GEHC GE HealthCare Technologies Inc. Common Stock
XNAS
71.11
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
GEHC
$71.11
—
Key stats
$71.11
- 52-Week Range
- $58.75 – $89.77
- YTD
- -14.14%
- IV Rank (30D)
- 70.84
- Straddle Price
- $6.53
- P/C Vol Ratio
- 0.59
- Market Cap
- $32.5B
- Open
- $71.73
- Day Range
- $70.17 – $71.80
- Volume
- 5,056,711
- Prev Close
- $71.98
Fair Value
MODEL: LONG
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.96% |
| Beta vs SPY | 1.12 |
| Cost of Equity (CAPM) | 11.13% (VRP-adj) |
| WACC | 9.82% |
| Volatility Risk Premium | +21.0pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 23.0% |
| Rev. Growth (YoY, DCF input) | +3.0% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.03 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $1.6B |
| Return on Equity (TTM) | 18.1% |
| Book / Price | 33.4% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 39.5% |
| FCF Margin (TTM) | 7.4% |
| Debt / Equity | 0.92 |
| Quality Score | 2/6 — normal (10y DCF) |
| Market-Implied Growth | +13.2% (reverse-DCF on current price) |
| SMA 50 | $68.33 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $67.70 |
| Bollinger Width / SMA20 | 23.2% (drives anchor stability) |
| Net Debt | $8.0B |
| Market Cap | $33B |
Peers used for multiples: ABT, MDT, SOLV, ZBH
(filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
68%
20-Day Fair Value
≈ by Nov 25, 2026
$72.21
α +1.5%
rank 42%
conviction
78%
40-Day Fair Value
≈ by Dec 24, 2026
$72.97
α +2.6%
rank 42%
conviction
79%
60-Day Fair Value
≈ by Jan 22, 2027
$72.70
α +2.2%
rank 32%
conviction
68%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $32.22 | 25% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $104.66 | 11% | median 23.3× · 4 peers |
| Peer EV/EBITDA | $119.89 | 11% | median 16.8× · 4 peers |
| Peer P/B | $65.72 | 2% | median 2.7× · 4 peers |
| Peer P/S | $130.94 | 8% | median 2.7× · 4 peers |
| Market Anchor (SMA50) | $68.33 | 17% | stability 34% (BB-width) |
| Options Expected (B-L 30d) | $72.44 | 25% | 33 strikes · skew +0.10 |
As of 2026-10-27 · updated
Related
About
- Industry (SIC)
- X-RAY APPARATUS & TUBES & RELATED IRRADIATION APPARATUS (3844) · industry map
- Exchange
- XNAS
- Market Cap
- $32.5B
- Employees
- 54,000
- List Date
- 2022-12-15
- CIK
- 0001932393
- Next Earnings
- 2026-10-28 (Pre-Market)
- EPS Forecast
- $1.21 (6 est.)
- Headquarters
- Chicago, IL
- Homepage
- https://www.gehealthcare.com
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 (15%), and pharmaceutical diagnostics (14%). The company's sales are geographically diverse, with the United States, EMEA, China, and the rest of the world accounting for 46%, 26%, 11%, and 17%, respectively. We estimate approximately half of its revenue is recurring, which consists of servicing (about one-third of revenue), pharmaceutical d…
Summary
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composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|
| Jan | 14.93% | -3.94% | 12.66% | -4.65% | 4.75% |
| Feb | 8.56% | 22.77% | -0.18% | 5.19% | 9.09% |
| Mar | 8.94% | -1.95% | -6.64% | -11.20% | -2.71% |
| Apr | -0.57% | -14.84% | -11.61% | -15.48% | -10.62% |
| May | -1.57% | -0.33% | 4.24% | 2.15% | 1.12% |
| Jun | 1.77% | 1.00% | 5.59% | 2.11% | 2.62% |
| Jul | -3.33% | 10.98% | -6.10% | 5.37% | 1.73% |
| Aug | -9.32% | 1.70% | 5.55% | 2.15% | 0.02% |
| Sep | -1.75% | 10.67% | 4.89% | -7.17% | 1.66% |
| Oct | -1.87% | -4.71% | -0.74% | 11.14%* | 0.96% |
| Nov | 0.26% | -4.29% | 7.41% | -- | 1.13% |
| Dec | 11.40% | -5.90% | 3.51% | -- | 3.00% |
| Total | 27.79% | 6.27% | 17.18% | -12.81% | 9.61% |
* Only 4 year(s) of data available.
