Solventum Corporation (SOLV)

In the past six months, Solventum's stock has trended upwards by 16.11%. Key events impacting the stock price include Q3 2025 earnings where the company increased its full-year 2025 organic sales growth range and adjusted EPS outlook, despite the stock dropping 3.5% after the release of its mixed Q3 results. Solventum announced an $850 million deal to acquire Acera Surgical and approved a $1 billion stock buyback program. The company completed the sale of its Purification & Filtration business to Thermo Fisher Scientific Inc. Solventum reported robust performance in Q2 2025, exceeding expectations and leading to an upward revision of its full-year sales growth and EPS guidance. Solventum launched a new multi-year global initiative aimed at accelerating its long-term growth strategy and strengthening its position in the healthcare market.

Solventum's business experiences demand seasonality, impacting financial metrics such as free cash flow and gross margin. Normal seasonality and timing of interest payments affected free cash flow in Q2 2025, and normal manufacturing seasonality contributed to a year-over-year decline in gross margin in Q1 2025.

Solventum Corp. is an American healthcare company spun off from 3M on April 1, 2024, and headquartered in Maplewood, Minnesota. It operates in the Medical Instruments & Supplies industry, focusing on developing, manufacturing, and commercializing healthcare solutions. The company's business is structured around three segments: MedSurg (64% of revenue) which offers solutions for wound care, infection prevention, and surgical needs; Dental Solutions (18% of revenue) which provides dental and orthodontic products; and Health Information Systems (18% of revenue) which offers software solutions and services for healthcare systems. Previously, Solventum had a Purification and Filtration business, which accounted for 8% of its revenue, but this segment was sold to Thermo Fisher Scientific Inc. in September 2025.

Solventum has a strong global presence, serving hospitals, clinics, dental practices, and pharmacies worldwide. The company's headquarters are located in Maplewood, Minnesota, U.S. Solventum operates in 38 countries and has over 20,000 employees globally. Its global reach extends across the Americas, Europe, the Middle East & Africa, and Asia & Pacific.

Solventum has been actively working to establish its brand and reputation, emphasizing its mission to improve lives through better healthcare and its commitment to quality, innovation, and customer satisfaction. In December 2025, Solventum earned a "Diamond Level HIRC Resiliency Badge," demonstrating its supply chain strength. The company faced initial challenges regarding its reputation, particularly from an investor perspective, with concerns raised by Trian Partners. Despite these early investor concerns, the company has since shown a turnaround, posting positive financial results and attracting renewed investor interest by the end of 2025.

Solventum Corp. has a diverse ownership structure. Institutional shareholders hold approximately 69.97% to 73% of the company's stock, insiders own about 14.88%, and retail investors hold between 12% and 17.99% of the shares. Major institutional owners include Vanguard Group Inc., Independent Franchise Partners LLP, and BlackRock, Inc. 3M Company is currently the largest single shareholder, holding 15% of Solventum's outstanding shares.