Integra LifeSciences Holdings Corporation (IART)

Integra LifeSciences' stock price has experienced a significant decline over the past year, decreasing by 44.41%. In the past six months, the stock price has fallen from $22.70 per share on December 26, 2024, to $12.67 per share as of December 24, 2025, representing a 44.19% decrease. Key events impacting the stock include missing Q3 2025 earnings, Q2 2025 financial results with a goodwill impairment, an FDA warning letter concerning quality system issues, FDA 510(k) clearance for the CUSA® Clarity Ultrasonic Surgical Aspirator System for cardiac surgeries, and policy advancements supporting Medicare beneficiary access.

Integra LifeSciences anticipates seasonal demand increases to drive recovery in the second half of 2025. The company also expects improved Integra Skin production and the resolution of private label supply constraints to contribute to this recovery in the latter half of the year.

Integra LifeSciences Holdings Corp. is a global medical technology company that develops, manufactures, and markets a diverse portfolio of products for various surgical and medical specialties. The company operates within the Healthcare sector, specifically in the Medical Equipment and Medical Devices industry, and is organized into two primary segments: Codman Specialty Surgical (CSS) and Tissue Technologies (TT). The Codman Specialty Surgical segment offers technologies and instrumentation for neurosurgery, neurocritical care, and otolaryngology. The Tissue Technologies segment focuses on complex wound surgery, surgical reconstruction, and peripheral nerve repair.

Integra LifeSciences has a global presence, distributing its products directly through various sales forces and other channels to hospitals, integrated health networks, group purchasing organizations, clinicians, surgery centers, and healthcare providers. The company serves the United States, Europe, the Asia Pacific, and internationally. A significant portion of its revenue is derived from domestic sales in the United States, which accounts for approximately 73.58% of revenue, followed by Europe (10.67%), Asia Pacific (10.62%), and the Rest of World (5.13%).

Integra LifeSciences' brand reputation in the past year has been significantly impacted by both positive and negative events. Negative events include an FDA warning letter citing quality system noncompliance, product recalls and lawsuits due to endotoxin contamination, and ongoing operational setbacks. Positive events include FDA clearance for CUSA Clarity, policy advancements supporting Medicare beneficiary access, and the initiation of a comprehensive Compliance Master Plan.

Integra LifeSciences Holdings Corp. has a mixed ownership structure comprising institutional, insider, and retail investors. Approximately 60.52% to 87.54% of the company's stock is owned by institutional investors, 3.33% by insiders, and 9.13% to 27.02% by public companies and individual investors. Major institutional owners include BlackRock, Inc., Rubric Capital Management LP, and Vanguard Group Inc. Significant individual owners include Richard E. Caruso and Stuart Essig. Insider buying has exceeded insider selling in the past three months.