Solventum (NYSE:SOLV) Price Target Raised to $99.00

Solventum (NYSE:SOLV) had its price objective increased by KeyCorp from $97.00 to $99.00 in a research note issued to investors on Friday,Benzinga reports. The firm currently has an overweight rating on the stock.

A number of other research analysts have also recently commented on the stock. Mizuho set a $100.00 price target on shares of Solventum and gave the stock an “outperform” rating in a research note on Tuesday, January 20th. UBS Group reissued a “neutral” rating on shares of Solventum in a report on Friday, November 21st. Zacks Research downgraded Solventum from a “strong-buy” rating to a “hold” rating in a research report on Monday, December 1st. Weiss Ratings reiterated a “hold (c)” rating on shares of Solventum in a research report on Tuesday, January 27th. Finally, BTIG Research reiterated a “buy” rating and set a $100.00 price objective on shares of Solventum in a research note on Friday. Seven equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $91.64.

Solventum Stock Down 3.7%

SOLV opened at $74.12 on Friday. The company has a market capitalization of $12.86 billion, a P/E ratio of 8.36, a P/E/G ratio of 6.75 and a beta of 0.40. The company has a debt-to-equity ratio of 1.00, a current ratio of 1.23 and a quick ratio of 0.89. The firm’s fifty day moving average price is $78.58 and its two-hundred day moving average price is $76.25. Solventum has a fifty-two week low of $60.70 and a fifty-two week high of $88.20.

Solventum (NYSE:SOLV) last announced its quarterly earnings data 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. The company had revenue of $2 billion during the quarter, compared to analysts’ expectations of $1.96 billion. Solventum had a net margin of 18.69% and a return on equity of 25.26%. The business’s revenue was down 3.7% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.41 EPS. Solventum has set its FY 2026 guidance at 6.400-6.600 EPS. On average, analysts anticipate that Solventum will post 6.58 EPS for the current year.

Solventum announced that its board has approved 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 stock through open market purchases. Stock buyback programs are generally an indication that the company’s board of directors believes its shares are undervalued.

Hedge Funds Weigh In On Solventum

Institutional investors have recently bought and sold shares of the business. Assetmark Inc. grew its holdings in shares of Solventum by 21.4% during the fourth quarter. Assetmark Inc. now owns 725 shares of the company’s stock worth $57,000 after purchasing an additional 128 shares during the last quarter. Hilltop National Bank lifted its position in Solventum by 71.3% during the 4th quarter. Hilltop National Bank now owns 310 shares of the company’s stock worth $25,000 after buying an additional 129 shares in the last quarter. Allworth Financial LP grew its holdings in Solventum by 2.8% during the 3rd quarter. Allworth Financial LP now owns 4,788 shares of the company’s stock worth $350,000 after acquiring an additional 129 shares during the last quarter. CIBC Private Wealth Group LLC grew its holdings in Solventum by 0.5% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 24,710 shares of the company’s stock worth $1,804,000 after acquiring an additional 134 shares during the last quarter. Finally, BOKF NA increased its position in Solventum by 6.9% in the 3rd quarter. BOKF NA now owns 2,193 shares of the company’s stock valued at $160,000 after acquiring an additional 141 shares in 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.

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.