GE Healthcare Technologies Inc. (GEHC)

In April 2025, GE HealthCare's stock declined due to tariffs announced by President Donald Trump, leading to lowered earnings and cash-flow expectations for 2025. In July 2025, GE HealthCare raised its 2025 guidance, projecting revenue growth and adjusted EPS, attributed to healthy capital investment trends and operational execution; however, shares fell despite the increased outlook. GE HealthCare is scheduled to announce its third-quarter 2025 financial results on Wednesday, October 29, 2025, and announced a quarterly dividend of $0.035 per share.

The demand for medical technology products, including those offered by GE HealthCare, is influenced by factors such as an aging global population, increasing life expectancy, and growing demand for advanced diagnostics and precision medicine. While not strictly seasonal, factors like annual festivals and healthcare awareness days can be leveraged in marketing. The industry also sees growth tied to continuous product innovations. While the COVID-19 pandemic caused disruptions, procedure volumes largely recovered by 2024.

GE Healthcare Technologies, Inc. (GEHC) is a global medical technology and digital solutions innovator headquartered in Chicago, Illinois. It became an independent publicly traded entity in January 2023 after spinning off from General Electric. GE HealthCare operates through four main divisions: Medical Imaging, Ultrasound, Patient Care Solutions (PCS), and Pharmaceutical Diagnostics (PDx). The company also provides digital solutions, leveraging artificial intelligence (AI) and data analytics.

GE HealthCare operates in over 160 countries with approximately 53,000 employees worldwide. In 2023, 42% of its revenue came from the United States, and 13% from China. The company has major regional operations and R&D centers in various locations, including Buc, Helsinki, Kraków, Budapest, Yizhuang, Hino & Tokyo, and Bangalore, where its largest R&D center is located. GE HealthCare also has a significant presence in Waukesha, Wisconsin, and its headquarters are in Chicago, Illinois, USA.

GE HealthCare has maintained a positive brand reputation, marked by its inclusion in the 2025 Fortune World's Most Admired Companies™ list. GE HealthCare announced collaborations with The Queen's Health Systems and Duke Health to co-develop new AI-driven hospital operations software solutions and unveiled 2025 AI Innovation Lab research projects, aimed at accelerating healthcare solutions.

Institutional investors and hedge funds own a significant portion of GE HealthCare's stock, specifically 82.06%. Several institutional investors have recently adjusted their stakes. For example, Sector Gamma AS boosted its stake by 19.4% in the second quarter of 2025, owning 74,000 shares valued at $5.48 million. Other firms like Bessemer Group Inc., Flagship Harbor Advisors LLC, Lineweaver Wealth Advisors LLC, Wealth Enhancement Advisory Services LLC, and Exome Asset Management LLC have also bought or sold shares in the first and second quarters of 2025. Bleakley Financial Group LLC increased its position by 122.8% in the second quarter, holding 39,489 shares worth $2.925 million. AlphaQuest LLC significantly reduced its stake by 49.5%, selling 12,941 shares, leaving them with 13,210 shares valued at approximately $978,000.