Sea Cliff Partners Increases Stake in Integer Holdings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Should l Buy ITGR?
Source: Fool
- Share Increase: Sea Cliff Partners Management disclosed a purchase of 55,359 shares of Integer Holdings in its SEC filing dated May 15, 2026, with an estimated trade value of $4.71 million, indicating confidence in the company's future potential.
- Value Appreciation: The quarter-end position in Integer Holdings was valued at $16.57 million, reflecting a net increase of $6.14 million from the previous quarter, showcasing a shift in market interest and investor confidence.
- Poor Market Performance: As of May 14, 2026, ITGR shares were priced at $89.82, down 25% over the past year and lagging the S&P 500 by over 50 percentage points, highlighting concerns regarding the company's growth prospects.
- Strategic Review Impact: This purchase occurred before management announced a strategic review on April 30, suggesting that investors may be seeking potential acquisition or merger opportunities to address the company's slowing growth and changing market dynamics.
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Analyst Views on ITGR
Wall Street analysts forecast ITGR stock price to fall
4 Analyst Rating
2 Buy
2 Hold
0 Sell
Moderate Buy
Current: 90.440
Low
75.00
Averages
86.25
High
95.00
Current: 90.440
Low
75.00
Averages
86.25
High
95.00
About ITGR
Integer Holdings Corporation is a medical device contract development and manufacturing company. The Company serves the cardiac rhythm management, neuromodulation, and cardio and vascular markets. Its brands include Greatbatch Medical and Lake Region Medical. The Company’s Cardio & Vascular product line offers a range of components, subassemblies, and finished devices used in interventional cardiology, structural heart, heart failure, peripheral vascular, neurovascular, interventional oncology, electrophysiology, vascular access, infusion therapy, hemodialysis, urology, and gastroenterology procedures. Its interventional cardiology portfolio is focused primarily on the design, development and manufacture of catheter and wire-based technologies intended to diagnose and treat cardiac disease. Its electrophysiology products include devices used by electrophysiologists and interventional cardiologists for the treatment of cardiac arrythmias, such as atrial fibrillation.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Sea Cliff Partners Increases Stake in Integer Holdings
- Share Increase: Sea Cliff Partners Management disclosed a purchase of 55,359 shares of Integer Holdings in its SEC filing dated May 15, 2026, with an estimated trade value of $4.71 million, indicating confidence in the company's future potential.
- Value Appreciation: The quarter-end position in Integer Holdings was valued at $16.57 million, reflecting a net increase of $6.14 million from the previous quarter, showcasing a shift in market interest and investor confidence.
- Poor Market Performance: As of May 14, 2026, ITGR shares were priced at $89.82, down 25% over the past year and lagging the S&P 500 by over 50 percentage points, highlighting concerns regarding the company's growth prospects.
- Strategic Review Impact: This purchase occurred before management announced a strategic review on April 30, suggesting that investors may be seeking potential acquisition or merger opportunities to address the company's slowing growth and changing market dynamics.
See More
Ares Management Discloses New Investment Stakes
- Portfolio Expansion: Ares Management disclosed new investments in its quarterly 13-F filing, including a $53.3 million stake in medical device manufacturer Integer Holdings, indicating a strategic move into the healthcare sector.
- First-Time Investments: The firm also made initial investments in business development companies like BlackRock TCP Capital and Carlyle Secured Lending, further diversifying its portfolio and strengthening its influence in the small and mid-sized lending market.
- Increased Holdings: Ares boosted its stakes in 17 other holdings, including Golub Capital BDC and Blue Owl Technology Finance, demonstrating ongoing confidence in the BDC sector despite pressures on lending standards.
- Asset Liquidation: The only sale recorded by Ares was the liquidation of its stake in New Mountain Finance, which sold a $477 million asset portfolio in February, reflecting Ares's strategy to adjust its investment portfolio in response to market changes.
See More
Analyst Upgrades Integer Holdings to Buy Rating
- Rating Upgrade: Oppenheimer analyst Suraj Kalia upgraded Integer Holdings from hold to outperform, setting a price target of $115 per share, reflecting optimism about the company's future performance.
- Strategic Review: Integer's recent announcement of a 'strategic review' indicates potential consideration for a sale to an outside party, which could result in a premium transaction above the current price, enhancing shareholder value.
- Market Appeal: As a contract development and manufacturing organization for medical devices, Integer's modest valuations and share price make it an attractive acquisition target for private equity firms, with Kalia's research indicating interest from several in this sector.
