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Solventum Corporation

NYSE:SOLV 주식 리포트

시가총액: US$15.3b

  • 회사 개요
  • 가치 평가
  • 미래 성장
  • 과거 실적
  • 재무 건전성
  • 배당
  • 경영진
  • 지분
  • 기타 정보
  • 주식 커뮤니티

Solventum 배당 및 자사주 매입

배당 기준 점검 0/6

Solventum 배당금을 지급한 기록이 없습니다.

핵심 정보

n/a

배당 수익률

2.3%

자사주 매입 수익률

총 주주 수익률2.3%
미래 배당 수익률0%
배당 성장률n/a
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향n/a

최근 배당 및 자사주 매입 업데이트

Recent updates

User avatar
내러티브 업데이트 • Sep 04

SOLV: HIS Separation And Execution Risks Will Likely Cap Future Upside

The analyst fair value estimate for Solventum is now $70.00. This reflects higher Street price targets that focus on Q2 earnings, which were ahead of expectations, and the planned separation of the HIS segment, while still accounting for ongoing cost, dilution, and execution risks.
User avatar
내러티브 업데이트 • Aug 21

SOLV: HIS Separation And ERP Cutover Execution Will Drive Early Repricing

Solventum's analyst fair value estimate has risen from $100 to $113, reflecting updated expectations for slightly higher revenue growth and profit margins, along with a modestly lower discount rate. Recent Street research highlights the planned HIS separation and solid Q2 execution as key supports for the higher price targets.
User avatar
내러티브 업데이트 • Aug 07

SOLV: HIS Separation Will Drive Future P/E Rerating Potential

Solventum's analyst price target has been revised upward from $82.15 to $93.15 as analysts factor in stronger Q2 results, the planned separation of the HIS segment, and updated assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent research on Solventum points to a mixed but generally constructive view, with several firms revising price targets higher following Q2 results and the planned separation of the Health Information Systems, or HIS, segment.
User avatar
내러티브 업데이트 • Jul 24

SOLV: Execution Hurdles And ERP Cutover Will Likely Cap Future Upside

The analyst fair value estimate for Solventum has been adjusted modestly higher to $61.24 from $60.00. This reflects recent Street price target moves such as BTIG's lift to $91 and supportive commentary from several firms on potential earnings and cost saving catalysts, balanced by others flagging execution hurdles and risk/reward limits at current levels.
Seeking Alpha • Jul 10

Solving A Lackluster Growth Outlook Should Be Solventum's Next Priority

Summary Solventum Corporation continues to trade at a noticeable discount, with shares showing resilience versus med-tech peers despite tepid growth expectations. Management targets 3–4% underlying revenue growth for 2026, with SOLV EPS likely at the high end of the $6.40–$6.60 range. Restructuring and portfolio optimization offer significant upside, as SOLV’s business units lack natural synergies and could be divested. SOLV stock valuation remains attractive, with DCF and EV/revenue suggesting 20%+ upside, but patient investors are required given slow growth. Read the full article on Seeking Alpha
User avatar
내러티브 업데이트 • Jul 10

SOLV: ERP Cutover Execution Will Drive This Early Spin-Off Repricing

Solventum's analyst fair value estimate has been revised from $105.00 to $100.00, as analysts weigh mixed catalysts, including execution hurdles around the upcoming ERP cutover, activist overhang, AI risk to higher margin areas, and early-stage cost savings, against varying price targets ranging from $81 to $94. Analyst Commentary Street research on Solventum reflects a split view, with some firms emphasizing execution challenges and others pointing to potential upside if the company can deliver on its cost savings plans and leverage its positions in MedSurg, Dental Solutions, and Health Info Systems.
User avatar
내러티브 업데이트 • Jun 26

SOLV: Margin Recovery Pace Will Likely Restrain Future Share Performance

Analysts have trimmed the Solventum fair value estimate from $71.00 to $60.00, while updating their assumptions to reflect a slightly lower discount rate, modestly positive revenue growth, a small pullback in profit margin expectations, and a reduced future P/E. They cited both recent price target revisions and fresh coverage that highlights the stock's valuation against its healthcare peers.
User avatar
내러티브 업데이트 • Jun 11

SOLV: Activist Demands And Margin Repair Will Guide Future P/E Re Rating

Solventum's analyst price target has shifted modestly, with updated assumptions on discount rate, revenue growth, profit margins and future P/E. This reflects a mix of fresh Outperform initiations around $94 and recent target trims from other firms, as analysts reassess the stock following its spin from 3M.
User avatar
내러티브 업데이트 • May 28

SOLV: Activist Pressure And Margin Discipline Will Shape Future P/E Re Rating

Solventum's analyst price target has shifted lower by about $2 per share as analysts balance a slightly reduced fair value estimate and profit margin outlook with updated assumptions for revenue growth, discount rate, and future P/E multiples following recent research coverage and target changes across the Street. Analyst Commentary Bullish Takeaways Bullish analysts see Solventum as a special situation with multiple potential catalysts, pointing to the company’s mix of MedSurg, Dental Solutions, and Health Info Systems as an underpinning for long term growth potential.
분석 기사 • May 13

