Key Points
- CFO James Saccaro bought 3,310 shares on May 1 at an average price of $60.60 (≈$200,586), raising his direct stake to 87,471 shares — a 3.93% increase — disclosed via an SEC Form 4.
- GE HealthCare reported a Q1 revenue beat ($5.13B) but an EPS miss ($0.99 vs. $1.07) with compressed margins, and management trimmed FY2026 EPS guidance to $4.80–$5.00 citing inflation and supply‑chain cost pressure.
- Analyst sentiment has turned cautious with several price‑target cuts and downgrades (Goldman to neutral; PTs now roughly $65–75), even as insiders are buying and heavy call‑option activity signals short‑term bullish interest; investor litigation adds additional headline risk.
GE HealthCare Technologies Inc. (NASDAQ:GEHC - Get Free Report) CFO James Saccaro acquired 3,310 shares of the company's stock in a transaction on Friday, May 1st. The shares were bought at an average cost of $60.60 per share, with a total value of $200,586.00. Following the acquisition, the chief financial officer directly owned 87,471 shares in the company, valued at approximately $5,300,742.60. The trade was a 3.93% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is accessible through the SEC website.
GE HealthCare Technologies Stock Up 0.3%
GEHC opened at $61.03 on Friday. The firm has a 50-day simple moving average of $73.28 and a two-hundred day simple moving average of $77.52. GE HealthCare Technologies Inc. has a 52 week low of $58.75 and a 52 week high of $89.77. The company has a market capitalization of $27.76 billion, a PE ratio of 14.60, a price-to-earnings-growth ratio of 1.38 and a beta of 0.75. The company has a quick ratio of 1.13, a current ratio of 1.22 and a debt-to-equity ratio of 0.95.
GE HealthCare Technologies (NASDAQ:GEHC - Get Free Report) last released its quarterly earnings data on Wednesday, April 29th. The company reported $0.99 EPS for the quarter, missing the consensus estimate of $1.07 by ($0.08). GE HealthCare Technologies had a net margin of 9.10% and a return on equity of 20.46%. The company had revenue of $5.13 billion for the quarter, compared to the consensus estimate of $5.04 billion. During the same period last year, the company earned $1.01 EPS. The firm's revenue for the quarter 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. Analysts forecast that GE HealthCare Technologies Inc. will post 4.84 earnings per share for the current fiscal year.
GE HealthCare Technologies Dividend Announcement
The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 15th. Shareholders of record on Friday, April 3rd will be issued a dividend of $0.035 per share. This represents a $0.14 annualized dividend and a dividend yield of 0.2%. The ex-dividend date of this dividend is Thursday, April 2nd. GE HealthCare Technologies's dividend payout ratio is 3.35%.
GE HealthCare Technologies News Summary
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.
Analysts Set New Price Targets
Several research analysts have commented on GEHC shares. BTIG Research dropped their price objective on shares of GE HealthCare Technologies from $85.00 to $80.00 and set a "buy" rating for the company in a report on Wednesday. The Goldman Sachs Group downgraded shares of GE HealthCare Technologies from a "buy" rating to a "neutral" rating and lowered their price target for the company from $81.00 to $65.00 in a report on Thursday. Wells Fargo & Company lowered their price target on shares of GE HealthCare Technologies from $97.00 to $75.00 and set an "overweight" rating for the company in a report on Thursday. Citigroup lowered their price target on shares of GE HealthCare Technologies from $80.00 to $65.00 and set a "neutral" rating for the company in a report on Thursday. Finally, Bank of America increased their price target 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. Eight 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 data from MarketBeat, the company presently has an average rating of "Hold" and an average target price of $80.67.
Get Our Latest Stock Report on GEHC
Institutional Inflows and Outflows
A number of institutional investors have recently made changes to their positions in the business. E Fund Management Hong Kong Co. Ltd. lifted its stake 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 worth $26,000 after purchasing an additional 196 shares during the last quarter. Godsey & Gibb Inc. bought a new stake in GE HealthCare Technologies in the third quarter worth about $26,000. Laurel Wealth Advisors LLC bought a new stake in GE HealthCare Technologies in the fourth quarter worth about $26,000. Optima Capital LLC bought a new stake in GE HealthCare Technologies in the fourth quarter worth about $27,000. Finally, Godfrey Financial Associates Inc. bought a new stake in GE HealthCare Technologies in the fourth quarter worth about $27,000. Institutional investors own 82.06% of the company's stock.
About GE HealthCare Technologies
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Get Free Report)
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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