Solventum Corporation Stock Price, News & Analysis

Solventum (NYSE: SOLV) agreed to acquire Acera Surgical for $725 million cash plus up to $125 million in contingent cash payments tied to future milestones. The deal broadens Solventum's MedSurg portfolio into synthetic tissue matrices, part of a ~$900 million U.S. acute-care segment, and leverages Acera's Restrata® electrospun products and commercial footprint. Acera is expected to generate approximately $90 million in sales in 2025. Solventum plans to fund the transaction with cash on hand, use no new debt, expects closing in H1 2026, and projects the deal to be slightly dilutive to adjusted EPS in 2026 and accretive beginning in 2027.

Solventum (NYSE: SOLV) announced a Board-approved $1 billion share repurchase authorization on Nov 20, 2025.

The company expects to begin repurchases in 2026 and had approximately 173.4 million shares outstanding as of Oct 31, 2025. Repurchases may occur in the open market, via Rule 10b5-1 or 10b-18 plans, privately negotiated transactions, or other means.

The program has no time limit, does not obligate Solventum to buy shares, and may be suspended or discontinued; repurchases will depend on market conditions, liquidity, cash flow and applicable securities laws. Management cited strong cash generation and a concurrent acquisition of Acera Medical as context for the authorization.

Solventum (NYSE: SOLV) reported third-quarter 2025 results on Nov. 6, 2025: net sales $2.096B (+0.7% reported, +2.7% organic) and GAAP diluted EPS $7.22 (adjusted diluted EPS $1.50). Operating cash flow was $75M and free cash flow was ($22M). Management raised full‑year guidance: organic sales expected at the high end of +2.0%–+3.0% and adjusted EPS to $5.98–$6.08. Solventum launched a 4‑year "Transform for the Future" program targeting ~$500M annual cost savings with ~$500M cumulative pretax costs. Free cash flow guidance revised to $150M–$250M. The company cited tariff impacts, public‑company stand‑up costs, Purification and Filtration divestiture, and segment mix as drivers of results.

Solventum (NYSE: SOLV) said its executives will participate in a fireside chat at the Stifel Healthcare Conference on Wednesday, Nov. 12, 2025, beginning at approximately 11:20 a.m. EST in New York, NY.

A live replay and archived recording will be available on the company's investor website at investors.solventum.com.

Solventum (NYSE: SOLV) appointed Heather Knight as Chief Commercial Officer, effective November 10, 2025. In this newly created role she will oversee global commercial and R&D operations for MedSurg, Dental Solutions and Health Information Systems and will report to CEO Bryan Hanson.

Ms. Knight brings over 30 years of MedTech leadership, most recently serving as COO at Baxter where she led global sales, R&D, supply chain and regulatory affairs. Chris Barry, Executive VP and Group President of MedSurg, will depart effective December 31, 2025. The company said the change does not impact financial guidance and will provide an update with third quarter results in early November.

Solventum (NYSE: SOLV) will report third quarter fiscal 2025 results on Thursday, Nov. 6, 2025, released after U.S. market close. Management will host a live webcast the same day to discuss results and business updates.

Webcast details: Nov. 6, 2025 • 3:30 p.m. CST / 4:30 p.m. EST. Access via https://investors.solventum.com or by phone at US +1 (800) 715-9871, international +1 (646) 307-1963, Conference ID 6342275. A replay, press release, presentation slides, and supplemental financial disclosures will be posted on the Investor Relations website.

Solventum (NYSE: SOLV) has announced the pricing terms for its upsized note tender offers totaling $2.0 billion in aggregate purchase price. The company is offering to purchase multiple series of outstanding notes across two pools: Pool 1 with a maximum amount of $1.5 billion and Pool 2 with a maximum amount of $500 million.

For Pool 1, Solventum expects to accept approximately $650 million of the 5.450% Senior Notes due 2027 (69.35% proration) and $797.3 million of the 5.400% Senior Notes due 2029 (61.24% proration). In Pool 2, about $457.6 million of the 6.000% Senior Notes due 2064 and $21.9 million of the 5.900% Senior Notes due 2054 will be accepted. Settlement is expected on September 10, 2025.

Solventum (NYSE:SOLV) announced modifications to its previously announced tender offers, increasing the aggregate purchase cap from $1.75 billion to $2.0 billion. The company has also increased the Pool 1 Maximum Amount from $1.25 billion to $1.5 billion and raised the Tender SubCap from $500 million to $650 million.

As of the Early Tender Date (September 5, 2025), the offers were significantly oversubscribed. Solventum expects to accept the 5.450% Notes due 2027, 5.400% Notes due 2029, and 5.900% Notes due 2054 for purchase on a prorated basis. Due to oversubscription, the company does not expect to accept any Notes tendered after the Early Tender Date. Settlement is expected on September 10, 2025.

Thermo Fisher Scientific (NYSE: TMO) has completed its acquisition of Solventum's Purification & Filtration business for $4.0 billion in cash. The acquired business, now renamed as Thermo Fisher's Filtration and Separation business, will be integrated into the Life Sciences Solutions segment.

The acquisition strengthens TMO's bioproduction portfolio with advanced filtration technologies and expands its reach into industries requiring ultra-pure water. The acquired business is expected to generate $750 million in revenue for 2025 and achieve mid- to high-single digit organic growth. The transaction is projected to be dilutive to adjusted EPS by $0.06 in the first year, with expected synergies of $125 million in adjusted operating income by year five.