Citigroup Inc. Decreases Holdings in Solventum Corporation $SOLV

Citigroup Inc. cut its stake in Solventum Corporation (NYSE:SOLV) by 37.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 169,090 shares of the company’s stock after selling 99,558 shares during the quarter. Citigroup Inc. owned about 0.10% of Solventum worth $12,344,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently modified their holdings of SOLV. CYBER HORNET ETFs LLC purchased a new stake in shares of Solventum during the 2nd quarter valued at about $28,000. Deseret Mutual Benefit Administrators boosted its holdings in 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 period. MUFG Securities EMEA plc acquired a new stake in Solventum in the second quarter valued at approximately $31,000. State of Wyoming purchased a new stake in shares of Solventum during the second quarter valued at approximately $33,000. Finally, MTM Investment Management LLC purchased a new stake in shares of Solventum during the second quarter valued at approximately $40,000.

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.

Solventum Stock Down 3.7%

NYSE:SOLV opened at $74.12 on Friday. The company has a debt-to-equity ratio of 1.03, a quick ratio of 1.14 and a current ratio of 1.50. The company has a market capitalization of $12.86 billion, a price-to-earnings ratio of 8.36, a price-to-earnings-growth ratio of 6.85 and a beta of 0.35. Solventum Corporation has a one year low of $60.70 and a one year high of $88.20. The stock has a 50-day simple moving average of $78.58 and a 200 day simple moving average of $76.23.

Solventum (NYSE:SOLV) last released 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 quarter last year, the business posted $1.41 EPS. Solventum has set its FY 2026 guidance at 6.400-6.600 EPS. Sell-side analysts predict that Solventum Corporation will post 6.58 EPS for the current fiscal year.

Solventum announced that its Board of Directors has authorized a share buyback 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 shares through open market purchases. Shares buyback programs are usually a sign that the company’s board believes its shares are undervalued.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on the stock. BTIG Research reaffirmed a “buy” rating and set a $100.00 price target on shares of Solventum in a report on Friday. Piper Sandler reissued an “overweight” rating on shares of Solventum in a research report on Wednesday, December 17th. Wall Street Zen upgraded Solventum from a “hold” rating to a “buy” rating in a research note on Saturday. Stifel Nicolaus boosted their price target on Solventum from $88.00 to $105.00 and gave the stock a “buy” rating in a research note on Wednesday, January 7th. Finally, Mizuho set a $100.00 price objective on Solventum and gave the company an “outperform” rating in a research note on Tuesday, January 20th. Seven equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Hold” and an average price target of $91.64.

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.