Solventum Corporation Stock Price, News & Analysis

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.

Solventum (NYSE: SOLV) has completed the sale of its Purification & Filtration (P&F) business to Thermo Fisher Scientific (NYSE: TMO) for $4.0 billion in cash. The company will receive net proceeds of $3.4 billion, primarily allocated to debt reduction.

Following this strategic divestiture, Solventum has updated its FY2025 guidance, projecting organic sales growth of 2.0-3.0% and raising its adjusted EPS range to $5.88-$6.03. The company expects operating margins at the high end of 20-21% range and reduced net interest expense of $400 million, down from $450 million previously forecasted.

Solventum (NYSE: SOLV) announced its management's participation in two upcoming investor conferences. The company will attend the 2025 Wells Fargo Healthcare Conference in Boston on September 5, 2025, at 10:15 a.m. EDT, and the Morgan Stanley 23rd Annual Global Healthcare Conference in New York on September 9, 2025, at 10:45 a.m. EDT.

Both fireside chat sessions will be available through live and archived replays on the company's investor relations website at investors.solventum.com.

Solventum (NYSE:SOLV) has launched tender offers to purchase up to $1.75 billion of its outstanding notes. The offers are divided into two pools: Pool 1 with a maximum purchase amount of $1.25 billion covering four series of notes, and Pool 2 with a maximum of $500 million covering two series of notes.

Holders who tender their notes by the Early Tender Date of September 5, 2025, will receive the Total Consideration, which includes an Early Tender Payment of $30 per $1,000 principal amount. The tender offers will expire on September 22, 2025. The Early Settlement Date is expected around September 10, 2025, with the Final Settlement Date around September 25, 2025.

Solventum Corporation (NYSE: SOLV) has announced the pricing of a secondary offering of 8.8 million shares of common stock, which is expected to generate approximately $648 million in gross proceeds for 3M Company, the selling shareholder.

The offering, expected to close around August 15, 2025, is being managed by Goldman Sachs & Co. LLC and BofA Securities. Importantly, Solventum will not receive any proceeds from this transaction as all shares are being sold by 3M Company. The offering is being made through the company's shelf registration statement that became effective on August 13, 2025.

Solventum Corporation (NYSE: SOLV) has announced a secondary offering of 8,800,000 shares of its common stock, which will be sold entirely by 3M Company (the Selling Shareholder). The offering will be managed by Goldman Sachs & Co. LLC and BofA Securities, Inc. as underwriters.

The shares are being offered through Solventum's shelf registration statement on Form S-3, which became effective on August 13, 2025. Importantly, Solventum will not receive any proceeds from this offering as all shares are being sold by 3M Company. The offering will be conducted through a preliminary prospectus supplement and accompanying prospectus filed with the SEC.

Solventum (NYSE: SOLV) reported Q2 2025 financial results with sales increasing 3.9% to $2.2 billion and organic sales growth of 2.8%. The company achieved GAAP diluted EPS of $0.51 and adjusted diluted EPS of $1.69, marking five consecutive quarters of positive sales volume growth since implementing its transformation strategy.

Key financial metrics include operating cash flow of $169 million and free cash flow of $59 million. The company has increased its full-year 2025 guidance, projecting organic sales growth of 2.0% to 3.0% and adjusted EPS of $5.80 to $5.95. All segments showed positive organic growth, primarily driven by MedSurg and HIS segments.

Solventum (NYSE: SOLV) has scheduled its second quarter fiscal 2025 earnings release for Thursday, August 7, 2025, after U.S. market close. The company will host a webcast at 3:30 p.m. CDT / 4:30 p.m. EDT to discuss financial results and business updates.

Investors can access the webcast through the company's investor relations website at investors.solventum.com. The event will be available via phone with U.S. dial-in at +1 (800) 715-9871 and international dial-in at +1 (646) 307-1963, using Conference ID 6342275.

Following the event, a replay of the webcast, earnings release, presentation slides, and supplemental financial information will be accessible on Solventum's Investor Relations website.