Solventum (NYSE:SOLV) Stock Rating Cut to "Hold" at Wall Street Zen

Key Points

• Wall Street Zen downgraded Solventum from “buy” to “hold,” though analyst sentiment overall remains “Moderate Buy,” with 10 Buy, three Hold and one Sell ratings and a $90.27 consensus price target.
• Solventum beat quarterly estimates, reporting adjusted earnings of $1.45 per share and revenue of $1.95 billion; it raised 2026 adjusted EPS guidance to $7.20–$7.30.
• Revenue declined 7% year over year and EPS fell from $1.50 a year earlier. The company attributed part of the sales decline to customers ordering early ahead of an ERP system transition.

Solventum (NYSE:SOLV - Get Free Report) was downgraded by equities research analysts at Wall Street Zen from a "buy" rating to a "hold" rating in a note issued to investors on Saturday, Wall Street Zen reports.

Several other equities analysts also recently weighed in on SOLV. BTIG Research reiterated a "buy" rating on shares of Solventum in a report on Friday. Canadian Imperial Bank of Commerce set a $35.00 price target on shares of Solventum in a research note on Wednesday, October 28th. Stifel Nicolaus lifted their price objective on Solventum from $90.00 to $100.00 and gave the company a "buy" rating in a report on Thursday, August 6th. UBS Group raised their price objective on shares of Solventum from $95.00 to $101.00 and gave the stock a "buy" rating in a report on Thursday, August 6th. Finally, Jefferies Financial Group reissued a "buy" rating on shares of Solventum in a research report on Thursday, October 8th. Ten equities research 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's stock. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $90.27.

Solventum Price Performance

Shares of NYSE SOLV opened at $90.34 on Friday. The company has a quick ratio of 0.74, a current ratio of 1.02 and a debt-to-equity ratio of 1.00. Solventum has a twelve month low of $62.38 and a twelve month high of $94.16. The company has a market cap of $15.38 billion, a PE ratio of 11.94, a price-to-earnings-growth ratio of 1.24 and a beta of 0.69. The business's 50 day moving average price is $87.73 and its two-hundred day moving average price is $78.70.

Solventum (NYSE:SOLV - Get Free Report) last posted its earnings results on Thursday, November 5th. The company reported $1.45 earnings per share for the quarter, beating 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 for the quarter, compared to analyst estimates of $1.93 billion. During the same quarter last year, the company earned $1.50 earnings per share. The company's revenue for the quarter was down 7.0% on a year-over-year basis. On average, analysts predict that Solventum will post 7.21 EPS for the current year.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of the company. Wellington Grp LLC lifted its holdings in shares of Solventum by 50.2% during the third quarter. Wellington Grp LLC now owns 16,539 shares of the company's stock worth $1,458,000 after buying an additional 5,529 shares in the last quarter. Diversified Trust Co purchased a new position in Solventum during the third quarter worth about $214,000. Aberdeen Group plc raised its holdings in Solventum by 865.4% during the 3rd quarter. Aberdeen Group plc now owns 61,369 shares of the company's stock valued at $5,410,000 after buying an additional 55,012 shares during the last quarter. Allworth Financial LP grew its stake in shares of Solventum by 11.1% in the 3rd quarter. Allworth Financial LP now owns 5,575 shares of the company's stock worth $491,000 after buying an additional 557 shares during the last quarter. Finally, Fisher Asset Management LLC bought a new stake in shares of Solventum in the third quarter worth $239,000.

Solventum News Summary

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 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.