Solventum (SOLV)

• Market cap: $11.4B
• 1 day: 1.48%
• 5 days: -0.26%
• 1 month: -11.19%
• 3 months: -10.46%
• 6 months: -9.10%
• Year to date: -0.05%
• 1 year: 3.78%
• 5 years: -4.63%
• 10 years: -4.63%
• Sector: Healthcare
• Industry: Medical Instruments & Supplies

About: Solventum Corp is a healthcare company developing, manufacturing, and commercializing a portfolio of solutions that leverage deep material science, data science, and digital capabilities to address critical customer and patient needs. The company has four operating segments: MedSurg, Dental Solutions, Health Information Systems, and Purification and Filtration. The company generates the majority of its revenue from the MedSurg segment, which provides wound care and surgical solutions that are intended to accelerate healing, prevent complications, and lower the total cost of care globally.

Employees: 22,000

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

44% more call options, than puts

Call options by funds: $42.1M | Put options by funds: $29.1M

15% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 110

3.22% more ownership

Funds ownership: 60.36% [Q3] → 63.58% (+3.22%) [Q4]

3% more capital invested

Capital invested by funds: $7.29B [Q3] → $7.53B (+$233M) [Q4]

0% less funds holding

Funds holding: 920 [Q3] → 917 (-3) [Q4]

18% less funds holding in top 10

Funds holding in top 10: 11 [Q3] → 9 (-2) [Q4]

49% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 392

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $71 8% upside
• Avg. target: $80 21% upside
• High target: $85 29% upside

6 analyst ratings

• positive: 0 0%
• neutral: 5 83%
• negative: 1 17%

Morgan Stanley Patrick Wood 42% 1-year accuracy 5 / 12 met price target	21% upside $80	Equal-Weight Maintained	5 Mar 2025
Mizuho Steven Valiquette 29% 1-year accuracy 2 / 7 met price target	24% upside $82	Neutral Maintained	3 Mar 2025
Goldman Sachs David Roman 25% 1-year accuracy 5 / 20 met price target	8% upside $71	Sell Maintained	3 Mar 2025
Wells Fargo Vik Chopra 27% 1-year accuracy 3 / 11 met price target	14% upside $75	Equal-Weight Maintained	28 Feb 2025
Piper Sandler Jason Bednar 18% 1-year accuracy 7 / 38 met price target	27% upside $84	Neutral Maintained	28 Feb 2025