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MMMMM

3M Company

Strong FundamentalsStrong FundamentalsRevenue growing 2% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (91 mentions/wk)
$MMM·$87B·Conglomerates·Industrials
$164.95+1.3%YTD+3.0%1Y+3.4%
Price updated 33m ago·X counts updated 1d ago
MMMMM
$MMM3M Company
$164.95+1.29%91 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $MMM on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

91X posts · last 7 days
Aug 28Sep 10
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $MMM's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-07

3M drew $1.4M call buyer on September 25 expiry (also $1M on 22-DTE calls opening) with stock at $168.59. Setup is a 4hr mean-reversion oversold bounce at previous highs and Keltner-band 200ema. Insider/whale flow-driven bullish setup.

Read what X is saying about $MMM

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $MMM — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-11

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

3M finally through the earplugs litigation — with $1.4M call buyers positioning for a September 25 catalyst on the coiling setup.

3M Company is the diversified industrial conglomerate — safety products, industrial adhesives, electronics materials, cooling films. Post-earplugs and PFAS litigation, the stock is quietly compounding again. Position 52% of the 52-week range and coiling above the 200-day.

  • The economics are strong for an industrial: 15% ROIC, 77% ROE (leverage-boosted), 19% operating margin, and 4.5% free-cash-flow yield. Q1 revenue growth of 2.5% year-over-year is modest but the operating leverage on that base has been improving.
  • The setup mechanics are constructive: $1.4M call buyer positioned for September 25 expiry plus $1M on 22-DTE calls opening — real positioning for a specific catalyst-driven move. The 4-hour mean-reversion oversold bounce at previous highs and Keltner-band 200ema is a legitimate technical setup.
  • The balance-sheet update is confidence: new $4.25B unsecured revolving credit facility replacing the prior facility (maturing 5 years from effective date), plus a fresh Euro-denominated senior notes offering. Management using cheap capital markets to fund normal operations, not distress.

The bet is whether Oct 20 Q3 earnings confirms Transportation & Electronics segment strength plus any 2027 EPS-growth framing. A print with T&E above 5% growth plus firmed FY27 EPS guide is what breaks this above $180; softness in the industrial segments and $150 becomes the next real level.

Agrees with X sentimentAgrees with the crowd — $1.4M call buyer on Sept 25 expiry plus $1M on 22-DTE calls is real positioning-flow, and the 4-hour mean-reversion Keltner-band setup is a legitimate technical read. The insider/whale flow-driven bullish setup framing is honest.

What to watch: Oct 20 Q3 earnings — specifically Transportation & Electronics segment growth above 5% and any FY27 EPS guide. T&E acceleration plus firmed FY27 guide breaks this above $180; industrial-segment softness and $150 becomes next.

On the calendar: 2026-10-20 — Q3 earnings

Read the AI verdict on $MMM

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Diversified global industrial conglomerate producing safety equipment, electronics components, healthcare supplies, and consumer goods.

Industry overviewAI analysisGenerated by AI from underlying data

Where Conglomerates sits in its cycle right now — and what that implies for $MMM.

Conglomerates · Industrials

Industrial conglomerates face portfolio scrutiny as activists press for focused business units; AI-productivity tooling and process automation are incremental across diversified businesses. Spin-off and carve-out activity is a near-term value-unlock catalyst.

What this means for $MMM

Partial — 3M; healthcare spin-out (Solventum) complete, industrial/safety focus, restructuring, long-tail PFAS liability.

Industry benchmark

5-name peer basket
+5.8%YTD
-20.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
30.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
14.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
19.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
77.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
39.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
4.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 21, 2026$2.40$2.25+6.7%
Q1 2026Apr 21, 2026$2.14$1.98+8.1%
Q4 2025Jan 20, 2026$1.83$1.80+1.7%
Q3 2025Oct 21, 2025$2.19$2.07+5.8%
Next earningsTue, Oct 20·consensus EPS $2.39

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$6.5B+2.5%41.3%15.1%$1.79$763.0M
Q1 FY26$6.0B+1.3%40.7%23.2%$1.23$349.0M
Q4 FY25$6.1B+2.0%33.6%12.9%$1.08$1.3B
Q3 FY25$6.5B+3.5%41.8%24.7%$1.56$1.5B

