GE HealthCare Technologies Inc. $GEHC Shares Sold by Skylands Capital LLC

Key Points

• Skylands Capital trimmed its position in GE HealthCare by 13.1%, selling 18,850 shares and leaving 125,540 shares valued at about $10.3 million (the stock was its 19th-largest holding).
• Q4 results: GE HealthCare reported $1.44 EPS (vs. $1.40 est.) and $5.70B revenue (vs. $5.60B est.), with revenue up 7.1% year-over-year and FY2026 guidance set at 4.95–5.15 EPS.
• Dividend & outlook: the company declared a quarterly dividend of $0.035 ($0.14 annual, ~0.2% yield), while analysts carry a consensus "Hold" rating and a consensus price target of $89.77.

Skylands Capital LLC decreased its position in GE HealthCare Technologies Inc. (NASDAQ:GEHC - Free Report) by 13.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 125,540 shares of the company's stock after selling 18,850 shares during the quarter. GE HealthCare Technologies accounts for about 1.4% of Skylands Capital LLC's holdings, making the stock its 19th biggest holding. Skylands Capital LLC's holdings in GE HealthCare Technologies were worth $10,297,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in GEHC. E Fund Management Hong Kong Co. Ltd. raised its holdings in GE HealthCare Technologies by 130.7% in the third quarter. E Fund Management Hong Kong Co. Ltd. now owns 346 shares of the company's stock valued at $26,000 after acquiring an additional 196 shares in the last quarter. Godsey & Gibb Inc. acquired a new stake in GE HealthCare Technologies in the third quarter valued at approximately $26,000. Optima Capital LLC acquired a new stake in GE HealthCare Technologies in the fourth quarter valued at approximately $27,000. Maseco LLP acquired a new stake in GE HealthCare Technologies in the fourth quarter valued at approximately $29,000. Finally, Oakworth Capital Inc. raised its holdings in GE HealthCare Technologies by 1,876.2% in the third quarter. Oakworth Capital Inc. now owns 415 shares of the company's stock valued at $31,000 after acquiring an additional 394 shares in the last quarter. Institutional investors and hedge funds own 82.06% of the company's stock.

GE HealthCare Technologies Stock Performance

Shares of GE HealthCare Technologies stock opened at $70.48 on Tuesday. The firm has a market capitalization of $32.16 billion, a P/E ratio of 15.46, a P/E/G ratio of 1.52 and a beta of 1.17. GE HealthCare Technologies Inc. has a 52 week low of $66.95 and a 52 week high of $89.77. The company has a quick ratio of 1.13, a current ratio of 1.37 and a debt-to-equity ratio of 0.91. The firm's 50 day moving average is $74.45 and its two-hundred day moving average is $77.78.

GE HealthCare Technologies (NASDAQ:GEHC - Get Free Report) last announced its quarterly earnings results on Wednesday, February 4th. The company reported $1.44 EPS for the quarter, beating the consensus estimate of $1.40 by $0.04. The company had revenue of $5.70 billion for the quarter, compared to analyst estimates of $5.60 billion. GE HealthCare Technologies had a net margin of 10.11% and a return on equity of 21.35%. The firm's revenue was up 7.1% on a year-over-year basis. During the same period in the prior year, the firm posted $1.45 earnings per share. GE HealthCare Technologies has set its FY 2026 guidance at 4.950-5.150 EPS. Research analysts forecast that GE HealthCare Technologies Inc. will post 5 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, May 15th. Stockholders of record on Friday, April 3rd will be given a dividend of $0.035 per share. The ex-dividend date is Thursday, April 2nd. 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 3.07%.

Wall Street Analyst Weigh In

Several brokerages recently weighed in on GEHC. Bank of America raised their target price on shares of GE HealthCare Technologies from $82.00 to $92.00 and gave the company a "neutral" rating in a report on Monday, January 5th. Evercore increased their price target on shares of GE HealthCare Technologies from $95.00 to $98.00 and gave the company an "outperform" rating in a research note on Thursday, February 5th. Wall Street Zen lowered shares of GE HealthCare Technologies from a "buy" rating to a "hold" rating in a research note on Saturday, March 21st. BTIG Research reiterated a "buy" rating and issued a $85.00 price target on shares of GE HealthCare Technologies in a research note on Tuesday, April 21st. Finally, Piper Sandler dropped their price target on shares of GE HealthCare Technologies from $96.00 to $88.00 and set an "overweight" rating on the stock in a research note on Friday, April 17th. Eight equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of "Hold" and a consensus price target of $89.77.

GE HealthCare Technologies 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.

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