Wells Fargo & Company Cuts Solventum (NYSE:SOLV) Price Target to $83.00

Solventum (NYSE:SOLV) had its price objective lowered by Wells Fargo & Company from $86.00 to $83.00 in a research note issued to investors on Friday morning,Benzinga reports. Wells Fargo & Company currently has an equal weight rating on the stock.

SOLV has been the topic of several other research reports. Piper Sandler reaffirmed an “overweight” rating on shares of Solventum in a research note on Wednesday, December 17th. Mizuho set a $100.00 target price on Solventum and gave the company an “outperform” rating in a research note on Tuesday, January 20th. BTIG Research reiterated a “buy” rating and issued a $100.00 price target on shares of Solventum in a research note on Friday. Stifel Nicolaus increased their price target on Solventum from $88.00 to $105.00 and gave the company a “buy” rating in a report on Wednesday, January 7th. Finally, Zacks Research lowered Solventum from a “strong-buy” rating to a “hold” rating in a research note on Monday, December 1st. Seven investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $91.64.

Solventum Stock Performance

Solventum stock opened at $74.12 on Friday. The firm has a market capitalization of $12.86 billion, a PE ratio of 8.36, a price-to-earnings-growth ratio of 6.75 and a beta of 0.40. Solventum has a one year low of $60.70 and a one year high of $88.20. The stock’s 50 day moving average price is $78.58 and its 200 day moving average price 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 (NYSE:SOLV) last issued its quarterly earnings data on Thursday, February 26th. The company reported $1.57 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.50 by $0.07. Solventum had a net margin of 18.69% and a return on equity of 25.26%. The company had revenue of $2 billion during the quarter, compared to the consensus estimate of $1.96 billion. During the same quarter last year, the company earned $1.41 earnings per share. Solventum’s revenue for the quarter 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, sell-side analysts expect that Solventum will post 6.58 EPS for the current fiscal year.

Solventum announced that its Board of Directors has initiated a stock buyback plan on Thursday, November 20th that permits the company to buyback $1.00 billion in outstanding shares. This buyback authorization permits the company to buy up to 7.5% of its stock through open market purchases. Stock buyback plans are typically a sign that the company’s leadership believes its stock is undervalued.

Institutional Investors Weigh In On Solventum

Institutional investors have recently made changes to their positions in the company. Nisa Investment Advisors LLC boosted its holdings in Solventum by 0.6% during the second quarter. Nisa Investment Advisors LLC now owns 33,974 shares of the company’s stock worth $2,577,000 after buying an additional 210 shares in the last quarter. South Dakota Investment Council boosted its stake in shares of Solventum by 3.6% during the 2nd quarter. South Dakota Investment Council now owns 255,625 shares of the company’s stock worth $19,387,000 after acquiring an additional 8,960 shares in the last quarter. Purus Wealth Management LLC acquired a new position in shares of Solventum in the 2nd quarter worth $252,000. Terril Brothers Inc. raised its position in shares of Solventum by 15.3% during the second quarter. Terril Brothers Inc. now owns 96,516 shares of the company’s stock worth $7,320,000 after purchasing an additional 12,800 shares during the period. Finally, Jennison Associates LLC purchased a new stake in shares of Solventum during the second quarter valued at $3,076,000.

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.