GE HealthCare
GEHC
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 Q2 regulatory disclosures by fund managers ($100M+ AUM)
1.2% more ownership
Funds ownership: 81.89% [Q1] → 83.09% (+1.2%) [Q2]
5% more repeat investments, than reductions
Existing positions increased: 479 | Existing positions reduced: 456
4% more call options, than puts
Call options by funds: $296M | Put options by funds: $285M
5% less funds holding
Funds holding: 1,349 [Q1] → 1,288 (-61) [Q2]
7% less capital invested
Capital invested by funds: $30.2B [Q1] → $28.2B (-$2.02B) [Q2]
22% less funds holding in top 10
Funds holding in top 10: 9 [Q1] → 7 (-2) [Q2]
25% less first-time investments, than exits
New positions opened: 120 | Existing positions closed: 159
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
|
Citigroup
Joanne Wuensch
|
$93
|
Buy
Maintained
|
31 Jul 2025 |
|
Morgan Stanley
Patrick Wood
|
$74
|
Equal-Weight
Maintained
|
31 Jul 2025 |
Financial journalist opinion
Based on 15 articles about GEHC published over the past 30 days
