Aptus Capital Advisors LLC Acquires 2,816 Shares of Intuitive Surgical, Inc. $ISRG

Key Points

• Aptus Capital Advisors increased its Intuitive Surgical stake by 4.9% in the fourth quarter, buying 2,816 additional shares and bringing its total holdings to 60,844 shares valued at about $34.46 million.
• Institutional ownership remains very high, with institutions controlling 83.64% of Intuitive Surgical’s stock. Several other funds also added to or initiated positions during the quarter.
• Despite some mixed sentiment from analysts, Intuitive Surgical recently beat earnings expectations, reporting $2.50 EPS versus $2.08 expected and revenue growth of 23% year over year, while Wall Street’s consensus rating remains Moderate Buy.

Aptus Capital Advisors LLC raised its holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG - Free Report) by 4.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 60,844 shares of the medical equipment provider's stock after purchasing an additional 2,816 shares during the quarter. Aptus Capital Advisors LLC's holdings in Intuitive Surgical were worth $34,460,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently bought and sold shares of the business. Arete Wealth Advisors LLC raised its stake in Intuitive Surgical by 30.8% in the 4th quarter. Arete Wealth Advisors LLC now owns 2,819 shares of the medical equipment provider's stock valued at $1,597,000 after acquiring an additional 664 shares during the period. Burton Enright Welch bought a new stake in Intuitive Surgical in the 4th quarter valued at about $435,000. Kestra Advisory Services LLC raised its stake in Intuitive Surgical by 19.4% in the 4th quarter. Kestra Advisory Services LLC now owns 23,003 shares of the medical equipment provider's stock valued at $13,028,000 after acquiring an additional 3,742 shares during the period. Parkside Financial Bank & Trust raised its stake in Intuitive Surgical by 7.8% in the 4th quarter. Parkside Financial Bank & Trust now owns 1,175 shares of the medical equipment provider's stock valued at $665,000 after acquiring an additional 85 shares during the period. Finally, Fortis Capital Management LLC bought a new stake in Intuitive Surgical in the 4th quarter valued at about $211,000. Institutional investors own 83.64% of the company's stock.

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

Insider Buying and Selling at Intuitive Surgical

In other Intuitive Surgical news, Director Amy L. Ladd sold 119 shares of the firm's stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $463.50, for a total value of $55,156.50. Following the sale, the director owned 120 shares of the company's stock, valued at $55,620. This trade represents a 49.79% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Gary Loeb sold 400 shares of the firm's stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $424.14, for a total value of $169,656.00. Following the completion of the sale, the executive vice president directly 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 disclosure for this sale is available in the SEC filing. 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 valued at $3,059,135 in the last 90 days. Corporate insiders own 0.60% of the company's stock.

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on the company. Leerink Partners lowered their price objective on Intuitive Surgical from $622.00 to $573.00 and set an "outperform" rating on the stock in a research note on Wednesday, April 22nd. Raymond James Financial lowered their price objective on Intuitive Surgical from $615.00 to $577.00 and set an "outperform" rating on the stock in a research note on Wednesday, April 22nd. UBS Group cut their target price on Intuitive Surgical from $570.00 to $550.00 and set a "neutral" rating for the company in a research note on Tuesday, March 17th. Robert W. Baird raised their target price on Intuitive Surgical from $575.00 to $610.00 and gave the stock an "outperform" rating in a research note on Wednesday, April 22nd. Finally, TD Cowen cut their target price on Intuitive Surgical from $660.00 to $585.00 and set a "buy" rating for the company in a research note on Wednesday, April 22nd. Nineteen equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Intuitive Surgical has an average rating of "Moderate Buy" and a consensus target price of $571.28.

Intuitive Surgical Stock Down 0.4%

Shares of NASDAQ ISRG opened at $411.06 on Friday. Intuitive Surgical, Inc. has a 52 week low of $396.68 and a 52 week high of $603.88. The business has a 50-day simple moving average of $442.88 and a two-hundred day simple moving average of $496.19. The company has a market cap of $145.58 billion, a P/E ratio of 49.83, a P/E/G ratio of 3.28 and a beta of 1.46.

Intuitive Surgical (NASDAQ:ISRG - Get Free Report) last announced its earnings results on Tuesday, April 21st. The medical equipment provider reported $2.50 earnings per share 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 business had revenue of $2.77 billion for the quarter, compared to analyst estimates of $2.62 billion. During the same period in the prior year, the company earned $1.81 EPS. The company's quarterly revenue was up 23.0% compared to the same quarter last year. Equities research 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.