SOLV

Solventum Corp

NYSE · Surgical & Medical Instruments & Apparatus · Inc. DE · CIK 0001964738
$78.87 -0.44% $13.7B
27 New Institutional Positions18 Institutional Exits
Vol
Market Cap$13.7B
Cap SizeLarge Cap
Analyst ConsensusBuy (55%)
Inst. Holders50 funds
Inst. Value$5.4B
Inst. Activity27 buys / 18 sells
Insider Activity1B / 0S
Insider Net $$100.3K
Reddit Sentiment33° Cool
SEC Reports4
Exchange NYSE·Sector Surgical & Medical Instruments & Apparatus·Inc. DE·CIK 0001964738·Prev Close $79.22

Recent Activity

Jun 12, 2026 SEC
A mixed institutional cluster in Solventum Corp (SOLV) for Q3 2024 shows 25 buyers accumulating $209.7M net, led by new
INST-CLUSTER — Impact 5/10
Jun 5, 2026 SEC
Solventum Corp filed an 8-K to disclose the final resolution of a moot shareholder class action challenging the company'
8-K — Impact 2/10
May 27, 2026 SEC
Solventum adopted a new executive severance plan effective June 1, 2026, replacing the prior plan. The plan provides sev
8-K — Impact 3/10
May 15, 2026 Insider
DeVore Susan D. was granted 3,300 shares
Director
May 15, 2026 Insider
Wilson Darryl L. was granted 3,300 shares
Director
May 15, 2026 Insider
Wendell Amy McBride was granted 3,300 shares
Director
Inst.
Invesco Ltd. — ADD
3,789,883 shares ($247.5M)
Inst.
DIMENSIONAL FUND ADVISORS LP — ADD
774,683 shares ($50.6M)

Price Targets

$82.15 +4.2% upside Hold
Current $78.87 Low $60.00 Median $85.00 High $100.00 13 analysts
$60.00 $100.00

Analyst Ratings

Hold55% buy · 22 analysts
6Strong Buy
6Buy
8Hold
2Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 15, 2026 Wedbush INITIATE Outperform
May 6, 2026 UBS MAINTAIN Neutral → Neutral
May 6, 2026 Stifel MAINTAIN Buy → Buy
May 6, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight
May 6, 2026 Keybanc MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.89 $1.78 — $1.95 12% YoY 11
Next Q $1.43 $1.32 — $1.66 -5% YoY 11
Current FY $6.55 $6.34 — $6.60 7% YoY 15
Next FY $7.05 $6.55 — $7.32 8% YoY 15

Top Institutional Holders

FundValueMove
Erste Asset Management GmbH
Independent Franchise Partners LLP$1.0B
BlackRock, Inc.$684.3M
VANGUARD CAPITAL MANAGEMENT LLC$627.0M
STATE STREET CORP$418.4M

Recent Insider Trades

DateInsiderTypeValue
May 15, 2026DeVore SusanA$0.00
May 15, 2026Wilson DarrylA$0.00
May 15, 2026Wendell AmyA$0.00
May 15, 2026WEILAND JOHNA$0.00
May 15, 2026MAY KARENA$0.00

