Bamco Inc. NY Has $79.16 Million Holdings in Integer Holdings Corporation $ITGR

Bamco Inc. NY lifted its holdings in Integer Holdings Corporation (NYSE:ITGR) by 81.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 766,055 shares of the medical equipment provider’s stock after purchasing an additional 343,797 shares during the quarter. Bamco Inc. NY owned 2.19% of Integer worth $79,156,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in the business. Aquatic Capital Management LLC bought a new position in Integer in the third quarter valued at $630,000. Alliancebernstein L.P. lifted its position in Integer by 13.9% during the 3rd quarter. Alliancebernstein L.P. now owns 1,259,509 shares of the medical equipment provider’s stock worth $130,145,000 after buying an additional 153,418 shares in the last quarter. Schonfeld Strategic Advisors LLC boosted its stake in shares of Integer by 109.9% during the 3rd quarter. Schonfeld Strategic Advisors LLC now owns 12,445 shares of the medical equipment provider’s stock worth $1,286,000 after buying an additional 6,517 shares during the last quarter. Creative Planning boosted its stake in shares of Integer by 8.1% during the 3rd quarter. Creative Planning now owns 9,689 shares of the medical equipment provider’s stock worth $1,001,000 after buying an additional 723 shares during the last quarter. Finally, Raymond James Financial Inc. grew its holdings in shares of Integer by 14.3% in the 3rd quarter. Raymond James Financial Inc. now owns 330,317 shares of the medical equipment provider’s stock valued at $34,132,000 after acquiring an additional 41,209 shares in the last quarter. Institutional investors and hedge funds own 99.29% of the company’s stock.

Integer Trading Down 0.3%

Integer stock opened at $83.06 on Friday. The stock has a 50-day simple moving average of $85.23 and a 200 day simple moving average of $85.84. The stock has a market capitalization of $2.86 billion, a P/E ratio of 28.94, a PEG ratio of 1.41 and a beta of 0.75. The company has a debt-to-equity ratio of 0.69, a quick ratio of 2.23 and a current ratio of 3.32. Integer Holdings Corporation has a 52 week low of $62.00 and a 52 week high of $127.56.

Integer (NYSE:ITGR) last released its quarterly earnings data 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. Integer had a return on equity of 13.26% and a net margin of 5.55%.The company had revenue of $472.06 million during the quarter, compared to analysts’ expectations of $462.73 million. During the same period last year, the firm posted $1.43 earnings per share. The business’s revenue was up 5.0% on a year-over-year basis. Integer has set its FY 2026 guidance at 6.290-6.780 EPS. Analysts expect that Integer Holdings Corporation will post 6.01 earnings per share for the current year.

Key Stories Impacting Integer

Here are the key news stories impacting Integer this week:

• Positive Sentiment: Board change and activist cooperation — Integer appointed James Flanagan as an independent director and added Aaron Kapito in connection with a cooperation agreement with Irenic Capital Management; this strengthens governance and signals potential for board‑driven strategic or operational initiatives that investors often view as a catalyst for value realization. Integer Appoints James Flanagan and Aaron Kapito to Board of Directors
• Positive Sentiment: Zacks raises medium‑term outlook — the research team increased FY2027 and FY2028 EPS forecasts (FY2027 to $6.95, FY2028 to $7.57) and upgraded several quarterly estimates (notably Q3 & Q4 2027 and Q4 2026), implying better earnings growth in 2027–2028 versus prior views, which supports a higher valuation longer term. MarketBeat: Zacks Research estimate updates for Integer
• Neutral Sentiment: FY2026 estimate essentially unchanged — Zacks trimmed FY2026 slightly (from $6.41 to $6.40), leaving the company roughly within its guided range; this is unlikely to materially move sentiment by itself. MarketBeat: Zacks Research estimate updates for Integer
• Negative Sentiment: Near‑term cuts to some quarters — Zacks lowered Q1 2026 (to $1.31), Q3 2026 (to $1.73) and Q1 2027 (to $1.51) estimates, which could pressure near‑term guidance expectations and weigh on the stock until upcoming quarterly results confirm or refute these softer projections. MarketBeat: Zacks Research estimate updates for Integer

Wall Street Analyst Weigh In

A number of analysts recently issued reports on ITGR shares. Citigroup lifted their target price on Integer from $75.00 to $92.00 and gave the company a “neutral” rating in a research report on Friday, February 20th. Wells Fargo & Company raised their price target on Integer from $72.00 to $84.00 and gave the company an “equal weight” rating in a research note on Friday, February 20th. Wall Street Zen lowered Integer from a “buy” rating to a “hold” rating in a research report on Sunday, January 25th. Weiss Ratings upgraded Integer from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Tuesday, February 24th. Finally, Truist Financial increased their price objective on Integer from $95.00 to $97.00 and gave the company a “buy” rating in a report on Friday, February 20th. Four research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $102.00.

Integer Profile

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.