- Profitability Potential: Operating in a limited but profitable niche, Integer typically achieves top-line growth and high net margins, and as potential investor interest grows, this 'sleeping stock' may see significant market activity.
See More
Wall Street's Latest Ratings Overview
- Nvidia's Positive Outlook: Oppenheimer reiterates Nvidia as an outperform, projecting CY26 free cash flow to approach $200 billion, and if half is allocated for dividends, the yield could reach nearly 2.5%, which would bolster investor confidence and drive stock price appreciation.
- Apple's Strong Ecosystem: Daiwa raises Apple's price target from $310 to $325, emphasizing its vast ecosystem as a core strength, while acknowledging potential memory management challenges in 2H CY26, the long-term outlook remains favorable for this core holding.
- Positive Outlook for Housing Platform: UBS upgrades KE Holdings to buy from neutral, citing significant upside due to its agency business in tier 1 cities, particularly as the market recovery is led by the secondary market, positioning the company for strong performance.
- Wendy's Potential Privatization: Argus upgrades Wendy's to buy from neutral, driven by news of a potential move to take the restaurant chain private, with Trian Fund Management owning about 40% of the stock, indicating strong market confidence in this strategic shift.
See More
Integer Holdings Q1 2026 Earnings Call Insights
- Weak Sales Growth: Integer Holdings reported Q1 sales of $440 million, reflecting a 0.5% year-over-year increase, but the 2026 sales outlook has been revised down to $1.805 billion to $1.835 billion due to customer forecast updates, indicating signs of market demand weakness that could impact future profitability.
- Declining Profitability: Adjusted earnings per share fell to $1.20, down 8% year-over-year, while adjusted EBITDA decreased to $85 million, a $7 million drop from the previous year, highlighting the pressure on profitability amid changing market conditions and cost management challenges.
- Strategic Review Initiated: The company's board has initiated a strategic review without a set timeline, signaling heightened market interest in Integer Holdings, which could pave the way for potential mergers or restructuring in the future.
- Shift in Cost Management: Management indicated a shift towards more aggressive cost management strategies, as the adjusted operating margin contracted to 13.9% in Q1, with plans to optimize expenditures in the coming months to address the lowered sales outlook.
See More
Integer Holdings Initiates Strategic Review for Potential Sale or Merger
- Strategic Review Initiated: Integer Holdings (ITGR) has commenced a strategic review to explore options such as a potential sale, merger, or business combination, or continuing its current standalone plan to unlock more shareholder value, indicating the company's openness to external interest and strategic opportunities.
- Financial Performance Beats Expectations: For Q1 FY26, ITGR reported revenue of $440 million, a 0.6% year-over-year increase, exceeding estimates by $14 million, with a non-GAAP EPS of $1.20, surpassing the consensus estimate by $0.01, reflecting the company's solid position in the medical device manufacturing sector.
- Uncertain Future Outlook: Management noted that there is no fixed timeline for any potential deal and no guarantee that any transaction will occur, suggesting that the company remains in an exploratory phase regarding its strategic options, which may impact investor confidence.
- Stock Price Fluctuation: ITGR's stock is trading slightly lower at approximately $83 in premarket hours, reflecting market uncertainty regarding the company's future strategic direction, which could influence short-term investment decisions.
See More
Sea Cliff Partners Increases Stake in Integer Holdings
- Share Increase: Sea Cliff Partners Management disclosed a purchase of 55,359 shares of Integer Holdings in its SEC filing dated May 15, 2026, with an estimated trade value of $4.71 million, indicating confidence in the company's future potential.
- Value Appreciation: The quarter-end position in Integer Holdings was valued at $16.57 million, reflecting a net increase of $6.14 million from the previous quarter, showcasing a shift in market interest and investor confidence.
- Poor Market Performance: As of May 14, 2026, ITGR shares were priced at $89.82, down 25% over the past year and lagging the S&P 500 by over 50 percentage points, highlighting concerns regarding the company's growth prospects.
- Strategic Review Impact: This purchase occurred before management announced a strategic review on April 30, suggesting that investors may be seeking potential acquisition or merger opportunities to address the company's slowing growth and changing market dynamics.
See More
Ares Management Discloses New Investment Stakes
- Portfolio Expansion: Ares Management disclosed new investments in its quarterly 13-F filing, including a $53.3 million stake in medical device manufacturer Integer Holdings, indicating a strategic move into the healthcare sector.
