Krilogy Financial LLC Boosts Stock Holdings in Intuitive Surgical, Inc. $ISRG

Krilogy Financial LLC lifted its position in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 15.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,183 shares of the medical equipment provider’s stock after acquiring an additional 1,074 shares during the period. Krilogy Financial LLC’s holdings in Intuitive Surgical were worth $4,327,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its holdings in shares of Intuitive Surgical by 24.9% during the fourth quarter. Brighton Jones LLC now owns 3,672 shares of the medical equipment provider’s stock valued at $1,916,000 after purchasing an additional 731 shares in the last quarter. Sivia Capital Partners LLC increased its holdings in Intuitive Surgical by 3.8% in the 2nd quarter. Sivia Capital Partners LLC now owns 928 shares of the medical equipment provider’s stock worth $504,000 after buying an additional 34 shares in the last quarter. Schnieders Capital Management LLC. increased its holdings in Intuitive Surgical by 38.0% in the 2nd quarter. Schnieders Capital Management LLC. now owns 973 shares of the medical equipment provider’s stock worth $529,000 after buying an additional 268 shares in the last quarter. Osterweis Capital Management Inc. purchased a new position in Intuitive Surgical in the 2nd quarter worth about $200,000. Finally, Main Street Financial Solutions LLC lifted its stake in Intuitive Surgical by 92.4% during the 2nd quarter. Main Street Financial Solutions LLC now owns 2,929 shares of the medical equipment provider’s stock valued at $1,592,000 after acquiring an additional 1,407 shares during the period. 83.64% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of analysts have recently issued reports on ISRG shares. Argus dropped their price target on shares of Intuitive Surgical from $630.00 to $560.00 and set a “buy” rating on the stock in a report on Wednesday, February 4th. HSBC increased their price objective on shares of Intuitive Surgical from $644.00 to $653.00 and gave the company a “buy” rating in a research report on Monday, January 26th. Sanford C. Bernstein raised their target price on shares of Intuitive Surgical from $740.00 to $750.00 and gave the stock an “outperform” rating in a report on Friday, January 23rd. Barclays set a $712.00 target price on shares of Intuitive Surgical and gave the stock an “overweight” rating in a research report on Monday, January 26th. Finally, The Goldman Sachs Group decreased their target price on shares of Intuitive Surgical from $714.00 to $609.00 and set a “buy” rating for the company in a research note on Wednesday, April 8th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Intuitive Surgical currently has a consensus rating of “Moderate Buy” and an average price target of $598.36.

Intuitive Surgical Stock Performance

ISRG opened at $469.21 on Monday. The company’s 50 day moving average is $479.21 and its 200 day moving average is $515.48. The company has a market cap of $166.63 billion, a price-to-earnings ratio of 59.47, a PEG ratio of 3.66 and a beta of 1.68. Intuitive Surgical, Inc. has a 12-month low of $427.84 and a 12-month high of $603.88.

Intuitive Surgical (NASDAQ:ISRG) last released 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 business had revenue of $2.87 billion for the quarter, compared to the consensus estimate of $2.72 billion. During the same period last year, the firm earned $2.21 earnings per share. The company’s quarterly revenue was up 18.8% on a year-over-year basis. As a group, analysts predict that Intuitive Surgical, Inc. will post 6.43 EPS for the current fiscal year.

Key Intuitive Surgical News

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

• Positive Sentiment: Analysts and research note a very large addressable market — Intuitive forecasts procedure TAM reaching ~9M by 2026, supporting a multi‑year growth runway as robotics penetration remains low. ISRG’s Rising Procedure TAM With Low Penetration Backs Sustained Growth
• Positive Sentiment: Shares have rallied ahead of earnings on hopes that continued procedure growth and recent product adoption (da Vinci 5) will translate into a strong print and re‑rate after a weak YTD performance. Intuitive Surgical Is Jumping 2.7% Ahead of Earnings
• Positive Sentiment: RBC Capital recently reiterated a Buy, signaling continued institutional support among several bullish analyst views on ISRG’s medium‑term growth. Intuitive Surgical Receives a Buy from RBC Capital
• Neutral Sentiment: Pre‑Q1 research pieces dig into Wall Street estimates for procedure growth, service revenue and systems placements — useful context but not new catalysts on their own. Seeking Clues to Intuitive Surgical Q1 Earnings
• Negative Sentiment: BTIG trimmed its price target (citing potential headwinds from the CMS FY27 payment rule), a sign that reimbursement policy risk could pressure near‑term multiples. Price Target Lowered at BITG Amid CMS FY27 Payment Rule Impact
• Negative Sentiment: Recent headline risks — an FDA safety communication tied to certain stapler/reload products and a disclosed internal cybersecurity phishing incident — plus notable insider selling, are keeping a risk premium on the stock. Those issues have weighed on sentiment even absent fresh fundamental misses. Slides as Investors Refocus on Safety and Cybersecurity Overhangs

Insider Buying and Selling

In related news, EVP Myriam Curet sold 105 shares of the business’s stock in a transaction that occurred on Tuesday, March 10th. The stock was sold at an average price of $493.95, for a total transaction of $51,864.75. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Patricia L. Wadors sold 220 shares of the firm’s stock in a transaction that occurred on Friday, February 27th. The stock was sold at an average price of $499.71, for a total transaction of $109,936.20. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 32,943 shares of company stock worth $17,279,568. Company insiders own 0.60% of the company’s stock.

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.