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $67.93
SMA 50: $68.30
SMA 200: $69.96
Current: $71.11
EMA 12: $69.85
EMA 26: $68.60
MACD: 1.2582 | Signal: 0.4847
BULLISH
ADX (14): 27.04
TREND
+DI: 29.35
−DI: 16.02
Momentum Oscillators
RSI (14): 61.37
NEUTRAL
Stoch %K: 92.80
Stoch %D: 92.19
Williams %R: -13.24
Volume & Volatility
BB Upper: $73.41
BB Lower: $62.46
NEUTRAL
OBV: 44,186,720
Vol SMA 20: 3,449,302
Vol ROC: 45.09%
ATR: $1.71
True Range: $1.81
HV 20: 27.3%
HV 30: 23.7%
HV 60: 22.6%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-29T00:00:00 – 2026-10-27T00:00:00
AI Analysis
LLM Stock Analysis Report
Executive Summary Overall assessment: NEUTRAL (6/10) Key drivers: Positive news sentiment, technical momentum, and moderate volatility Primary risks: Potential for increased competition, regulatory changes Investment thesis: GEHC's stock is poised to continue its trend due to positive recent news headlines and technical indicators. However, the company's beta indicates a relatively low risk profile compared to the broader market. Recent news sentiment impact: Positive news headlines have contributed to the stock's upward momentum.
Technical Analysis Trend Direction:
- Short-term (1-4 weeks): Bullish
- Medium-term (1-3 months): Neutral
- Long-term (3-12 months): Bullish
Support/Resistance Levels:
- SMA 20: $67.66 (support)
- EMA 12: $70.84 (resistance)
Momentum Signals:
- RSI interpretation: Neutral (66.87), oversold territory below 30
- MACD signal: Bullish (2.49 / Signal: 0.64 / Histogram: 1.85)
- Bollinger Bands position: Squeeze (price within bands, suggesting volatility is low)
Volume Analysis:
- Volume SMA 20: 4811336.85 (relatively high)
- On-Balance Volume (OBV): 23462132.58 (bullish signal)
- Volume Rate of Change: -92.72% (indicating decreasing volume, which could impact momentum)
News & Sentiment Analysis Recent Headlines Summary: The recent news headlines highlight GEHC's growth in the healthcare technology sector, with a focus on AI, cybersecurity, and interoperable systems.
Sentiment Assessment: Aggregate news sentiment is positive, indicating strong support for the stock.
Catalyst Identification: Earnings announcements, product launches, and partnerships within the healthcare technology sector could drive future price movements.
Market Narrative: The recent news headlines align with the technical signals, suggesting a bullish trend. However, caution should be exercised due to potential regulatory changes or increased competition in the sector.
Risk & Volatility Assessment Beta Interpretation: GEHC's beta is relatively low (0.80), indicating lower risk compared to the broader market.
Volatility Regime: Current volatility levels are moderate, with a historical volatility of 40.2% (HV60).
Options Market Signals:
- IV rank: Low (4.9%), suggesting historically low volatility
- Put/Call volume ratio: Neutral (0.79)
- Unusual activity: None
Downside Protection: Support levels: SMA 20 ($67.66), EMA 12 ($70.84)
Market Context & Positioning Sector Performance: Healthcare technology sector is performing well, with GEHC benefiting from positive recent news.
Institutional Activity: Volume patterns suggest institutional interest in the stock.
Correlation Analysis: GEHC's correlation with the broader market (R-squared) is moderate at 0.29.
Relative Valuation: GEHC's stock price is within a trading range, with potential for further growth.
Key Levels & Action Items Critical Price Levels:
- Support: SMA 20 ($67.66)
- Resistance: EMA 12 ($70.84)
Breakout/Breakdown Levels:
- Technical levels that could trigger significant moves: SMA 50 ($65.55), SMA 200 ($72.93)
Time-Sensitive Catalysts: Earnings announcements, product launches, and partnerships within the healthcare technology sector.
Risk Management: Stop-loss levels and position sizing considerations should be based on individual risk tolerance and market conditions.
By analyzing the provided data, we can conclude that GEHC's stock is in a bullish trend due to positive recent news headlines and technical indicators. The company's beta suggests lower risk compared to the broader market, which could provide opportunities for investors. However, caution should be exercised due to potential regulatory changes or increased competition in the sector.