- First-Time Investments: The firm also made initial investments in business development companies like BlackRock TCP Capital and Carlyle Secured Lending, further diversifying its portfolio and strengthening its influence in the small and mid-sized lending market.
- Increased Holdings: Ares boosted its stakes in 17 other holdings, including Golub Capital BDC and Blue Owl Technology Finance, demonstrating ongoing confidence in the BDC sector despite pressures on lending standards.
- Asset Liquidation: The only sale recorded by Ares was the liquidation of its stake in New Mountain Finance, which sold a $477 million asset portfolio in February, reflecting Ares's strategy to adjust its investment portfolio in response to market changes.
See More
Analyst Upgrades Integer Holdings to Buy Rating
- Rating Upgrade: Oppenheimer analyst Suraj Kalia upgraded Integer Holdings from hold to outperform, setting a price target of $115 per share, reflecting optimism about the company's future performance.
- Strategic Review: Integer's recent announcement of a 'strategic review' indicates potential consideration for a sale to an outside party, which could result in a premium transaction above the current price, enhancing shareholder value.
- Market Appeal: As a contract development and manufacturing organization for medical devices, Integer's modest valuations and share price make it an attractive acquisition target for private equity firms, with Kalia's research indicating interest from several in this sector.
- Profitability Potential: Operating in a limited but profitable niche, Integer typically achieves top-line growth and high net margins, and as potential investor interest grows, this 'sleeping stock' may see significant market activity.
See More
Wall Street's Latest Ratings Overview
- Nvidia's Positive Outlook: Oppenheimer reiterates Nvidia as an outperform, projecting CY26 free cash flow to approach $200 billion, and if half is allocated for dividends, the yield could reach nearly 2.5%, which would bolster investor confidence and drive stock price appreciation.
- Apple's Strong Ecosystem: Daiwa raises Apple's price target from $310 to $325, emphasizing its vast ecosystem as a core strength, while acknowledging potential memory management challenges in 2H CY26, the long-term outlook remains favorable for this core holding.
- Positive Outlook for Housing Platform: UBS upgrades KE Holdings to buy from neutral, citing significant upside due to its agency business in tier 1 cities, particularly as the market recovery is led by the secondary market, positioning the company for strong performance.
- Wendy's Potential Privatization: Argus upgrades Wendy's to buy from neutral, driven by news of a potential move to take the restaurant chain private, with Trian Fund Management owning about 40% of the stock, indicating strong market confidence in this strategic shift.
See More
Integer Holdings Q1 2026 Earnings Call Insights
- Weak Sales Growth: Integer Holdings reported Q1 sales of $440 million, reflecting a 0.5% year-over-year increase, but the 2026 sales outlook has been revised down to $1.805 billion to $1.835 billion due to customer forecast updates, indicating signs of market demand weakness that could impact future profitability.
- Declining Profitability: Adjusted earnings per share fell to $1.20, down 8% year-over-year, while adjusted EBITDA decreased to $85 million, a $7 million drop from the previous year, highlighting the pressure on profitability amid changing market conditions and cost management challenges.
- Strategic Review Initiated: The company's board has initiated a strategic review without a set timeline, signaling heightened market interest in Integer Holdings, which could pave the way for potential mergers or restructuring in the future.
- Shift in Cost Management: Management indicated a shift towards more aggressive cost management strategies, as the adjusted operating margin contracted to 13.9% in Q1, with plans to optimize expenditures in the coming months to address the lowered sales outlook.
See More
Integer Holdings Initiates Strategic Review for Potential Sale or Merger
- Strategic Review Initiated: Integer Holdings (ITGR) has commenced a strategic review to explore options such as a potential sale, merger, or business combination, or continuing its current standalone plan to unlock more shareholder value, indicating the company's openness to external interest and strategic opportunities.
- Financial Performance Beats Expectations: For Q1 FY26, ITGR reported revenue of $440 million, a 0.6% year-over-year increase, exceeding estimates by $14 million, with a non-GAAP EPS of $1.20, surpassing the consensus estimate by $0.01, reflecting the company's solid position in the medical device manufacturing sector.
- Uncertain Future Outlook: Management noted that there is no fixed timeline for any potential deal and no guarantee that any transaction will occur, suggesting that the company remains in an exploratory phase regarding its strategic options, which may impact investor confidence.
- Stock Price Fluctuation: ITGR's stock is trading slightly lower at approximately $83 in premarket hours, reflecting market uncertainty regarding the company's future strategic direction, which could influence short-term investment decisions.
See More
