KeyCorp Forecasts Strong Price Appreciation for Solventum (NYSE:SOLV) Stock

Solventum (NYSE:SOLV) had its target price boosted by research analysts at KeyCorp from $97.00 to $99.00 in a note issued to investors on Friday,Benzinga reports. The firm presently has an “overweight” rating on the stock. KeyCorp’s price target points to a potential upside of 28.16% from the stock’s current price.

A number of other equities research analysts have also recently issued reports on SOLV. Weiss Ratings reiterated a “hold (c)” rating on shares of Solventum in a research note on Tuesday, January 27th. BTIG Research reissued a “buy” rating and issued a $100.00 price objective on shares of Solventum in a report on Friday. Wall Street Zen lowered Solventum from a “buy” rating to a “hold” rating in a report on Saturday, February 7th. Piper Sandler reaffirmed an “overweight” rating on shares of Solventum in a report on Wednesday, December 17th. Finally, Zacks Research lowered shares of Solventum from a “strong-buy” rating to a “hold” rating in a research note on Monday, December 1st. 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. Based on data from MarketBeat, the company has an average rating of “Hold” and a consensus target price of $91.55.

Solventum Stock Performance

Solventum stock opened at $77.25 on Friday. The stock’s 50-day moving average is $78.73 and its 200-day moving average is $76.19. 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 has a 12 month low of $60.70 and a 12 month high of $88.20. The company has a market cap of $13.40 billion, a price-to-earnings ratio of 8.90, a price-to-earnings-growth ratio of 6.90 and a beta of 0.35.

Solventum (NYSE:SOLV) last released its quarterly earnings results on Thursday, February 26th. The company reported $1.57 earnings per share for the quarter, beating analysts’ consensus estimates of $1.50 by $0.07. Solventum had a net margin of 18.13% and a return on equity of 28.01%. The business had revenue of $2 billion during the quarter, compared to analyst estimates of $1.96 billion. During the same period last year, the business earned $1.41 EPS. The business’s revenue was down 3.7% on a year-over-year basis. Solventum has set its FY 2026 guidance at 6.400-6.600 EPS. Equities analysts anticipate that Solventum will post 6.58 earnings per share for the current year.

Solventum declared that its board has approved a share repurchase program on Thursday, November 20th that permits the company to repurchase $1.00 billion in shares. This repurchase authorization permits the company to reacquire up to 7.5% of its shares through open market purchases. Shares repurchase programs are generally a sign that the company’s board believes its stock is undervalued.

Institutional Trading of Solventum

Several institutional investors have recently made changes to their positions in SOLV. Pacer Advisors Inc. increased its position in Solventum by 28.2% in the 4th quarter. Pacer Advisors Inc. now owns 17,149 shares of the company’s stock worth $1,359,000 after purchasing an additional 3,768 shares during the last quarter. MV Capital Management Inc. bought a new stake in shares of Solventum during the 4th quarter worth about $34,000. T. Rowe Price Investment Management Inc. raised its position in shares of Solventum by 1,482.4% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 538 shares of the company’s stock valued at $43,000 after purchasing an additional 504 shares during the period. Invesco Ltd. raised its position in shares of Solventum by 3.4% in the fourth quarter. Invesco Ltd. now owns 2,930,010 shares of the company’s stock valued at $232,174,000 after purchasing an additional 96,236 shares during the period. Finally, Birchwood Financial Partners Inc. bought a new stake in Solventum during the fourth quarter valued at about $142,000.

More Solventum News

Here are the key news stories impacting Solventum this week:

• Positive Sentiment: Q4 results topped estimates: Solventum reported $1.57 EPS vs. consensus $1.50 and $2.0B revenue vs. $1.96B, signaling solid underlying demand. Solventum beats quarterly estimates on strong demand for surgical products
• Positive Sentiment: Management raised/guided FY2026: company set EPS guidance of $6.40–$6.60, above consensus, which supports the stock’s re?rating on earnings visibility. Solventum Reports Fourth Quarter 2025 Financial Results and Introduces 2026 Full-Year Guidance
• Positive Sentiment: End?market strength in wound care and sterilization drove the beat and organic growth, suggesting durable product demand in core categories. Solventum exceeds earnings estimates in first year as solo company
• Neutral Sentiment: Organic vs. reported sales split: organic sales rose ~3.5% but reported sales fell ~3.7% (impacted by the 3M spin?off), so headline revenue comparisons are distorted. Solventum Reports Fourth Quarter 2025 Financial Results and Introduces 2026 Full-Year Guidance
• Neutral Sentiment: Conference call/transcript available with management detail — useful for investors to judge sustainability of margin fixes and growth drivers. Solventum Corp (SOLV) Q4 2025 Earnings Call Highlights: Strong Organic Growth Amid Margin Challenges
• Negative Sentiment: Margin pressures flagged on the call/notes — management acknowledged cost and mix headwinds that could limit near?term margin expansion despite the beat. Solventum Corporation (SOLV) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Execution and comparability risk after the 3M spin?off: analysts warn the new standalone setup creates an earnings test for future growth and margins. Solventum faces earnings test on growth targets after 3M spin-off

Solventum Company 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.