Generated
News
All GEHC news →
Earnings History
7 of 14 under expected move
Avg Expected Move
6.00%
Avg Actual Move
6.97%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2023-04-25 | Pre-Market | 4.44% | 8.43% | 1.90x | Exceeded |
| 2023-07-25 | Pre-Market | 4.38% | 0.52% | 0.12x | Within |
| 2023-10-31 | Pre-Market | 5.03% | 5.38% | 1.07x | Exceeded |
| 2024-02-06 | Pre-Market | 4.70% | 11.65% | 2.48x | Exceeded |
| 2024-04-30 | Pre-Market | 5.40% | 14.28% | 2.64x | Exceeded |
| 2024-07-31 | Pre-Market | 8.11% | 2.40% | 0.30x | Within |
| 2024-10-30 | Pre-Market | 6.19% | 2.26% | 0.37x | Within |
| 2025-02-13 | Pre-Market | 6.34% | 8.82% | 1.39x | Exceeded |
| 2025-04-30 | Pre-Market | 7.27% | 3.29% | 0.45x | Within |
| 2025-07-30 | Pre-Market | 8.17% | 7.82% | 0.96x | Within |
| 2025-10-29 | Pre-Market | 5.70% | 2.54% | 0.45x | Within |
| 2026-02-04 | Pre-Market | 5.27% | 4.89% | 0.93x | Within |
| 2026-04-29 | Pre-Market | 6.20% | 13.16% | 2.12x | Exceeded |
| 2026-07-29 | Pre-Market | 6.86% | 12.15% | 1.77x | Exceeded |
Earnings calendar: this week’s reports with expected vs actual moves →
GEHC Options Activity & IV Rank
GEHC IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 40.0%
7-DTE IV: 62.1%
Expected Move: $6.53
7-DTE Move: $5.03
Days to Exp: 31 (2026-11-27)
Options Flow
Call Volume: 209
Put Volume: 124
P/C Volume: 0.593
BULLISH
Call OI: 148
Put OI: 13
P/C OI: 0.088
Total OI: 161
ATM Options Pricing
ATM Call: $3.23
ATM Put: $3.30
Call %: 4.5%
Put %: 4.6%
Chain Summary
Chain Volume: 8,542
Chain OI: 56,553
Last Updated: 10/27/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 76th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
76%
vs own history
GEX tilt
+0.52
OI-weighted, today
Vanna tilt
+0.42
δ-sensitivity to IV
Charm tilt
-0.40
δ-decay vs time
Vanna tilt +0.42: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.40: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 98 ATM contracts, 23k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
100%
+26.5
pts
EXTREME
ATM 43.5% / Wing 70.0%
30 DTE / 10d
21%
+4.2
pts
EXTREME
ATM 39.6% / Wing 43.7%
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)100.0HighOct 27
IV Rank (30 DTE)70.8MediumOct 27
Straddle Price (30 DTE)$6.53Oct 27
Beta Analysis
Risk Metrics
Beta: 0.6671
Alpha: -12.04%
Correlation: 0.2444
R-Squared: 6.0%
Stock Volatility: 34.7%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own GEHC
6 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Trian Fund Management Activist Nelson Peltz | $197.5M | #5 of 7 | +76194.4% | 13F | |
| Citadel Hedge fund Ken Griffin | $151.5M | #275 of 6285 | +83.0% | 13F | |
| Point72 Hedge fund Steve Cohen | $74.6M | #229 of 1945 | +832.3% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $18.5M | #1179 of 3716 | +69.7% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $2.5M | #1283 of 4729 | -12.3% | 13F | |
| Bridgewater Associates Hedge fund Ray Dalio | $998K | #838 of 997 | -78.3% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
GEHC Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 456,500,000 (as of 2026-06-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
20 filers$192.24M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Jane Street Group, LLC Custodian | $49.88M | 25.94% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $36.67M | 19.08% | 2026-06-30 |