Reddit Sentiment

33°
Cool
Bearish Neutral Bullish
2 mentions 0 bullish 2 bearish
50 institutional holders with $5.4B total value (82,434,037 shares) as of 2026-Q1. Top holders: Erste, Independent, BlackRock,. Net buying activity: 27 institutions added/increased vs 18 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Erste Asset Management GmbH$0.000.0%
2Independent Franchise Partners LLP15,733,495$1.0B19.1%
3BlackRock, Inc.10,478,972$684.3M12.7%
4VANGUARD CAPITAL MANAGEMENT LLC9,601,949$627.0M11.6%
5STATE STREET CORP6,407,480$418.4M7.8%
6VANGUARD PORTFOLIO MANAGEMENT LLC6,390,364$417.3M7.7%
7DAVIS SELECTED ADVISERS6,330,325$413.4M7.7%
8Invesco Ltd.3,789,883$247.5M4.6%ADD +29.3%
9DIAMOND HILL CAPITAL MANAGEMENT INC2,420,246$158.0M2.9%DOUBLED +152.2%
10FMR LLC1,870,036$122.1M2.3%
11MORGAN STANLEY1,763,007$115.1M2.1%
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,519,514$99.2M1.8%
13BANK OF AMERICA CORP /DE/1,432,780$93.6M1.7%ADD +34.6%
14RAYMOND JAMES FINANCIAL INC919,263$59.9M1.1%
15ARROWSTREET CAPITAL, LIMITED PARTNERSHIP883,534$57.7M1.1%
16VANGUARD FIDUCIARY TRUST CO830,345$54.2M1.0%
17GOLDMAN SACHS GROUP INC821,032$53.6M1.0%
18DIMENSIONAL FUND ADVISORS LP774,683$50.6M0.9%ADD +44.0%
19DEUTSCHE BANK AG\706,129$46.1M0.9%NEW
20HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC693,060$45.3M0.8%TRIM -57.5%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Invesco Ltd.ADD2,930,0103,789,883+29.3%$247.5M2026-Q1
DIMENSIONAL FUND ADVISORS LPADD538,024774,683+44.0%$50.6M2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCTRIM1,630,872693,060-57.5%$45.3M2026-Q1
Gotham Asset Management, LLCDOUBLED291,308622,833+113.8%$40.7M2026-Q1
Assenagon Asset Management S.A.TRIM643,151362,404-43.7%$23.7M2026-Q1
Grantham, Mayo, Van Otterloo & Co. LLCADD270,190349,163+29.2%$22.8M2026-Q1
FIRST TRUST ADVISORS LPADD212,452334,441+57.4%$21.8M2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD229,683328,837+43.2%$21.5M2026-Q1
PRUDENTIAL FINANCIAL INCDOUBLED120,224291,757+142.7%$19.1M2026-Q1
SEI INVESTMENTS CODOUBLED55,310240,581+335.0%$15.7M2026-Q1
ExodusPoint Capital Management, LPDOUBLED77,361163,837+111.8%$10.7M2026-Q1
STIFEL FINANCIAL CORPADD117,545152,171+29.5%$9.9M2026-Q1
Brevan Howard Capital Management LPDOUBLED22,49685,647+280.7%$5.6M2026-Q1
FIFTH THIRD BANCORPDOUBLED3,66967,856+1749.4%$4.4M2026-Q1
MACKENZIE FINANCIAL CORPDOUBLED8,16842,467+419.9%$2.8M2026-Q1
NATIONAL BANK OF CANADA /FI/TRIM76,33342,059-44.9%$2.7M2026-Q1
CREDIT AGRICOLE S ADOUBLED11,44541,598+263.5%$2.7M2026-Q1
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUNDADD20,15736,307+80.1%$2.4M2026-Q1
JANUS HENDERSON GROUP PLCDOUBLED11,68632,780+180.5%$2.1M2026-Q1
State of Tennessee, Department of TreasuryNEAR_EXIT161,50130,389-81.2%$2.0M2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCTRIM54,22830,524-43.7%$1.9M2026-Q1
Cerity Partners LLCTRIM54,27129,195-46.2%$1.9M2026-Q1
Korea Investment CORPTRIM50,63327,455-45.8%$1.8M2026-Q1
PUBLIC SECTOR PENSION INVESTMENT BOARDADD18,25722,873+25.3%$1.5M2026-Q1
