Solventum Yönetim
Yönetim kriter kontrolleri 2/4
Solventum CEO'su Bryan Hanson, Sep2023 tarihinde atandı, in görev süresi 2.92 yıldır. in toplam yıllık tazminatı $ 20.14M olup, şirket hissesi ve opsiyonları dahil olmak üzere 6.7% maaş ve 93.3% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.085% ine doğrudan sahiptir ve bu hisseler $ 12.34M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 2 yıl ve 2.6 yıldır.
Anahtar bilgiler
Bryan Hanson
İcra Kurulu Başkanı
US$20.1m
Toplam tazminat
| CEO maaş yüzdesi | 6.70% |
| CEO görev süresi | 2.9yrs |
| CEO sahipliği | 0.09% |
| Yönetim ortalama görev süresi | 2yrs |
| Yönetim Kurulu ortalama görev süresi | 2.6yrs |
Son yönetim güncellemeleri
Recent updates
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Yeni Anlatı • 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 AlphaSeeking 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 AlphaCEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$1b |
| Mar 31 2026 | n/a | n/a | US$1b |
| Dec 31 2025 | US$20m | US$1m | US$2b |
| Sep 30 2025 | n/a | n/a | US$2b |
| Jun 30 2025 | n/a | n/a | US$380m |
| Mar 31 2025 | n/a | n/a | US$379m |
| Dec 31 2024 | US$40m | US$1m | US$479m |
Tazminat ve Piyasa: Bryan 'nin toplam tazminatı ($USD 20.14M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 14.47M ).
Tazminat ve Kazançlar: Bryan 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.
CEO
Bryan Hanson (59 yo)
2.9yrs
Görev süresi
US$20,139,980
Tazminat
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 September 2023 and ser...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| CEO & Director | 2.9yrs | US$20.14m | 0.085% $ 12.3m | |
| Executive VP & CFO | 2.6yrs | US$6.17m | 0.029% $ 4.1m | |
| Chief Information & Digital Officer | 2.6yrs | US$3.46m | 0.023% $ 3.4m | |
| Chief Corporate & Legal Affairs Officer & Corporate Secretary | less than a year | US$3.59m | 0.0080% $ 1.2m | |
| Chief Commercial Officer | less than a year | US$7.92m | Veri yok | |
| Senior VP | no data | Veri yok | Veri yok | |
| Senior Vice President of Investor Relations & External Finance Communications | no data | Veri yok | Veri yok | |
| Chief Communications & Corporate Marketing Officer | 1.4yrs | Veri yok | Veri yok | |
| Chief Strategy & Corporate Development Officer | 1.4yrs | Veri yok | Veri yok | |
| Chief Human Resources Officer | 2.6yrs | US$4.96m | 0.0078% $ 1.1m | |
| Chief Supply Chain Officer | 2.6yrs | Veri yok | 0.012% $ 1.7m | |
| President of Health Information Systems | no data | Veri yok | Veri yok |
2.0yrs
Ortalama Görev Süresi
56yo
Ortalama Yaş
Deneyimli Yönetim: SOLV 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 2 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| CEO & Director | 2.3yrs | US$20.14m | 0.085% $ 12.3m | |
| Independent Chairman | 2.6yrs | US$495.05k | 0.0096% $ 1.4m | |
| Independent Director | 2.6yrs | US$360.01k | 0.0053% $ 763.7k | |
| Independent Director | 2.6yrs | US$365.01k | 0.0053% $ 763.7k | |
| Independent Director | 2.6yrs | US$345.01k | 0.0061% $ 888.5k | |
| Independent Director | 2.4yrs | US$370.01k | 0.0053% $ 763.7k | |
| Independent Director | 2.6yrs | US$345.01k | 0.0053% $ 763.7k | |
| Independent Director | 2.6yrs | US$360.01k | 0.0053% $ 763.7k | |
| Independent Director | 2.6yrs | US$345.01k | 0.0053% $ 763.7k | |
| Independent Director | 2.6yrs | US$345.01k | 0.0053% $ 763.7k | |
| Independent Director | 2.6yrs | US$345.01k | 0.0053% $ 768.0k | |
| Independent Director | 2.3yrs | US$345.01k | 0.0053% $ 763.7k |
2.6yrs
Ortalama Görev Süresi
65yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: SOLV 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilmiyor ( 2.6 yıllık ortalama görev süresi), bu da yeni bir yönetim kurulu olduğunu gösteriyor.
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/08/12 10:44 |
| Gün Sonu Hisse Fiyatı | 2026/08/12 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Solventum Corporation 19 Bu analistlerden 13, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Vikramjeet Chopra | BMO Capital Markets Equity Research |
| Travis Steed | BofA Global Research |
| Michael Gorman | BTIG |