Integra LifeSciences (NASDAQ:IART) Price Target Lowered to $12.00 at Wells Fargo & Company

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

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

Integra LifeSciences Price Performance

Shares of Integra LifeSciences stock traded down $0.12 during trading on Friday, hitting $11.22. 357,504 shares of the stock traded hands, compared to its average volume of 709,597. The stock has a market cap of $873.54 million, a price-to-earnings ratio of -1.74 and a beta of 1.04. Integra LifeSciences has a 52 week low of $10.60 and a 52 week high of $24.36. The firm’s fifty day moving average is $11.99 and its 200-day moving average is $13.20. The company has a quick ratio of 1.80, a current ratio of 3.14 and a debt-to-equity ratio of 1.73.

Integra LifeSciences (NASDAQ:IART) last released its earnings results on Thursday, February 26th. The life sciences company reported $0.83 EPS for the quarter, beating the consensus estimate of $0.79 by $0.04. The company had revenue of $434.93 million for the quarter, compared to analyst estimates of $429.62 million. Integra LifeSciences had a negative net margin of 30.15% and a positive return on equity of 14.06%. The firm’s quarterly revenue was down 1.7% compared to the same quarter last year. During the same quarter last 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. Research analysts expect that Integra LifeSciences will post 2.45 EPS for the current fiscal year.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in IART. Rubric Capital Management LP boosted its holdings in Integra LifeSciences by 1.3% in the fourth quarter. Rubric Capital Management LP now owns 7,753,934 shares of the life sciences company’s stock worth $96,304,000 after purchasing an additional 100,000 shares during the last quarter. Invesco Ltd. lifted its holdings in Integra LifeSciences by 0.9% in the fourth quarter. Invesco Ltd. now owns 3,522,839 shares of the life sciences company’s stock valued at $43,754,000 after acquiring an additional 31,931 shares during the period. Dimensional Fund Advisors LP boosted its position in Integra LifeSciences by 9.2% in the third 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 boosted 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 purchasing an additional 21,717 shares during the last quarter. Finally, Paradigm Capital Management Inc. NY grew its stake in shares of Integra LifeSciences by 5.3% during the 4th quarter. Paradigm Capital Management Inc. NY now owns 2,664,998 shares of the life sciences company’s stock valued at $33,099,000 after purchasing an additional 135,198 shares during the period. 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.