Vanguard Group Inc. Reduces Holdings in Solventum Corporation $SOLV

Key Points

• Vanguard Group Inc. trimmed its stake in Solventum by 0.6% in Q4, selling 94,656 shares but still owning 17,026,542 shares (about 9.82%) valued at $1.349 billion.
• Solventum reported Q results of $1.57 EPS on $2.0B revenue (revenue down 3.7% YoY) and issued FY2026 guidance of 6.40–6.60 EPS.
• Analysts are mixed: the consensus is a Hold with an average target of $89.45, based on 7 Buys, 5 Holds and 1 Sell.

Vanguard Group Inc. reduced its position in Solventum Corporation (NYSE:SOLV - Free Report) by 0.6% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 17,026,542 shares of the company's stock after selling 94,656 shares during the quarter. Vanguard Group Inc. owned about 9.82% of Solventum worth $1,349,183,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. 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. Boston Partners lifted its stake in shares of Solventum by 26.1% in the third quarter. Boston Partners now owns 4,630,300 shares of the company's stock worth $338,006,000 after buying an additional 959,543 shares in the last quarter. Balyasny Asset Management L.P. acquired a new position in Solventum during the third quarter worth about $42,393,000. Pzena Investment Management LLC acquired a new position in Solventum during the third quarter worth about $31,701,000. Finally, Ruffer LLP grew its stake in Solventum by 196.1% during the 4th quarter. Ruffer LLP now owns 614,558 shares of the company's stock valued at $48,773,000 after acquiring an additional 407,001 shares in the last quarter.

Insider Buying and Selling at Solventum

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

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on the stock. KeyCorp decreased their target price on shares of Solventum from $99.00 to $92.00 and set an "overweight" rating on the stock in a research note on Monday. Weiss Ratings restated a "hold (c)" rating on shares of Solventum in a research report on Tuesday, January 27th. Wall Street Zen cut Solventum from a "buy" rating to a "hold" rating in a report on Sunday, March 8th. BTIG Research reiterated a "buy" rating and set a $100.00 price objective on shares of Solventum in a research report on Friday, February 27th. Finally, Stifel Nicolaus boosted their price objective on Solventum from $88.00 to $105.00 and gave the stock a "buy" rating in a research note on Wednesday, January 7th. Seven equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of "Hold" and an average target price of $89.45.

Solventum Stock Performance

NYSE SOLV opened at $67.44 on Friday. The stock has a fifty day simple moving average of $67.99 and a 200-day simple moving average of $74.48. The company has a current ratio of 1.23, a quick ratio of 0.89 and a debt-to-equity ratio of 1.00. The stock has a market cap of $11.69 billion, a PE ratio of 7.60, a P/E/G ratio of 1.09 and a beta of 0.71. Solventum Corporation has a twelve month low of $62.38 and a twelve month high of $88.20.

Solventum (NYSE:SOLV - Get Free Report) last posted its earnings results on Thursday, February 26th. The company reported $1.57 EPS for the quarter, beating analysts' consensus estimates 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 for the quarter, compared to analysts' expectations of $1.96 billion. During the same quarter in the prior year, the company posted $1.41 earnings per share. Solventum's revenue for the quarter was down 3.7% compared to the same quarter last year. Solventum has set its FY 2026 guidance at 6.400-6.600 EPS. Equities analysts anticipate that Solventum Corporation will post 6.5 earnings per share for the current year.

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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