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

Aptus Capital Advisors LLC raised its holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 4.9% during the 4th quarter, HoldingsChannel.com reports. The fund owned 60,844 shares of the medical equipment provider’s stock after acquiring an additional 2,816 shares during the quarter. Aptus Capital Advisors LLC’s holdings in Intuitive Surgical were worth $34,460,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Norges Bank purchased a new position in shares of Intuitive Surgical during the 4th quarter valued at about $2,856,987,000. Northwestern Mutual Wealth Management Co. raised its holdings in shares of Intuitive Surgical by 1,043.3% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,342,121 shares of the medical equipment provider’s stock valued at $760,124,000 after buying an additional 1,224,734 shares in the last quarter. Polen Capital Management LLC purchased a new position in shares of Intuitive Surgical during the 4th quarter valued at about $477,225,000. Assenagon Asset Management S.A. raised its holdings in shares of Intuitive Surgical by 106.6% during the 4th quarter. Assenagon Asset Management S.A. now owns 1,533,771 shares of the medical equipment provider’s stock valued at $868,667,000 after buying an additional 791,516 shares in the last quarter. Finally, Amundi raised its holdings in shares of Intuitive Surgical by 29.7% during the 3rd quarter. Amundi now owns 3,227,472 shares of the medical equipment provider’s stock valued at $1,451,362,000 after buying an additional 739,444 shares in the last quarter. Hedge funds and other institutional investors own 83.64% of the company’s stock.

Wall Street Analyst Weigh In

ISRG has been the topic of a number of research reports. BofA decreased their price objective on Intuitive Surgical from $520.00 to $515.00 in a report on Friday. BTIG Research reissued a “buy” rating and set a $574.00 price objective on shares of Intuitive Surgical in a report on Wednesday, April 22nd. Raymond James Financial decreased their price objective on Intuitive Surgical from $615.00 to $577.00 and set an “outperform” rating on the stock in a report on Wednesday, April 22nd. Jefferies Financial Group decreased their price objective on Intuitive Surgical from $560.00 to $515.00 and set a “hold” rating on the stock in a report on Wednesday, April 22nd. Finally, Wall Street Zen raised Intuitive Surgical from a “hold” rating to a “buy” rating in a report on Saturday. Nineteen investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $571.28.

Insider Buying and Selling

In related news, EVP Gary Loeb sold 400 shares of the firm’s stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $424.14, for a total transaction of $169,656.00. Following the transaction, the executive vice president directly owned 5,720 shares in the company, valued at $2,426,080.80. This trade represents a 6.54% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Amy L. Ladd sold 500 shares of the firm’s stock in a transaction that occurred on Tuesday, April 28th. The stock was sold at an average price of $473.46, for a total value of $236,730.00. Following the transaction, the director owned 239 shares in the company, valued at approximately $113,156.94. The trade was a 67.66% 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 have sold a total of 7,169 shares of company stock worth $3,059,135 in the last ninety days. 0.60% of the stock is owned by insiders.

Intuitive Surgical News Summary

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

ISRG opened at $411.06 on Friday. The stock’s 50 day simple moving average is $442.88 and its 200 day simple moving average is $496.19. Intuitive Surgical, Inc. has a 1 year low of $396.68 and a 1 year high of $603.88. The firm has a market cap of $145.58 billion, a price-to-earnings ratio of 49.83, a PEG ratio of 3.28 and a beta of 1.46.

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