Strs Ohio Reduces Stock Holdings in GE HealthCare Technologies Inc. $GEHC

Key Points

• Strs Ohio reduced its stake in GE HealthCare by 16.4% in Q4, selling 67,081 shares and leaving 340,864 shares valued at about $27.96 million.
• GE HealthCare trimmed FY26 EPS guidance to $4.80–5.00 and reported a Q1 EPS miss ($0.99 vs. $1.07) despite a revenue beat, prompting analyst price‑target cuts and a consensus "Hold" rating with a $80.67 target.
• Insiders bought shares recently—including CEO Peter Arduini and Frank R. Jimenez—with 9,229 shares acquired in the last 90 days (about $556k), signaling management confidence amid external pressure.

Strs Ohio lowered its position in GE HealthCare Technologies Inc. (NASDAQ:GEHC - Free Report) by 16.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 340,864 shares of the company's stock after selling 67,081 shares during the quarter. Strs Ohio owned 0.07% of GE HealthCare Technologies worth $27,958,000 at the end of the most recent quarter.

Other hedge funds have also made changes to their positions in the company. E Fund Management Hong Kong Co. Ltd. increased its position in shares of 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 buying an additional 196 shares in the last quarter. Godsey & Gibb Inc. purchased a new stake in GE HealthCare Technologies during the 3rd quarter worth about $26,000. Laurel Wealth Advisors LLC purchased a new stake in GE HealthCare Technologies during the 4th quarter worth about $26,000. Optima Capital LLC purchased a new stake in GE HealthCare Technologies during the 4th quarter worth about $27,000. Finally, Maseco LLP purchased a new stake in GE HealthCare Technologies during the 4th quarter worth about $29,000. Hedge funds and other institutional investors own 82.06% of the company's stock.

Wall Street Analysts Forecast Growth

A number of analysts recently commented on GEHC shares. Morgan Stanley lifted their price objective on GE HealthCare Technologies from $80.00 to $85.00 and gave the stock an "equal weight" rating in a research report on Wednesday, February 4th. BTIG Research dropped their price objective on GE HealthCare Technologies from $85.00 to $80.00 and set a "buy" rating for the company in a research report on Wednesday. Mizuho dropped their price objective on GE HealthCare Technologies from $95.00 to $90.00 and set an "outperform" rating for the company in a research report on Monday, April 13th. Wall Street Zen cut GE HealthCare Technologies from a "buy" rating to a "hold" rating in a research report on Saturday, March 21st. Finally, Oppenheimer reiterated an "outperform" rating and set a $85.00 price objective on shares of GE HealthCare Technologies in a research report on Thursday. Eight equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, the stock currently has an average rating of "Hold" and a consensus target price of $80.67.

Insiders Place Their Bets

In other GE HealthCare Technologies news, CEO Peter J. Arduini purchased 4,169 shares of the firm's stock in a transaction on Thursday, April 30th. The shares were purchased at an average cost of $59.92 per share, with a total value of $249,806.48. Following the purchase, the chief executive officer owned 259,424 shares in the company, valued at approximately $15,544,686.08. This represents a 1.63% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, insider Frank R. Jimenez purchased 1,750 shares of the firm's stock in a transaction on Thursday, April 30th. The stock was acquired at an average cost of $60.45 per share, for a total transaction of $105,787.50. Following the completion of the purchase, the insider owned 93,932 shares in the company, valued at $5,678,189.40. The trade was a 1.90% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last ninety days, insiders have acquired 9,229 shares of company stock valued at $556,180. Insiders own 0.36% of the company's stock.

GE HealthCare Technologies Stock Up 0.3%

Shares of NASDAQ:GEHC opened at $61.03 on Friday. The stock's 50-day moving average price is $73.28 and its two-hundred day moving average price is $77.56. The company has a current ratio of 1.22, a quick ratio of 1.13 and a debt-to-equity ratio of 0.95. GE HealthCare Technologies Inc. has a 12-month low of $58.75 and a 12-month high of $89.77. The firm has a market cap of $27.76 billion, a price-to-earnings ratio of 14.60, a PEG ratio of 1.39 and a beta of 0.75.

GE HealthCare Technologies (NASDAQ:GEHC - Get Free Report) last issued its quarterly earnings results on Wednesday, April 29th. The company reported $0.99 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $1.07 by ($0.08). GE HealthCare Technologies had a return on equity of 20.46% and a net margin of 9.10%.The business had revenue of $5.13 billion during the quarter, compared to analyst estimates of $5.04 billion. During the same period in the previous year, the business posted $1.01 earnings per share. The firm's quarterly revenue was up 7.4% on a year-over-year basis. GE HealthCare Technologies has set its FY 2026 guidance at 4.800-5.000 EPS. On average, research analysts forecast that GE HealthCare Technologies Inc. will post 4.88 EPS for the current year.

GE HealthCare Technologies Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 15th. Shareholders of record on Friday, April 3rd will be paid a $0.035 dividend. This represents a $0.14 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date of this dividend is Thursday, April 2nd. GE HealthCare Technologies's dividend payout ratio (DPR) is presently 3.35%.

More GE HealthCare Technologies News

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

• Positive Sentiment: Insiders are buying shares — CEO Peter Arduini, CFO James Saccaro and director Frank R. Jimenez increased positions (multiple Form 4 filings), which investors often interpret as management confidence in the company’s outlook. Read More. • Read More. • Read More.
• Positive Sentiment: Heavy call-option buying — an unusual surge in call volume suggests short-term bullish/speculative interest that can amplify upside moves. (No article link available)
• Neutral Sentiment: Wells Fargo lowered its price target to $75 but kept an overweight rating, signaling upside exists vs. current levels while tempering near-term expectations. Read More.
• Neutral Sentiment: Operational changes — GEHC announced a reorganization (Imaging + Advanced Visualization) and executive moves intended to improve execution; benefits could take multiple quarters to materialize. Read More.
• Negative Sentiment: Guidance cut and margin pressure — management trimmed FY26 EPS guidance to $4.80–5.00, citing inflation, higher component and freight costs and supply issues; this is the core reason for recent downside pressure. Read More.
• Negative Sentiment: Mixed Q1 results — revenue beat (~$5.13B) but EPS missed ($0.99 vs. $1.07 est.) and margins compressed, reinforcing short‑term risk to earnings. Read More.
• Negative Sentiment: Analyst downgrades / price‑target cuts — Citigroup, JPMorgan and others trimmed targets and ratings (e.g., PTs cut to ~$65–75), pulling sell‑side support lower and contributing to volatility. Read More.
• Negative Sentiment: Investor litigation inquiry — a Johnson Fistel investigation adds headline and legal risk that could increase volatility. Read More.

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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