Forward consensus

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$25.4B$25.3B – $25.5B$8.94$8.84 – $9.0110
FY27$26.5B$26.4B – $26.7B$9.84$9.58 – $10.1111
FY28$27.5B$26.8B – $28.3B$10.59$9.47 – $12.058
FY29$28.3B$28.0B – $28.7B$11.32$11.16 – $11.506
FY30$28.5B$28.2B – $28.9B$11.89$11.72 – $12.086

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.52%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-5.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+1.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 515.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.075-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 5Chavez Rodriguez Beatriz KarinaPresident3.6K sh$663KSellJul 23Banovetz John PatrickPresident7.9K sh$1.3MSellJul 23Theresa E ReinsethPresident924 sh$157KSellJul 22Kevin H RhodesEVP, Chief Legal Off & Secret7.7K sh$1.3MSellJul 22Christian T GoralskiPresident4.9K sh$836K
+ 25 other (12 awards · 8 exempts · 5 inkinds) in window

See when $MMM insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

424B5Prospectus supplement (offering)Sep 3424B5
AI summary

3M Company filed a preliminary 424B5 prospectus supplement for a multi-tranche Euro-denominated senior notes offering (three tranches with interest rates, amounts, and maturities listed as blank/TBD in the preliminary filing). The notes are unsecured, unsubordinated obligations ranking pari passu with existing debt, and will be listed on NYSE. Settlement will occur on a T+5 basis via Euroclear and Clearstream. This is an imminent debt issuance (preliminary pricing not yet finalized), indicating 3M is raising Euro capital likely for general corporate purposes.

8-KAgreement terminatedAug 198-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation
AI summary

3M Company entered into a new $4.25 billion unsecured revolving credit facility with JPMorgan Chase Bank as administrative agent on August 17, 2026, maturing five years from the effective date, replacing the prior $4.25 billion revolving credit agreement dated May 11, 2023. The facility is available to 3M and designated subsidiary borrowers and bears interest at market rates per the agreement terms. This is a routine credit facility renewal that maintains 3M's existing $4.25B liquidity backstop with no new net borrowing implied and no increase in the facility size.

3New insider — initial holdingsAug 143
AI summary

Bobby K. George (EVP and Chief Information & Digital Officer) filed an initial Form 3 at 3M Co. effective August 10, 2026. No securities are beneficially owned at the time of filing. Routine Section 16(a) officer disclosure.

3New insider — initial holdingsAug 143
AI summary

Jennifer A. Cunningham (EVP and Chief Human Resources Officer) filed an initial Form 3 at 3M Co. effective August 10, 2026. No securities are beneficially owned at the time of filing. Routine Section 16(a) officer disclosure.

3New insider — initial holdingsJun 93
AI summary

RUMSEY JENNIFER filed an initial Form 3 as 10%+ owner of MMM, reporting no beneficial ownership of securities as of the event date. This is an administrative Section 16 filing required upon becoming a new 10%+ owner. No shares are currently held, indicating this is a disclosure of a newly appointed insider with no current equity position.

8-KOfficer or director changeJun 88-K — Item 5.02: Officer or director change
AI summary

MMM filed an 8-K under Item 5.02 disclosing a personnel change: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. The filing also covers Item(s) 9.01. Personnel changes at the executive or board level are typically administrative but can signal strategic shifts depending on context.

8-KShareholder voteMay 138-K — Item 5.07: Shareholder vote
8-KMaterial agreementMay 68-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
+ 18 other (9 13Gs · 3 proxys · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

3M Stock Rises 9.1% in a Year: Time to Buy, Hold or Exit?zacks.com·2d agoStrength in Transportation & Electronics Unit Drives 3M: A Sign of More Upside?zacks.com·4d ago3 Boring Stocks That Have Quietly Outlasted Every Bear Market of the Last 50 Years.247wallst.com·9d agoNew 3M™ Cooling Film helps fleet and rail operators keep cabin interiors cooler and improve efficiencyprnewswire.com·10d agoShould Passive Income Investors Buy 3M Stock Right Now?fool.com·10d ago

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Voices on X · last 7 days

No standout posts about $MMM on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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