Janus Henderson Group PLC Buys 21,094 Shares of Solventum Corporation $SOLV

Key Points

• Janus Henderson Group increased its Solventum stake by 180.5% in the first quarter, purchasing 21,094 additional shares and bringing its holdings to 32,780 shares valued at approximately $2.14 million.
• Solventum reported quarterly adjusted EPS of $2.55, beating the $1.91 consensus estimate, while revenue of $2.21 billion also exceeded forecasts. The company raised its fiscal 2026 EPS guidance to $7.10–$7.20.
• Analyst sentiment improved, with several firms raising price targets to roughly $95–$102 and maintaining positive ratings, although the overall consensus rating remains “Hold” with a $91.64 target.

Janus Henderson Group PLC boosted its stake in Solventum Corporation (NYSE:SOLV - Free Report) by 180.5% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 32,780 shares of the company's stock after purchasing an additional 21,094 shares during the quarter. Janus Henderson Group PLC's holdings in Solventum were worth $2,141,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Independent Franchise Partners LLP increased its stake in shares of Solventum by 19.0% in the 4th quarter. Independent Franchise Partners LLP now owns 15,355,691 shares of the company's stock valued at $1,216,785,000 after acquiring an additional 2,456,451 shares during the last quarter. Norges Bank bought a new position in Solventum during the 4th quarter worth approximately $147,467,000. Diamond Hill Capital Management Inc. grew its holdings in Solventum by 152.2% during the fourth quarter. Diamond Hill Capital Management Inc. now owns 2,109,027 shares of the company's stock valued at $167,119,000 after purchasing an additional 1,272,921 shares during the period. Boston Partners grew its holdings in Solventum by 26.1% during the third quarter. Boston Partners now owns 4,630,300 shares of the company's stock valued at $338,006,000 after purchasing an additional 959,543 shares during the period. Finally, Geode Capital Management LLC increased its stake in Solventum by 20.0% in the fourth quarter. Geode Capital Management LLC now owns 4,588,728 shares of the company's stock valued at $362,375,000 after purchasing an additional 763,308 shares in the last quarter.

Solventum Price Performance

Shares of NYSE SOLV opened at $83.00 on Friday. The company has a fifty day moving average price of $79.40 and a 200 day moving average price of $74.44. The firm has a market cap of $14.13 billion, a PE ratio of 10.15, a PEG ratio of 1.18 and a beta of 0.60. The company has a current ratio of 1.02, a quick ratio of 0.75 and a debt-to-equity ratio of 1.00. Solventum Corporation has a 1-year low of $62.38 and a 1-year high of $90.00.

Solventum (NYSE:SOLV - Get Free Report) last released its quarterly earnings results on Wednesday, August 5th. The company reported $2.55 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.91 by $0.64. The firm had revenue of $2.21 billion for the quarter, compared to the consensus estimate of $2.15 billion. Solventum had a return on equity of 25.09% and a net margin of 17.26%.The company's revenue for the quarter was up 2.2% on a year-over-year basis. During the same quarter last year, the business posted $1.69 EPS. Solventum has set its FY 2026 guidance at 7.100-7.200 EPS. Research analysts predict that Solventum Corporation will post 7.25 earnings per share for the current fiscal year.

Key Stories Impacting Solventum

Here are the key news stories impacting Solventum this week:

• Positive Sentiment: Q2 results exceeded expectations. Solventum reported adjusted earnings of $2.55 per share versus the $1.91 consensus estimate, while revenue of $2.21 billion also topped forecasts. Organic sales increased 9.5%, and revenue grew 2.2% year over year. Solventum Stock Up as Q2 Earnings & Revenues Beat Estimates
• Positive Sentiment: Management raised 2026 earnings guidance to $7.10-$7.20 per share, above its previous outlook. Strong cash flow and the company’s share-repurchase activity further support investor sentiment, although some of the quarter’s benefit came from ERP implementation timing. Solventum outlines HIS separation and raises 2026 EPS guide
• Positive Sentiment: Analyst conviction strengthened. Piper Sandler raised its target to $105 and maintained an overweight rating; Wedbush lifted its target to $101 with an outperform rating; and Stifel increased its target to $100 with a buy rating. UBS also reiterated its buy recommendation. UBS Remains a Buy on Solventum Corporation
• Positive Sentiment: Software separation could sharpen the company’s focus. Solventum plans to separate its health information systems business, potentially creating a more focused medical-technology company and unlocking value from the remaining operations. Solventum to hive off healthcare software business

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on SOLV shares. Wedbush increased their target price on shares of Solventum from $94.00 to $101.00 and gave the stock an "outperform" rating in a report on Thursday. BTIG Research upped their price objective on shares of Solventum from $91.00 to $95.00 and gave the company a "buy" rating in a research report on Thursday. KeyCorp raised their price objective on Solventum from $93.00 to $102.00 and gave the stock an "overweight" rating in a research note on Thursday. UBS Group lifted their target price on Solventum from $95.00 to $101.00 and gave the stock a "buy" rating in a report on Thursday. Finally, Weiss Ratings raised Solventum from a "hold (c)" rating to a "hold (c+)" rating in a research note on Friday, July 17th. Seven equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, Solventum has an average rating of "Hold" and a consensus price target of $91.64.

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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