Intech Investment Management LLC Has $633,000 Stock Holdings in Solventum Corporation $SOLV

Key Points

• Intech Investment Management cut its stake in Solventum (NYSE:SOLV) by 92.2% in Q3, selling 103,053 shares and retaining 8,669 shares valued at about $633,000.
• Several large institutions increased or established big positions—Independent Franchise Partners now owns 10,141,066 shares (~$769.1M), Vanguard holds 17,121,198 shares (~$1.25B), and Norges Bank initiated a ~ $140.5M stake—indicating strong institutional interest.
• Solventum beat quarterly estimates (EPS $1.57 vs. $1.50; revenue $2.0B vs. $1.96B), set FY2026 guidance of 6.400–6.600 EPS (analyst avg 6.58), launched a $1.0 billion buyback (up to 7.5% of shares), and trades at a PE of 7.62 with a market cap of $11.72B.

Intech Investment Management LLC trimmed its position in Solventum Corporation (NYSE:SOLV - Free Report) by 92.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 8,669 shares of the company's stock after selling 103,053 shares during the quarter. Intech Investment Management LLC's holdings in Solventum were worth $633,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Independent Franchise Partners LLP boosted its position in Solventum by 74.2% during the 2nd quarter. Independent Franchise Partners LLP now owns 10,141,066 shares of the company's stock worth $769,098,000 after acquiring an additional 4,320,342 shares during the last quarter. Norges Bank acquired a new stake in shares of Solventum in the second quarter valued at approximately $140,495,000. Vanguard Group Inc. lifted its position in shares of Solventum by 5.3% in the third quarter. Vanguard Group Inc. now owns 17,121,198 shares of the company's stock worth $1,249,847,000 after purchasing an additional 867,837 shares in the last quarter. Pzena Investment Management LLC acquired a new position in Solventum during the third quarter worth $31,701,000. Finally, Assenagon Asset Management S.A. boosted its holdings in Solventum by 60.3% during the third quarter. Assenagon Asset Management S.A. now owns 928,830 shares of the company's stock worth $67,805,000 after purchasing an additional 349,463 shares during the last quarter.

Solventum Price Performance

Shares of NYSE SOLV opened at $67.57 on Wednesday. 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 business's 50 day moving average price is $77.14 and its two-hundred day moving average price is $76.13. The company has a market cap of $11.72 billion, a PE ratio of 7.62, a price-to-earnings-growth ratio of 1.12 and a beta of 0.40. Solventum Corporation has a twelve month low of $60.70 and a twelve month high of $88.20.

Solventum (NYSE:SOLV - Get Free Report) last issued its quarterly earnings data 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 company had revenue of $2 billion for the quarter, compared to analyst estimates of $1.96 billion. Solventum had a net margin of 18.69% and a return on equity of 25.26%. The company's revenue was down 3.7% on a year-over-year basis. During the same period in the prior year, the firm earned $1.41 earnings per share. Solventum has set its FY 2026 guidance at 6.400-6.600 EPS. On average, analysts predict that Solventum Corporation will post 6.58 EPS for the current year.

Solventum announced that its Board of Directors has initiated a share repurchase program on Thursday, November 20th that permits the company to buyback $1.00 billion in outstanding shares. This buyback authorization permits the company to purchase up to 7.5% of its stock through open market purchases. Stock buyback programs are typically a sign that the company's leadership believes its stock is undervalued.

Analyst Ratings Changes

SOLV has been the topic of several recent research reports. Stifel Nicolaus lifted their price target on shares of Solventum from $88.00 to $105.00 and gave the company a "buy" rating in a research note on Wednesday, January 7th. Piper Sandler restated an "overweight" rating on shares of Solventum in a report on Wednesday, December 17th. UBS Group reaffirmed a "neutral" rating on shares of Solventum in a research report on Friday, November 21st. Mizuho set a $100.00 target price on Solventum and gave the stock an "outperform" rating in a report on Tuesday, January 20th. Finally, Weiss Ratings reissued a "hold (c)" rating on shares of Solventum in a research report on Tuesday, January 27th. Seven equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $93.70.

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.

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