Should You Add Solventum Corp (SOLV) to Your Portfolio?

1 day ago 1

Soumya Eswaran

Wed, December 10, 2025 astatine 7:38 AM CST 2 min read

Pzena Investment Management precocious released its third-quarter 2025 commentary for “Pzena Focused Value Strategy.” A transcript of the missive tin beryllium downloaded here. Driven by optimism astir AI and a September complaint cut, US broad-based indexes surged successful the 3rd quarter. The exertion assemblage was the strongest performer, with maturation outpacing value. The Pzena Focused Value strategy gained but underperformed the Russell 1000 Value Index, returning 1.1% gross and 0.9% nett vs. 5.3% for the index. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Pzena Focused Value Strategy highlighted stocks specified arsenic Solventum Corporation (NYSE:SOLV). Solventum Corporation (NYSE:SOLV) is simply a healthcare institution that operates done Medsurg, Dental Solutions, and Health Information Systems segments. The one-month instrumentality for Solventum Corporation (NYSE:SOLV) was 8.51%, and its shares gained 13.65% implicit the past 52 weeks. On December 09, 2025, Solventum Corporation (NYSE:SOLV) banal closed astatine $80.11 per share, with a marketplace capitalization of $13.895 billion.

Pzena Focused Value Strategy stated the pursuing regarding Solventum Corporation (NYSE:SOLV) successful its 3rd 4th 2025 capitalist letter:

"We besides initiated a caller presumption successful aesculapian instrumentality institution Solventum Corporation (NYSE:SOLV), a caller spinoff from 3M. Concerns astir operational challenges and borderline unit caused by the separation from 3M, successful summation to precocious fiscal leverage, resulted successful an charismatic introduction point. We expect the institution to payment from self-help opportunities going guardant arsenic an autarkic institution and spot a cleanable equilibrium expanse aft precocious divesting a non-core plus astatine a premium valuation."

Syda Productions/Shutterstock.com

Solventum Corporation (NYSE:SOLV) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 42 hedge money portfolios held Solventum Corporation (NYSE:SOLV) astatine the extremity of the 3rd quarter, which was 37 successful the erstwhile quarter. While we admit the imaginable of Solventum Corporation (NYSE:SOLV) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

In another article, we covered Solventum Corporation (NYSE:SOLV) and shared a bullish thesis connected the company. In addition, delight cheque retired our hedge money capitalist letters Q3 2025 page for much capitalist letters from hedge funds and different starring investors.