Cambiar Investors LLC Takes $4.46 Million Position in Solventum Corporation $SOLV

Key Points

• Cambiar Investors LLC opened a new position in Solventum, buying 56,274 shares worth approximately $4.46 million during Q4.
• Insider buying: Director Amy McBride Wendell purchased 1,475 shares on March 10, a 41.39% increase to hold 5,039 shares overall; insiders now own 0.24% of the company.
• Operationally, Solventum beat quarterly estimates with $1.57 EPS and $2.0B revenue (revenue down 3.7% YoY), set FY2026 guidance of 6.40–6.60 EPS, and holds a consensus analyst rating of "Hold" with a $90.64 price target.

Cambiar Investors LLC acquired a new stake in shares of Solventum Corporation (NYSE:SOLV - Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 56,274 shares of the company's stock, valued at approximately $4,459,000.

Several other hedge funds also recently added to or reduced their stakes in the business. Hilltop National Bank boosted its holdings in Solventum by 71.3% in the fourth quarter. Hilltop National Bank now owns 310 shares of the company's stock valued at $25,000 after purchasing an additional 129 shares during the last quarter. Allworth Financial LP boosted its holdings in Solventum by 2.8% in the third quarter. Allworth Financial LP now owns 4,788 shares of the company's stock valued at $350,000 after purchasing an additional 129 shares during the last quarter. CIBC Private Wealth Group LLC boosted its holdings in Solventum by 0.5% in the third quarter. CIBC Private Wealth Group LLC now owns 24,710 shares of the company's stock valued at $1,804,000 after purchasing an additional 134 shares during the last quarter. BOKF NA boosted its holdings in Solventum by 6.9% in the third quarter. BOKF NA now owns 2,193 shares of the company's stock valued at $160,000 after purchasing an additional 141 shares during the last quarter. Finally, CHICAGO TRUST Co NA boosted its holdings in Solventum by 3.0% in the third quarter. CHICAGO TRUST Co NA now owns 5,188 shares of the company's stock valued at $379,000 after purchasing an additional 150 shares during the last quarter.

Insider Buying and Selling

In other Solventum news, Director Amy Mcbride Wendell acquired 1,475 shares of the business's stock in a transaction on Tuesday, March 10th. The stock was bought at an average price of $68.03 per share, for a total transaction of $100,344.25. Following the acquisition, the director owned 5,039 shares in the company, valued at approximately $342,803.17. The trade was a 41.39% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available through the SEC website. Insiders own 0.24% of the company's stock.

Solventum Stock Down 0.6%

SOLV opened at $65.78 on Friday. Solventum Corporation has a twelve month low of $62.38 and a twelve month high of $88.20. The company has a quick ratio of 0.89, a current ratio of 1.23 and a debt-to-equity ratio of 1.00. The company has a 50-day moving average price of $70.23 and a 200 day moving average price of $74.86. The company has a market cap of $11.41 billion, a PE ratio of 7.42, a price-to-earnings-growth ratio of 1.08 and a beta of 0.71.

Solventum (NYSE:SOLV - Get Free Report) last released its quarterly earnings results on Thursday, February 26th. The company reported $1.57 earnings per share for the quarter, topping the consensus estimate of $1.50 by $0.07. The firm had revenue of $2 billion during the quarter, compared to the consensus estimate of $1.96 billion. Solventum had a net margin of 18.69% and a return on equity of 25.26%. The company's revenue for the quarter was down 3.7% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.41 EPS. Solventum has set its FY 2026 guidance at 6.400-6.600 EPS. Sell-side analysts expect that Solventum Corporation will post 6.58 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

SOLV has been the topic of several recent research reports. KeyCorp upped their price target on shares of Solventum from $97.00 to $99.00 and gave the company an "overweight" rating in a report on Friday, February 27th. Piper Sandler reaffirmed an "overweight" rating on shares of Solventum in a report on Wednesday, December 17th. Mizuho set a $100.00 target price on shares of Solventum and gave the stock an "outperform" rating in a research note on Tuesday, January 20th. Stifel Nicolaus increased their target price on shares of Solventum from $88.00 to $105.00 and gave the stock a "buy" rating in a research note on Wednesday, January 7th. Finally, Weiss Ratings reissued a "hold (c)" rating on shares of Solventum in a research note on Tuesday, January 27th. 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 stock. According to data from MarketBeat, Solventum currently has a consensus rating of "Hold" and a consensus price target of $90.64.

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.

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