| 3 | UBS Group AG Custodian | $32.03M | 16.66% | 2026-06-30 |
| 4 | Citadel Advisors LLC Custodian | $22.20M | 11.55% | 2026-06-30 |
| 5 | Wolverine Trading, LLC Custodian | $11.52M | 5.99% | 2025-09-30 |
| 6 | Point72 Asset Management, L.P. | $9.47M | 4.93% | 2026-06-30 |
| 7 | Squarepoint Ops LLC | $7.12M | 3.70% | 2026-06-30 |
| 8 | Millennium Management LLC Custodian | $4.17M | 2.17% | 2026-06-30 |
| 9 | TUDOR INVESTMENT CORP ET AL | $3.49M | 1.82% | 2026-06-30 |
| 10 | Walleye Trading LLC | $3.41M | 1.77% | 2026-06-30 |
| 11 | CAPITAL FUND MANAGEMENT S.A. | $3.34M | 1.74% | 2026-06-30 |
| 12 | Walleye Capital LLC | $3.34M | 1.74% | 2026-06-30 |
| 13 | Cubist Systematic Strategies, LLC | $1.87M | 0.97% | 2025-09-30 |
| 14 | Two Sigma Investments, LP Custodian | $1.52M | 0.79% | 2026-06-30 |
| 15 | PEAK6 LLC | $1.18M | 0.62% | 2026-06-30 |
| 16 | Balyasny Asset Management L.P. | $556.89K | 0.29% | 2026-06-30 |
| 17 | CAPSTONE INVESTMENT ADVISORS, LLC | $236.84K | 0.12% | 2026-06-30 |
| 18 | Twin Tree Management, LP | $217.63K | 0.11% | 2026-06-30 |
| 19 | MAI Capital Management | $12.80K | <0.01% | 2026-06-30 |
| 20 | Raiffeisen Bank International AG | $5.31K | <0.01% | 2026-06-30 |
20 filers$108.16M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $36.89M | 34.11% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $21.62M | 19.99% | 2026-06-30 |
| 3 | Point72 Asset Management, L.P. | $9.21M | 8.52% | 2026-06-30 |
| 4 | Jane Street Group, LLC Custodian | $8.78M | 8.12% | 2026-06-30 |
| 5 | Wolverine Trading, LLC Custodian | $5.05M | 4.67% | 2025-09-30 |
| 6 | Walleye Trading LLC | $4.27M | 3.95% | 2026-06-30 |
| 7 | Cubist Systematic Strategies, LLC | $3.65M | 3.37% | 2025-09-30 |
| 8 | Millennium Management LLC Custodian | $3.17M | 2.94% | 2026-06-30 |
| 9 | CAPSTONE INVESTMENT ADVISORS, LLC | $3.10M | 2.86% | 2026-06-30 |
| 10 | Squarepoint Ops LLC | $2.82M | 2.61% | 2026-06-30 |
| 11 | Walleye Capital LLC | $2.59M | 2.39% | 2026-06-30 |
| 12 | Eisler Capital Management Ltd. | $1.88M | 1.74% | 2025-09-30 |
| 13 | Two Sigma Investments, LP Custodian | $1.39M | 1.28% | 2026-06-30 |
| 14 | CAPITAL FUND MANAGEMENT S.A. | $1.22M | 1.12% | 2026-06-30 |
| 15 | Balyasny Asset Management L.P. | $960.15K | 0.89% | 2026-06-30 |
| 16 | Raymond James Financial, Inc. Custodian | $810.00K | 0.75% | 2026-06-30 |
| 17 | TUDOR INVESTMENT CORP ET AL | $294.45K | 0.27% | 2026-06-30 |
| 18 | PEAK6 LLC | $224.03K | 0.21% | 2026-06-30 |
| 19 | BNP Paribas Financial Markets Custodian | $128.02K | 0.12% | 2026-06-30 |
| 20 | UBS Group AG Custodian | $102.42K | 0.09% | 2026-06-30 |
GEHC Insider Trading (Form 4)
Latest: 2026-09-16Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-09-16 | William K Grogan | Chief Financial Officer | Award (A) | +75,096 | — | EDGAR | |
| 2026-09-04 | Philip Rackliffe | CEO, AIS | Tax (F) | −798 | $70.56 | -$56.3K | EDGAR |
| 2026-09-04 | Taha Kass-Hout | Chief Technology Officer | Tax (F) | −1,502 | $70.56 | -$106.0K | EDGAR |
| 2026-09-04 | Catherine Estrampes | Chief Commer. & Growth Officer | Tax (F) | −508 | $70.56 | -$35.8K | EDGAR |
| 2026-09-04 | Adam Y Holton | Chief People Officer | Tax (F) | −673 | $70.56 | -$47.5K | EDGAR |
| 2026-09-04 | Peter J Arduini | President and CEO | Tax (F) | −6,303 | $70.56 | -$444.7K | EDGAR |
