Solventum Corporation $SOLV Shares Purchased by Mitsubishi UFJ Asset Management Co. Ltd.

Mitsubishi UFJ Asset Management Co. Ltd. boosted its stake in shares of Solventum Corporation (NYSE:SOLV) by 15.3% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 307,789 shares of the company’s stock after purchasing an additional 40,812 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd. owned approximately 0.18% of Solventum worth $22,469,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. United Services Automobile Association purchased a new position in shares of Solventum in the 1st quarter valued at about $239,000. Woodline Partners LP raised its holdings in Solventum by 40.7% in the first quarter. Woodline Partners LP now owns 11,677 shares of the company’s stock valued at $888,000 after acquiring an additional 3,377 shares in the last quarter. Intech Investment Management LLC raised its holdings in Solventum by 167.0% in the first quarter. Intech Investment Management LLC now owns 16,669 shares of the company’s stock valued at $1,268,000 after acquiring an additional 10,425 shares in the last quarter. Wealthfront Advisers LLC purchased a new position in Solventum in the second quarter worth approximately $263,000. Finally, Envestnet Asset Management Inc. increased its position in shares of Solventum by 5.4% in the 2nd quarter. Envestnet Asset Management Inc. now owns 203,987 shares of the company’s stock valued at $15,470,000 after purchasing an additional 10,477 shares during the last quarter.

Solventum News Roundup

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.

Wall Street Analysts Forecast Growth

SOLV has been the topic of a number of analyst reports. Piper Sandler restated an “overweight” rating on shares of Solventum in a report on Wednesday, December 17th. Zacks Research cut Solventum from a “strong-buy” rating to a “hold” rating in a research note on Monday, December 1st. BTIG Research reaffirmed a “buy” rating and set a $100.00 price objective on shares of Solventum in a research report on Friday. UBS Group reissued a “neutral” rating on shares of Solventum in a research report on Friday, November 21st. Finally, 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. 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 company. According to data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $91.64.

Solventum Stock Performance

Shares of SOLV stock opened at $74.12 on Monday. The stock’s 50-day moving average is $78.58 and its two-hundred day moving average is $76.25. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.89 and a current ratio of 1.23. Solventum Corporation has a 1 year low of $60.70 and a 1 year high of $88.20. The firm has a market cap of $12.86 billion, a price-to-earnings ratio of 8.36, a PEG ratio of 6.75 and a beta of 0.40.

Solventum (NYSE:SOLV) last posted its earnings results on Thursday, February 26th. The company reported $1.57 earnings per share for the quarter, beating the consensus estimate of $1.50 by $0.07. The business had revenue of $2 billion during the quarter, compared to the consensus estimate of $1.96 billion. Solventum had a return on equity of 25.26% and a net margin of 18.69%.The business’s quarterly revenue was down 3.7% on a year-over-year basis. During the same period in the previous year, the business earned $1.41 EPS. Solventum has set its FY 2026 guidance at 6.400-6.600 EPS. Analysts predict that Solventum Corporation will post 6.58 earnings per share for the current year.

Solventum declared that its Board of Directors has initiated 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 purchase up to 7.5% of its stock through open market purchases. Stock buyback programs are usually an indication that the company’s management believes its stock is undervalued.

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.