Evelyn Partners Investment Management LLP Buys 6,101 Shares of Intuitive Surgical, Inc. $ISRG

Key Points

• Evelyn Partners Investment Management LLP increased its stake in Intuitive Surgical by 12.8% in the fourth quarter, buying 6,101 additional shares and bringing its total holdings to 53,599 shares worth about $30.4 million.
• Insider selling continued, with director Amy L. Ladd and SVP Iman Jeddi both selling shares under pre-arranged 10b5-1 plans; insiders have sold 7,169 shares worth about $3.06 million over the last 90 days.
• Despite mixed analyst sentiment, Intuitive Surgical recently beat earnings and revenue estimates, reporting $2.50 EPS on $2.77 billion in revenue, while analysts still rate the stock a “Moderate Buy” with a consensus target near $571.28.

Evelyn Partners Investment Management LLP grew its stake in Intuitive Surgical, Inc. (NASDAQ:ISRG - Free Report) by 12.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 53,599 shares of the medical equipment provider's stock after purchasing an additional 6,101 shares during the quarter. Evelyn Partners Investment Management LLP's holdings in Intuitive Surgical were worth $30,356,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the stock. Riversedge Advisors LLC lifted its holdings in shares of 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 in the last quarter. Fiduciary Financial Group LLC lifted its holdings in shares of 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 in the last quarter. Prosperity Consulting Group LLC increased its position in shares of Intuitive Surgical by 0.5% during 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 acquiring an additional 19 shares during the last quarter. Sunburst Financial Group LLC increased its position in shares of Intuitive Surgical by 4.3% during the fourth quarter. Sunburst Financial Group LLC now owns 485 shares of the medical equipment provider's stock valued at $275,000 after acquiring an additional 20 shares during the last quarter. Finally, WoodTrust Financial Corp increased its position in shares of Intuitive Surgical by 0.5% during the fourth quarter. WoodTrust Financial Corp now owns 4,180 shares of the medical equipment provider's stock valued at $2,367,000 after acquiring an additional 20 shares during the last quarter. Institutional investors own 83.64% of the company's stock.

Insiders Place Their Bets

In other Intuitive Surgical news, Director Amy L. Ladd sold 119 shares of the firm's stock in a transaction on Wednesday, April 29th. The stock was sold at an average price of $463.50, for a total value of $55,156.50. Following the completion of the sale, the director directly owned 120 shares of the company's stock, valued at $55,620. This trade represents a 49.79% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available 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 the firm's stock in a transaction on 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 completion of the sale, the senior vice president directly owned 6,463 shares of the company's stock, valued at $2,718,014.65. This represents a 46.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 7,169 shares of company stock valued at $3,059,135 over the last ninety days. 0.60% of the stock is currently owned by insiders.

Trending Headlines about 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

NASDAQ:ISRG opened at $411.06 on Friday. The business has a fifty day simple moving average of $442.88 and a two-hundred day simple moving average of $496.19. Intuitive Surgical, Inc. has a 1 year low of $396.68 and a 1 year high of $603.88. The company has a market capitalization 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 released its 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 business had revenue of $2.77 billion during the quarter, compared to the consensus estimate of $2.62 billion. During the same period last year, the business posted $1.81 earnings per share. The business's revenue for the quarter was up 23.0% on a year-over-year basis. As a group, analysts anticipate that Intuitive Surgical, Inc. will post 8.57 earnings per share for the current year.

Analyst Upgrades and Downgrades

ISRG has been the subject of a number of research analyst reports. Barclays set a $651.00 price target on Intuitive Surgical and gave the company an "overweight" rating in a research report on Thursday, April 23rd. BofA decreased their price target on Intuitive Surgical from $520.00 to $515.00 in a research report on Friday. Robert W. Baird increased their price target on Intuitive Surgical from $575.00 to $610.00 and gave the company an "outperform" rating in a research report on Wednesday, April 22nd. TD Cowen decreased their price target on Intuitive Surgical from $660.00 to $585.00 and set a "buy" rating for the company in a research report on Wednesday, April 22nd. Finally, Zacks Research downgraded Intuitive Surgical from a "strong-buy" rating to a "hold" rating in a research report on Monday, March 30th. Nineteen research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $571.28.

Intuitive Surgical Company 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.

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