Solventum (NYSE:SOLV) Rating Increased 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 report published on Saturday.

Several other research firms also recently issued reports on SOLV. Mizuho set a $100.00 price objective on shares of Solventum and gave the company an “outperform” rating in a report on Tuesday, January 20th. UBS Group reissued a “neutral” rating on shares of Solventum in a research note on Friday, November 21st. Piper Sandler reaffirmed an “overweight” rating on shares of Solventum in a research note on Wednesday, December 17th. Zacks Research cut Solventum from a “strong-buy” rating to a “hold” rating in a report on Monday, December 1st. Finally, Wells Fargo & Company cut their price objective on Solventum from $86.00 to $83.00 and set an “equal weight” rating for the company in a research note on Friday. 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 company’s stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $91.64.

Solventum Stock Down 3.7%

Shares of SOLV opened at $74.12 on Friday. The firm has a market cap of $12.86 billion, a P/E ratio of 8.36, a PEG ratio of 6.85 and a beta of 0.35. Solventum has a 12 month low of $60.70 and a 12 month high of $88.20. The stock’s 50 day moving average is $78.58 and its two-hundred day moving average is $76.23. The company has a current ratio of 1.50, a quick ratio of 1.14 and a debt-to-equity ratio of 1.03.

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 analysts’ consensus estimates of $1.50 by $0.07. Solventum had a return on equity of 26.99% and a net margin of 18.69%.The firm had revenue of $2 billion for the quarter, compared to analyst estimates of $1.96 billion. During the same quarter last year, the firm posted $1.41 EPS. The business’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. Analysts predict that Solventum will post 6.58 earnings per share for the current fiscal year.

Solventum declared that its board 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 repurchase 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 Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in SOLV. Hilltop National Bank increased its holdings in shares of Solventum by 71.3% in the fourth quarter. Hilltop National Bank now owns 310 shares of the company’s stock valued at $25,000 after purchasing an additional 129 shares during the last quarter. CrossGen Wealth LLC purchased a new stake in Solventum in the 4th quarter valued at $25,000. Measured Wealth Private Client Group LLC purchased a new stake in Solventum in the 3rd quarter valued at $25,000. Deseret Mutual Benefit Administrators increased its stake in shares of Solventum by 78.7% in the 3rd quarter. Deseret Mutual Benefit Administrators now owns 370 shares of the company’s stock worth $27,000 after acquiring an additional 163 shares during the last quarter. Finally, JNBA Financial Advisors raised its holdings 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 acquiring an additional 228 shares during the period.

Trending Headlines about Solventum

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.