Sargent Investment Group LLC Takes Position in Intuitive Surgical, Inc. $ISRG

Sargent Investment Group LLC bought a new stake in Intuitive Surgical, Inc. (NASDAQ:ISRG) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 2,546 shares of the medical equipment provider’s stock, valued at approximately $1,442,000.

Other institutional investors and hedge funds have also made changes to their positions in the company. Holos Integrated Wealth LLC purchased a new stake in shares of Intuitive Surgical in the 4th quarter valued at about $25,000. Newbridge Financial Services Group Inc. lifted its holdings in shares of Intuitive Surgical by 300.0% in the 4th quarter. Newbridge Financial Services Group Inc. now owns 44 shares of the medical equipment provider’s stock valued at $25,000 after purchasing an additional 33 shares during the last quarter. Olistico Wealth LLC purchased a new stake in shares of Intuitive Surgical in the 4th quarter valued at about $28,000. Caitlin John LLC purchased a new stake in shares of Intuitive Surgical in the 3rd quarter valued at about $30,000. Finally, Laurel Wealth Advisors LLC purchased a new stake in shares of Intuitive Surgical in the 4th quarter valued at about $31,000. 83.64% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on ISRG. TD Cowen reduced their target price on Intuitive Surgical from $660.00 to $585.00 and set a “buy” rating for the company in a report on Wednesday, April 22nd. Barclays set a $651.00 target price on Intuitive Surgical and gave the company an “overweight” rating in a report on Thursday, April 23rd. BTIG Research reissued a “buy” rating and issued a $574.00 target price on shares of Intuitive Surgical in a report on Wednesday, April 22nd. Evercore reduced their target price on Intuitive Surgical from $550.00 to $480.00 and set a “neutral” rating for the company in a report on Monday, April 6th. Finally, Citigroup raised Intuitive Surgical from a “neutral” rating to a “buy” rating and set a $590.00 target price for the company in a report on Wednesday, March 11th. Nineteen investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $571.28.

Intuitive Surgical Stock Performance

NASDAQ ISRG opened at $411.06 on Monday. The business’s 50 day moving average is $442.88 and its two-hundred day moving average is $495.68. Intuitive Surgical, Inc. has a 12-month low of $396.68 and a 12-month high of $603.88. The stock has a market capitalization 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 released its 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 company had revenue of $2.77 billion for the quarter, compared to analysts’ expectations of $2.62 billion. During the same quarter in the previous year, the firm posted $1.81 EPS. The firm’s quarterly revenue was up 23.0% on a year-over-year basis. Equities analysts forecast that Intuitive Surgical, Inc. will post 8.57 earnings per share for the current fiscal year.

Key Intuitive Surgical News

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

Insiders Place Their Bets

In other Intuitive Surgical news, EVP Gary Loeb sold 400 shares of the business’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 owned 5,720 shares in the company, valued at approximately $2,426,080.80. The trade was a 6.54% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible 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 business’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 $113,156.94. The trade was a 67.66% 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. In the last 90 days, insiders have sold 7,169 shares of company stock worth $3,059,135. 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.