GE HealthCareGEHC
About: GE HealthCare Technologies is a leading medical technology firm with leading market share in imaging and ultrasound equipment. The company reports four major segments: imaging (45% of revenue), advanced visualization solutions (26%), patient care solutions (16%), and pharmaceutical diagnostics (13%). The company's sales are geographically diverse, with the United States, EMEA, China, and the rest of the world accounting for 46%, 26%, 12%, and 17% respectively. We estimate approximately half of its revenue is recurring, which consists of servicing (about one third of revenue), pharmaceutical diagnostics (about 10%-15%), and digital solutions (just over 5%).
Employees: 53,000
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
83% more call options, than puts
Call options by funds: $449M | Put options by funds: $245M
70% more first-time investments, than exits
New positions opened: 160 | Existing positions closed: 94
29% more funds holding in top 10
Funds holding in top 10: 7 [Q4 2024] → 9 (+2) [Q1 2025]
3% more funds holding
Funds holding: 1,298 [Q4 2024] → 1,337 (+39) [Q1 2025]
10% more repeat investments, than reductions
Existing positions increased: 488 | Existing positions reduced: 445
0% less capital invested
Capital invested by funds: $30.3B [Q4 2024] → $30.2B (-$86.2M) [Q1 2025]
2.82% less ownership
Funds ownership: 84.66% [Q4 2024] → 81.84% (-2.82%) [Q1 2025]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
Citigroup Joanne Wuensch | 24%upside $89 | Buy Maintained | 9 Jul 2025 |
Morgan Stanley Patrick Wood | 9%upside $78 | Equal-Weight Maintained | 6 May 2025 |
UBS Graham Doyle | 2%upside $73 | Neutral Upgraded | 5 May 2025 |
Goldman Sachs David Roman | 14%upside $82 | Buy Maintained | 1 May 2025 |
Wells Fargo Larry Biegelsen | 24%upside $89 | Overweight Maintained | 1 May 2025 |
Financial journalist opinion
Based on 16 articles about GEHC published over the past 30 days