ALLSTATE CORPADD11,28221,718+92.5%$1.4M2026-Q1
18 unique insiders with 50 transactions. Net insider value: $100.3K ($100.3K bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 15, 2026DeVore Susan D.DirectorAWARD3,300
May 15, 2026Wilson Darryl L.DirectorAWARD3,300
May 15, 2026Wendell Amy McBrideDirectorAWARD3,300
May 15, 2026WEILAND JOHN HDirectorAWARD3,300
May 15, 2026MAY KAREN JDirectorAWARD3,300
May 15, 2026Harris Bernard A JrDirectorAWARD3,300
May 15, 2026EISENBERG GLENN ADirectorAWARD3,300
May 15, 2026Edwards Shirley AnnDirectorAWARD3,300
May 15, 2026COX CARRIE SMITHDirectorAWARD4,848
May 15, 2026ALBAN CARLOSDirectorAWARD3,300
May 13, 2026Landucci AmyChief Information OfficerEXERCISE4,422
May 13, 2026Landucci AmyChief Information OfficerTAX W/H2,017$74.41$150.1K
May 13, 2026Hanson Bryan CChief Executive OfficerEXERCISE34,315
May 13, 2026Hanson Bryan CChief Executive OfficerTAX W/H13,503$74.41$1.0M
May 13, 2026Kirberger Marcela A.Chief Legal Affairs OfficerTAX W/H1,952$74.41$145.2K
May 13, 2026Kirberger Marcela A.Chief Legal Affairs OfficerEXERCISE4,488
May 13, 2026Wilcox Mary TChief Accounting OfficerEXERCISE2,376
May 13, 2026Wilcox Mary TChief Accounting OfficerTAX W/H728$74.41$54.2K
May 13, 2026McMillan Wayde D.Chief Financial OfficerEXERCISE9,503
May 13, 2026Harrington Paul SChief Supply Chain OfficerEXERCISE3,960
May 13, 2026Harrington Paul SChief Supply Chain OfficerTAX W/H1,678$74.41$124.9K
May 13, 2026McMillan Wayde D.Chief Financial OfficerTAX W/H4,404$74.41$327.7K
May 13, 2026Gomez Tammy LChief Human Resources OfficerEXERCISE3,960
May 13, 2026Gomez Tammy LChief Human Resources OfficerTAX W/H1,668$74.41$124.1K
Apr 30, 2026ALBAN CARLOSDirectorEXERCISE3,403
Apr 30, 2026DeVore Susan D.DirectorEXERCISE3,403
Apr 30, 2026EISENBERG GLENN ADirectorEXERCISE3,403
Apr 30, 2026Edwards Shirley AnnDirectorEXERCISE3,403
Apr 30, 2026Harris Bernard A JrDirectorEXERCISE3,403
Apr 30, 2026MAY KAREN JDirectorEXERCISE3,403
Apr 30, 2026Wilson Darryl L.DirectorEXERCISE3,403
Apr 30, 2026Mily ElizabethDirectorEXERCISE3,403
Apr 30, 2026WEILAND JOHN HDirectorEXERCISE3,403
Apr 30, 2026Wendell Amy McBrideDirectorEXERCISE3,403
Mar 27, 2026MAY KAREN JDirectorEXERCISE1,980
Mar 27, 2026ALBAN CARLOSDirectorEXERCISE1,980
Mar 27, 2026Mily ElizabethDirectorEXERCISE1,980
Mar 27, 2026WEILAND JOHN HDirectorEXERCISE1,980
Mar 27, 2026Wendell Amy McBrideDirectorEXERCISE1,980
Mar 27, 2026EISENBERG GLENN ADirectorEXERCISE1,980
Mar 27, 2026Edwards Shirley AnnDirectorEXERCISE1,980
Mar 27, 2026COX CARRIE SMITHDirectorEXERCISE6,336
Mar 27, 2026Wilcox Mary TChief Accounting OfficerEXERCISE5,199
Mar 27, 2026Wilcox Mary TChief Accounting OfficerTAX W/H1,591$62.76$99.9K
Mar 27, 2026Wilson Darryl L.DirectorEXERCISE1,980
Mar 27, 2026Harris Bernard A JrDirectorEXERCISE1,980
Mar 27, 2026DeVore Susan D.DirectorEXERCISE1,980
Mar 10, 2026Wendell Amy McBrideDirectorBUY1,475$68.03$100.3K
Mar 6, 2026Kirberger Marcela A.Chief Legal Affairs OfficerEXERCISE4,180
Mar 6, 2026Hanson Bryan CChief Executive OfficerEXERCISE31,907

