Solventum (NYSE:SOLV) Price Target Cut to $83.00 by Analysts at Wells Fargo & Company

Solventum (NYSE:SOLV) had its price target reduced by Wells Fargo & Company from $86.00 to $83.00 in a report issued on Friday morning,Benzinga reports. Wells Fargo & Company currently has an equal weight rating on the stock.

A number of other brokerages have also recently commented on SOLV. Zacks Research cut shares of Solventum from a “strong-buy” rating to a “hold” rating in a research note on Monday, December 1st. Wall Street Zen downgraded shares of Solventum from a “buy” rating to a “hold” rating in a report on Saturday, February 7th. Mizuho set a $100.00 price objective on shares of Solventum and gave the stock an “outperform” rating in a research note on Tuesday, January 20th. Weiss Ratings restated a “hold (c)” rating on shares of Solventum in a research report on Tuesday, January 27th. Finally, Stifel Nicolaus upped their target price on Solventum from $88.00 to $105.00 and gave the company a “buy” rating in a research note on Wednesday, January 7th. Seven equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $91.64.

Solventum Price Performance

Shares of SOLV traded down $2.82 on Friday, reaching $74.12. The stock had a trading volume of 2,241,844 shares, compared to its average volume of 1,105,137. Solventum has a twelve month low of $60.70 and a twelve month high of $88.20. The firm has a market capitalization of $12.86 billion, a PE ratio of 8.36, a PEG ratio of 7.10 and a beta of 0.35. The firm has a 50-day moving average of $78.58 and a 200 day moving average of $76.20. The company has a quick ratio of 1.14, a current ratio of 1.50 and a debt-to-equity ratio of 1.03.

Solventum (NYSE:SOLV) last posted its earnings results on Thursday, February 26th. The company reported $1.57 EPS for the quarter, topping analysts’ consensus estimates of $1.50 by $0.07. The company had revenue of $2 billion for the quarter, compared to the consensus estimate of $1.96 billion. Solventum had a return on equity of 26.99% and a net margin of 18.69%.Solventum’s quarterly revenue was down 3.7% compared to the same quarter last year. During the same period in the previous year, the business earned $1.41 earnings per share. Solventum has set its FY 2026 guidance at 6.400-6.600 EPS. Sell-side analysts expect that Solventum will post 6.58 EPS for the current year.

Solventum declared that its Board of Directors has authorized a share repurchase program on Thursday, November 20th that allows the company to buyback $1.00 billion in outstanding shares. This buyback authorization allows the company to buy up to 7.5% of its shares through open market purchases. Shares buyback programs are often an indication that the company’s leadership believes its stock is undervalued.

Hedge Funds Weigh In On Solventum

Institutional investors have recently added to or reduced their stakes in the business. Pacer Advisors Inc. boosted its stake in Solventum by 28.2% in the 4th quarter. Pacer Advisors Inc. now owns 17,149 shares of the company’s stock worth $1,359,000 after buying an additional 3,768 shares during the last quarter. MV Capital Management Inc. acquired a new position in shares of Solventum during the 4th quarter valued at about $34,000. T. Rowe Price Investment Management Inc. lifted its holdings in shares of Solventum by 1,482.4% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 538 shares of the company’s stock worth $43,000 after acquiring an additional 504 shares during the period. Invesco Ltd. boosted its position in shares of Solventum by 3.4% in the fourth quarter. Invesco Ltd. now owns 2,930,010 shares of the company’s stock worth $232,174,000 after acquiring an additional 96,236 shares during the last quarter. Finally, Birchwood Financial Partners Inc. acquired a new stake in shares of Solventum in the fourth quarter worth approximately $142,000.

Key Solventum News

Here are the key news stories impacting Solventum this week:

• Positive Sentiment: Q4 beat — SOLV reported $1.57 EPS and $2.0B revenue, topping estimates with strong demand in surgical/wound-care products, supporting the case for continued organic growth. Read More.
• Positive Sentiment: FY2026 guidance nudged above consensus — management set EPS guidance of $6.40–$6.60, slightly ahead of Street expectations, giving some visibility to full‑year earnings. Read More.
• Positive Sentiment: Analyst bullish signals — KeyCorp raised its price target to $99 (overweight) and BTIG reaffirmed a buy with a $100 target, reflecting upside from better-than-expected results and long-term growth potential. Read More. Read More.
• Neutral Sentiment: Full disclosure for investors — the earnings call transcript and slide deck are available for deeper review of segment performance and cost drivers. Read More.
• Negative Sentiment: Margin pressure — several reports and the company’s commentary highlighted declining margins and cost headwinds despite organic sales growth (organic sales +3.5%, overall sales -3.7% y/y), which is the primary driver of investor concern. Read More.
• Negative Sentiment: Analyst caution — Wells Fargo cut its price target to $83 and moved to an equal‑weight stance, signaling shorter-term skepticism that likely amplified selling after the print. Read More.

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.