| 2026-09-04 | George A. Newcomb | Chief Accounting Officer | Tax (F) | −112 | $70.56 | -$7.9K | EDGAR |
| 2026-09-04 | Frank R Jimenez | GC & Corporate Secretary | Tax (F) | −1,480 | $70.56 | -$104.4K | EDGAR |
| 2026-09-04 | Kevin Michael O'Neill | CEO, PDx | Tax (F) | −718 | $70.56 | -$50.7K | EDGAR |
| 2026-09-03 | Adam Y Holton | Chief People Officer | Tax (F) | −659 | $71.23 | -$46.9K | EDGAR |
| 2026-09-03 | Philip Rackliffe | CEO, AIS | Tax (F) | −856 | $71.23 | -$61.0K | EDGAR |
| 2026-09-03 | Jeannette Bankes | CEO, Patient Care Solutions | Tax (F) | −1,064 | $71.23 | -$75.8K | EDGAR |
| 2026-09-03 | Taha Kass-Hout | Chief Technology Officer | Tax (F) | −2,940 | $71.23 | -$209.4K | EDGAR |
| 2026-09-03 | Frank R Jimenez | GC & Corporate Secretary | Tax (F) | −3,131 | $71.23 | -$223.0K | EDGAR |
| 2026-09-03 | Peter J Arduini | President and CEO | Tax (F) | −11,515 | $71.23 | -$820.2K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
GEHC Insider Holdings
24 insiders · @ $71.11
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | H Lawrence Culp Jr | Director | 344,553 | $24.50M | $5.05M | 9 | 2026-05-11 |
| 2 | Peter J Arduini | President and CEO | 241,606 | $17.18M | $249.8K | 15 | 2026-09-04 |
| 3 | Frank R Jimenez | GC & Corporate Secretary | 89,321 | $6.35M | $206.4K | 15 | 2026-09-04 |
| 4 | Taha Kass-Hout | Chief Technology Officer | 88,467 | $6.29M | -$259.7K | 15 | 2026-09-04 |
| 5 | James Saccaro | Chief Financial Officer | 87,471 | $6.22M | $200.6K | 12 | 2026-05-01 |
| 6 | William K Grogan | Chief Financial Officer | 62,256 | $4.43M | $0 | 1 | 2026-09-16 |
| 7 | Philip Rackliffe | CEO, AIS | 41,533 | $2.95M | -$78.9K | 12 | 2026-09-04 |
| 8 | Roland Rott | CEO, Imaging | 41,082 | $2.92M | -$500.7K | 20 | 2026-03-04 |
| 9 | Kenneth R. Stacherski | Chief Enterprise Oper. Officer | 40,996 | $2.92M | -$1.58M | 11 | 2025-09-03 |
| 10 | Jeannette Bankes | CEO, Patient Care Solutions | 37,293 | $2.65M | $0 | 4 | 2026-09-03 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
GEHC Board & Officers
As of SEC filings through Sep 16, 2026Directors 8
- Catherine A Lesjak · since Dec 14, 2022
- Anne T Madden · since Jan 3, 2023
- H Lawrence Culp Jr · since Jan 3, 2023
- Rodney F Hochman · since Jan 3, 2023
- Watkin Phoebe L. Yang · since Jan 3, 2023
- William J Stromberg · since Jan 3, 2023
- Peter J Arduini · listed since Jan 2023
- Kevin Lobo · since Mar 13, 2026
Officers 12
- Peter J Arduini · President and CEO · since Dec 14, 2022
- Kevin Michael O'Neill · CEO, PDx · since Jan 3, 2023
- Roland Rott · CEO, Imaging · listed since Aug 2024
- Jeannette Bankes · CEO, Patient Care Solutions · since May 1, 2025
- Philip Rackliffe · CEO, Ais · listed since May 2026
- William K Grogan · Chief Financial Officer · since Sep 14, 2026
- George A. Newcomb · Chief Accounting Officer · listed since Jan 2023
- Taha Kass-Hout · Chief Technology Officer · since Jan 9, 2023
- Adam Y Holton · Chief People Officer · since Jun 24, 2024
- Kenneth R. Stacherski · Chief Enterprise Oper. Officer · listed since Aug 2025
- Catherine Estrampes · Chief Commer. & Growth Officer · since Apr 29, 2026
- Frank R Jimenez · GC & Corporate Secretary · since Jan 3, 2023
Changes in the last 10 years (45)
| Sep 14, 2026 | William K Grogan became Chief Financial Officer |
