Janus Henderson Group PLC Has $2.14 Million Stock Position in Solventum Corporation $SOLV

Janus Henderson Group PLC increased its stake in shares of Solventum Corporation (NYSE:SOLV) by 180.5% during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 32,780 shares of the company’s stock after acquiring an additional 21,094 shares during the period. Janus Henderson Group PLC’s holdings in Solventum were worth $2,141,000 as of its most recent filing with the SEC.

Other hedge funds have also recently bought and sold shares of the company. South Dakota Investment Council raised its stake in shares of Solventum by 1.4% during the 1st quarter. South Dakota Investment Council now owns 203,610 shares of the company’s stock worth $13,296,000 after purchasing an additional 2,719 shares in the last quarter. Amundi grew its stake in shares of Solventum by 17.9% in the first quarter. Amundi now owns 329,568 shares of the company’s stock valued at $21,521,000 after buying an additional 49,964 shares in the last quarter. EverSource Wealth Advisors LLC increased its holdings in Solventum by 51.1% during the first quarter. EverSource Wealth Advisors LLC now owns 1,008 shares of the company’s stock worth $66,000 after buying an additional 341 shares during the last quarter. Royal Bank of Canada increased its holdings in Solventum by 47.2% during the first quarter. Royal Bank of Canada now owns 347,281 shares of the company’s stock worth $22,678,000 after buying an additional 111,419 shares during the last quarter. Finally, Quantinno Capital Management LP raised its position in Solventum by 29.9% during the first quarter. Quantinno Capital Management LP now owns 153,208 shares of the company’s stock worth $10,005,000 after acquiring an additional 35,310 shares in the last quarter.

Wall Street Analysts Forecast Growth

A number of analysts have commented on SOLV shares. BTIG Research increased their price target on shares of Solventum from $91.00 to $95.00 and gave the company a “buy” rating in a research note on Thursday. Wedbush upped their target price on shares of Solventum from $94.00 to $101.00 and gave the company an “outperform” rating in a report on Thursday. Wells Fargo & Company cut their target price on shares of Solventum from $83.00 to $70.00 and set an “equal weight” rating for the company in a research note on Wednesday, May 6th. BMO Capital Markets assumed coverage on Solventum in a report on Wednesday, July 8th. They set a “market perform” rating and a $81.00 price target for the company. Finally, UBS Group boosted their price target on Solventum from $95.00 to $101.00 and gave the stock a “buy” rating in a research report on Thursday. Seven research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $91.64.

Solventum Trading Up 0.0%

Shares of Solventum stock opened at $83.00 on Friday. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.75 and a current ratio of 1.02. The firm has a 50-day moving average of $79.40 and a 200-day moving average of $74.44. Solventum Corporation has a 52-week low of $62.38 and a 52-week high of $90.00. The stock has a market cap of $14.13 billion, a PE ratio of 10.15, a PEG ratio of 1.18 and a beta of 0.60.

Solventum (NYSE:SOLV) last released its quarterly earnings results on Wednesday, August 5th. The company reported $2.55 EPS for the quarter, topping analysts’ consensus estimates of $1.91 by $0.64. Solventum had a net margin of 17.26% and a return on equity of 25.09%. The business had revenue of $2.21 billion for the quarter, compared to analyst estimates of $2.15 billion. During the same period last year, the firm earned $1.69 earnings per share. Solventum’s revenue for the quarter was up 2.2% compared to the same quarter last year. Solventum has set its FY 2026 guidance at 7.100-7.200 EPS. As a group, sell-side analysts forecast that Solventum Corporation will post 7.25 EPS for the current year.

Trending Headlines about Solventum

Here are the key news stories impacting Solventum this week:

• Positive Sentiment: Q2 results exceeded expectations. Solventum reported adjusted earnings of $2.55 per share versus the $1.91 consensus estimate, while revenue of $2.21 billion also topped forecasts. Organic sales increased 9.5%, and revenue grew 2.2% year over year. Solventum Stock Up as Q2 Earnings & Revenues Beat Estimates
• Positive Sentiment: Management raised 2026 earnings guidance to $7.10-$7.20 per share, above its previous outlook. Strong cash flow and the company’s share-repurchase activity further support investor sentiment, although some of the quarter’s benefit came from ERP implementation timing. Solventum outlines HIS separation and raises 2026 EPS guide
• Positive Sentiment: Analyst conviction strengthened. Piper Sandler raised its target to $105 and maintained an overweight rating; Wedbush lifted its target to $101 with an outperform rating; and Stifel increased its target to $100 with a buy rating. UBS also reiterated its buy recommendation. UBS Remains a Buy on Solventum Corporation
• Positive Sentiment: Software separation could sharpen the company’s focus. Solventum plans to separate its health information systems business, potentially creating a more focused medical-technology company and unlocking value from the remaining operations. Solventum to hive off healthcare software business

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.