Signature Estate & Investment Advisors LLC decreased its holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 74.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 426 shares of the medical equipment provider’s stock after selling 1,238 shares during the period. Signature Estate & Investment Advisors LLC’s holdings in Intuitive Surgical were worth $241,000 as of its most recent filing with the Securities & Exchange Commission.
Other institutional investors also recently added to or reduced their stakes in the company. Holos Integrated Wealth LLC purchased a new position in Intuitive Surgical in the fourth quarter worth approximately $25,000. Newbridge Financial Services Group Inc. lifted its stake in Intuitive Surgical by 300.0% in the fourth quarter. Newbridge Financial Services Group Inc. now owns 44 shares of the medical equipment provider’s stock worth $25,000 after acquiring an additional 33 shares during the last quarter. Greykasell Wealth Strategies Inc. purchased a new position in Intuitive Surgical in the third quarter worth approximately $27,000. Olistico Wealth LLC purchased a new position in Intuitive Surgical in the fourth quarter worth approximately $28,000. Finally, Caitlin John LLC purchased a new position in Intuitive Surgical in the third quarter worth approximately $30,000. Hedge funds and other institutional investors own 83.64% of the company’s stock.
Key Stories Impacting Intuitive Surgical
Here are the key news stories impacting Intuitive Surgical this week:
- Positive Sentiment: Intuitive unveiled more than 100 upcoming upgrades for its da Vinci 5 robotic surgery system, including improved force-feedback tools, telecollaboration features, and security/reliability enhancements, which could strengthen the company’s competitive moat and support future procedure growth. Intuitive Surgical’s Da Vinci 5 Upgrades Aim To Deepen Moat For Investors
- Positive Sentiment: Intuitive also announced innovations tied to its “Quintuple Aim” strategy, reinforcing product development momentum and the company’s push to improve surgeon autonomy and operating-room efficiency. Intuitive Announces Innovations to Advance Quintuple Aim
- Positive Sentiment: Wall Street commentary remains moderately optimistic, with analysts still bullish on Intuitive Surgical’s long-term prospects despite recent underperformance versus the broader market. Are Wall Street Analysts Bullish on Intuitive Surgical Stock?
- Neutral Sentiment: Investor interest continues around the SP platform, where strong procedure growth suggests an important future opportunity, but it remains unclear whether this is true addressable-market expansion or mostly a shift within existing robotic procedures. ISRG’s SP Platform: Early-Stage Growth or Next TAM Expansion Driver?
- Neutral Sentiment: There was also minor insider selling by an executive, but the transactions were very small and made under a pre-arranged 10b5-1 plan, so the signal for investors is limited. Mark Brosius insider transaction
- Negative Sentiment: The stock has also been hurt by recent weakness after earnings, with market commentary noting a roughly 7% decline since the last report, reflecting concern that the shares may need more proof of sustained acceleration. Why Is Intuitive Surgical (ISRG) Down 7.2% Since Last Earnings Report?
- Negative Sentiment: Several articles also point out that ISRG has significantly lagged the market over the past six months, which may be keeping valuation-sensitive investors on the sidelines. 3 Big Reasons ISRG Should Be On Your Watchlist
Analyst Ratings Changes
Read Our Latest Stock Report on ISRG
Insider Buying and Selling at Intuitive Surgical
In other news, SVP Patricia L. Wadors sold 220 shares of the business’s stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $499.71, for a total transaction of $109,936.20. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, SVP Mark Brosius sold 645 shares of the business’s stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $485.01, for a total transaction of $312,831.45. Following the sale, the senior vice president owned 1,613 shares of the company’s stock, valued at $782,321.13. This represents a 28.57% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 5,701 shares of company stock worth $2,783,807. 0.60% of the stock is owned by insiders.
Intuitive Surgical Stock Performance
Shares of NASDAQ:ISRG opened at $438.10 on Monday. The company has a market capitalization of $155.16 billion, a PE ratio of 53.10, a P/E/G ratio of 3.50 and a beta of 1.51. Intuitive Surgical, Inc. has a twelve month low of $417.74 and a twelve month high of $603.88. The firm has a 50 day simple moving average of $458.62 and a 200-day simple moving average of $510.37.
Intuitive Surgical (NASDAQ:ISRG – Get Free Report) last issued its quarterly earnings data on Tuesday, April 21st. The medical equipment provider reported $2.50 earnings per share for the quarter, topping the consensus estimate of $2.08 by $0.42. The business had revenue of $2.77 billion during the quarter, compared to the consensus estimate of $2.62 billion. Intuitive Surgical had a net margin of 28.15% and a return on equity of 15.98%. The company’s revenue was up 23.0% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.81 EPS. As a group, equities research analysts predict that Intuitive Surgical, Inc. will post 8.57 EPS for the current fiscal year.
About Intuitive Surgical
Intuitive Surgical, founded in 1995 and headquartered in Sunnyvale, California, is a medical technology company focused on the design, manufacture and service of robotic-assisted surgical systems. The company is best known for its da Vinci surgical systems, which enable minimally invasive procedures by translating a surgeon’s hand movements into finer, scaled motions of small instruments inside the patient. Intuitive’s business centers on supplying hospitals and surgical centers with systems, instruments and related technologies that aim to improve precision, visualization and control in the operating room.
In addition to its core surgical platforms, Intuitive markets a portfolio of reusable and disposable instruments, accessories, and proprietary software, and provides training, servicing and clinical support to its customers.
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