Rhumbline Advisers Has $10.73 Million Holdings in Integer Holdings Corporation $ITGR

Rhumbline Advisers increased its position in Integer Holdings Corporation (NYSE:ITGR) by 6.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 103,825 shares of the medical equipment provider’s stock after acquiring an additional 6,519 shares during the quarter. Rhumbline Advisers’ holdings in Integer were worth $10,728,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of ITGR. Alliancebernstein L.P. grew its position in shares of Integer by 885.1% in the second quarter. Alliancebernstein L.P. now owns 1,106,091 shares of the medical equipment provider’s stock valued at $136,016,000 after purchasing an additional 993,810 shares during the last quarter. Massachusetts Financial Services Co. MA bought a new position in Integer during the third quarter worth $41,938,000. Tributary Capital Management LLC boosted its holdings in Integer by 92.6% in the 3rd quarter. Tributary Capital Management LLC now owns 499,776 shares of the medical equipment provider’s stock valued at $51,642,000 after purchasing an additional 240,226 shares during the period. Millennium Management LLC increased its holdings in shares of Integer by 2,408.8% during the 1st quarter. Millennium Management LLC now owns 123,132 shares of the medical equipment provider’s stock worth $14,531,000 after purchasing an additional 118,224 shares during the period. Finally, Viking Global Investors LP grew its position in Integer by 9.1% during the second quarter. Viking Global Investors LP now owns 1,283,965 shares of the medical equipment provider’s stock worth $157,889,000 after buying an additional 106,692 shares in the last quarter. 99.29% of the stock is currently owned by institutional investors.

Key Integer News

Here are the key news stories impacting Integer this week:

• Positive Sentiment: Q4 results beat expectations — EPS $1.76 vs. $1.70 est and revenue $472.1M vs. $462.7M; full-year results showed 8% sales growth and strong adjusted EPS growth, supporting the company narrative of improving margins and growth execution. Integer Holdings Corporation Reports Results for Fourth Quarter and Full Year 2025
• Positive Sentiment: Truist raised its price target to $97 and kept a “buy” rating, signaling an analyst view of meaningful upside versus the current level. Benzinga — Truist raises target
• Neutral Sentiment: Wells Fargo also raised its target (to $84) but kept an “equal weight” rating — a modest signal that the stock is fairly valued near current levels rather than a clear endorsement. Benzinga — Wells Fargo raises target
• Neutral Sentiment: Full earnings materials (slide deck and call transcript) are available for deeper review of segment trends, backlog and margin drivers — useful for investors deciding if the beat is sustainable. Q4 Results – Earnings Call Presentation Q4 Earnings Call Transcript
• Negative Sentiment: Market reaction was mixed: some investors sold after management’s FY2026 guidance was viewed as softer than hoped, leading to an earlier pullback. Zacks notes shares fell despite the beat because guidance tempered enthusiasm. ITGR Shares Down Despite Q4 Earnings & Revenues Beat Estimates
• Negative Sentiment: Wider context: guidance midpoint and revenue outlook left some analysts noting modest downside risk versus certain targets, which could cap upside until visibility improves. MarketBeat — Earnings & Guidance Details

Integer Price Performance

NYSE:ITGR opened at $84.80 on Friday. The company has a quick ratio of 2.45, a current ratio of 3.32 and a debt-to-equity ratio of 0.69. The firm has a market cap of $2.97 billion, a PE ratio of 29.55, a price-to-earnings-growth ratio of 0.76 and a beta of 0.77. Integer Holdings Corporation has a 12 month low of $62.00 and a 12 month high of $136.06. The company’s 50-day moving average price is $82.83 and its two-hundred day moving average price is $88.25.

Integer (NYSE:ITGR) last posted its earnings results on Thursday, February 19th. The medical equipment provider reported $1.76 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.70 by $0.06. The company had revenue of $472.06 million during the quarter, compared to analysts’ expectations of $462.73 million. Integer had a net margin of 5.55% and a return on equity of 13.26%. Integer’s quarterly revenue was up 5.0% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.43 earnings per share. Integer has set its FY 2026 guidance at 6.290-6.780 EPS. On average, equities analysts anticipate that Integer Holdings Corporation will post 6.01 EPS for the current fiscal year.

Integer declared that its Board of Directors has initiated a stock buyback program on Tuesday, November 4th that authorizes the company to buyback $200.00 million in outstanding shares. This buyback authorization authorizes the medical equipment provider to reacquire up to 8.3% of its stock through open market purchases. Stock buyback programs are generally an indication that the company’s leadership believes its shares are undervalued.

Analyst Upgrades and Downgrades

Several equities analysts have commented on ITGR shares. Argus cut Integer from a “buy” rating to a “hold” rating in a report on Friday, October 24th. Wells Fargo & Company raised their target price on Integer from $72.00 to $84.00 and gave the stock an “equal weight” rating in a research report on Friday. Benchmark reiterated a “hold” rating on shares of Integer in a research note on Friday, October 24th. Wall Street Zen cut shares of Integer from a “buy” rating to a “hold” rating in a research note on Sunday, January 25th. Finally, Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Integer in a report on Monday, December 29th. Four research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $101.25.

About Integer

Integer Holdings Corporation (NYSE: ITGR) is a global provider of outsourced medical device design, development and manufacturing solutions. The company partners with leading medical technology firms to deliver complex components, subsystems and finished devices across a range of therapeutic areas. Its services encompass concept and product design, precision machining, microelectronic assembly, terminal sterilization and regulatory support, enabling customers to accelerate time to market and optimize product performance.

Integer’s product portfolio is organized into two core segments: Advanced Delivery and MedTech.