| Jul 21, 2026 | The company announced the departure of James Saccaro as Chief Financial Officer in an SEC filing |
| May 19, 2026 | Philip Rackliffe listed as CEO, Ais (previously CEO, Avs) in SEC filings |
| Apr 29, 2026 | Catherine Estrampes became Chief Commer. & Growth Officer |
| Mar 13, 2026 | The company announced the departure of Tomislav Mihaljevic from the board in an SEC filing |
| Mar 13, 2026 | The company announced the departure of Risa J Lavizzo-Mourey from the board in an SEC filing |
| Mar 13, 2026 | Kevin Lobo became a director |
| Aug 19, 2025 | Kenneth R. Stacherski listed as Chief Enterprise Oper. Officer (previously Ch. Supply Chain & Serv. Ofc.) in SEC filings |
| Jul 23, 2025 | The company announced the departure of Lloyd Howell Jr from the board in an SEC filing |
| May 1, 2025 | Jeannette Bankes became CEO, Patient Care Solutions |
| Nov 5, 2024 | Philip Rackliffe listed as CEO, Avs (previously CEO, Ultrasound & IGT) in SEC filings |
| Aug 6, 2024 | Roland Rott listed as CEO, Imaging (previously CEO, Ultrasound) in SEC filings |
| Jul 1, 2024 | Philip Rackliffe became CEO, Ultrasound & IGT |
| Jun 24, 2024 | Adam Y Holton became Chief People Officer |
| Apr 9, 2024 | The company announced the departure of Jan Makela as CEO, Imaging in an SEC filing |
| Mar 15, 2024 | GENERAL ELECTRIC CO reported in an SEC filing no longer being a 10% owner |
| Jan 31, 2024 | The company announced the departure of Betty D Larson as Chief People Officer in an SEC filing |
| Dec 29, 2023 | Helmut Zodl reported in an SEC filing no longer being Chief Financial Officer |
| Jun 1, 2023 | James Saccaro became Chief Financial Officer |
| Jan 9, 2023 | Taha Kass-Hout became Chief Technology Officer |
| Jan 9, 2023 | Kenneth R. Stacherski became Ch. Supply Chain & Serv. Ofc. |
| Jan 5, 2023 | Peter J Arduini first listed as a director in an SEC filing |
| Jan 5, 2023 | George A. Newcomb listed as Chief Accounting Officer (previously Controller & CAO) in SEC filings |
| Jan 3, 2023 | William J Stromberg became a director |
| Jan 3, 2023 | Watkin Phoebe L. Yang became a director |
| Jan 3, 2023 | Tomislav Mihaljevic became a director |
| Jan 3, 2023 | Thomas J. Westrick became CEO, Patient Care Solutions |
| Jan 3, 2023 | Roland Rott became CEO, Ultrasound |
| Jan 3, 2023 | Rodney F Hochman became a director |
| Jan 3, 2023 | Risa J Lavizzo-Mourey became a director |
| Jan 3, 2023 | Lloyd Howell Jr became a director |
| Jan 3, 2023 | Kevin Michael O'Neill became CEO, PDx |
| Jan 3, 2023 | Jan Makela became CEO, Imaging |
| Jan 3, 2023 | H Lawrence Culp Jr became a director |
| Jan 3, 2023 | Frank R Jimenez became GC & Corporate Secretary |
| Jan 3, 2023 | Betty D Larson became Chief People Officer |
| Jan 3, 2023 | Anne T Madden became a director |
| Dec 14, 2022 | Peter J Arduini became President and CEO |
| Dec 14, 2022 | Michael J Holston became a director |
| Dec 14, 2022 | Helmut Zodl became Chief Financial Officer |
| Dec 14, 2022 | George A. Newcomb became Controller & CAO |
| Dec 14, 2022 | Catherine A Lesjak became a director |
| Dec 8, 2022 | Robert M. Giglietti became a director |
| Dec 8, 2022 | Robert M. Giglietti became President, Treasurer and Sole Manager |
| Dec 8, 2022 | GENERAL ELECTRIC CO became a 10% owner |
Not reported recently (3)
