 2nd quarter. Alliancebernstein L.P. now owns 192,177 shares of the company’s stock valued at $14,575,000 after buying an additional 40,193 shares during the period. Treasurer of the State of North Carolina raised its position in Solventum by 2.2% during the second quarter. Treasurer of the State of North Carolina now owns 64,842 shares of the company’s stock valued at $4,918,000 after acquiring an additional 1,410 shares in the last quarter. Sei Investments Co. lifted its holdings in Solventum by 18.6% in the second quarter. Sei Investments Co. now owns 66,601 shares of the company’s stock valued at $5,052,000 after acquiring an additional 10,451 shares during the period. Daiwa Securities Group Inc. grew its stake in shares of Solventum by 5.8% during the 2nd quarter. Daiwa Securities Group Inc. now owns 21,425 shares of the company’s stock worth $1,625,000 after purchasing an additional 1,179 shares during the period. Finally, California Public Employees Retirement System increased its holdings in shares of Solventum by 8.4% during the 2nd quarter. California Public Employees Retirement System now owns 229,019 shares of the company’s stock valued at $17,369,000 after purchasing an additional 17,710 shares in the last quarter.

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.