Solventum (NYSE:SOLV) Given New $83.00 Price Target at Wells Fargo & Company

Solventum (NYSE:SOLV) had its price target cut by equities research analysts at Wells Fargo & Company from $86.00 to $83.00 in a report issued on Friday,Benzinga reports. The brokerage currently 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.

A number of other research firms also recently issued reports on SOLV. KeyCorp lifted their target price on Solventum from $97.00 to $99.00 and gave the company an “overweight” rating in a research report on Friday. BTIG Research restated a “buy” rating and issued a $100.00 price target on shares of Solventum in a research note on Friday. UBS Group reiterated a “neutral” rating on shares of Solventum in a research note on Friday, November 21st. Zacks Research downgraded Solventum from a “strong-buy” rating to a “hold” rating in a report on Monday, December 1st. Finally, Wall Street Zen downgraded shares of Solventum from a “buy” rating to a “hold” rating in a report on Saturday, February 7th. Seven investment 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 data from MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $91.64.

Solventum Stock Down 3.6%

Shares of SOLV stock traded down $2.81 on Friday, hitting $74.14. 871,214 shares of the stock were exchanged, compared to its average volume of 1,048,562. Solventum has a fifty-two week low of $60.70 and a fifty-two week high of $88.20. The company has a current ratio of 1.50, a quick ratio of 1.14 and a debt-to-equity ratio of 1.03. The business has a 50-day moving average of $78.73 and a 200 day moving average of $76.19. The firm has a market capitalization of $12.86 billion, a P/E ratio of 8.53, a price-to-earnings-growth ratio of 6.90 and a beta of 0.35.

Solventum (NYSE:SOLV) last posted 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. The company had revenue of $2 billion for the quarter, compared to the consensus estimate of $1.96 billion. Solventum had a net margin of 18.13% and a return on equity of 28.01%. The firm’s revenue was down 3.7% compared to the same quarter last year. During the same period last year, the company earned $1.41 earnings per share. Solventum has set its FY 2026 guidance at 6.400-6.600 EPS. Equities analysts anticipate that Solventum will post 6.58 EPS for the current year.

Solventum announced that its board has authorized a share repurchase plan on Thursday, November 20th that allows the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization allows the company to buy up to 7.5% of its stock through open market purchases. Stock repurchase plans are often an indication that the company’s management believes its shares are undervalued.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the stock. Nisa Investment Advisors LLC boosted its holdings in Solventum by 0.6% in the 2nd quarter. Nisa Investment Advisors LLC now owns 33,974 shares of the company’s stock valued at $2,577,000 after purchasing an additional 210 shares during the period. South Dakota Investment Council lifted its position in shares of Solventum by 3.6% during the 2nd quarter. South Dakota Investment Council now owns 255,625 shares of the company’s stock valued at $19,387,000 after acquiring an additional 8,960 shares during the period. Purus Wealth Management LLC acquired a new position in Solventum in the second quarter valued at about $252,000. Terril Brothers Inc. grew its stake in Solventum by 15.3% during the second quarter. Terril Brothers Inc. now owns 96,516 shares of the company’s stock worth $7,320,000 after buying an additional 12,800 shares in the last quarter. Finally, Jennison Associates LLC bought a new stake in shares of Solventum during the 2nd quarter worth approximately $3,076,000.

Trending Headlines about Solventum

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

Solventum Company 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.