US Bancorp DE Sells 25,962 Shares of Solventum Corporation $SOLV

US Bancorp DE lessened its position in shares of Solventum Corporation (NYSE:SOLV) by 5.8% in the third quarter, Holdings Channel.com reports. The institutional investor owned 425,140 shares of the company’s stock after selling 25,962 shares during the period. US Bancorp DE’s holdings in Solventum were worth $31,035,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of the company. Deseret Mutual Benefit Administrators grew its holdings in Solventum by 78.7% during the 3rd quarter. Deseret Mutual Benefit Administrators now owns 370 shares of the company’s stock worth $27,000 after acquiring an additional 163 shares during the period. CYBER HORNET ETFs LLC bought a new stake in shares of Solventum during the 2nd quarter valued at about $28,000. MUFG Securities EMEA plc bought a new stake in shares of Solventum during the 2nd quarter valued at about $31,000. State of Wyoming acquired a new stake in Solventum during the second quarter worth approximately $33,000. Finally, MTM Investment Management LLC bought a new stake in Solventum in the second quarter worth approximately $40,000.

Key Headlines Impacting Solventum

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.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on SOLV. Piper Sandler restated an “overweight” rating on shares of Solventum in a report on Wednesday, December 17th. Weiss Ratings reissued a “hold (c)” rating on shares of Solventum in a research note on Tuesday, January 27th. UBS Group reaffirmed a “neutral” rating on shares of Solventum in a research note on Friday, November 21st. Stifel Nicolaus upped their price objective on shares of Solventum from $88.00 to $105.00 and gave the company a “buy” rating in a report on Wednesday, January 7th. Finally, KeyCorp boosted their target price on Solventum from $97.00 to $99.00 and gave the company an “overweight” rating in a research report on Friday. Seven research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $91.64.

Solventum Trading Down 3.7%

NYSE:SOLV opened at $74.12 on Friday. The company has a debt-to-equity ratio of 1.03, a current ratio of 1.50 and a quick ratio of 1.14. Solventum Corporation has a one year low of $60.70 and a one year high of $88.20. The company has a market cap of $12.86 billion, a PE ratio of 8.36, a PEG ratio of 7.10 and a beta of 0.35. The firm has a 50-day moving average of $78.58 and a 200-day moving average of $76.20.

Solventum (NYSE:SOLV) last announced its quarterly earnings results on Thursday, February 26th. The company reported $1.57 earnings per share for the quarter, beating the consensus estimate of $1.50 by $0.07. The business had revenue of $2 billion for the quarter, compared to analysts’ expectations of $1.96 billion. Solventum had a net margin of 18.69% and a return on equity of 26.99%. The firm’s revenue for the quarter was down 3.7% compared to the same quarter last year. During the same quarter last year, the firm earned $1.41 EPS. Solventum has set its FY 2026 guidance at 6.400-6.600 EPS. As a group, equities research analysts expect that Solventum Corporation will post 6.58 EPS for the current fiscal year.

Solventum announced that its Board of Directors has authorized a stock 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 often an indication that the company’s board 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.