Solventum Leads the Pack in Healthcare Supplies Stocks This Year
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 22 2025
0mins
Source: SeekingAlpha
Healthcare Sector Performance: The S&P healthcare index (XLV) experienced a YTD increase of 12.2% by mid-December 2025, ranking as the sixth-highest performing sector among the 11 S&P 500 indexes.
Top Performing Stocks: Solventum (SOLV) led the healthcare supplies stocks with a YTD performance of +23.51%, followed by Haemonetics Corporation (HAE) at +2.73%, while DENTSPLY SIRONA (XRAY) recorded the largest decline at -40.94%.
Quant Ratings Overview: The performance of various healthcare stocks is accompanied by quant ratings, with most stocks in the list receiving a "Hold" rating, indicating a cautious outlook.
Healthcare ETFs Mentioned: Several healthcare ETFs, including XLV, VHT, IHI, IXJ, IYH, FHLC, and FXH, are highlighted as investment options within the sector.
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Analyst Views on SOLV
Wall Street analysts forecast SOLV stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SOLV is 93.71 USD with a low forecast of 79.00 USD and a high forecast of 105.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Analyst Rating
5 Buy
3 Hold
0 Sell
Moderate Buy
Current: 76.600
Low
79.00
Averages
93.71
High
105.00
Current: 76.600
Low
79.00
Averages
93.71
High
105.00
About SOLV
Solventum Corporation is a global healthcare company developing, manufacturing, and commercializing a portfolio of solutions that leverage deep material science, data science, and digital capabilities to address critical customer needs. The Company’s segments include MedSurg, Dental Solutions, and Health Information System. MedSurg is a provider of solutions including negative pressure wound therapy, advanced wound dressings, advanced skin care, I.V. site management, sterilization assurance, temperature management, surgical supplies, medical tapes and wraps, stethoscopes, medical electrodes, and medical technologies Original Equipment Manufacturer (OEM). Dental Solutions is a provider of a comprehensive suite of dental and orthodontic products including brackets, aligners, and restorative cement. Health Information Systems provides healthcare systems with software solutions, including computer-assisted physician documentation, and direct-to-bill and coding automation.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
KeyBanc Upgrades Solventum to Overweight Amid Growth Prospects
- Rating Upgrade: KeyBanc Capital Markets has upgraded Solventum from sector weight to overweight, indicating positive progress towards achieving long-term growth targets, with a price target of $97 representing approximately 23% upside from the January 23 close.
- Growth Potential: Analyst Brett Fishbin noted that with new product launches, growth-accretive M&A, and a stable macro backdrop, Solventum could potentially achieve its organic growth objective of 4-5% ahead of its 2028 timeline, showcasing strong market prospects.
- Capital Allocation Strategy: Fishbin emphasized that Solventum has shifted to an offensive capital allocation strategy, suggesting that concerns over 2026 guidance may be overblown, thereby laying a foundation for future growth.
- Attractive Valuation: With an estimated 2027 EPS multiple of 11.4x, Solventum presents an attractive valuation compared to peers trading at an average of ~15x, potentially drawing more investor interest.
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- Strategic Business Decisions: Companies can enhance their growth and profitability by divesting slower-growing segments.
- Focus on Core Operations: Spinning off less profitable businesses allows firms to concentrate on higher-margin opportunities.
- Market Reactions: Such strategic moves can lead to positive market perceptions and increased investor confidence.
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