Surgical & Medical Instruments & Apparatus · SIC 3841

3M CO

MMM

Watch

Latest revenue

$6.03B

as of 2026-03-31

Latest net income

$653.0M

as of 2026-03-31

Net margin

10.8%

as of 2026-03-31

Price · 5Y

+1.2% / yr 12.5 pts / yr vs S&P 500 6.4% total
Compare:

Live market

delayed ≤15 min
$152.44
1.07%
Market cap
$79.51B
Enterprise value
$91.64B
P/E (trailing)
24.5×
Forward P/E
P/B
24.37×
Dividend yield
2.0%
52-wk high
$177.41
52-wk low
$139.34
Beta
Shares out
521.6M

5-year trend

What this company does

AI

3M manufactures industrial, safety, and consumer products spanning abrasives, adhesives, personal protective equipment, electronics materials, automotive films, and household brands like Scotch and Command. The company generates revenue selling these physical goods across three segments, with Safety and Industrial (~$2.9B quarterly) the largest, followed by Transportation and Electronics, then Consumer. 3M is reshaping its portfolio, partnering with Bain Capital on a $1.95 billion Madison Fire & Rescue acquisition combined with its breathing apparatus unit, while divesting precision grinding and aggressively buying back stock.

Generated from MMM's filing dated 2026-02-03

Key risks

AI
  • EPS collapsed to $1.23 from $2.05 YoY despite flat sales, driven by other expense swinging $658M to a $519M charge
  • Equity nearly halved: shareholders' equity fell to $3.26B from $4.70B after $2.0B Q1 buybacks against only $653M net income
  • Madison Fire & Rescue acquisition: $1.95B deal with Bain adds leverage to a JV 3M will consolidate at 50.1% ownership

Generated from MMM's filing dated 2026-02-03

Profitability

Operating margin

18.6%

5.4%

Net margin

13.0%

23.3%

Return on equity

69.1%

36.4%

Return on assets

8.6%

17.7%

Leverage

Debt / equity

7.02×

25.1%

Long-term debt / equity

2.32×

19.7%

Debt / assets

87.5%

3.1%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$6.03B+1.3%$653.0M-41.5%10.8%

Q4 2025

2025-12-31

$6.13B+2.0%$577.0M-20.7%9.4%

Q3 2025

2025-09-30

$6.52B+3.5%$834.0M-39.2%12.8%

Q2 2025

2025-06-30

$6.34B+1.4%$723.0M-36.9%11.4%

Q1 2025

2025-03-31

$5.95B-1.0%$1.12B+20.3%18.7%

Q4 2024

2024-12-31

$6.01B$728.0M12.1%

Q3 2024

2024-09-30

$6.29B+0.4%$1.37B+166.1%21.8%

Q2 2024

2024-06-30

$6.25B-0.4%$1.15B+119.5%18.3%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Surgical & Medical Instruments & Apparatus · SIC 3841

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Insider activity

Insider buying

$0

Insider selling

$668.0M

Net activity

−$668.0M

Distinct insiders

6

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-02-11

Theresa E Reinseth

Sr Vice President & CAO

Sale1,796$172.79$310.3K
2026-02-11

Theresa E Reinseth

Sr Vice President & CAO

Sale1,123$172.72$194.0K
2026-02-11

Theresa E Reinseth

Sr Vice President & CAO

Sale1,946$172.73$336.1K
2026-02-11

Theresa E Reinseth

Sr Vice President & CAO

Sale240$172.74$41.5K
2026-02-11

Theresa E Reinseth

Sr Vice President & CAO

Sale40$172.75$6.9K
2026-02-09

Zoe L Dickson

EVP & Chief HR Officer

Sale20,519$169.97$3.5M
2026-02-09

Zoe L Dickson

EVP & Chief HR Officer

Sale25,055$170.34$4.3M
2026-02-09

Zoe L Dickson

EVP & Chief HR Officer

Sale20,519$169.97$3.5M
2026-02-09

Rodriguez Beatriz Karina Chavez

Group President

Sale1,190$171.13$203.6K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns MMM

Institutional value

$15.88B

Total shares held

110.8M

Distinct holders

769

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1VANGUARD CAPITAL MANAGEMENT LLC34.2M$4.97BNew
2VANGUARD PORTFOLIO MANAGEMENT LLC9.5M$1.37BNew
3Invesco Ltd.4.2M$611.4MNew
4UBS Group AG4.1M$588.6MNew
5Legal & General Group Plc3.3M$477.9MNew
6Bank of New York Mellon Corp3.1M$454.3MNew
7VANGUARD FIDUCIARY TRUST CO3.0M$432.4MNew
8DIMENSIONAL FUND ADVISORS LP2.9M$422.6MNew
9DEUTSCHE BANK AG\2.6M$373.9MNew
10WELLS FARGO & COMPANY/MN2.2M$317.5MNew
11Nuveen, LLC1.9M$275.1MNew
12Swiss National Bank1.6M$226.4MNew
13HSBC HOLDINGS PLC1.5M$217.5MNew
14Sumitomo Mitsui Trust Group, Inc.1.4M$207.7MNew
15National Pension Service1.4M$196.6MNew
16Mitsubishi UFJ Asset Management Co., Ltd.1.3M$190.1MNew
17Boston Partners1.3M$184.6MNew
18Allianz Asset Management GmbH1.3M$183.9MNew
19Vanguard Global Advisers, LLC1.2M$167.1MNew
20RHUMBLINE ADVISERS1.0M$151.6MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

AI
  1. 1

    Other expense swung from $139M income to $519M expense YoY—what specific items drove this, and is it recurring?

  2. 2

    US sales fell to $2.50B while you bought back $2.0B of stock with cash down to $3.7B—is the buyback pace sustainable?

  3. 3

    Walk us through the Madison/Bain JV economics: why contribute SCBA at 50.1% control, and what leverage is the venture taking on?

Refreshed when MMM files a new report · last from 2026-02-03