Oak Thistle LLC Invests $2.45 Million in Solventum Corporation $SOLV

Key Points

• Oak Thistle LLC opened a new position in Solventum (NYSE:SOLV), buying 30,885 shares valued at about $2.45 million in Q4, and several large institutions (Vanguard, Independent Franchise Partners, State Street, Davis, Boston Partners) also increased their stakes, indicating notable institutional accumulation.
• Analysts are mixed with a consensus "Hold" and an average target of $90.64 (7 Buys, 5 Holds, 1 Sell); Solventum beat quarterly EPS estimates ($1.57 vs. $1.50), set FY2026 guidance of 6.40–6.60 EPS, and trades at a P/E of 7.04 on a $10.84B market cap.

Oak Thistle LLC acquired a new position in Solventum Corporation (NYSE:SOLV - Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 30,885 shares of the company's stock, valued at approximately $2,447,000.

A number of other hedge funds have also recently made changes to their positions in the business. Vanguard Group Inc. lifted its holdings in shares of Solventum by 5.3% in the 3rd quarter. Vanguard Group Inc. now owns 17,121,198 shares of the company's stock worth $1,249,847,000 after acquiring an additional 867,837 shares during the last quarter. Independent Franchise Partners LLP raised its holdings in Solventum by 27.2% during the 3rd quarter. Independent Franchise Partners LLP now owns 12,899,240 shares of the company's stock valued at $941,645,000 after buying an additional 2,758,174 shares during the last quarter. State Street Corp raised its holdings in Solventum by 1.8% during the 3rd quarter. State Street Corp now owns 6,220,271 shares of the company's stock valued at $454,080,000 after buying an additional 112,261 shares during the last quarter. Davis Selected Advisers raised its holdings in Solventum by 0.5% during the 3rd quarter. Davis Selected Advisers now owns 5,517,611 shares of the company's stock valued at $402,786,000 after buying an additional 24,950 shares during the last quarter. Finally, Boston Partners raised its holdings in Solventum by 26.1% during the 3rd quarter. Boston Partners now owns 4,630,300 shares of the company's stock valued at $338,006,000 after buying an additional 959,543 shares during the last quarter.

Insiders Place Their Bets

In related news, Director Amy Mcbride Wendell acquired 1,475 shares of the stock in a transaction on Tuesday, March 10th. The stock was acquired at an average price of $68.03 per share, for a total transaction of $100,344.25. Following the completion of the purchase, the director owned 5,039 shares of the company's stock, valued at $342,803.17. This represents a 41.39% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.24% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of research firms recently commented on SOLV. BTIG Research reiterated a "buy" rating and set a $100.00 price target on shares of Solventum in a report on Friday, February 27th. Piper Sandler reiterated an "overweight" rating on shares of Solventum in a report on Wednesday, December 17th. 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. Wells Fargo & Company raised shares of Solventum to a "hold" rating in a research report on Wednesday, March 18th. Finally, Rothschild & Co Redburn started coverage on shares of Solventum in a research report on Tuesday, March 24th. They set a "sell" rating and a $60.00 price objective on the stock. Seven equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Solventum currently has an average rating of "Hold" and an average target price of $90.64.

Solventum Stock Down 1.2%

Shares of Solventum stock opened at $62.49 on Wednesday. The company's fifty day simple moving average is $70.88 and its two-hundred day simple moving average is $75.03. The company has a market cap of $10.84 billion, a P/E ratio of 7.04, a PEG ratio of 1.04 and a beta of 0.71. The company has a current ratio of 1.23, a quick ratio of 0.89 and a debt-to-equity ratio of 1.00. Solventum Corporation has a 12-month low of $60.70 and a 12-month high of $88.20.

Solventum (NYSE:SOLV - Get Free Report) last released its earnings results on Thursday, February 26th. The company reported $1.57 earnings per share for the quarter, topping analysts' consensus estimates of $1.50 by $0.07. The firm had revenue of $2 billion for 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 was down 3.7% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.41 EPS. Solventum has set its FY 2026 guidance at 6.400-6.600 EPS. Research analysts anticipate that Solventum Corporation will post 6.58 EPS for the current year.

About Solventum

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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