- Thomas J. Westrick · Last reported as CEO, Patient Care Solutions in an SEC filing dated Mar 5, 2025
- Michael J Holston · Last reported as a director in an SEC filing dated Dec 14, 2022
- Robert M. Giglietti · Last reported as a director in an SEC filing dated Dec 8, 2022
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
GEHC Proposed Insider Sales (Form 144)
Latest: 2025-11-24
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2025-11-24 | Kenneth Stacherski | Former Officer | 4,585 | $353.0K | 2025-11-24 | UBS Financial Services Inc | — | EDGAR |
| 2025-10-27 | Kenneth Stacherski | Former Officer | 4,585 | $362.0K | 2025-10-27 | UBS Financial Services Inc | — | EDGAR |
| 2025-09-22 | Kenneth Stacherski | Former Officer | 19,524 | $1.45M | 2025-09-22 | UBS Financial Services Inc | — | EDGAR |
| 2025-09-12 | Kenneth Stacherski | Former Officer | 11,757 | $905.6K | 2025-09-12 | UBS Financial Services Inc | — | EDGAR |
| 2024-11-06 | Roland Rott | Officer | 3,577 | $309.3K | 2024-11-06 | UBS Financial Services Inc | — | EDGAR |
| 2024-11-05 | Philip Rackliffe | Officer | 900 | $78.9K | 2024-11-05 | UBS Financial Services Inc | — | EDGAR |
| 2024-08-14 | Kenneth Stacherski | Officer | 19,008 | $1.57M | 2024-08-14 | UBS Financial Services Inc | — | EDGAR |
| 2024-08-12 | Jan Makela | Officer | 33,096 | $2.75M | 2024-08-12 | UBS Financial Services Inc | — | EDGAR |
| 2024-08-07 | Thomas Westrick | Officer | 2,750 | $222.1K | 2024-08-07 | UBS Financial Services Inc | — | EDGAR |
| 2024-05-28 | Taha Kass-Hout | Officer | 3,300 | $259.7K | 2024-05-28 | UBS Financial Services Inc | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-05-11
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-11 | 0001932393-26-000034 | EDGAR |
| 2026-04-29 | 0001932393-26-000030 | EDGAR |
| 2026-03-17 | 0001932393-26-000013 | EDGAR |
| 2026-02-27 | 0001932393-26-000010 | EDGAR |
| 2026-02-04 | 0001932393-26-000006 | EDGAR |
| 2025-12-15 | 0001193125-25-319383 | EDGAR |
| 2025-12-02 | 0001193125-25-305400 | EDGAR |
| 2025-10-29 | 0001932393-25-000052 | EDGAR |
| 2025-07-30 | 0001932393-25-000048 | EDGAR |
| 2025-07-24 | 0001932393-25-000044 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-29 | 0001932393-26-000031 | EDGAR |
| 2025-10-29 | 0001932393-25-000053 | EDGAR |
| 2025-07-30 | 0001932393-25-000049 | EDGAR |
| 2025-04-30 | 0001932393-25-000014 | EDGAR |
| 2024-10-30 | 0001932393-24-000050 | EDGAR |
| 2024-07-31 | 0001932393-24-000044 | EDGAR |
| 2024-04-30 | 0001932393-24-000034 | EDGAR |
| 2023-10-31 | 0001932393-23-000125 | EDGAR |
| 2023-07-25 | 0001932393-23-000112 | EDGAR |
| 2023-04-25 | 0001932393-23-000087 | EDGAR |
ETF Holders
312 ETFs hold GEHC
25 shown · $6.11B total exposure · 0.09% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.04% | $937.3M | — | 2026-09-30 |
| 2 | VOO Vanguard S&P 500 ETF | Vanguard | 0.04% | $775.5M | — | 2026-09-30 |
| 3 | QQQ Invesco QQQ Trust, Series 1 | Invesco | 0.14% | $674.9M | — | 2026-10-24 |
| 4 | VO Vanguard Morningstar Mid-Cap ETF | Vanguard | 0.29% | $632.3M | — | 2026-09-30 |
| 5 | IVV iShares Core S&P 500 ETF | iShares (BlackRock) | 0.05% | $429.4M | $880.6B | 2026-10-23 |
| 6 | SPY State Street® SPDR® S&P 500® ETF Trust | SPDR (State Street) | 0.05% | $396.6M | $807.9B | 2026-10-23 |
