Analysts Rate Integra LifeSciences 'Reduce' with $15 Average Price Target from 7 Brokerages
Seven research firms covering Integra LifeSciences have set a consensus 'Reduce' rating, comprising three sell, two hold and two buy recommendations. Analysts’ average 12-month price target stands at $15.00, with recent broker changes including JPMorgan lifting its target to $13.00 and Citigroup lowering theirs to $11.00.
1. Analyst Ratings Overview
Seven brokerage firms currently cover Integra LifeSciences (IART), assigning an average recommendation of “Reduce.” Three analysts have issued sell ratings, two have rated the shares as hold and two have assigned a buy rating. The consensus 12-month price target is $15.00. Notable recent changes include Weiss Ratings reaffirming a sell (e+) rating on December 29, Wall Street Zen upgrading to buy on November 8, JPMorgan Chase & Co. raising its target from $12.00 to $13.00 while maintaining an underweight stance on October 31, Truist Financial lowering its target from $15.00 to $13.00 and Citigroup cutting its target from $12.00 to $11.00 with a sell rating on the same date.
2. Q3 Earnings and Guidance
In the third quarter ended October 30, Integra reported earnings per share of $0.54, beating the consensus of $0.43 by $0.11. Revenue totaled $402.06 million, up 5.6% year-over-year but below the $414.31 million street estimate. The company recorded a negative net margin of 30.15% and delivered 14.06% return on equity. For the fourth quarter of fiscal 2025, management guided EPS of $0.79–$0.84 and full-year EPS of $2.19–$2.24. Analysts collectively expect full-year EPS of $2.45.
3. Insider and Institutional Movements
Director Jeffrey A. Graves purchased 9,000 shares on November 5 at an average price of $11.35, increasing his holdings by 28.05% to 41,086 shares valued at approximately $466,326. Institutional ownership stands at 84.78%. In the first quarter, MIRAE Asset Global ETFs Holdings raised its stake by 5.1% to 40,441 shares, Goldman Sachs increased its position by 2.2% to 1,660,511 shares, UBS Asset Management added 23.0% to reach 244,335 shares, while Dynamic Technology Lab and Strs Ohio initiated new stakes of $277,000 and $400,000 respectively.