Solventum Corporation

NYSE:SOLV Stock Report

Market Cap: US$11.5b

Solventum Management

Management criteria checks 2/4

We currently do not have sufficient information about the CEO.

Key information

Bryan Hanson

Chief executive officer

US$20.1m

Total compensation

CEO salary percentage6.70%
CEO tenure2.3yrs
CEO ownership0.07%
Management average tenure2.3yrs
Board average tenureno data

Recent management updates

Recent updates

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.

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.

Solventum: A Hidden Breakup Story In Healthcare

Apr 08

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.

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.

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.

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.

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.

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.

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.

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

Dec 05
Solventum Corporation (NYSE:SOLV) Surges 26% Yet Its Low P/E Is No Reason For Excitement

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.

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.

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.

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.

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.

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.

Solventum's (NYSE:SOLV) Shareholders Have More To Worry About Than Only Soft Earnings

May 16
Solventum's (NYSE:SOLV) Shareholders Have More To Worry About Than Only Soft Earnings

Solventum Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

May 11
Solventum Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
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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.

Solventum: An Impressive Sale Of Purification And Filtration

Feb 26

Solventum: Concerns After A Partial Re-Rating

Nov 30

Solventum: No Rush To Buy As Post-Spin Execution Will Take Time To Play Out

Sep 11

Solventum: Stumbling Out Of The Gate

Jul 07

Solventum: A Reasonable Start, Still Some Questions To Be Asked

May 17

CEO Compensation Analysis

How has Bryan Hanson's remuneration changed compared to Solventum's earnings?
DateTotal CompensationSalaryCompany Earnings
Dec 31 2025US$20mUS$1m

US$2b

Sep 30 2025n/an/a

US$2b

Jun 30 2025n/an/a

US$380m

Mar 31 2025n/an/a

US$379m

Dec 31 2024US$40mUS$1m

US$479m

Compensation vs Market: Bryan's total compensation ($USD20.14M) is above average for companies of similar size in the US market ($USD14.50M).

Compensation vs Earnings: Bryan's compensation has been consistent with company performance over the past year.


CEO

Bryan Hanson (57 yo)

2.3yrs
Tenure
US$20,139,980
Compensation

Mr. Bryan C. Hanson served as Chief Executive Officer of health care business group at 3M Company since September 01, 2023 until 2024. He serves as CEO at Solventum Corporation since 2024 and serves as its...


Leadership Team

NamePositionTenureCompensationOwnership
Bryan Hanson
CEO & Director2.3yrsUS$20.14m0.071%
$ 8.2m
Wayde McMillan
Executive VP & CFO2.3yrsUS$6.17m0.025%
$ 2.9m
Amy Landucci
Chief Information & Digital Officer2.3yrsUS$3.46m0.022%
$ 2.5m
Marcela Kirberger
Chief Corporate & Legal Affairs Officer & Corporate Secretaryless than a yearUS$3.59m0.0063%
$ 732.1k
Heather Knight
Chief Commercial Officerless than a yearUS$7.92mno data
Mary Wilcox
Senior VPno datano data0.0030%
$ 349.4k
Amy Wakeham
Senior Vice President of Investor Relations & External Finance Communicationsno datano datano data
Kate Dobbs
Chief Communications & Corporate Marketing Officer1.1yrsno datano data
Rachel Ellingson
Chief Strategy & Corporate Development Officer1.1yrsno datano data
Tammy Gomez
Chief Human Resources Officer2.3yrsUS$4.96m0.0064%
$ 735.6k
Paul Harrington
Chief Supply Chain Officer2.3yrsno data0.010%
$ 1.2m
Mike Spears
Senior Vice President of Regulatory Affairs & Quality Assuranceno datano datano data
2.3yrs
Average Tenure
55yo
Average Age

Experienced Management: SOLV's management team is considered experienced (2.3 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/04/30 04:48
End of Day Share Price 2026/04/30 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Solventum Corporation is covered by 18 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Travis SteedBofA Global Research
Travis SteedBofA Global Research
Michael GormanBTIG