Boston Partners Reduces Position in Solventum Corporation $SOLV

Boston Partners cut its stake in shares of Solventum Corporation (NYSE:SOLV) by 11.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,085,487 shares of the company’s stock after selling 544,813 shares during the quarter. Boston Partners owned about 2.36% of Solventum worth $323,743,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in SOLV. Vanguard Group Inc. raised its position in shares of Solventum by 5.3% in the third 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 period. Independent Franchise Partners LLP grew its stake 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 acquiring an additional 2,758,174 shares in the last quarter. State Street Corp grew its stake 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 acquiring an additional 112,261 shares in the last quarter. Davis Selected Advisers grew its stake in shares of Solventum by 12.7% in the 4th quarter. Davis Selected Advisers now owns 6,220,072 shares of the company’s stock valued at $492,880,000 after buying an additional 702,461 shares during the period. Finally, Geode Capital Management LLC grew its stake in shares of Solventum by 20.0% in the 4th quarter. Geode Capital Management LLC now owns 4,588,728 shares of the company’s stock valued at $362,375,000 after buying an additional 763,308 shares during the period.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on the stock. UBS Group cut shares of Solventum from a “buy” rating to a “neutral” rating and set a $50.00 price objective for the company. in a research report on Thursday, May 14th. Wedbush assumed coverage on shares of Solventum in a research report on Friday, May 15th. They set an “outperform” rating and a $94.00 price objective for the company. Weiss Ratings raised shares of Solventum from a “hold (c)” rating to a “hold (c+)” rating in a research report on Thursday. Piper Sandler lowered their price objective on shares of Solventum from $98.00 to $92.00 and set an “overweight” rating for the company in a research report on Friday, April 17th. Finally, Stifel Nicolaus lowered their price objective on shares of Solventum from $105.00 to $90.00 and set a “buy” rating for the company in a research report on Wednesday, May 6th. Eight investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $84.25.

Solventum Stock Down 0.5%

Shares of NYSE SOLV opened at $78.85 on Friday. The company has a quick ratio of 0.75, a current ratio of 1.07 and a debt-to-equity ratio of 0.96. Solventum Corporation has a 52 week low of $62.38 and a 52 week high of $88.20. The firm has a 50-day moving average price of $72.50 and a 200 day moving average price of $75.26. The stock has a market capitalization of $13.66 billion, a price-to-earnings ratio of 9.66, a price-to-earnings-growth ratio of 1.22 and a beta of 0.69.

Solventum (NYSE:SOLV) last announced its earnings results on Tuesday, May 5th. The company reported $1.48 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.35 by $0.13. Solventum had a net margin of 17.33% and a return on equity of 23.51%. The company had revenue of $2.01 billion during the quarter, compared to analysts’ expectations of $1.97 billion. During the same quarter in the previous year, the business posted $1.34 earnings per share. The firm’s quarterly revenue was down 3.0% compared to the same quarter last year. Solventum has set its FY 2026 guidance at 6.600-6.600 EPS. Equities research analysts anticipate that Solventum Corporation will post 6.58 EPS for the current fiscal 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.