Solventum Corporation $SOLV Stock: General American Investors Co. Inc. Decreases Holdings

General American Investors Co. Inc. trimmed its holdings in shares of Solventum Corporation (NYSE:SOLV) by 47.3% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 198,709 shares of the company’s stock after selling 178,641 shares during the quarter. General American Investors Co. Inc. owned about 0.12% of Solventum worth $17,516,000 as of its most recent filing with the SEC.

Other hedge funds have also bought and sold shares of the company. Calamos Advisors LLC raised its position in shares of Solventum by 2.1% in the third quarter. Calamos Advisors LLC now owns 17,929 shares of the company’s stock valued at $1,580,000 after buying an additional 363 shares in the last quarter. Birchwood Financial Partners Inc. grew its position in Solventum by 49.9% during the third quarter. Birchwood Financial Partners Inc. now owns 2,639 shares of the company’s stock worth $233,000 after buying an additional 878 shares in the last quarter. Kestra Advisory Services LLC grew its position in Solventum by 10.4% during the third quarter. Kestra Advisory Services LLC now owns 10,185 shares of the company’s stock worth $898,000 after buying an additional 963 shares in the last quarter. Chicago Partners Investment Group LLC increased its stake in Solventum by 24.8% during the 3rd quarter. Chicago Partners Investment Group LLC now owns 3,903 shares of the company’s stock worth $333,000 after acquiring an additional 776 shares during the period. Finally, Rakuten Investment Management Inc. increased its stake in Solventum by 3.9% during the 3rd quarter. Rakuten Investment Management Inc. now owns 16,563 shares of the company’s stock worth $1,479,000 after acquiring an additional 622 shares during the period.

Key Solventum News

Here are the key news stories impacting Solventum this week:

• Positive Sentiment: Solventum earned $1.45 per share on $1.95 billion in revenue, beating consensus estimates of $1.34–$1.35 per share and $1.93 billion in sales. The company raised its 2026 adjusted EPS guidance to $7.20–$7.30 and expects organic sales growth toward the high end of its 2.5%–3.0% range. Solventum Q3 results
• Positive Sentiment: Analysts lifted price targets: Piper Sandler raised its target to $110 and reaffirmed an overweight rating; Wells Fargo increased its target to $95 while retaining an equal-weight rating. Jefferies raised its target to $98. Piper Sandler rating
• Neutral Sentiment: The company said the 7% year-over-year sales decline (organic sales down 2.8%) reflected, in part, a temporary ERP transition effect: customers had placed advance orders in the prior quarter ahead of the system cutover. Solventum also reported that its separation process was more than 90% complete. Q3 earnings and ERP impact
• Negative Sentiment: Despite the quarterly beat, revenue fell 7% year over year and EPS was down from $1.50 a year ago, highlighting ongoing comparisons and execution risks. Quarterly earnings details

Solventum Price Performance

NYSE SOLV traded up $3.17 on Friday, hitting $90.34. 3,168,921 shares of the company’s stock were exchanged, compared to its average volume of 1,109,088. The stock has a 50-day moving average of $87.73 and a 200-day moving average of $78.70. The stock has a market cap of $15.38 billion, a price-to-earnings ratio of 101.51, a P/E/G ratio of 1.24 and a beta of 0.69. Solventum Corporation has a 52 week low of $62.38 and a 52 week high of $94.16. The company has a current ratio of 1.02, a quick ratio of 0.74 and a debt-to-equity ratio of 1.00.

Solventum (NYSE:SOLV) last posted its quarterly earnings results on Thursday, November 5th. The company reported $1.45 EPS for the quarter, topping analysts’ consensus estimates of $1.34 by $0.11. Solventum had a return on equity of 25.09% and a net margin of 17.26%. The company had revenue of $1.95 billion during the quarter, compared to analysts’ expectations of $1.93 billion. During the same quarter in the previous year, the firm earned $1.50 EPS. Solventum’s revenue was down 7.0% on a year-over-year basis. Analysts expect that Solventum Corporation will post 7.21 earnings per share for the current year.

Analysts Set New Price Targets

A number of analysts have recently weighed in on the company. Benchmark reiterated a “buy” rating on shares of Solventum in a research report on Thursday, October 8th. Piper Sandler restated an “overweight” rating and issued a $110.00 price target (up from $105.00) on shares of Solventum in a research report on Friday. Weiss Ratings raised Solventum from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Tuesday, August 18th. BTIG Research reaffirmed a “buy” rating on shares of Solventum in a research report on Friday. Finally, Wall Street Zen downgraded shares of Solventum from a “buy” rating to a “hold” rating in a research note on Saturday. Ten analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $90.27.

Solventum Company Profile

Solventum Corporation (NYSE: SOLV) is a global healthcare company that develops products and solutions intended to improve patient care, support healthcare professionals and enhance the efficiency of healthcare systems. Its offerings serve hospitals, clinics, dental practices, laboratories, manufacturers and other healthcare-related organizations.

The company’s portfolio includes medical and surgical products such as wound-care systems, dressings, skin-protection products, sterilization assurance products and solutions used in operating rooms.