Fox Run Management L.L.C. Takes $790,000 Position in Solventum Corporation $SOLV

Fox Run Management L.L.C. bought a new position in shares of Solventum Corporation (NYSE:SOLV) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 10,825 shares of the company’s stock, valued at approximately $790,000.

Other hedge funds have also recently bought and sold shares of the company. MAI Capital Management grew its stake in Solventum by 18.6% during the third quarter. MAI Capital Management now owns 5,751 shares of the company’s stock worth $420,000 after buying an additional 901 shares during the period. TD Asset Management Inc lifted its holdings in shares of Solventum by 4.3% during the 3rd quarter. TD Asset Management Inc now owns 41,194 shares of the company’s stock valued at $3,007,000 after acquiring an additional 1,687 shares in the last quarter. Mufg Securities Americas Inc. boosted its position in Solventum by 29.6% during the 3rd quarter. Mufg Securities Americas Inc. now owns 3,975 shares of the company’s stock worth $290,000 after purchasing an additional 908 shares during the period. Clark Estates Inc. NY acquired a new stake in Solventum in the 3rd quarter valued at $11,315,000. Finally, Equitable Trust Co. raised its position in Solventum by 27.3% in the third quarter. Equitable Trust Co. now owns 7,886 shares of the company’s stock valued at $576,000 after purchasing an additional 1,690 shares during the period.

Solventum Stock Performance

Solventum stock opened at $77.25 on Friday. Solventum Corporation has a 52 week low of $60.70 and a 52 week high of $88.20. The company has a current ratio of 1.50, a quick ratio of 1.14 and a debt-to-equity ratio of 1.03. The stock has a market cap of $13.40 billion, a P/E ratio of 8.90, a price-to-earnings-growth ratio of 6.90 and a beta of 0.35. The stock has a 50 day moving average of $78.73 and a 200-day moving average of $76.19.

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, topping analysts’ consensus estimates of $1.50 by $0.07. The business had revenue of $2 billion during the quarter, compared to analyst estimates of $1.96 billion. Solventum had a net margin of 18.13% and a return on equity of 28.01%. The business’s revenue was down 3.7% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.41 earnings per share. Solventum has set its FY 2026 guidance at 6.400-6.600 EPS. On average, analysts expect that Solventum Corporation will post 6.58 EPS for the current fiscal year.

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

Analysts Set New Price Targets

SOLV has been the subject of several analyst reports. Wall Street Zen downgraded Solventum from a “buy” rating to a “hold” rating in a research report on Saturday, February 7th. Stifel Nicolaus upped their price target on Solventum from $88.00 to $105.00 and gave the stock a “buy” rating in a report on Wednesday, January 7th. Mizuho set a $100.00 price objective on shares of Solventum and gave the company an “outperform” rating in a research note on Tuesday, January 20th. Zacks Research cut shares of Solventum from a “strong-buy” rating to a “hold” rating in a research report on Monday, December 1st. Finally, KeyCorp upgraded shares of Solventum from a “sector weight” rating to an “overweight” rating and set a $97.00 target price for the company in a research note on Monday, January 26th. Seven 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 company. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $91.36.

Key Headlines Impacting Solventum

Here are the key news stories impacting Solventum this week:

• Positive Sentiment: Q4 earnings beat — SOLV reported $1.57 EPS vs. a $1.50 consensus, marking year‑over‑year improvement and higher margins that drove the upside. Solventum (SOLV) Surpasses Q4 Earnings and Revenue Estimates
• Positive Sentiment: FY‑2026 guidance slightly above consensus — management set adjusted EPS guidance of $6.40–$6.60 vs. consensus ~6.35, reducing near‑term forecast risk and supporting valuation. Solventum Reports Fourth Quarter 2025 Financial Results and Introduces 2026 Full-Year Guidance
• Positive Sentiment: Underlying organic growth and product demand — organic sales rose ~3.5% and management cited strong demand for wound care and sterilization/surgical products, a key revenue driver. Solventum beats quarterly estimates on strong demand for surgical products
• Neutral Sentiment: Investor materials and call available — management hosted a conference call and posted a slide deck and press release with more detail; useful for confirming durability of margin guidance. Listen to Conference Call / View Press Release
• Neutral Sentiment: Solid profitability metrics — SOLV reported a net margin ~18% and ROE ~28%, and trades at a low single‑digit P/E relative to growth, which may attract value investors. MarketBeat SOLV Profile
• Negative Sentiment: Reported revenue fell 3.7% year‑over‑year — the headline sales decline tempers the EPS beat and leaves questions about top‑line consistency. Solventum Reports Fourth Quarter 2025 Financial Results and Introduces 2026 Full-Year Guidance
• Negative Sentiment: Growth outlook scrutiny after spin-off — analysts flag that Solventum faces an “earnings test” on growth targets following the 3M-related structural changes, introducing execution risk. Solventum faces earnings test on growth targets after 3M spinoff

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.