Wells Fargo & Company Has Lowered Expectations for Integra LifeSciences (NASDAQ:IART) Stock Price

Integra LifeSciences (NASDAQ:IART) had its price objective cut by analysts at Wells Fargo & Company from $13.00 to $12.00 in a research note issued to investors on Friday,Benzinga reports. The firm currently has an “equal weight” rating on the life sciences company’s stock. Wells Fargo & Company‘s target price would suggest a potential upside of 5.45% from the company’s previous close.

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

Integra LifeSciences Price Performance

IART stock opened at $11.38 on Friday. The firm has a market cap of $886.39 million, a P/E ratio of -1.69 and a beta of 1.04. The firm’s fifty day moving average is $11.96 and its 200 day moving average is $13.19. Integra LifeSciences has a 52 week low of $10.60 and a 52 week high of $24.36. The company has a debt-to-equity ratio of 1.73, a quick ratio of 1.80 and a current ratio of 3.14.

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. Integra LifeSciences had a negative net margin of 31.58% and a positive return on equity of 14.28%. The business had revenue of $434.93 million during the quarter, compared to the consensus estimate of $429.62 million. During the same period in the previous year, the firm posted $0.97 earnings per share. The firm’s revenue for the quarter was down 1.7% on a year-over-year basis. 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 predict that Integra LifeSciences will post 2.45 earnings per share for the current year.

Hedge Funds Weigh In On Integra LifeSciences

A number of institutional investors have recently bought and sold shares of the stock. Rubric Capital Management LP lifted its holdings in Integra LifeSciences by 58.4% in the second quarter. Rubric Capital Management LP now owns 7,353,934 shares of the life sciences company’s stock worth $90,233,000 after buying an additional 2,710,262 shares during the period. Paradigm Capital Management Inc. NY raised its position in shares of Integra LifeSciences by 57.5% in the 2nd quarter. Paradigm Capital Management Inc. NY now owns 2,181,500 shares of the life sciences company’s stock worth $26,767,000 after acquiring an additional 796,300 shares in the last quarter. Invenomic Capital Management LP lifted its stake in shares of Integra LifeSciences by 78.3% in the 4th quarter. Invenomic Capital Management LP now owns 1,055,941 shares of the life sciences company’s stock valued at $13,115,000 after purchasing an additional 463,729 shares during the period. Access Investment Management LLC bought a new stake in shares of Integra LifeSciences during the second quarter valued at approximately $5,348,000. Finally, Kotler Kevin purchased a new stake in Integra LifeSciences in the fourth quarter worth $5,309,000. 84.78% of the stock is owned by institutional investors.

Integra LifeSciences News Roundup

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

• Positive Sentiment: Q4 results: adjusted EPS of $0.83 topped consensus ($0.79) and revenue of $434.9M beat estimates — a near-term fundamental positive that likely supported buying. Integra Surprises With Q4 Sales
• Positive Sentiment: Management highlighted operational progress and a simplified operating model expected to deliver $25–$30M of savings in 2026, underpinning margin improvement expectations. Press Release (GlobeNewswire)
• Positive Sentiment: Core Codman Specialty Surgical segment showed organic growth (neurosurgery, ENT, instruments, strong international sales), offsetting weakness elsewhere and supporting recurring revenue quality. Segment Details
• Neutral Sentiment: Analyst/editor pieces highlight momentum metrics and style scores (useful for some investors) but are not new company-specific catalysts. Zacks Momentum Article
• Neutral Sentiment: Earnings call/transcripts and slide deck are available for deeper read — useful for investors who want management color on remediation, tariffs and execution. Earnings Call Transcript
• Negative Sentiment: Guidance mixed: FY-2026 adjusted EPS of $2.30–$2.40 and revenue guidance imply modest growth, but Q1 EPS guidance ($0.37–$0.45) is below consensus — a near-term headwind for sentiment. Guidance Details
• Negative Sentiment: Legacy issues: the company recorded a $511M goodwill impairment in 2025 and reported a GAAP net loss for the year; leverage remains elevated (net debt ~ $1.6B, ~4.5x leverage), which raises capital-allocation and downside risk concerns. Quiver / Results Summary
• Negative Sentiment: Analyst action: Wells Fargo lowered its price target from $13 to $12 and set an “equal weight” rating, which can cap near-term upside. Wells Fargo PT Cut (Benzinga)

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.