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

Solventum (NYSE:SOLV) had its price target dropped by research analysts at Wells Fargo & Company from $86.00 to $83.00 in a report released on Friday,Benzinga reports. The firm presently has an “equal weight” rating on the stock. Wells Fargo & Company‘s target price would suggest a potential upside of 11.96% from the company’s previous close.

Several other research analysts have also issued reports on the company. Zacks Research lowered Solventum from a “strong-buy” rating to a “hold” rating in a research report on Monday, December 1st. Wall Street Zen cut Solventum from a “buy” rating to a “hold” rating in a report on Saturday, February 7th. Weiss Ratings restated a “hold (c)” rating on shares of Solventum in a report on Tuesday, January 27th. Stifel Nicolaus increased their price objective on shares of Solventum from $88.00 to $105.00 and gave the stock a “buy” rating in a research report on Wednesday, January 7th. Finally, KeyCorp raised their target price on Solventum from $97.00 to $99.00 and gave the stock an “overweight” rating in a research note on Friday. Seven investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $91.64.

Solventum Price Performance

Shares of SOLV traded down $2.81 during trading hours on Friday, reaching $74.14. The stock had a trading volume of 871,214 shares, compared to its average volume of 1,048,562. The company has a debt-to-equity ratio of 1.03, a quick ratio of 1.14 and a current ratio of 1.50. Solventum has a 12 month low of $60.70 and a 12 month high of $88.20. The stock has a market capitalization of $12.86 billion, a PE ratio of 8.53, a PEG ratio of 6.90 and a beta of 0.35. The company’s 50-day moving average is $78.73 and its two-hundred day moving average is $76.19.

Solventum (NYSE:SOLV) last issued its earnings results on Thursday, February 26th. The company reported $1.57 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.50 by $0.07. The business had revenue of $2 billion during the quarter, compared to analysts’ expectations of $1.96 billion. Solventum had a return on equity of 28.01% and a net margin of 18.13%.The business’s revenue for the quarter was down 3.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.41 EPS. Solventum has set its FY 2026 guidance at 6.400-6.600 EPS. Research analysts expect that Solventum will post 6.58 EPS for the current year.

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

Institutional Trading of Solventum

Several institutional investors and hedge funds have recently made changes to their positions in the company. Vanguard Group Inc. boosted its stake in shares of Solventum by 5.3% in the 3rd quarter. Vanguard Group Inc. now owns 17,121,198 shares of the company’s stock worth $1,249,847,000 after buying an additional 867,837 shares during the last quarter. Independent Franchise Partners LLP grew its position in shares of Solventum by 19.0% during the 4th quarter. Independent Franchise Partners LLP now owns 15,355,691 shares of the company’s stock valued at $1,216,785,000 after acquiring an additional 2,456,451 shares during the period. State Street Corp increased its stake in shares of Solventum by 2.0% during the 4th quarter. State Street Corp now owns 6,344,761 shares of the company’s stock worth $502,759,000 after purchasing an additional 124,490 shares during the last quarter. Davis Selected Advisers raised its holdings in shares of Solventum by 12.7% in the 4th quarter. Davis Selected Advisers now owns 6,220,072 shares of the company’s stock worth $492,880,000 after purchasing an additional 702,461 shares during the period. Finally, Boston Partners raised its holdings in shares of Solventum by 26.1% in the 3rd quarter. Boston Partners now owns 4,630,300 shares of the company’s stock worth $338,006,000 after purchasing an additional 959,543 shares during the period.

Solventum News Roundup

Here are the key news stories impacting Solventum this week:

• Positive Sentiment: Analysts raised targets and reiterated conviction — KeyCorp bumped its price target to $99 and set an “overweight” rating, signaling meaningful upside from current levels. KeyCorp raises price target to $99 (TickerReport)
• Positive Sentiment: BTIG reaffirmed its “buy” rating and kept a $100 price target, another vote of confidence from the sell side. BTIG reaffirms buy, $100 PT (Benzinga)
• Positive Sentiment: Q4 beat: SOLV posted $1.57 EPS vs. ~$1.50 expected and $2.0B revenue vs. ~$1.96B, driven by strong demand in wound care and sterilization — a near‑term revenue/earnings positive. Reuters: Solventum beats quarterly estimates
• Positive Sentiment: Company raised FY‑2026 EPS guidance to $6.40–$6.60 (above consensus ~6.35), giving investors a clearer, slightly improved outlook for the year. PR Newswire: Solventum Q4 results and 2026 guidance
• Neutral Sentiment: Analysts and outlets published detailed call transcripts and highlights — useful for modeling but not a direct catalyst. Earnings call transcript (Seeking Alpha)
• Neutral Sentiment: Underlying sales mix: Solventum reported a 3.5% organic sales increase but overall reported sales were down 3.7% year‑over‑year — mixed signals for growth outlook. Zacks: Key metrics vs estimates
• Negative Sentiment: Management flagged margin pressures on the call and some analysts noted margin challenges despite organic growth — a risk to profit expansion and investor sentiment. Yahoo: Call highlights margin challenges
• Negative Sentiment: Questions persist about meeting growth targets post‑3M spin‑off; some coverage frames upcoming quarters as a test of the standalone company’s growth trajectory. Investing.com: Growth test post spin-off

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.