California State Teachers Retirement System Decreases Stock Holdings in GE HealthCare Technologies Inc. $GEHC

California State Teachers Retirement System trimmed its position in shares of GE HealthCare Technologies Inc. (NASDAQ:GEHC) by 2.7% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 706,252 shares of the company’s stock after selling 19,364 shares during the period. California State Teachers Retirement System’s holdings in GE HealthCare Technologies were worth $50,271,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of GEHC. Banque Cantonale Vaudoise lifted its holdings in GE HealthCare Technologies by 16,539.1% during the 1st quarter. Banque Cantonale Vaudoise now owns 25,957 shares of the company’s stock worth $1,849,000 after buying an additional 25,801 shares in the last quarter. Allstate Corp grew its stake in shares of GE HealthCare Technologies by 100.3% in the fourth quarter. Allstate Corp now owns 32,688 shares of the company’s stock worth $2,681,000 after acquiring an additional 16,365 shares in the last quarter. Perpetual Ltd purchased a new stake in shares of GE HealthCare Technologies during the fourth quarter worth $37,656,000. Herbst Group LLC purchased a new stake in shares of GE HealthCare Technologies during the fourth quarter worth $2,276,000. Finally, Auto Owners Insurance Co raised its stake in shares of GE HealthCare Technologies by 9,525.4% in the fourth quarter. Auto Owners Insurance Co now owns 33,982,610 shares of the company’s stock valued at $278,725,000 after acquiring an additional 33,629,559 shares in the last quarter. 82.06% of the stock is currently owned by hedge funds and other institutional investors.

GE HealthCare Technologies Stock Performance

NASDAQ GEHC opened at $69.94 on Friday. The company has a fifty day moving average of $63.94 and a two-hundred day moving average of $70.57. The company has a market capitalization of $31.82 billion, a PE ratio of 16.04, a P/E/G ratio of 1.96 and a beta of 0.72. GE HealthCare Technologies Inc. has a 1 year low of $58.75 and a 1 year high of $89.77. The company has a debt-to-equity ratio of 0.92, a current ratio of 1.26 and a quick ratio of 0.95.

GE HealthCare Technologies (NASDAQ:GEHC) last posted its earnings results on Wednesday, July 29th. The company reported $1.13 EPS for the quarter, topping analysts’ consensus estimates of $1.04 by $0.09. The business had revenue of $5.29 billion for the quarter, compared to analysts’ expectations of $5.26 billion. GE HealthCare Technologies had a return on equity of 20.12% and a net margin of 9.33%.The business’s revenue was up 5.8% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.06 earnings per share. As a group, analysts expect that GE HealthCare Technologies Inc. will post 4.89 earnings per share for the current year.

GE HealthCare Technologies Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, August 14th. Shareholders of record on Friday, July 24th will be paid a $0.035 dividend. The ex-dividend date is Friday, July 24th. This represents a $0.14 dividend on an annualized basis and a yield of 0.2%. GE HealthCare Technologies’s payout ratio is currently 3.35%.

Analyst Ratings Changes

Several research firms recently commented on GEHC. Oppenheimer reissued an “outperform” rating on shares of GE HealthCare Technologies in a research note on Thursday. The Goldman Sachs Group reiterated a “neutral” rating on shares of GE HealthCare Technologies in a research note on Monday, June 8th. Argus cut their target price on shares of GE HealthCare Technologies from $95.00 to $80.00 and set a “buy” rating on the stock in a research note on Tuesday, May 19th. Zacks Research cut shares of GE HealthCare Technologies from a “hold” rating to a “strong sell” rating in a report on Tuesday, July 21st. Finally, Mizuho lowered their price target on shares of GE HealthCare Technologies from $90.00 to $80.00 in a report on Thursday, April 30th. Ten research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, GE HealthCare Technologies has an average rating of “Hold” and an average target price of $77.45.

Insider Buying and Selling at GE HealthCare Technologies

In other GE HealthCare Technologies news, Director Kevin Lobo bought 10,000 shares of the business’s stock in a transaction dated Friday, May 22nd. The shares were acquired at an average cost of $64.18 per share, with a total value of $641,800.00. Following the acquisition, the director directly owned 14,363 shares of the company’s stock, valued at $921,817.34. The trade was a 229.20% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Rodney F. Hochman purchased 1,618 shares of GE HealthCare Technologies stock in a transaction that occurred on Tuesday, May 12th. The stock was acquired at an average price of $62.03 per share, with a total value of $100,364.54. Following the transaction, the director owned 1,618 shares in the company, valued at $100,364.54. The trade was a ∞ increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last quarter, insiders bought 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: Strong second-quarter results: GE HealthCare reported adjusted earnings of $1.13 per share versus the $1.04 consensus estimate, while revenue reached approximately $5.3 billion, ahead of expectations and up roughly 5.8% year over year. GE HealthCare reports second quarter 2026 financial results
• Positive Sentiment: Orders and backlog reached records: Organic orders increased about 11%, and total backlog rose to $23.9 billion. Strong demand for imaging, diagnostics and healthcare infrastructure gives GEHC greater revenue visibility. GE HealthCare beats quarterly profit estimates on strong imaging demand, tariff refunds
• Positive Sentiment: Management outlook and analyst sentiment improved: Reports indicate GEHC raised its EPS guidance, while Wells Fargo lifted its price target from $75 to $85 with an overweight rating. BTIG also raised its target to $79 and maintained a buy rating. GE HealthCare raises EPS guidance and reports record backlog
• Neutral Sentiment: Trading activity intensified: GEHC experienced unusually high options volume, including increased call buying. This may reflect bullish positioning, but options activity can also increase short-term volatility rather than signal a lasting change in valuation. GE HealthCare Technologies sees unusually high options volume
• Negative Sentiment: Profit quality and margins remain concerns: A tariff refund and lower tax rate contributed to the earnings beat, while adjusted EBIT margin contracted. Patient Care Solutions revenue declined sharply and the unit posted negative EBIT; management is reviewing strategic alternatives, including a possible sale.
• Negative Sentiment: Securities-fraud investigations added headline risk: Several law firms announced investigations into possible federal securities-law violations and solicited affected investors. These announcements do not establish wrongdoing, but they can pressure sentiment and create potential legal costs or liability. Securities fraud investigation into GE HealthCare continues

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.