Gw&K Investment Management Reduces $652K in Integer Holdings Corporation ($ITGR)

Gw&K Investment Management recently reduced its holdings in Integer Holdings Corporation (NYSE: ITGR) by 6,980 shares. This trimming represents a 1.3% decrease in its stake, leaving the firm with 527,943 shares valued at approximately $48 million, according to the latest 13F filing with the SEC.

What Changed in Gw&K Investment Management's Integer Holdings Position

Gw&K Investment Management trimmed its position in Integer Holdings, reducing its shares from 534,923 to 527,943. The decrease of 6,980 shares reflects a 1.3% reduction in their stake, now valued at about $48 million.

Other Institutional Activity in Integer Holdings

Several other institutional investors have also made moves in Integer Holdings. Tudor Investment Corp added a substantial 50,500,000 shares, now holding shares worth about $48.4 million. SSI Investment Management LLC acquired 10,295,000 shares, totaling a value of approximately $9.8 million. SEI Investments Co increased its position by 6,642,994 shares, ending with 6,806,090 shares valued at $8.6 million. BlackRock, Inc. modestly increased its holdings by 18,873 shares to a total of 5,305,841 shares, worth around $467 million.

Integer Holdings Corporation Stock Down 25.4%

Shares of Integer Holdings (NYSE: ITGR) are trading near $90.98. The company has a market cap of about $3.09 billion and a P/E ratio of 22.58, reflecting its profitability. The stock's 52-week range is between $62.00 and $123.78, with a 50-day moving average of $88.25 and a 200-day moving average of $86.46. Integer Holdings exhibits a beta of 0.651, indicating lower volatility compared to the market.

Recent Earnings

For its most recent earnings, Integer Holdings reported revenue of $1.86 billion, showing a slight growth of 0.5%. The company's net margin stands at 7.64%, with a return on equity of 8.59%. The next earnings report is expected on July 30, 2026.

Insider Buying and Selling at Integer Holdings Corporation

Recently, several insiders made significant purchases of Integer Holdings shares. On May 20, 2026, insiders including Alvin Tyrone Jeffers, Aaron Kapito, James Francis Flanagan, Donald Spence, Filippo Passerini, and Michael Coyle each acquired 1,967 shares. Donald Spence also purchased an additional 656 shares, all transactions not part of a planned trading program.

Analysts Set New Price Targets

On May 13, 2026, Oppenheimer upgraded Integer Holdings to a 'buy' rating, setting a price target of $115. Citigroup maintained a 'hold' rating with an $89 target on May 1, 2026. Piper Sandler reiterated its 'buy' rating with a $97 target on the same date. The consensus among nine analysts is a 'buy', with an average price target of $97.56.

About Integer Holdings Corporation

Integer Holdings Corporation, headquartered in Plano, Texas, is a leading medical device contract development and manufacturing company. With operations in the U.S., Costa Rica, Puerto Rico, Ireland, and globally, the company provides products for various medical procedures, including cardiology, neuromodulation, and orthopedics. Under the leadership of CEO Payman Khales, Integer Holdings employs around 11,000 people and continues to innovate in the healthcare sector.

Bottom Line

Gw&K Investment Management's reduction in its Integer Holdings stake is part of its latest portfolio adjustments. Investors watch such filings closely to gauge institutional sentiment. These 13F filings reflect holdings as of the reporting period and may not indicate current positions. Integer Holdings remains a significant player in the healthcare industry, with analyst upgrades and insider purchases adding to its market narrative.