Solventum's (NYSE:SOLV) Solid Earnings May Rest On Weak Foundations

The market for Solventum Corporation's ( NYSE:SOLV ) stock was strong after it released a healthy earnings report last...
User avatar
내러티브 업데이트 • Apr 29

SOLV: 2026 Capital Allocation And Margin Discipline Will Support P/E Re Rating

The analyst price target for Solventum has been trimmed by about $1, reflecting recent cuts to Street targets and updated assumptions for slightly lower revenue, a modestly higher profit margin, and a small adjustment to future P/E expectations. Analyst Commentary Recent Street research on Solventum reflects a mix of optimism and caution, with several firms revising price targets and one new initiation with a bearish stance.
User avatar
내러티브 업데이트 • Apr 15

SOLV: 2026 Capital Allocation And Margin Execution Will Support Multiple Expansion

The analyst price target for Solventum has been trimmed by about $5, as analysts factor in more conservative profit margin assumptions and slightly higher required returns, despite mixed recent rating changes on the stock. Analyst Commentary Recent Street research on Solventum reflects a mix of optimism and caution, with target changes and rating shifts clustered around the latest earnings update and subsequent model revisions.
User avatar
내러티브 업데이트 • Mar 22

SOLV: 2026 Capital Allocation And Medtech Positioning Will Support Multiple Expansion

Analysts have modestly raised Solventum's implied price target to about $90.17, with recent research citing updated models after Q4 earnings, a series of upgrades, and adjusted assumptions for the discount rate and future P/E as key drivers of the change. Analyst Commentary Recent Street research around Solventum centers on refreshed models after Q4 earnings, a series of rating changes, and a wide range of price targets that cluster around the low to mid double digits.
User avatar
내러티브 업데이트 • Mar 07

SOLV: 2026 Medtech Positioning And Capital Allocation Agenda Will Drive Future Upside

The analyst price target for Solventum has been adjusted from $89.25 to about $90.17, reflecting updated models after recent earnings and a series of supporting revisions from multiple firms that now view it as one of their preferred MedTech ideas heading into 2026. Analyst Commentary Recent research updates on Solventum cluster around revised models after earnings and a reset of expectations for large cap MedTech into 2026, with several firms adjusting price targets and ratings as they refine their views on valuation and execution risk.
User avatar
내러티브 업데이트 • Feb 21

SOLV: 2026 Medtech Setup And Top-Idea Status Will Drive Future Upside

Solventum's analyst price targets have moved modestly higher toward $105, with analysts pointing to a more constructive medtech setup into 2026 and highlighting the stock as one of their preferred large cap ideas following recent upgrades at several firms. Analyst Commentary Recent research has focused on how Solventum fits into a broader large cap medtech group, with several firms adjusting targets and ratings as they refine expectations into 2026.
User avatar
내러티브 업데이트 • Feb 06

SOLV: Top-Idea Status And Buybacks Will Support Future Upside Potential

Analysts have nudged their price target on Solventum higher, with the fair value estimate moving from about $88.55 to $89.25. This change reflects updated expectations for slightly faster revenue growth and modestly higher future P/E multiples following recent upgrades and more constructive views on large cap MedTech coverage.
User avatar
내러티브 업데이트 • Jan 21

SOLV: MedTech Top-Idea Status And Buybacks Will Support Gradual Upside

Analysts have lifted their price target on Solventum from about $85.64 to roughly $88.55, citing updated expectations for revenue growth, a slightly higher future P/E and recent bullish research that highlights the company as a top MedTech idea. Analyst Commentary Recent research coverage on Solventum has leaned constructive, with several reports treating the stock as a key MedTech idea and adjusting price targets accordingly.
User avatar
내러티브 업데이트 • Jan 06

SOLV: Wound Therapy Guidance And Buybacks Will Support Measured, Gradual Upside Ahead

Analysts now see Solventum’s fair value inching up from US$84.36 to US$85.64, reflecting small tweaks to discount rate, revenue growth, profit margin, and future P/E assumptions in their models. What's in the News Solventum announced updated consensus recommendations from an international panel of surgeons and wound care experts on the clinical use of closed incision negative pressure therapy (ciNPT) with reticulated open cell foam (ROCF) dressings, published in the International Wound Journal.
User avatar
내러티브 업데이트 • Dec 13

SOLV: Portfolio Streamlining And Buybacks Will Support Balanced, Gradual Upside Ahead

Analysts have modestly raised their price target on Solventum, reflecting an updated fair value estimate of approximately $84.36 from about $82.80, as they factor in the impact of the company's P&F business sale and slightly improved long term valuation assumptions. Analyst Commentary Bullish Takeaways Bullish analysts view the P&F business sale as a cleaner portfolio move that supports a more focused operating model and clearer earnings trajectory.
분석 기사 • Dec 05

Solventum Corporation (NYSE:SOLV) Surges 26% Yet Its Low P/E Is No Reason For Excitement

