Solventum (NYSE:SOLV) Rating Increased to Buy at Wall Street Zen

Solventum (NYSE:SOLV) was upgraded by equities research analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a research note issued to investors on Saturday.

Other analysts have also recently issued research reports about the stock. Weiss Ratings reissued a “hold (c)” rating on shares of Solventum in a research note on Tuesday, January 27th. Wells Fargo & Company decreased their price objective on Solventum from $86.00 to $83.00 and set an “equal weight” rating on the stock in a report on Friday. Zacks Research cut Solventum from a “strong-buy” rating to a “hold” rating in a research note on Monday, December 1st. UBS Group restated a “neutral” rating on shares of Solventum in a research report on Friday, November 21st. Finally, BTIG Research reaffirmed a “buy” rating and issued a $100.00 price target on shares of Solventum 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 issued a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $91.64.

Solventum Stock Down 3.7%

NYSE SOLV opened at $74.12 on Friday. Solventum has a 52 week low of $60.70 and a 52 week high of $88.20. The company has a quick ratio of 1.14, a current ratio of 1.50 and a debt-to-equity ratio of 1.03. The business’s fifty day simple moving average is $78.58 and its 200-day simple moving average is $76.20. The firm has a market cap of $12.86 billion, a PE ratio of 8.36, a P/E/G ratio of 7.10 and a beta of 0.35.

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. Solventum had a net margin of 18.69% and a return on equity of 26.99%. The firm had revenue of $2 billion during the quarter, compared to analyst estimates of $1.96 billion. During the same quarter in the prior year, the firm posted $1.41 earnings per share. Solventum’s quarterly revenue 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, equities analysts anticipate that Solventum will post 6.58 earnings per share for the current year.

Solventum declared that its board has approved a share repurchase program on Thursday, November 20th that permits the company to buyback $1.00 billion in outstanding shares. This buyback authorization permits the company to purchase up to 7.5% of its stock through open market purchases. Stock buyback programs are usually a sign that the company’s leadership believes its shares are undervalued.

Hedge Funds Weigh In On Solventum

Hedge funds and other institutional investors have recently bought and sold shares of the company. Hilltop National Bank increased its stake in Solventum by 71.3% during the fourth quarter. Hilltop National Bank now owns 310 shares of the company’s stock worth $25,000 after purchasing an additional 129 shares during the period. CrossGen Wealth LLC acquired a new position in shares of Solventum in the fourth quarter valued at approximately $25,000. Measured Wealth Private Client Group LLC purchased a new stake in Solventum during the 3rd quarter worth approximately $25,000. JNBA Financial Advisors increased its stake in Solventum by 205.4% during the 4th quarter. JNBA Financial Advisors now owns 339 shares of the company’s stock worth $27,000 after buying an additional 228 shares during the period. Finally, CYBER HORNET ETFs LLC acquired a new stake in Solventum during the 2nd quarter worth approximately $28,000.

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.

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.