Solventum Corporation $SOLV Shares Acquired by SG Americas Securities LLC

Key Points

• SG Americas Securities LLC increased its stake in Solventum by 92.3% in Q4, adding 44,970 shares to hold 93,681 shares valued at about $7.42 million (roughly 0.05% of the company).
• Solventum beat quarterly estimates with EPS of $1.57 (vs. $1.50 expected) and $2.0B in revenue, and management set FY2026 guidance of 6.40–6.60 EPS, roughly matching the street consensus of 6.58.
• Analysts are mixed—seven Buys, five Holds and one Sell—resulting in a MarketBeat consensus rating of "Hold" and a consensus price target of $90.64.

SG Americas Securities LLC grew its position in Solventum Corporation (NYSE:SOLV - Free Report) by 92.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 93,681 shares of the company's stock after acquiring an additional 44,970 shares during the quarter. SG Americas Securities LLC owned about 0.05% of Solventum worth $7,423,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Vanguard Group Inc. lifted its holdings in Solventum by 5.3% in the 3rd quarter. Vanguard Group Inc. now owns 17,121,198 shares of the company's stock valued at $1,249,847,000 after purchasing an additional 867,837 shares in the last quarter. Independent Franchise Partners LLP grew its holdings in shares of Solventum by 27.2% during the third quarter. Independent Franchise Partners LLP now owns 12,899,240 shares of the company's stock worth $941,645,000 after buying an additional 2,758,174 shares in the last quarter. State Street Corp grew its holdings in shares of Solventum by 1.8% during the third quarter. State Street Corp now owns 6,220,271 shares of the company's stock worth $454,080,000 after buying an additional 112,261 shares in the last quarter. Davis Selected Advisers raised its position in shares of Solventum by 0.5% in the third 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 position in shares of Solventum by 26.1% in the third 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.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on the stock. Zacks Research lowered shares of Solventum from a "strong-buy" rating to a "hold" rating in a research report on Monday, December 1st. Rothschild & Co Redburn initiated coverage on shares of Solventum in a report on Tuesday, March 24th. They issued a "sell" rating and a $60.00 price objective for the company. Wells Fargo & Company raised shares of Solventum to a "hold" rating in a research note on Wednesday, March 18th. KeyCorp boosted their target price on Solventum from $97.00 to $99.00 and gave the stock an "overweight" rating in a report on Friday, February 27th. Finally, Stifel Nicolaus upped their price target on Solventum from $88.00 to $105.00 and gave the company a "buy" rating in a research report on Wednesday, January 7th. Seven analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat.com, the company has a consensus rating of "Hold" and a consensus price target of $90.64.

Solventum Stock Up 1.2%

Shares of SOLV opened at $63.51 on Tuesday. The firm has a market cap of $11.02 billion, a P/E ratio of 7.16, a price-to-earnings-growth ratio of 1.03 and a beta of 0.40. Solventum Corporation has a 12-month low of $60.70 and a 12-month high of $88.20. The company's 50-day moving average price is $72.72 and its 200 day moving average price is $75.46. 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 (NYSE:SOLV - Get Free Report) last announced its 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. Solventum had a net margin of 18.69% and a return on equity of 25.26%. The company had revenue of $2 billion during the quarter, compared to analyst estimates of $1.96 billion. During the same quarter last year, the firm posted $1.41 earnings per share. Solventum's revenue was down 3.7% compared to the same quarter last year. Solventum has set its FY 2026 guidance at 6.400-6.600 EPS. On average, sell-side analysts forecast that Solventum Corporation will post 6.58 earnings per share for the current year.

Insider Activity at Solventum

In related news, Director Amy Mcbride Wendell acquired 1,475 shares of the firm's stock in a transaction dated Tuesday, March 10th. The shares were purchased at an average cost 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 $342,803.17. The trade was a 41.39% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Corporate insiders own 0.05% of the company's stock.

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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