Andra AP fonden Has $8.04 Million Holdings in Solventum Corporation $SOLV

Andra AP fonden grew its position in Solventum Corporation (NYSE:SOLV) by 188.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 110,115 shares of the company’s stock after purchasing an additional 71,900 shares during the quarter. Andra AP fonden owned about 0.06% of Solventum worth $8,038,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. CYBER HORNET ETFs LLC acquired a new position in Solventum in the 2nd quarter valued at $28,000. Deseret Mutual Benefit Administrators boosted its position in shares of Solventum by 78.7% in the third quarter. Deseret Mutual Benefit Administrators now owns 370 shares of the company’s stock valued at $27,000 after acquiring an additional 163 shares during the period. MUFG Securities EMEA plc bought a new stake in shares of Solventum in the second quarter valued at about $31,000. State of Wyoming acquired a new position in shares of Solventum in the second quarter valued at about $33,000. Finally, MTM Investment Management LLC bought a new position in Solventum during the second quarter worth about $40,000.

Solventum Stock Down 3.7%

Shares of NYSE SOLV opened at $74.12 on Friday. The company has a market cap of $12.86 billion, a price-to-earnings ratio of 8.36, a PEG ratio of 6.85 and a beta of 0.35. The company has a current ratio of 1.50, a quick ratio of 1.14 and a debt-to-equity ratio of 1.03. Solventum Corporation has a 12 month low of $60.70 and a 12 month high of $88.20. The stock has a 50-day moving average price of $78.58 and a two-hundred day moving average price of $76.23.

Solventum (NYSE:SOLV) last announced its quarterly earnings results 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. The company had revenue of $2 billion for the quarter, compared to analyst estimates of $1.96 billion. Solventum had a net margin of 18.69% and a return on equity of 26.99%. The firm’s revenue was down 3.7% on a year-over-year basis. During the same period in the previous year, the firm posted $1.41 EPS. Solventum has set its FY 2026 guidance at 6.400-6.600 EPS. As a group, analysts forecast that Solventum Corporation will post 6.58 earnings per share for the current fiscal year.

Solventum declared that its Board of Directors has initiated a share repurchase program on Thursday, November 20th that permits the company to repurchase $1.00 billion in shares. This repurchase authorization permits the company to reacquire up to 7.5% of its shares through open market purchases. Shares repurchase programs are generally an indication that the company’s leadership believes its shares are undervalued.

Wall Street Analyst Weigh In

A number of research firms have issued reports on SOLV. Wells Fargo & Company cut their price objective on shares of Solventum from $86.00 to $83.00 and set an “equal weight” rating for the company in a report on Friday. KeyCorp boosted their price target on Solventum from $97.00 to $99.00 and gave the company an “overweight” rating in a research note on Friday. Zacks Research downgraded Solventum from a “strong-buy” rating to a “hold” rating in a research report on Monday, December 1st. Mizuho set a $100.00 price objective on Solventum and gave the company an “outperform” rating in a report on Tuesday, January 20th. Finally, Wall Street Zen upgraded Solventum from a “hold” rating to a “buy” rating in a research report on Saturday. Seven 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’s stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $91.64.

Solventum News Summary

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 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.