Fox Run Management L.L.C. Makes New Investment in Solventum Corporation $SOLV

Fox Run Management L.L.C. bought a new position in Solventum Corporation (NYSE:SOLV) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 10,825 shares of the company’s stock, valued at approximately $790,000.

A number of other institutional investors have also made changes to their positions in the company. Independent Franchise Partners LLP boosted its holdings in Solventum by 74.2% in the second quarter. Independent Franchise Partners LLP now owns 10,141,066 shares of the company’s stock worth $769,098,000 after purchasing an additional 4,320,342 shares during the period. Norges Bank bought a new position in shares of Solventum in the 2nd quarter worth about $140,495,000. Vanguard Group Inc. boosted its holdings 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 valued at $1,249,847,000 after buying an additional 867,837 shares during the period. Pzena Investment Management LLC acquired a new position in shares of Solventum in the 3rd quarter valued at about $31,701,000. Finally, Assenagon Asset Management S.A. grew its position in shares of Solventum by 60.3% during the 3rd quarter. Assenagon Asset Management S.A. now owns 928,830 shares of the company’s stock valued at $67,805,000 after buying an additional 349,463 shares during the last quarter.

Key Solventum News

Here are the key news stories impacting Solventum this week:

• Positive Sentiment: Q4 earnings beat — SOLV reported $1.57 EPS vs. a $1.50 consensus, marking year‑over‑year improvement and higher margins that drove the upside. Solventum (SOLV) Surpasses Q4 Earnings and Revenue Estimates
• Positive Sentiment: FY‑2026 guidance slightly above consensus — management set adjusted EPS guidance of $6.40–$6.60 vs. consensus ~6.35, reducing near‑term forecast risk and supporting valuation. Solventum Reports Fourth Quarter 2025 Financial Results and Introduces 2026 Full-Year Guidance
• Positive Sentiment: Underlying organic growth and product demand — organic sales rose ~3.5% and management cited strong demand for wound care and sterilization/surgical products, a key revenue driver. Solventum beats quarterly estimates on strong demand for surgical products
• Neutral Sentiment: Investor materials and call available — management hosted a conference call and posted a slide deck and press release with more detail; useful for confirming durability of margin guidance. Listen to Conference Call / View Press Release
• Neutral Sentiment: Solid profitability metrics — SOLV reported a net margin ~18% and ROE ~28%, and trades at a low single‑digit P/E relative to growth, which may attract value investors. MarketBeat SOLV Profile
• Negative Sentiment: Reported revenue fell 3.7% year‑over‑year — the headline sales decline tempers the EPS beat and leaves questions about top‑line consistency. Solventum Reports Fourth Quarter 2025 Financial Results and Introduces 2026 Full-Year Guidance
• Negative Sentiment: Growth outlook scrutiny after spin-off — analysts flag that Solventum faces an “earnings test” on growth targets following the 3M-related structural changes, introducing execution risk. Solventum faces earnings test on growth targets after 3M spinoff

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on SOLV shares. Weiss Ratings reissued a “hold (c)” rating on shares of Solventum in a report on Tuesday, January 27th. BTIG Research raised Solventum from a “neutral” rating to a “buy” rating and set a $100.00 price target on the stock in a report on Tuesday, December 2nd. Stifel Nicolaus boosted their price objective on Solventum from $88.00 to $105.00 and gave the company a “buy” rating in a research report on Wednesday, January 7th. Wall Street Zen lowered Solventum from a “buy” rating to a “hold” rating in a research report on Saturday, February 7th. Finally, Piper Sandler reissued an “overweight” rating on shares of Solventum in a report on Wednesday, December 17th. Seven equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $91.36.

Solventum Stock Up 2.9%

SOLV opened at $77.25 on Friday. The stock’s 50 day moving average price is $78.73 and its 200 day moving average price is $76.19. The company has a debt-to-equity ratio of 1.03, a current ratio of 1.50 and a quick ratio of 1.14. The stock has a market cap of $13.40 billion, a P/E ratio of 8.90, a P/E/G ratio of 6.90 and a beta of 0.35. Solventum Corporation has a 12 month low of $60.70 and a 12 month high of $88.20.

Solventum (NYSE:SOLV) last released its quarterly earnings results on Thursday, February 26th. The company reported $1.57 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.50 by $0.07. The company 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 company’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 business posted $1.41 earnings per share. Solventum has set its FY 2026 guidance at 6.400-6.600 EPS. As a group, research analysts predict that Solventum Corporation will post 6.58 earnings per share for the current year.

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

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.