Solventum (NYSE:SOLV) Stock Price Expected to Rise, KeyCorp Analyst Says

Solventum (NYSE:SOLV) had its price target raised by investment analysts at KeyCorp from $97.00 to $99.00 in a report released on Friday,Benzinga reports. The firm currently has an “overweight” rating on the stock. KeyCorp’s price objective would indicate a potential upside of 28.16% from the stock’s current price.

Other analysts have also recently issued reports about the company. Piper Sandler restated an “overweight” rating on shares of Solventum in a research note on Wednesday, December 17th. Mizuho set a $100.00 price objective on Solventum and gave the company an “outperform” rating in a report on Tuesday, January 20th. Stifel Nicolaus boosted their target price on Solventum from $88.00 to $105.00 and gave the stock a “buy” rating in a research note on Wednesday, January 7th. Wall Street Zen lowered shares of Solventum from a “buy” rating to a “hold” rating in a research note on Saturday, February 7th. Finally, BTIG Research restated a “buy” rating and set a $100.00 price objective on shares of Solventum in a research report on Friday. Seven 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. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $91.55.

Solventum Stock Up 2.9%

Shares of NYSE:SOLV opened at $77.25 on Friday. Solventum has a fifty-two week low of $60.70 and a fifty-two week high of $88.20. The firm’s 50 day moving average price is $78.73 and its 200 day moving average price is $76.19. 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 stock has a market cap of $13.40 billion, a price-to-earnings ratio of 8.90, a price-to-earnings-growth ratio of 6.90 and a beta of 0.35.

Solventum (NYSE:SOLV) last posted its quarterly earnings results on Thursday, February 26th. The company reported $1.57 EPS for the quarter, topping the consensus estimate of $1.50 by $0.07. Solventum had a net margin of 18.13% and a return on equity of 28.01%. The company had revenue of $2 billion during the quarter, compared to analysts’ expectations of $1.96 billion. During the same quarter in the previous year, the business posted $1.41 EPS. The firm’s revenue was down 3.7% on a year-over-year basis. Solventum has set its FY 2026 guidance at 6.400-6.600 EPS. As a group, equities research analysts predict that Solventum will post 6.58 earnings per share for the current fiscal year.

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

Institutional Investors Weigh In On Solventum

A number of hedge funds and other institutional investors have recently modified their holdings of SOLV. Hilltop National Bank boosted its position in Solventum by 71.3% during the fourth quarter. Hilltop National Bank now owns 310 shares of the company’s stock worth $25,000 after purchasing an additional 129 shares in the last quarter. CrossGen Wealth LLC purchased a new stake in shares of Solventum in the 4th quarter worth about $25,000. Measured Wealth Private Client Group LLC purchased a new position in Solventum during the 3rd quarter valued at about $25,000. Deseret Mutual Benefit Administrators grew its position in shares of Solventum by 78.7% in the third quarter. Deseret Mutual Benefit Administrators now owns 370 shares of the company’s stock valued at $27,000 after purchasing an additional 163 shares during the last quarter. Finally, JNBA Financial Advisors increased its stake in shares of Solventum by 205.4% during the 4th quarter. JNBA Financial Advisors now owns 339 shares of the company’s stock worth $27,000 after purchasing an additional 228 shares in the last quarter.

More Solventum News

Here are the key news stories impacting Solventum this week:

• Positive Sentiment: Q4 results topped estimates: Solventum reported $1.57 EPS vs. consensus $1.50 and $2.0B revenue vs. $1.96B, signaling solid underlying demand. Solventum beats quarterly estimates on strong demand for surgical products
• Positive Sentiment: Management raised/guided FY2026: company set EPS guidance of $6.40–$6.60, above consensus, which supports the stock’s re‑rating on earnings visibility. Solventum Reports Fourth Quarter 2025 Financial Results and Introduces 2026 Full-Year Guidance
• Positive Sentiment: End‑market strength in wound care and sterilization drove the beat and organic growth, suggesting durable product demand in core categories. Solventum exceeds earnings estimates in first year as solo company
• Neutral Sentiment: Organic vs. reported sales split: organic sales rose ~3.5% but reported sales fell ~3.7% (impacted by the 3M spin‑off), so headline revenue comparisons are distorted. Solventum Reports Fourth Quarter 2025 Financial Results and Introduces 2026 Full-Year Guidance
• Neutral Sentiment: Conference call/transcript available with management detail — useful for investors to judge sustainability of margin fixes and growth drivers. Solventum Corp (SOLV) Q4 2025 Earnings Call Highlights: Strong Organic Growth Amid Margin Challenges
• Negative Sentiment: Margin pressures flagged on the call/notes — management acknowledged cost and mix headwinds that could limit near‑term margin expansion despite the beat. Solventum Corporation (SOLV) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Execution and comparability risk after the 3M spin‑off: analysts warn the new standalone setup creates an earnings test for future growth and margins. Solventum faces earnings test on growth targets after 3M spin-off

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.