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GE HealthCare stock rises as investors weigh SOFIE acquisition and steady operating momentum

Investivoq PriceTracker

GE HealthCare Technologies (GEHC) is up 3.6% today. Here is some analysis on what might have caused this price movement.

Analysis: A single same-day catalyst is not obvious, so this move could be because investors are continuing to react positively to GE HealthCare’s recently announced SOFIE Biosciences acquisition and the company’s broader momentum in imaging and radiopharmaceuticals. The gain may also reflect confidence heading into the company’s next earnings report later this month after GE HealthCare previously posted strong orders growth and reaffirmed its full-year outlook.

Details:

  • GE HealthCare announced on October 5 a definitive agreement to acquire SOFIE Biosciences for $945 million in cash.
  • The company said the deal expands its U.S. PET radiopharmaceutical footprint, adds a time-sensitive “final mile” supply capability, and includes U.S. rights to FAPI-74, a Phase III PET imaging candidate with pan-cancer potential.
  • In its second-quarter 2026 results, GE HealthCare reported record organic orders growth of 11.1%, backlog of $23.9 billion, and reaffirmed full-year 2026 guidance.
  • GE HealthCare also said it plans to release third-quarter 2026 results on October 28, which may be keeping investor attention on the name as the reporting date approaches.

    • Sources:

    GE HealthCare Investor Relations, GE HealthCare Newsroom

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $GEHC Insider Trading Activity

    GEHC Insider Trades

    $GEHC insiders have traded $GEHC stock on the open market 6 times in the past 6 months. Of those trades, 6 have been purchases and 0 have been sales.

    Here’s a breakdown of recent trading of $GEHC stock by insiders over the last 6 months:

    • H LAWRENCE JR CULP purchased 80,805 shares for an estimated $5,000,076
    • KEVIN LOBO purchased 10,000 shares for an estimated $641,800
    • PETER J ARDUINI (President and CEO) purchased 4,169 shares for an estimated $249,827
    • JAMES SACCARO (Chief Financial Officer) purchased 3,310 shares for an estimated $200,585
    • FRANK R JIMENEZ (GC & Corporate Secretary) purchased 1,750 shares for an estimated $105,787
    • RODNEY F HOCHMAN purchased 1,618 shares for an estimated $100,364

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $GEHC Hedge Fund Activity

    We have seen 503 institutional investors add shares of $GEHC stock to their portfolio, and 609 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • CAPITAL RESEARCH GLOBAL INVESTORS removed 20,714,605 shares (-98.1%) from their portfolio in Q2 2026, for an estimated $1,325,941,866
    • INVESCO LTD. added 10,558,042 shares (+136.4%) to their portfolio in Q2 2026, for an estimated $675,820,268
    • JPMORGAN CHASE & CO added 10,329,164 shares (+inf%) to their portfolio in Q2 2026, for an estimated $661,169,787
    • DODGE & COX added 6,552,100 shares (+20.9%) to their portfolio in Q2 2026, for an estimated $419,399,921
    • CANADA PENSION PLAN INVESTMENT BOARD removed 3,872,701 shares (-77.8%) from their portfolio in Q2 2026, for an estimated $247,891,591
    • SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 3,129,530 shares (+inf%) to their portfolio in Q2 2026, for an estimated $200,321,215
    • TRIAN FUND MANAGEMENT, L.P. added 3,081,300 shares (+76194.4%) to their portfolio in Q2 2026, for an estimated $197,234,013

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $GEHC Analyst Ratings

    Wall Street analysts have issued reports on $GEHC in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

    Here are some recent analyst ratings:

    • Evercore ISI Group issued a "Outperform" rating on 04/30/2026
    • BTIG issued a "Buy" rating on 04/29/2026

    To track analyst ratings and price targets for $GEHC, check out Investivoq's $GEHC forecast page.

    $GEHC Price Targets

    Multiple analysts have issued price targets for $GEHC recently. We have seen 11 analysts offer price targets for $GEHC in the last 6 months, with a median target of $75.0.

    Here are some recent targets:

    • An analyst from BMO Capital set a target price of $70.0 on 07/09/2026
    • Shagun Singh from RBC Capital set a target price of $80.0 on 06/23/2026
    • Graham Doyle from UBS set a target price of $69.0 on 05/21/2026
    • Larry Biegelsen from Wells Fargo set a target price of $75.0 on 04/30/2026
    • Matt Miksic from Barclays set a target price of $78.0 on 04/30/2026
    • Vijay Kumar from Evercore ISI Group set a target price of $80.0 on 04/30/2026
    • David Roman from Goldman Sachs set a target price of $65.0 on 04/30/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.