Solventum (NYSE:SOLV) Releases FY 2026 Earnings Guidance

Solventum (NYSE:SOLV) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 6.400-6.600 for the period, compared to the consensus earnings per share estimate of 6.350. The company issued revenue guidance of -.

Solventum Stock Performance

SOLV traded down $2.55 on Friday, hitting $74.39. 313,980 shares of the company’s stock were exchanged, compared to its average volume of 1,027,347. 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 fifty day moving average of $78.73 and a two-hundred day moving average of $76.19. The firm has a market cap of $12.90 billion, a PE ratio of 8.58, a P/E/G ratio of 6.90 and a beta of 0.35. Solventum has a twelve month low of $60.70 and a twelve month high of $88.20.

Solventum (NYSE:SOLV) last posted its earnings results on Thursday, February 26th. The company reported $1.57 earnings per share (EPS) 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 firm had revenue of $2 billion during the quarter, compared to analyst estimates of $1.96 billion. During the same period in the previous year, the business posted $1.41 EPS. Solventum’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. On average, research analysts anticipate that Solventum will post 6.58 earnings per share for the current fiscal year.

Solventum declared that its Board of Directors has initiated a share buyback plan on Thursday, November 20th that authorizes the company to repurchase $1.00 billion in shares. This repurchase authorization authorizes the company to reacquire up to 7.5% of its stock through open market purchases. Stock repurchase plans are often a sign that the company’s leadership believes its stock is undervalued.

Analyst Ratings Changes

A number of brokerages have issued reports on SOLV. KeyCorp boosted their price target on shares of Solventum from $97.00 to $99.00 and gave the stock an “overweight” rating in a research report on Friday. Wall Street Zen downgraded shares of Solventum from a “buy” rating to a “hold” rating in a report on Saturday, February 7th. UBS Group reissued a “neutral” rating on shares of Solventum in a research note on Friday, November 21st. Piper Sandler restated an “overweight” rating on shares of Solventum in a report on Wednesday, December 17th. Finally, BTIG Research reaffirmed a “buy” rating and issued a $100.00 price target on shares of Solventum in a report on Friday. Seven investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Solventum currently has a consensus rating of “Hold” and an average target price of $91.55.

Key Headlines Impacting Solventum

Here are the key news stories impacting Solventum this week:

• Positive Sentiment: Beat Q4 estimates on both EPS and revenue, with EPS of $1.57 vs. $1.50 expected and revenue of $2.0B vs. $1.96B; management cited strong demand for wound‑care and sterilization products. Reuters: Solventum beats quarterly estimates
• Positive Sentiment: Company raised FY‑2026 EPS guidance to $6.40–$6.60, slightly above street consensus, signaling confidence in near‑term profitability and cash flow. PR Newswire: FY2026 guidance
• Positive Sentiment: Analysts raised and reaffirmed ratings/targets: KeyCorp upgraded to “overweight” and lifted its target to $99; BTIG reaffirmed a Buy with a $100 target — both imply ~28–29% upside from recent levels. TickerReport: KeyCorp upgrade Benzinga: BTIG reaffirmation
• Neutral Sentiment: Underlying sales mix is mixed — total reported sales fell 3.7% YoY while organic sales increased ~3.5%, a nuance investors will watch for sustainability of growth. PR Newswire: Q4 results snapshot
• Neutral Sentiment: The company provided detailed call materials and a transcript for deeper scrutiny (slides and call transcript available) — useful for assessing segment trends and buyback/dividend/cash‑flow plans. Slide deck / press release Seeking Alpha: Call transcript
• Negative Sentiment: Management flagged margin pressure on the earnings call — “strong organic growth amid margin challenges” — which could temper near‑term margin expansion expectations. Yahoo Finance: Earnings highlights
• Negative Sentiment: Analysts and coverage note risks tied to the recent 3M spinoff and the company’s ability to meet longer‑term growth targets as a standalone — a factor investors may re‑price if execution slips. Investing.com: Spinoff risks

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of the business. BOKF NA lifted its position in shares of Solventum by 6.9% in the third quarter. BOKF NA now owns 2,193 shares of the company’s stock worth $160,000 after buying an additional 141 shares during the last quarter. Smartleaf Asset Management LLC raised its stake in shares of Solventum by 23.6% in the 4th quarter. Smartleaf Asset Management LLC now owns 744 shares of the company’s stock valued at $60,000 after acquiring an additional 142 shares in the last quarter. Lazard Asset Management LLC lifted its holdings in Solventum by 1.4% in the 2nd quarter. Lazard Asset Management LLC now owns 11,605 shares of the company’s stock worth $880,000 after purchasing an additional 163 shares during the last quarter. Orion Porfolio Solutions LLC boosted its position in Solventum by 0.7% during the second quarter. Orion Porfolio Solutions LLC now owns 24,295 shares of the company’s stock worth $1,843,000 after purchasing an additional 176 shares during the period. Finally, Lido Advisors LLC boosted its position in Solventum by 2.3% during the fourth quarter. Lido Advisors LLC now owns 7,899 shares of the company’s stock worth $583,000 after purchasing an additional 178 shares during the period.

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.