SOLVENTUM CORPORATION
boothcheck covers SOLVENTUM CORPORATION (SOLV) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 11, 2026.
• Solventum sells wound care, dental products, and hospital coding software: three segments that did $8,325 million of worldwide sales in 2025 ($4,668 million U.S., $3,657 million international) at a 25.5% trailing operating margin, yet the stock trades at roughly nine times operating income. [FY2025 10-K, accession 0001964738-26-000007] • The separation from 3M still runs through the cost line: MedSurg profitability was squeezed by ⟦"higher product costs due to tariffs, logistics and a full yea
Is SOLV overvalued? See what's priced in →
856 institutional managers reported holding SOLV in 13F filings for the quarter ended 2026-03-31. Together they hold about 73% of the company; the top 10 hold 45%. 63 opened new positions that quarter. Held by Vanguard Group, BlackRock, Trian Fund Management, among others. On the short side, 5.4M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (3 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
Open-market insider buys at SOLV over the trailing three years: 2026: 1 buy totaling $100k. 20 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
SOLV's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2024-08-10 | +8.3% | +12.6% |
| 2024-11-09 | -2.5% | -7.4% |
| 2025-03-01 | -4.9% | -15.2% |
| 2025-05-10 | +7.2% | +5.0% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
SOLV's latest 8-K filings: 2026-08-05 (items 2.02, 9.01); 2026-08-05 (items 7.01, 8.01, 9.01); 2026-07-20 (items 5.02); 2026-06-05 (items 8.01, 9.01); 2026-05-27 (items 5.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 11, 2026
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.