Strategic Advisors LLC Grows Position in Intuitive Surgical, Inc. $ISRG

Strategic Advisors LLC raised its stake in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 63.3% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 10,397 shares of the medical equipment provider’s stock after purchasing an additional 4,031 shares during the period. Intuitive Surgical accounts for about 0.7% of Strategic Advisors LLC’s investment portfolio, making the stock its 29th biggest holding. Strategic Advisors LLC’s holdings in Intuitive Surgical were worth $4,650,000 as of its most recent filing with the SEC.

Several other institutional investors have also recently made changes to their positions in ISRG. Rossmore Private Capital raised its stake in Intuitive Surgical by 2.0% during the 3rd quarter. Rossmore Private Capital now owns 998 shares of the medical equipment provider’s stock worth $446,000 after acquiring an additional 20 shares during the period. Activest Wealth Management increased its stake in shares of Intuitive Surgical by 21.7% in the third quarter. Activest Wealth Management now owns 112 shares of the medical equipment provider’s stock worth $50,000 after purchasing an additional 20 shares in the last quarter. Vertex Planning Partners LLC raised its position in shares of Intuitive Surgical by 2.3% during the 2nd quarter. Vertex Planning Partners LLC now owns 917 shares of the medical equipment provider’s stock valued at $498,000 after purchasing an additional 21 shares during the period. Accredited Investors Inc. lifted its stake in shares of Intuitive Surgical by 2.0% during the 3rd quarter. Accredited Investors Inc. now owns 1,060 shares of the medical equipment provider’s stock valued at $474,000 after buying an additional 21 shares in the last quarter. Finally, True Vision MN LLC lifted its stake in shares of Intuitive Surgical by 3.0% during the 2nd quarter. True Vision MN LLC now owns 766 shares of the medical equipment provider’s stock valued at $416,000 after buying an additional 22 shares in the last quarter. Institutional investors own 83.64% of the company’s stock.

Intuitive Surgical Price Performance

Shares of ISRG opened at $522.04 on Thursday. The stock has a market capitalization of $187.14 billion, a price-to-earnings ratio of 66.16, a price-to-earnings-growth ratio of 4.27 and a beta of 1.67. Intuitive Surgical, Inc. has a 1 year low of $425.00 and a 1 year high of $609.08. The business’s 50 day simple moving average is $560.68 and its 200-day simple moving average is $511.75.

Intuitive Surgical (NASDAQ:ISRG) last announced its quarterly earnings results on Thursday, January 22nd. The medical equipment provider reported $2.53 earnings per share for the quarter, topping the consensus estimate of $2.27 by $0.26. Intuitive Surgical had a net margin of 28.38% and a return on equity of 15.06%. The company had revenue of $2.87 billion for the quarter, compared to analysts’ expectations of $2.72 billion. During the same quarter in the previous year, the business posted $2.21 earnings per share. Intuitive Surgical’s quarterly revenue was up 18.8% on a year-over-year basis. On average, sell-side analysts expect that Intuitive Surgical, Inc. will post 6.43 earnings per share for the current year.

Insider Transactions at Intuitive Surgical

In other news, EVP Henry L. Charlton sold 13,731 shares of the firm’s stock in a transaction that occurred on Wednesday, November 12th. The stock was sold at an average price of $580.00, for a total value of $7,963,980.00. Following the completion of the sale, the executive vice president directly owned 3,056 shares of the company’s stock, valued at $1,772,480. This trade represents a 81.80% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, VP Fredrik Widman sold 2,067 shares of Intuitive Surgical stock in a transaction that occurred on Wednesday, November 5th. The stock was sold at an average price of $550.00, for a total value of $1,136,850.00. Following the completion of the transaction, the vice president owned 473 shares of the company’s stock, valued at approximately $260,150. This trade represents a 81.38% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 75,557 shares of company stock worth $42,000,903 in the last quarter. Company insiders own 0.70% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on ISRG shares. BTIG Research reissued a “buy” rating and set a $616.00 price target on shares of Intuitive Surgical in a report on Friday, January 23rd. Leerink Partners increased their target price on Intuitive Surgical from $593.00 to $600.00 and gave the stock an “outperform” rating in a research report on Wednesday, October 22nd. Robert W. Baird lowered their price target on Intuitive Surgical from $655.00 to $645.00 and set an “outperform” rating on the stock in a report on Friday, January 23rd. Wells Fargo & Company upped their price target on Intuitive Surgical from $600.00 to $654.00 and gave the stock an “overweight” rating in a research note on Friday, December 12th. Finally, Wall Street Zen upgraded shares of Intuitive Surgical from a “hold” rating to a “buy” rating in a research report on Saturday, January 17th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $620.41.

Intuitive Surgical News Summary

Here are the key news stories impacting Intuitive Surgical this week:

• Positive Sentiment: FDA cleared the da Vinci 5 system for select advanced cardiac procedures, expanding the platform’s addressable market in minimally invasive heart surgery; this strengthens the company’s procedure?growth runway. Article Title
• Positive Sentiment: TD Cowen initiated coverage with a “strong?buy” rating, adding a high?profile research endorsement that can attract institutional and retail flows. Article Title
• Positive Sentiment: HSBC published a bullish forecast for strong price appreciation and Polen Capital highlighted ISRG as a core growth holding — signals of continued conviction from major sell?side and active managers. Article Title
• Positive Sentiment: Recent quarterly results showed an EPS and revenue beat with ~19% YoY revenue growth, supporting the earnings?growth outlook that underpins analyst price targets. Article Title
• Neutral Sentiment: A coverage piece asks whether it’s time to reassess ISRG after recent share?price weakness — a helpful framing for valuation and momentum traders but not a direct corporate catalyst. Article Title
• Negative Sentiment: Large insider selling by director Gary S. Guthart (reports show 24,500 shares and an additional 2,800?share sale at ~\$530) materially reduced his stake — a common near?term negative for sentiment and a potential trigger for profit?taking. Article Title
• Negative Sentiment: EVP Myriam Curet sold 230 shares (filed at ~\$532.61) — small on its own but adding to the day’s insider selling narrative. Article Title

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.