Solventum (SOLV)

• Market cap: $12.8B
• 1 day: -0.66%
• 5 days: -1.77%
• 1 month: 0.38%
• 3 months: 2.07%
• 6 months: 6.10%
• Year to date: 11.94%
• 1 year: 36.34%
• 5 years: -7.75%
• 10 years: -7.75%
• 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 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

22% more funds holding in top 10

Funds holding in top 10: 9 [Q4 2024] → 11 (+2) [Q1 2025]

13% more capital invested

Capital invested by funds: $7.53B [Q4 2024] → $8.53B (+$1B) [Q1 2025]

1.35% more ownership

Funds ownership: 63.6% [Q4 2024] → 64.94% (+1.35%) [Q1 2025]

7% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 95

4% less funds holding

Funds holding: 921 [Q4 2024] → 888 (-33) [Q1 2025]

41% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 361

41% less call options, than puts

Call options by funds: $43.4M | Put options by funds: $73.2M

Research analyst outlook

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

• Low target: $87 18% upside
• Avg. target: $87 18% upside
• High target: $87 18% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Piper Sandler Jason Bednar

18% upside $87

Overweight Upgraded

19 May 2025