| 7 | MOAT VanEck Morningstar Wide Moat ETF | VanEck | 2.55% | $299.5M | $11.7B | 2026-10-23 |
| 8 | VTV Vanguard Morningstar Value ETF | Vanguard | 0.11% | $281.3M | — | 2026-09-30 |
| 9 | XLV State Street® Health Care Select Sector SPDR® ETF | SPDR (State Street) | 0.50% | $233.0M | $47.0B | 2026-10-23 |
| 10 | RSP Invesco S&P 500 Equal Weight ETF | Invesco | 0.22% | $215.3M | — | 2026-10-24 |
| 11 | VOE Vanguard Morningstar Mid-Cap Value ETF | Vanguard | 0.50% | $184.3M | — | 2026-09-30 |
| 12 | QQQM Invesco NASDAQ 100 ETF | Invesco | 0.14% | $152.3M | — | 2026-10-24 |
| 13 | IHI iShares U.S. Medical Devices ETF | iShares (BlackRock) | 4.23% | $151.5M | $3.6B | 2026-10-23 |
| 14 | IWR iShares Russell Mid-Cap ETF | iShares (BlackRock) | 0.24% | $136.1M | $57.3B | 2026-10-23 |
| 15 | VHT Vanguard Health Care ETF | Vanguard | 0.42% | $90.9M | — | 2026-09-30 |
| 16 | SPYM State Street® SPDR® Portfolio S&P 500® ETF | SPDR (State Street) | 0.05% | $89.1M | $181.7B | 2026-10-23 |
| 17 | IWD iShares Russell 1000 Value ETF | iShares (BlackRock) | 0.09% | $72.8M | $84.8B | 2026-10-23 |
| 18 | IVE iShares S&P 500 Value ETF | iShares (BlackRock) | 0.11% | $53.8M | $50.6B | 2026-10-23 |
| 19 | IWS iShares Russell Mid-Cap Value ETF | iShares (BlackRock) | 0.32% | $49.4M | $15.7B | 2026-10-23 |
| 20 | FMDE Fidelity Enhanced Mid Cap Core ETF | Fidelity | 0.57% | $48.7M | $8.5B | 2026-10-23 |
| 21 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.06% | $48.5M | — | 2026-10-23 |
| 22 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.04% | $42.2M | $96.5B | 2026-10-23 |
| 23 | SPYV State Street® SPDR® Portfolio S&P 500® Value ETF | SPDR (State Street) | 0.11% | $41.1M | $38.6B | 2026-10-23 |
| 24 | JAVA JPMorgan Active Value ETF | JPMorgan | 0.53% | $39.0M | $7.4B | 2026-10-26 |
| 25 | VV Vanguard Morningstar Large-Cap ETF | Vanguard | 0.05% | $34.8M | — | 2026-09-30 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
16.31
TTM Diluted EPS
$4.36
TTM Revenue
$21.27B
TTM Net Income
$1.99B
TTM Op. Cash Flow
$2.10B
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '26 | 2026-06-30 | $5.29B | $561.00M | $1.24 | $172.00M |
| Q1 '26 | 2026-03-31 | $5.13B | $389.00M | $0.85 | $286.00M |
| Q4 '25 | 2025-12-31 | $5.70B | $589.00M | $1.29 | $1.05B |
| Q3 '25 | 2025-09-30 | $5.14B | $446.00M | $0.98 | $593.00M |
| Q2 '25 | 2025-06-30 | $5.01B | $486.00M | $1.06 | $94.00M |
| Q1 '25 | 2025-03-31 | $4.78B | $564.00M | $1.23 | $250.00M |
| Q4 '24 | 2024-12-31 | $5.32B | $721.00M | $1.57 | $913.00M |
| Q3 '24 | 2024-09-30 | $4.86B | $470.00M | $1.02 | $740.00M |
| Q2 '24 | 2024-06-30 | $4.84B | $428.00M | $0.93 | $-121.00M |
| Q1 '24 | 2024-03-31 | $4.65B | $374.00M | $0.81 | $419.00M |
| Q4 '23 | 2023-12-31 | $5.21B | $403.00M | $0.88 | $1.06B |
| Q3 '23 | 2023-09-30 | $4.82B | $375.00M | $0.82 | $639.00M |
Q2 2026 • period ending 2026-06-30 • filed 2026-07-29
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
16.31
P/B
2.95
P/S
1.53
EV/EBITDA
11.15
EV/Sales
1.90
ROE
18.1%
ROA
5.3%
Div Yield
0.20%
FCF Yield
6.47%
Debt/Equity
0.92
Current Ratio
—
Market Cap
$32.46B
as of 2026-10-27
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
18.52M
SI % of Float
4.11%
Days to Cover
4.67
Short Vol Ratio
49.7%
Free Float
450.87M
Float %
99.8%
Short interest 2026-09-30 • Short volume 2026-10-27 • Float 2026-08-24