Compass Capital Management Inc. Sells 4,503 Shares of Intuitive Surgical, Inc. $ISRG

Compass Capital Management Inc. trimmed its holdings in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 18.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 19,947 shares of the medical equipment provider’s stock after selling 4,503 shares during the period. Compass Capital Management Inc.’s holdings in Intuitive Surgical were worth $11,297,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in ISRG. Holos Integrated Wealth LLC bought a new position in Intuitive Surgical during the 4th quarter worth about $25,000. Newbridge Financial Services Group Inc. grew its holdings in Intuitive Surgical by 300.0% during the 4th 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 in the last quarter. Olistico Wealth LLC bought a new position in Intuitive Surgical during the 4th quarter worth about $28,000. Caitlin John LLC purchased a new stake in shares of Intuitive Surgical during the third quarter valued at about $30,000. Finally, Laurel Wealth Advisors LLC purchased a new stake in shares of Intuitive Surgical during the fourth quarter valued at about $31,000. 83.64% of the stock is currently owned by institutional investors.

Insider Activity at Intuitive Surgical

In related news, Director Amy L. Ladd sold 500 shares of the stock in a transaction that occurred on Tuesday, April 28th. The shares were sold at an average price of $473.46, for a total value of $236,730.00. Following the completion of the transaction, the director directly owned 239 shares of the company’s stock, valued at $113,156.94. This trade represents a 67.66% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Gary Loeb sold 400 shares of the stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $424.14, for a total transaction of $169,656.00. Following the completion of the transaction, the executive vice president directly owned 5,720 shares of the company’s stock, valued at $2,426,080.80. The trade was a 6.54% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 7,144 shares of company stock valued at $3,048,782 in the last three months. 0.60% of the stock is owned by insiders.

Key Stories Impacting Intuitive Surgical

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

• Positive Sentiment: Brokerage coverage remains constructive, with Intuitive Surgical carrying an average “Moderate Buy” rating and several firms reiterating bullish views. Recent commentary also lifted FY2027 EPS estimates, suggesting analysts still see solid long-term earnings growth.
• Positive Sentiment: A bullish investor thesis highlighted on social-media-driven coverage points to ongoing growth in robotic-assisted surgery demand, while prior results showed the company beating earnings and revenue expectations, reinforcing its premium growth profile.
• Positive Sentiment: Recent analysis says ISRG can offset tariff and input-cost pressure through scale, cost discipline, and rising adoption of the da Vinci 5 system, which supports the margin outlook.
• Neutral Sentiment: Two executives sold small amounts of stock under pre-arranged 10b5-1 trading plans. These sales were routine and not necessarily a negative signal, but they may still add to investor caution in the near term. Article: Intuitive Surgical (NASDAQ:ISRG) EVP Sells $169,656.00 in Stock
• Neutral Sentiment: Some recent research notes also trimmed price targets, indicating that while analysts remain broadly positive, expectations have been recalibrated lower for valuation and near-term upside.
• Negative Sentiment: The stock has been trading below its 50-day and 200-day moving averages, and one recent report noted the shares were down sharply from prior levels, reflecting ongoing valuation and sentiment pressure.

Intuitive Surgical Stock Up 0.2%

Shares of Intuitive Surgical stock opened at $412.90 on Friday. The firm has a market capitalization of $146.23 billion, a P/E ratio of 50.05, a PEG ratio of 3.29 and a beta of 1.46. The company has a 50 day moving average price of $443.95 and a 200 day moving average price of $496.79. Intuitive Surgical, Inc. has a 52 week low of $396.68 and a 52 week high of $603.88.

Intuitive Surgical (NASDAQ:ISRG) last announced its quarterly earnings data on Tuesday, April 21st. The medical equipment provider reported $2.50 EPS for the quarter, beating the consensus estimate of $2.08 by $0.42. The firm had revenue of $2.77 billion during the quarter, compared to analyst estimates of $2.62 billion. Intuitive Surgical had a net margin of 28.15% and a return on equity of 15.98%. Intuitive Surgical’s revenue was up 23.0% on a year-over-year basis. During the same period last year, the firm posted $1.81 EPS. As a group, research analysts anticipate that Intuitive Surgical, Inc. will post 8.57 earnings per share for the current fiscal year.

Analyst Ratings Changes

ISRG has been the subject of several analyst reports. Weiss Ratings reissued a “hold (c)” rating on shares of Intuitive Surgical in a research report on Tuesday, May 19th. UBS Group decreased their price target on shares of Intuitive Surgical from $570.00 to $550.00 and set a “neutral” rating for the company in a research report on Tuesday, March 17th. Zacks Research lowered shares of Intuitive Surgical from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 30th. Jefferies Financial Group decreased their price target on shares of Intuitive Surgical from $560.00 to $515.00 and set a “hold” rating for the company in a research report on Wednesday, April 22nd. Finally, Evercore decreased their price target on shares of Intuitive Surgical from $550.00 to $480.00 and set a “neutral” rating for the company in a research report on Monday, April 6th. Nineteen research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $573.63.

Intuitive Surgical Profile

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.