159,980 Integra LifeSciences Holdings Corporation $IART Shares Acquired by Access Investment Management LLC

Key Points

• Access Investment Management increased its Integra LifeSciences stake by 39.5%, acquiring 159,980 shares and bringing its total holdings to 564,982 shares worth approximately $9.2 million.
• Institutional investors and hedge funds own 84.78% of Integra’s outstanding shares, with Wellington Management, Bank of America, Glenmede Trust and others also increasing or initiating positions.
• Integra exceeded third-quarter EPS expectations but missed revenue estimates; analysts remain cautious, with a consensus “Hold” rating and a $16.75 target price amid turnaround, operational and refinancing concerns.

Access Investment Management LLC grew its holdings in Integra LifeSciences Holdings Corporation (NASDAQ:IART - Free Report) by 39.5% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 564,982 shares of the life sciences company's stock after acquiring an additional 159,980 shares during the period. Integra LifeSciences comprises approximately 2.4% of Access Investment Management LLC's holdings, making the stock its 16th biggest holding. Access Investment Management LLC owned about 0.73% of Integra LifeSciences worth $9,198,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Paradigm Capital Management Inc. NY acquired a new position in shares of Integra LifeSciences during the second quarter worth about $61,766,000. Wellington Management Group LLP lifted its position in Integra LifeSciences by 12.4% during the 2nd quarter. Wellington Management Group LLP now owns 1,461,104 shares of the life sciences company's stock worth $26,241,000 after acquiring an additional 160,814 shares in the last quarter. Bank of America Corp DE boosted its holdings in Integra LifeSciences by 71.4% in the 1st quarter. Bank of America Corp DE now owns 1,414,509 shares of the life sciences company's stock worth $13,325,000 after acquiring an additional 589,408 shares during the period. Glenmede Trust Co. NA boosted its holdings in Integra LifeSciences by 27.4% in the 1st quarter. Glenmede Trust Co. NA now owns 984,686 shares of the life sciences company's stock worth $9,276,000 after acquiring an additional 211,774 shares during the period. Finally, Bank of New York Mellon Corp purchased a new position in Integra LifeSciences in the 2nd quarter worth approximately $8,723,000. Institutional investors and hedge funds own 84.78% of the company's stock.

Integra LifeSciences News Roundup

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

• Positive Sentiment: Integra’s third-quarter EPS beat analysts’ expectations, offering some support to the investment case despite the revenue shortfall. Integra Q3 2026 Earnings Call Transcript
• Positive Sentiment: Some analysts continue to see substantial upside if restructuring gains traction, product relaunches succeed and market conditions normalize. Citizens JMP maintained a “market outperform” rating, although it reduced its price target to $22 from $25. Citizens JMP Price Target
• Positive Sentiment: The stock’s depressed valuation could attract value-oriented investors if Integra can restore margins and cash-flow growth; one analysis expects EBITDA margins above 20% and potentially double-digit free-cash-flow margins over time. Integra LifeSciences Valuation Analysis
• Neutral Sentiment: Integra completed a $2.1 billion refinancing, but its revolving credit commitment declined by $700 million to $600 million. The transaction addresses near-term financing needs while highlighting investor concerns about leverage and financial flexibility. Integra Refinancing Analysis
• Negative Sentiment: Analysts broadly lowered their expectations: Truist cut its price target to $13 from $15 and kept a “hold” rating; Citigroup reduced its target to $14 and maintained “neutral”; and JPMorgan lowered its target to $14 from $17 while retaining an “underweight” rating. Truist Price Target
• Negative Sentiment: Investors remain concerned about flooding-related disruption, specialty surgical headwinds, tissue reconstruction weakness and refinancing risk, all of which could delay the turnaround and pressure future earnings. Integra Q3 Revenue Miss
• Negative Sentiment: Multiple law firms announced investigations into potential securities-law violations related to Integra’s disclosures, adding legal and reputational uncertainty, although no wrongdoing has been established. Integra Securities Investigation

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on the stock. Weiss Ratings downgraded shares of Integra LifeSciences from a "sell (d-)" rating to a "sell (e+)" rating in a research note on Friday, October 2nd. Wells Fargo & Company set a $13.00 price target on shares of Integra LifeSciences and gave the stock an "equal weight" rating in a research note on Thursday. Truist Financial set a $13.00 price objective on shares of Integra LifeSciences in a report on Friday. BMO Capital Markets reiterated a "market perform" rating and issued a $14.00 price objective (down from $15.00) on shares of Integra LifeSciences in a report on Thursday. Finally, JPMorgan Chase & Co. decreased their price objective on shares of Integra LifeSciences from $17.00 to $14.00 and set an "underweight" rating for the company in a research report on Thursday. Two analysts have rated the stock with a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the company's stock. According to MarketBeat.com, the stock has a consensus rating of "Hold" and a consensus target price of $16.75.

Integra LifeSciences Stock Performance

Shares of IART opened at $11.91 on Monday. The firm has a market cap of $926.24 million, a price-to-earnings ratio of 70.06, a PEG ratio of 0.46 and a beta of 1.21. The company has a quick ratio of 2.11, a current ratio of 3.60 and a debt-to-equity ratio of 1.75. The business's 50 day moving average is $15.31 and its two-hundred day moving average is $15.60. Integra LifeSciences Holdings Corporation has a 52-week low of $8.70 and a 52-week high of $20.49.

Integra LifeSciences (NASDAQ:IART - Get Free Report) last issued its quarterly earnings results on Wednesday, October 21st. The life sciences company reported $0.59 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.56 by $0.03. The business had revenue of $411.18 million during the quarter, compared to analyst estimates of $413.16 million. Integra LifeSciences had a net margin of 0.79% and a return on equity of 18.74%. During the same quarter in the previous year, the firm earned ($0.07) earnings per share. Analysts forecast that Integra LifeSciences Holdings Corporation will post 2.34 EPS for the current fiscal year.

About Integra LifeSciences

Integra LifeSciences Holdings Corporation NASDAQ: IART is a global medical technology company that develops and manufactures products used in neurosurgery, reconstructive surgery, orthopedics and wound care. Its portfolio includes medical devices, surgical instruments and regenerative tissue technologies designed to help healthcare professionals treat complex conditions and support patient recovery.

Integra's neurosurgical products include dural repair products, cerebrospinal fluid management systems, cranial stabilization devices and specialized surgical instruments.

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