Edgestream Partners L.P. Grows Stake in GE HealthCare Technologies Inc. $GEHC

Edgestream Partners L.P. grew its holdings in GE HealthCare Technologies Inc. (NASDAQ:GEHC) by 177.9% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 47,289 shares of the company’s stock after acquiring an additional 30,273 shares during the period. Edgestream Partners L.P.’s holdings in GE HealthCare Technologies were worth $3,366,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Auto Owners Insurance Co increased its stake in shares of GE HealthCare Technologies by 9,525.4% during the fourth quarter. Auto Owners Insurance Co now owns 33,982,610 shares of the company’s stock valued at $278,725,000 after buying an additional 33,629,559 shares during the period. Norges Bank purchased a new stake in GE HealthCare Technologies in the fourth quarter worth $596,024,000. Barrow Hanley Mewhinney & Strauss LLC purchased a new stake in GE HealthCare Technologies in the fourth quarter worth $533,655,000. Cynosure Group LLC boosted its holdings in GE HealthCare Technologies by 21,045.4% in the fourth quarter. Cynosure Group LLC now owns 4,365,462 shares of the company’s stock valued at $358,055,000 after acquiring an additional 4,344,817 shares in the last quarter. Finally, Boston Partners bought a new stake in GE HealthCare Technologies in the third quarter valued at $287,627,000. 82.06% of the stock is currently owned by institutional investors.

Insider Buying and Selling at GE HealthCare Technologies

In other news, Director Kevin Lobo purchased 10,000 shares of GE HealthCare Technologies stock in a transaction that occurred on Friday, May 22nd. The stock was bought at an average price of $64.18 per share, with a total value of $641,800.00. Following the completion of the transaction, the director directly owned 14,363 shares of the company’s stock, valued at approximately $921,817.34. The trade was a 229.20% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Watkin Phoebe L. Yang acquired 1,000 shares of the firm’s stock in a transaction that occurred on Friday, May 8th. The stock was purchased at an average price of $63.01 per share, with a total value of $63,010.00. Following the completion of the acquisition, the director owned 13,702 shares in the company, valued at $863,363.02. The trade was a 7.87% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last 90 days, insiders purchased 12,618 shares of company stock worth $805,175. 0.36% of the stock is owned by insiders.

Key Stories Impacting GE HealthCare Technologies

Here are the key news stories impacting GE HealthCare Technologies this week:

• Positive Sentiment: Better-than-expected earnings and raised guidance: GE HealthCare reported adjusted earnings of $1.13 per share, exceeding the $1.04 consensus estimate, while revenue of $5.30 billion also topped expectations. Revenue increased 5.8% year over year, and management raised its full-year EPS outlook. GE HealthCare Q2 2026 Earnings Call Summary
• Positive Sentiment: Record backlog and solid demand: Strong orders growth and a record backlog support expectations for future revenue growth and helped reinforce the bullish case for GEHC. Analysts highlighted the backlog as evidence of durable demand for the company’s medical technology and imaging products. GE HealthCare Q2 Earnings Call Highlights
• Positive Sentiment: Analyst support increased: Wells Fargo raised its price target from $75 to $85 and maintained an “overweight” rating. BTIG Research also forecast substantial appreciation, providing additional support for the shares. Wells Fargo Raises GE HealthCare Price Target
• Neutral Sentiment: Execution remains a key issue: Some analysis described demand as strong but execution as weaker, suggesting investors will watch margins, delivery performance and the company’s ability to convert its backlog into sustained earnings growth. GE HealthCare Strong Demand, Weak Execution
• Negative Sentiment: Shareholder investigations create legal uncertainty: Multiple law firms announced or continued investigations into possible securities-law violations and solicited investors who lost money. These announcements do not establish wrongdoing, but they may weigh on sentiment and raise potential litigation concerns. GEHC Securities Fraud Investigation

GE HealthCare Technologies Stock Performance

Shares of GEHC stock opened at $68.02 on Friday. The company’s fifty day moving average price is $64.02 and its 200-day moving average price is $70.55. The stock has a market cap of $30.72 billion, a PE ratio of 15.60, a price-to-earnings-growth ratio of 1.85 and a beta of 0.72. The company has a current ratio of 1.26, a quick ratio of 0.95 and a debt-to-equity ratio of 0.92. GE HealthCare Technologies Inc. has a 12 month low of $58.75 and a 12 month high of $89.77.

GE HealthCare Technologies (NASDAQ:GEHC) last issued its quarterly earnings results on Wednesday, July 29th. The company reported $1.13 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.04 by $0.09. GE HealthCare Technologies had a net margin of 9.33% and a return on equity of 20.12%. The company had revenue of $5.29 billion during the quarter, compared to analyst estimates of $5.26 billion. During the same period last year, the business earned $1.06 EPS. GE HealthCare Technologies’s quarterly revenue was up 5.8% compared to the same quarter last year. On average, equities analysts expect that GE HealthCare Technologies Inc. will post 4.91 EPS for the current fiscal year.

GE HealthCare Technologies Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, August 14th. Shareholders of record on Friday, July 24th will be paid a dividend of $0.035 per share. The ex-dividend date of this dividend is Friday, July 24th. This represents a $0.14 dividend on an annualized basis and a dividend yield of 0.2%. GE HealthCare Technologies’s dividend payout ratio (DPR) is currently 3.21%.

Analyst Upgrades and Downgrades

GEHC has been the subject of several research reports. Piper Sandler restated a “buy” rating on shares of GE HealthCare Technologies in a report on Wednesday. JPMorgan Chase & Co. dropped their target price on shares of GE HealthCare Technologies from $80.00 to $65.00 and set a “neutral” rating for the company in a research report on Thursday, April 30th. BTIG Research lifted their target price on shares of GE HealthCare Technologies from $75.00 to $79.00 and gave the company a “buy” rating in a research note on Wednesday. Barclays reduced their price target on shares of GE HealthCare Technologies from $87.00 to $78.00 and set an “equal weight” rating on the stock in a research report on Thursday, April 30th. Finally, Royal Bank Of Canada assumed coverage on shares of GE HealthCare Technologies in a report on Tuesday, June 23rd. They issued an “outperform” rating and a $80.00 price objective for the company. Ten research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, GE HealthCare Technologies currently has an average rating of “Hold” and a consensus target price of $77.73.

GE HealthCare Technologies Company Profile

GE HealthCare Technologies (NASDAQ: GEHC) is a global medical technology and diagnostics company that develops, manufactures and markets a broad range of products and services for healthcare providers. Its portfolio centers on diagnostic imaging systems, including MRI, CT, PET and X-ray modalities, as well as ultrasound equipment. The company also supplies patient monitoring and anesthesia delivery systems, interventional and surgical imaging solutions, and molecular imaging technologies used in both clinical care and research settings.

In addition to hardware, GE HealthCare offers software, analytics and lifecycle services aimed at improving clinical workflows and equipment uptime.