Focus Partners Wealth Grows Stock Position in Intuitive Surgical, Inc. $ISRG

Focus Partners Wealth lifted its stake in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 41.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 122,735 shares of the medical equipment provider’s stock after purchasing an additional 36,232 shares during the period. Focus Partners Wealth’s holdings in Intuitive Surgical were worth $68,909,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Riversedge Advisors LLC boosted its holdings in Intuitive Surgical by 1.9% in the fourth quarter. Riversedge Advisors LLC now owns 901 shares of the medical equipment provider’s stock valued at $510,000 after purchasing an additional 17 shares during the period. Fiduciary Financial Group LLC boosted its holdings in Intuitive Surgical by 2.1% in the fourth quarter. Fiduciary Financial Group LLC now owns 920 shares of the medical equipment provider’s stock valued at $521,000 after purchasing an additional 19 shares during the period. Prosperity Consulting Group LLC boosted its holdings in Intuitive Surgical by 0.5% in the third quarter. Prosperity Consulting Group LLC now owns 4,033 shares of the medical equipment provider’s stock valued at $1,804,000 after purchasing an additional 19 shares during the period. Sunburst Financial Group LLC boosted its holdings in Intuitive Surgical by 4.3% in the fourth quarter. Sunburst Financial Group LLC now owns 485 shares of the medical equipment provider’s stock valued at $275,000 after purchasing an additional 20 shares during the period. Finally, WoodTrust Financial Corp boosted its holdings in Intuitive Surgical by 0.5% in the fourth quarter. WoodTrust Financial Corp now owns 4,180 shares of the medical equipment provider’s stock valued at $2,367,000 after purchasing an additional 20 shares during the period. 83.64% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Intuitive Surgical

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

• Positive Sentiment: Analyst coverage remains broadly constructive, with brokerage sentiment still at a “Moderate Buy” and recent EPS estimate increases signaling confidence in Intuitive Surgical’s growth outlook.
• Positive Sentiment: Recent commentary highlights that the company’s scale, cost discipline, and adoption of the da Vinci 5 platform could help protect margins even if tariffs and input costs remain a concern.
• Neutral Sentiment: Investor attention has increased around ISRG, which can support trading activity, but this appears more like watchlist interest than a fresh business catalyst.
• Neutral Sentiment: BofA trimmed its price target slightly to $515 from $520, which still implies upside but signals a bit less optimism than before. Article: BofA adjusts price target on Intuitive Surgical to $515 from $520
• Neutral Sentiment: Two executives sold shares under pre-arranged 10b5-1 plans, including EVP Gary Loeb and EVP Mark Brosius. The sales were relatively small and routine, so they are unlikely to be a major fundamental concern.
• Negative Sentiment: One recent research note was notably bearish, with Deutsche Bank cutting its target to $366 and maintaining a sell rating, reinforcing concerns that valuation may still be too rich despite the company’s strong operating performance.
• Negative Sentiment: Seeking Alpha published a view calling Intuitive Surgical an “excellent business, unattractive stock,” reflecting ongoing investor caution around the valuation. Article: Intuitive Surgical: Excellent Business, Unattractive Stock

Intuitive Surgical Price Performance

Shares of NASDAQ ISRG opened at $411.06 on Monday. The company has a market capitalization of $145.58 billion, a price-to-earnings ratio of 49.83, a price-to-earnings-growth ratio of 3.28 and a beta of 1.46. The business has a 50-day moving average of $442.88 and a two-hundred day moving average of $495.68. Intuitive Surgical, Inc. has a 1 year low of $396.68 and a 1 year high of $603.88.

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

Insider Transactions at Intuitive Surgical

In other news, Director Amy L. Ladd sold 119 shares of Intuitive Surgical stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $463.50, for a total transaction of $55,156.50. Following the sale, the director owned 120 shares in the company, valued at approximately $55,620. The trade was a 49.79% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Iman Jeddi sold 5,625 shares of Intuitive Surgical stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $420.55, for a total value of $2,365,593.75. Following the sale, the senior vice president owned 6,463 shares in the company, valued at $2,718,014.65. This trade represents a 46.53% decrease in their position. 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. Over the last 90 days, insiders have sold 7,169 shares of company stock worth $3,059,135. Corporate insiders own 0.60% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on the company. Deutsche Bank Aktiengesellschaft decreased their target price on Intuitive Surgical from $440.00 to $366.00 and set a “sell” rating for the company in a report on Tuesday, June 2nd. Bank of America decreased their target price on Intuitive Surgical from $650.00 to $520.00 and set a “buy” rating for the company in a report on Monday, May 18th. HSBC decreased their price target on Intuitive Surgical from $653.00 to $604.00 and set a “buy” rating for the company in a report on Wednesday, April 22nd. Citigroup raised Intuitive Surgical from a “neutral” rating to a “buy” rating and set a $590.00 price target for the company in a report on Wednesday, March 11th. Finally, Jefferies Financial Group decreased their price target on Intuitive Surgical from $560.00 to $515.00 and set a “hold” rating for the company in a report on Wednesday, April 22nd. Nineteen investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Intuitive Surgical presently has an average rating of “Moderate Buy” and an average target price of $571.28.

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.