Wells Fargo & Company Issues Pessimistic Forecast for Integra LifeSciences (NASDAQ:IART) Stock Price

Integra LifeSciences (NASDAQ:IART) had its price objective decreased by stock analysts at Wells Fargo & Company from $13.00 to $12.00 in a research report issued to clients and investors on Friday,Benzinga reports. The firm currently has an “equal weight” rating on the life sciences company’s stock. Wells Fargo & Company‘s price objective points to a potential upside of 7.00% from the company’s previous close.

IART has been the topic of a number of other research reports. Citigroup dropped their price target on Integra LifeSciences from $12.00 to $11.00 and set a “sell” rating on the stock in a research note on Friday, October 31st. Wall Street Zen raised Integra LifeSciences from a “hold” rating to a “buy” rating in a research report on Saturday, November 8th. Weiss Ratings restated a “sell (e+)” rating on shares of Integra LifeSciences in a research note on Monday, December 29th. Truist Financial reissued a “hold” rating and issued a $13.00 target price (down from $15.00) on shares of Integra LifeSciences in a report on Monday, November 3rd. Finally, JPMorgan Chase & Co. raised their price objective on Integra LifeSciences from $12.00 to $13.00 and gave the company an “underweight” rating in a report on Friday, October 31st. Two equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Reduce” and a consensus price target of $14.80.

Integra LifeSciences Stock Down 1.0%

Shares of Integra LifeSciences stock traded down $0.12 during trading hours on Friday, reaching $11.22. 357,504 shares of the company’s stock were exchanged, compared to its average volume of 709,597. The company has a 50 day moving average of $11.99 and a two-hundred day moving average of $13.20. Integra LifeSciences has a fifty-two week low of $10.60 and a fifty-two week high of $24.36. The company has a current ratio of 3.14, a quick ratio of 1.80 and a debt-to-equity ratio of 1.73. The stock has a market cap of $873.54 million, a P/E ratio of -1.74 and a beta of 1.04.

Integra LifeSciences (NASDAQ:IART) last posted its quarterly earnings results on Thursday, February 26th. The life sciences company reported $0.83 earnings per share for the quarter, topping the consensus estimate of $0.79 by $0.04. The firm had revenue of $434.93 million for the quarter, compared to analyst estimates of $429.62 million. Integra LifeSciences had a positive return on equity of 14.06% and a negative net margin of 30.15%.The business’s quarterly revenue was down 1.7% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.97 EPS. Integra LifeSciences has set its Q1 2026 guidance at 0.370-0.450 EPS and its FY 2026 guidance at 2.300-2.400 EPS. On average, sell-side analysts forecast that Integra LifeSciences will post 2.45 EPS for the current fiscal year.

Institutional Trading of Integra LifeSciences

Hedge funds have recently modified their holdings of the stock. Rubric Capital Management LP increased its position in Integra LifeSciences by 1.3% in the 4th quarter. Rubric Capital Management LP now owns 7,753,934 shares of the life sciences company’s stock valued at $96,304,000 after buying an additional 100,000 shares in the last quarter. Invesco Ltd. grew its position in Integra LifeSciences by 0.9% during the fourth quarter. Invesco Ltd. now owns 3,522,839 shares of the life sciences company’s stock valued at $43,754,000 after buying an additional 31,931 shares during the period. Dimensional Fund Advisors LP increased its stake in shares of Integra LifeSciences by 9.2% during the 3rd quarter. Dimensional Fund Advisors LP now owns 3,184,726 shares of the life sciences company’s stock worth $45,634,000 after purchasing an additional 267,134 shares during the last quarter. State Street Corp increased its position in Integra LifeSciences by 0.8% in the fourth quarter. State Street Corp now owns 2,812,615 shares of the life sciences company’s stock worth $34,933,000 after buying an additional 21,717 shares during the last quarter. Finally, Paradigm Capital Management Inc. NY increased its holdings in Integra LifeSciences by 5.3% in the 4th quarter. Paradigm Capital Management Inc. NY now owns 2,664,998 shares of the life sciences company’s stock worth $33,099,000 after acquiring an additional 135,198 shares during the last quarter. Institutional investors own 84.78% of the company’s stock.

Key Headlines Impacting Integra LifeSciences

Here are the key news stories impacting Integra LifeSciences this week:

• Positive Sentiment: Q4 adjusted results beat expectations: adjusted EPS of $0.83 vs. $0.79 consensus and revenue of $434.9M topped estimates, showing underlying business resilience. Integra LifeSciences (NASDAQ:IART) Surprises With Q4 CY2025 Sales
• Positive Sentiment: Operational improvements and product execution: management cited supply reliability wins (Integra Skin relaunch, PriMatrix/Durepair) and segment strength in Codman Specialty Surgical, which grew organically. Integra LifeSciences Reports Fourth Quarter and Full-Year 2025 Financial Results
• Neutral Sentiment: Company reiterated a transformation plan targeting $25–$30M of 2026 savings and affirmed adjusted EBITDA/adjusted EPS metrics — positive for margins but management flagged tariff and regulatory uncertainty that tempers certainty. QuiverQuant: Integra LifeSciences Reports Q4 and Full Year 2025 Financial Results
• Neutral Sentiment: Investor resources published (earnings call transcripts and analyst write-ups) — useful for due diligence but not catalytic by themselves. Seeking Alpha: IART Q4 2025 Earnings Call Transcript
• Negative Sentiment: Guidance came in mixed-to-light: FY2026 adjusted EPS range of $2.30–$2.40 is roughly in line but Q1 adjusted EPS guidance of $0.37–$0.45 and Q1 revenue guidance missed Street expectations, which pressured near-term growth visibility. Investing.com: Integra beats estimates but guides below consensus
• Negative Sentiment: Large FY2025 GAAP loss driven by a $511M goodwill impairment and a full-year GAAP loss (non‑cash) raises concerns about past M&A valuation and contributed to weaker reported results. QuiverQuant: Integra LifeSciences Reports Q4 and Full Year 2025 Financial Results
• Negative Sentiment: Tissue Technologies weakness (Q4 organic decline ~12.8%) and full-year organic revenue contraction signal continued product/portfolio headwinds that could slow topline recovery. Integra LifeSciences Reports Fourth Quarter and Full-Year 2025 Financial Results
• Negative Sentiment: Balance sheet and cash flow caution: net debt ~ $1.6B (leverage ~4.5x) and weak adjusted free cash flow conversion in 2025 increase financial risk and make investors sensitive to execution on cost savings and growth. QuiverQuant: Integra LifeSciences Reports Q4 and Full Year 2025 Financial Results

About Integra LifeSciences

Integra LifeSciences Corporation is a global medical technology company specializing in products and innovations for neurosurgery, regenerative medicine and reconstructive procedures. The company develops and markets surgical instruments, implants and advanced wound care solutions designed to support tissue repair and functional recovery. Its product portfolio includes collagen-based matrices, dural substitutes, hemostatic agents and specialized spinal and peripheral fixation devices.

Founded in 1989 and headquartered in Plainsboro, New Jersey, Integra has expanded its capabilities through targeted acquisitions and internal research efforts.