Integra LifeSciences (IART) said it expects preliminary third-quarter 2026 revenue of approximately $410 million to $412 million. The company said flooding at its Cincinnati facility negatively impacted third-quarter revenue by approximately $7 million.
Integra lowered its full-year 2026 revenue outlook to $1.634 billion to $1.654 billion and expects the Cincinnati supply disruption to reduce fourth-quarter revenue by approximately $15 million to $20 million.
- Third-quarter adjusted diluted EPS is expected to be $0.55 to $0.59.
- Full-year adjusted diluted EPS guidance was reduced to $2.30 to $2.40.
- Third-quarter operating cash flow is expected to exceed $85 million.
- Full-year operating cash flow is expected to be approximately $190 million to $200 million.
- The company expects full manufacturing operations at the Cincinnati site to return during the second quarter of 2027.
$IART Hedge Fund Activity
We have seen 108 institutional investors add shares of $IART stock to their portfolio, and 83 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,401,476 shares (+inf%) to their portfolio in Q2 2026, for an estimated $25,170,508
- MILLENNIUM MANAGEMENT LLC added 816,894 shares (+131.2%) to their portfolio in Q2 2026, for an estimated $14,671,416
- DIMENSIONAL FUND ADVISORS LP removed 558,335 shares (-20.1%) from their portfolio in Q2 2026, for an estimated $10,027,696
- INTEGRAL HEALTH ASSET MANAGEMENT, LLC added 550,000 shares (+inf%) to their portfolio in Q2 2026, for an estimated $9,878,000
- INVENOMIC CAPITAL MANAGEMENT LP removed 432,279 shares (-42.7%) from their portfolio in Q2 2026, for an estimated $7,763,730
- GOLDMAN SACHS GROUP INC removed 403,031 shares (-21.5%) from their portfolio in Q2 2026, for an estimated $7,238,436
- SIO CAPITAL MANAGEMENT, LLC removed 383,140 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $6,881,194
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
