Solventum (NYSE:SOLV) Upgraded to Buy at Wall Street Zen

Wall Street Zen upgraded shares of Solventum (NYSE:SOLV) from a hold rating to a buy rating in a research note published on Saturday.

Other analysts have also issued reports about the company. Wells Fargo & Company reduced their price objective on Solventum from $83.00 to $70.00 and set an “equal weight” rating on the stock in a research note on Wednesday, May 6th. UBS Group boosted their target price on Solventum from $95.00 to $101.00 and gave the stock a “buy” rating in a research note on Thursday. Stifel Nicolaus increased their target price on shares of Solventum from $90.00 to $100.00 and gave the stock a “buy” rating in a report on Thursday. Mizuho set a $113.00 price target on shares of Solventum in a research note on Thursday. Finally, Piper Sandler lifted their price target on shares of Solventum from $92.00 to $105.00 and gave the company an “overweight” rating in a report on Thursday. Seven analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Solventum currently has a consensus rating of “Hold” and a consensus price target of $91.64.

Solventum Stock Up 0.0%

Shares of SOLV opened at $83.00 on Friday. The firm has a 50 day simple moving average of $79.40 and a two-hundred day simple moving average of $74.44. The company has a debt-to-equity ratio of 1.00, a current ratio of 1.02 and a quick ratio of 0.75. Solventum has a one year low of $62.38 and a one year high of $90.00. The company has a market cap of $14.13 billion, a P/E ratio of 10.15, a P/E/G ratio of 1.18 and a beta of 0.60.

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

Hedge Funds Weigh In On Solventum

A number of institutional investors and hedge funds have recently bought and sold shares of the company. Independent Franchise Partners LLP raised its position in Solventum by 19.0% in the fourth quarter. Independent Franchise Partners LLP now owns 15,355,691 shares of the company’s stock valued at $1,216,785,000 after purchasing an additional 2,456,451 shares during the last quarter. State Street Corp grew its holdings in shares of Solventum by 2.0% during the fourth quarter. State Street Corp now owns 6,344,761 shares of the company’s stock worth $502,759,000 after purchasing an additional 124,490 shares during the last quarter. Davis Selected Advisers grew its holdings in shares of Solventum by 12.7% during the fourth quarter. Davis Selected Advisers now owns 6,220,072 shares of the company’s stock worth $492,880,000 after purchasing an additional 702,461 shares during the last quarter. Boston Partners grew its holdings in shares of Solventum by 26.1% during the third quarter. Boston Partners now owns 4,630,300 shares of the company’s stock worth $338,006,000 after purchasing an additional 959,543 shares during the last quarter. Finally, Geode Capital Management LLC increased its stake in shares of Solventum by 20.0% in the fourth quarter. Geode Capital Management LLC now owns 4,588,728 shares of the company’s stock valued at $362,375,000 after buying an additional 763,308 shares during the period.

More Solventum News

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

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.