Solventum Corporation $SOLV Shares Sold by Citigroup Inc.

Citigroup Inc. lowered its holdings in Solventum Corporation (NYSE:SOLV) by 37.1% during the third quarter, HoldingsChannel.com reports. The fund owned 169,090 shares of the company’s stock after selling 99,558 shares during the period. Citigroup Inc.’s holdings in Solventum were worth $12,344,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently made changes to their positions in the company. Deseret Mutual Benefit Administrators lifted its holdings in shares of Solventum by 78.7% in the 3rd quarter. Deseret Mutual Benefit Administrators now owns 370 shares of the company’s stock worth $27,000 after purchasing an additional 163 shares during the last quarter. CYBER HORNET ETFs LLC acquired a new stake in Solventum in the second quarter worth $28,000. MUFG Securities EMEA plc bought a new stake in Solventum in the second quarter valued at $31,000. State of Wyoming bought a new stake in Solventum in the second quarter valued at $33,000. Finally, MTM Investment Management LLC acquired a new position in shares of Solventum during the second quarter valued at $40,000.

Analyst Upgrades and Downgrades

SOLV has been the topic of a number of analyst reports. Stifel Nicolaus increased their price objective on shares of Solventum from $88.00 to $105.00 and gave the stock a “buy” rating in a report on Wednesday, January 7th. KeyCorp upped their target price on shares of Solventum from $97.00 to $99.00 and gave the stock an “overweight” rating in a research report on Friday. Mizuho set a $100.00 price target on Solventum and gave the company an “outperform” rating in a report on Tuesday, January 20th. Weiss Ratings reissued a “hold (c)” rating on shares of Solventum in a report on Tuesday, January 27th. Finally, BTIG Research restated a “buy” rating and issued a $100.00 target price on shares of Solventum in a research report on Friday. Seven analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $91.64.

Solventum Price Performance

NYSE SOLV opened at $74.12 on Friday. Solventum Corporation has a 12 month low of $60.70 and a 12 month high of $88.20. The firm has a market capitalization of $12.86 billion, a PE ratio of 8.36, a P/E/G ratio of 6.85 and a beta of 0.35. The company’s 50 day simple moving average is $78.58 and its 200 day simple moving average is $76.23. The company has a debt-to-equity ratio of 1.03, a current ratio of 1.50 and a quick ratio of 1.14.

Solventum (NYSE:SOLV) last issued its quarterly earnings results on Thursday, February 26th. The company reported $1.57 earnings per share (EPS) 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 analysts’ expectations of $1.96 billion. Solventum had a return on equity of 26.99% and a net margin of 18.69%.The firm’s revenue for the quarter was down 3.7% on a year-over-year basis. During the same period last year, the firm earned $1.41 EPS. Solventum has set its FY 2026 guidance at 6.400-6.600 EPS. As a group, equities research analysts forecast that Solventum Corporation will post 6.58 EPS for the current fiscal year.

Solventum announced that its board has approved a stock repurchase plan on Thursday, November 20th that allows the company to buyback $1.00 billion in shares. This buyback authorization allows the company to purchase up to 7.5% of its shares through open market purchases. Shares buyback plans are typically an indication that the company’s board of directors believes its shares are undervalued.

Key Solventum News

Here are the key news stories impacting Solventum this week:

• Positive Sentiment: Q4 beat — SOLV reported $1.57 EPS and $2.0B revenue, topping estimates with strong demand in surgical/wound-care products, supporting the case for continued organic growth. Read More.
• Positive Sentiment: FY2026 guidance nudged above consensus — management set EPS guidance of $6.40–$6.60, slightly ahead of Street expectations, giving some visibility to full‑year earnings. Read More.
• Positive Sentiment: Analyst bullish signals — KeyCorp raised its price target to $99 (overweight) and BTIG reaffirmed a buy with a $100 target, reflecting upside from better-than-expected results and long-term growth potential. Read More. Read More.
• Neutral Sentiment: Full disclosure for investors — the earnings call transcript and slide deck are available for deeper review of segment performance and cost drivers. Read More.
• Negative Sentiment: Margin pressure — several reports and the company’s commentary highlighted declining margins and cost headwinds despite organic sales growth (organic sales +3.5%, overall sales -3.7% y/y), which is the primary driver of investor concern. Read More.
• Negative Sentiment: Analyst caution — Wells Fargo cut its price target to $83 and moved to an equal‑weight stance, signaling shorter-term skepticism that likely amplified selling after the print. Read More.

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.