GE HealthCare Technologies (NASDAQ:GEHC) Updates FY 2026 Earnings Guidance

GE HealthCare Technologies (NASDAQ:GEHC) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 4.950-5.150 for the period, compared to the consensus estimate of 4.930. The company issued revenue guidance of -.

Analysts Set New Price Targets

GEHC has been the subject of a number of recent research reports. Bank of America upped their price target on GE HealthCare Technologies from $82.00 to $92.00 and gave the stock a “neutral” rating in a research report on Monday, January 5th. Barclays began coverage on shares of GE HealthCare Technologies in a report on Monday, October 13th. They set an “equal weight” rating and a $86.00 target price for the company. Evercore ISI raised their target price on shares of GE HealthCare Technologies from $95.00 to $98.00 and gave the company an “outperform” rating in a research report on Thursday. Wells Fargo & Company boosted their price target on shares of GE HealthCare Technologies from $95.00 to $97.00 and gave the stock an “overweight” rating in a research report on Thursday. Finally, Piper Sandler increased their price objective on shares of GE HealthCare Technologies from $91.00 to $94.00 and gave the stock an “overweight” rating in a research note on Friday, January 30th. Seven analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $92.42.

GE HealthCare Technologies Stock Performance

Shares of GEHC stock traded up $0.10 on Thursday, reaching $82.73. The stock had a trading volume of 2,312,820 shares, compared to its average volume of 3,610,162. GE HealthCare Technologies has a 12 month low of $57.65 and a 12 month high of $94.80. The firm has a market capitalization of $37.69 billion, a price-to-earnings ratio of 17.09, a P/E/G ratio of 2.38 and a beta of 1.08. The firm’s 50-day moving average is $82.68 and its two-hundred day moving average is $77.47. The company has a quick ratio of 0.95, a current ratio of 1.18 and a debt-to-equity ratio of 0.83.

GE HealthCare Technologies (NASDAQ:GEHC) last announced its quarterly earnings results on Wednesday, February 4th. The company reported $1.44 earnings per share for the quarter, topping analysts’ consensus estimates of $1.40 by $0.04. GE HealthCare Technologies had a return on equity of 22.52% and a net margin of 10.94%.The firm had revenue of $5.70 billion for the quarter, compared to the consensus estimate of $5.60 billion. During the same quarter in the previous year, the business earned $1.45 earnings per share. The business’s revenue was up 7.1% compared to the same quarter last year. GE HealthCare Technologies has set its FY 2026 guidance at 4.950-5.150 EPS. On average, research analysts expect that GE HealthCare Technologies will post 4.68 EPS for the current fiscal year.

GE HealthCare Technologies Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, February 13th. Shareholders of record on Friday, January 9th will be issued a dividend of $0.035 per share. The ex-dividend date of this dividend is Friday, January 9th. This represents a $0.14 annualized dividend and a yield of 0.2%. GE HealthCare Technologies’s dividend payout ratio (DPR) is currently 2.89%.

GE HealthCare Technologies News Summary

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

• Positive Sentiment: Q4 results beat and FY‑2026 guidance modestly above consensus — GEHC reported $1.44 EPS on $5.70B revenue (both ahead of Street) and issued FY‑2026 EPS guidance of $4.95–5.15 (vs. consensus ~4.93), supporting the post‑earnings upside. Q4 Results Press Release
• Positive Sentiment: Multiple analyst price‑target raises — Evercore to $98 (Outperform), Wells Fargo to $97 (Overweight) and BTIG to $91 (Buy) reflect stronger analyst conviction and point to double‑digit upside from current levels. Benzinga: Analyst Upgrades StreetInsider: BTIG PT Raise
• Positive Sentiment: Regulatory win enabling a new product launch — GEHC won FDA clearance and CE mark for the Allia Moveo mobile C‑arm (AI guidance, compact design), enabling commercialization and potential growth in imaging services. Zacks: Allia Moveo Clearance
• Neutral Sentiment: Market commentary and transcripts note continued upside potential and provide detail for investors — Seeking Alpha pieces and the earnings‑call transcript/slides highlight management commentary, segment drivers (Imaging, PDx) and strategy execution. Seeking Alpha: Upside Analysis
• Negative Sentiment: Margins and profitability concerns — several reports (Zacks, WSJ) note net margin compression and a decline in profit despite higher revenue, citing tariffs, product mix and a dynamic macro backdrop; this tempers enthusiasm and likely contributes to intraday selling. Zacks: Net Margin Falls

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the stock. Hotchkis & Wiley Capital Management LLC grew its position in shares of GE HealthCare Technologies by 17.1% in the third quarter. Hotchkis & Wiley Capital Management LLC now owns 8,432,374 shares of the company’s stock valued at $633,271,000 after purchasing an additional 1,232,828 shares during the last quarter. Boston Partners acquired a new position in GE HealthCare Technologies in the 3rd quarter valued at $287,627,000. Amundi increased its position in GE HealthCare Technologies by 29.9% during the 3rd quarter. Amundi now owns 2,542,776 shares of the company’s stock worth $194,294,000 after buying an additional 585,612 shares during the period. Raymond James Financial Inc. increased its position in GE HealthCare Technologies by 17.1% during the 3rd quarter. Raymond James Financial Inc. now owns 1,194,002 shares of the company’s stock worth $89,669,000 after buying an additional 174,342 shares during the period. Finally, Alyeska Investment Group L.P. lifted its holdings in shares of GE HealthCare Technologies by 92.8% during the third quarter. Alyeska Investment Group L.P. now owns 1,084,551 shares of the company’s stock worth $81,450,000 after buying an additional 522,059 shares in the last quarter. 82.06% of the stock is owned by institutional investors.

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.