Solventum Corporation ( NYSE:SOLV ) shares have had a really impressive month, gaining 26% after a shaky period...
User avatar
내러티브 업데이트 • Nov 28

SOLV: Portfolio Changes And Share Buybacks Will Support Measured Improvement Ahead

Analysts have revised Solventum's price target slightly downward to $82.80 from $84.11. This change reflects updated expectations for revenue growth and profitability following recent strategic changes and portfolio reshaping initiatives.
User avatar
내러티브 업데이트 • Nov 14

SOLV: Portfolio Reshaping And Sale Will Drive Momentum Into 2025

Analysts have revised Solventum's price target upward by $3 to $82. They cite recent portfolio changes as well as expectations for an improved cost structure and organic growth.
User avatar
내러티브 업데이트 • Oct 31

SOLV: Portfolio Reshaping And Cost Controls Will Improve Outlook For 2025

Solventum's analyst price target has been raised by $3 to $82, as analysts point to recent portfolio reshaping and the sale of the P&F business as key factors that support an improved outlook. Analyst Commentary Recent analyst updates reflect a mix of positive developments and continued caution surrounding Solventum’s performance and outlook.
User avatar
내러티브 업데이트 • Oct 17

Commercial Restructuring And New Product Launches Will Broaden International Reach

Solventum's analyst price target increased modestly to $82 from $79, as analysts point to the recent divestiture of its P&F business, along with ongoing improvements in its portfolio and cost structure, as key drivers for the update. Analyst Commentary Analyst sentiment on Solventum reflects a balance of cautious optimism and highlighted risks as the company navigates portfolio changes and future growth prospects.
User avatar
내러티브 업데이트 • Oct 03

Commercial Restructuring And New Product Launches Will Broaden International Reach

Analysts have modestly lowered their average price target for Solventum by $1.60 to $85.11, citing recent portfolio reshaping and tempered profit margin expectations. Analyst Commentary Recent analyst research reflects a mix of optimism and caution regarding Solventum's future valuation and growth trajectory.
User avatar
내러티브 업데이트 • Sep 04

Commercial Restructuring And New Product Launches Will Broaden International Reach

As there were no material changes in Solventum’s revenue growth or net profit margin forecasts, the consensus analyst price target remains unchanged at $86.71. What's in the News Solventum completed the $4 billion divestiture of its Purification & Filtration business to Thermo Fisher, using most of the $3.4 billion net proceeds to reduce debt and strengthen the balance sheet while raising FY25 organic sales growth, adjusted EPS, free cash flow, and operating margin guidance.
User avatar
새로운 내러티브 • Mar 30

New VAC Product And AI Will Simplify Procedures

Streamlining operations and divesting non-core assets are expected to improve margins, reduce leverage, and focus growth efforts on core segments.
Seeking Alpha • Feb 26

Solventum: An Impressive Sale Of Purification And Filtration

Summary Solventum's impressive $4.1 billion divestment to Thermo Fisher significantly reduces debt, enhancing its financial stability and potentially boosting earnings per share. The strategic sale has made me more optimistic about Solventum's future, maintaining a modest long position. The company's valuation remains attractive, with earnings multiples reasonable, especially considering the substantial deleveraging progress. Solventum still needs to achieve solid organic growth, but the recent positive developments justify continued investment. Read the full article on Seeking Alpha
Seeking Alpha • Nov 30

Solventum: Concerns After A Partial Re-Rating

Summary Solventum's sales and margins have shown modest improvement, but concerns about 2025 earnings due to non-quantified headwinds make me cautious at current levels. The company, spun off from 3M, has a diversified healthcare portfolio but has faced flattish sales and high debt, impacting its valuation. Despite recent stock gains and improved guidance, potential 2025 earnings pressure from costs and investments warrants a cautious approach, prompting me to trim my position. Solventum's exploration of selling its purification filtration business could be a potential catalyst, but the impact remains uncertain without indicative pricing. Read the full article on Seeking Alpha

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: 과거에 SOLV 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.

배당금 증가: SOLV 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.


배당 수익률 vs 시장

Solventum 배당 수익률 vs 시장
SOLV의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (SOLV)n/a
시장 하위 25% (US)1.4%
시장 상위 25% (US)4.1%
업계 평균 (Medical Equipment)2.0%
분석가 예측 (SOLV) (최대 3년)0%

주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 SOLV 의 배당 수익률을 평가할 수 없습니다.

고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 SOLV 의 배당 수익률을 평가할 수 없습니다.


주주 대상 이익 배당

수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 SOLV 의 지급 비율을 계산하기에는 데이터가 부족합니다.


주주 현금 배당

현금 흐름 범위: SOLV 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.


높은 배당을 제공하는 우량 기업 찾기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/09 07:35
종가2026/09/09 00:00
수익2026/06/30
연간 수익2025/12/31

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당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
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별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

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Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Solventum Corporation는 19명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Vikramjeet ChopraBMO Capital Markets Equity Research
Travis SteedBofA Global Research
Michael GormanBTIG

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