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (55% buy). Based on 22 analysts: 6 strong buy, 6 buy, 8 hold, 2 sell, 0 strong sell.

Analyst Price Targets

$82.15 mean target +4.2% upside Hold (2.47)
$60.00 Low $100.00 High
MetricValue
Current Price$78.87
Target Low$60.00
Target Mean$82.15
Target Median$85.00
Target High$100.00
# Analysts13
RecommendationHold (2.47)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.89 $1.78 $1.95 12.0% -0.4% 10↑ 0↓ $2.2B -0.0% 11
Next Q
2026-09-30
$1.43 $1.32 $1.66 -4.9% -0.3% 0↑ 10↓ $2.0B -6.3% 11
Current FY
2026-12-31
$6.55 $6.34 $6.60 7.2% +0.3% 13↑ 0↓ $8.2B -1.5% 15
Next FY
2027-12-31
$7.05 $6.55 $7.32 7.5% +0.1% 8↑ 1↓ $8.5B 3.5% 15

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.892
7d ago$1.891+0.002
30d ago$1.901-0.008
60d ago$1.663+0.229
90d ago$1.660+0.232
9 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 15, 2026 Wedbush INITIATE Outperform
May 6, 2026 UBS MAINTAIN Neutral Neutral
May 6, 2026 Stifel MAINTAIN Buy Buy
May 6, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
May 6, 2026 Keybanc MAINTAIN Overweight Overweight
May 6, 2026 BTIG REITERATE Buy Buy
Apr 27, 2026 Keybanc MAINTAIN Overweight Overweight
Apr 17, 2026 Piper Sandler MAINTAIN Overweight Overweight
Mar 24, 2026 Rothschild & Co INITIATE Sell
Feb 27, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Feb 27, 2026 Keybanc MAINTAIN Overweight Overweight
Feb 27, 2026 BTIG REITERATE Buy Buy
Jan 26, 2026 Keybanc UPGRADE Sector Weight Overweight
Jan 20, 2026 Mizuho UPGRADE Neutral Outperform
Jan 7, 2026 Stifel MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20266682055%
May 1, 20265682052%
Apr 1, 20265682052%
Mar 1, 20265781057%
Feb 1, 20265781057%
Jan 1, 20265691052%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

33°
Cool
Bearish Neutral Bullish
2 mentions 0 bullish 2 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Mar 18, 2026140° Cool011
Mar 18, 2026140° Cool011

Recent Reddit Threads

r/wallstreetbets Bearish 2mo ago
The investment that will SOLV your try-not-being-poor problem
▲ 1 💬 0 ⚡ 0.5
May 29, 2026
short_volume
Short Volume: SOLV — 63.0% short (0.5M / 0.8M)
Short: 504,932 | Exempt: 0 | TRF Vol: 801,626 | Short Ratio: 63.0% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: SOLV — 79.3% short (1.0M / 1.3M)
Short: 1,035,731 | Exempt: 0 | TRF Vol: 1,306,414 | Short Ratio: 79.3% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: SOLV — 1.9M shares, 52,602 trades
Week starting 2026-05-18. Total ATS volume: 1,861,658 shares across 52,602 trades.
May 13, 2026
short_volume
Short Volume: SOLV — 67.9% short (0.5M / 0.8M)
Short: 532,808 | Exempt: 6 | TRF Vol: 784,348 | Short Ratio: 67.9% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_interest
FTD: SOLV — 24,305 shares ($1.8M) failed to deliver
Settlement: 20260513, Price: $75.10, FTD Value: $1,825,305.5, SOLVENTUM CORP COM
May 12, 2026
short_volume
Short Volume: SOLV — 77.0% short (0.6M / 0.8M)
Short: 642,932 | Exempt: 9 | TRF Vol: 835,264 | Short Ratio: 77.0% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: SOLV — 72.5% short (0.5M / 0.6M)
Short: 454,903 | Exempt: 0 | TRF Vol: 627,616 | Short Ratio: 72.5% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: SOLV — 2.9M shares, 68,334 trades
Week starting 2026-05-11. Total ATS volume: 2,859,846 shares across 68,334 trades.
May 8, 2026
short_volume
Short Volume: SOLV — 85.2% short (0.4M / 0.5M)
Short: 430,488 | Exempt: 349 | TRF Vol: 505,062 | Short Ratio: 85.2% | Off-exchange volume (dark pool + OTC)
May 7, 2026
short_volume
Short Volume: SOLV — 78.2% short (0.5M / 0.7M)
Short: 516,542 | Exempt: 0 | TRF Vol: 660,198 | Short Ratio: 78.2% | Off-exchange volume (dark pool + OTC)
May 6, 2026
short_volume
Short Volume: SOLV — 70.3% short (0.7M / 0.9M)
Short: 652,796 | Exempt: 0 | TRF Vol: 929,030 | Short Ratio: 70.3% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_volume
Short Volume: SOLV — 88.2% short (0.6M / 0.7M)
Short: 592,744 | Exempt: 0 | TRF Vol: 671,855 | Short Ratio: 88.2% | Off-exchange volume (dark pool + OTC)
May 5, 2026
earnings_calendar
SOLV Q1 2026 Earnings Scheduled — 2026-05-05
May 4, 2026
dark_pool
Dark Pool: SOLV — 2.8M shares, 66,743 trades
Week starting 2026-05-04. Total ATS volume: 2,801,250 shares across 66,743 trades.
May 4, 2026
short_volume
Short Volume: SOLV — 85.6% short (0.5M / 0.5M)
Short: 455,994 | Exempt: 0 | TRF Vol: 533,007 | Short Ratio: 85.6% | Off-exchange volume (dark pool + OTC)