Intuitive Surgical, Inc. $ISRG Stock: Krilogy Financial LLC Grows Stake

Key Points

• Krilogy Financial increased its Intuitive Surgical stake by 79.9% in the third quarter to 12,467 shares valued at approximately $5.33 million. Institutional investors collectively own 83.64% of ISRG.
• Intuitive Surgical reported strong recent operating results, with revenue rising 18.4% year over year and quarterly EPS of $2.80 beating estimates. Analysts maintain a generally positive outlook, with a consensus “Moderate Buy” rating and average price target of $498.83.
• Growth opportunities include a next-generation robotic endoscope submitted for FDA approval for gastrointestinal procedures, though valuation and insider selling remain potential concerns. Executives and directors sold 12,370 shares worth about $4.89 million over the past three months.

Krilogy Financial LLC grew its holdings in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG - Free Report) by 79.9% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 12,467 shares of the medical equipment provider's stock after buying an additional 5,538 shares during the quarter. Krilogy Financial LLC's holdings in Intuitive Surgical were worth $5,331,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of ISRG. North Point Portfolio Managers Corp OH bought a new stake in Intuitive Surgical during the third quarter worth $27,000. Main Street Group LTD bought a new stake in Intuitive Surgical in the first quarter worth about $30,000. Compass Financial Management LLC purchased a new stake in shares of Intuitive Surgical during the 2nd quarter worth approximately $30,000. Vermillion Wealth Management Inc. lifted its stake in Intuitive Surgical by 58.1% in the first quarter. Vermillion Wealth Management Inc. now owns 68 shares of the medical equipment provider's stock valued at $31,000 after purchasing an additional 25 shares during the last quarter. Finally, Motiv8 Investments LLC purchased a new position in shares of Intuitive Surgical during the 4th quarter valued at $34,000. 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: Intuitive Surgical is expanding beyond traditional surgery by submitting a next-generation robotic endoscope to the FDA for gastrointestinal procedures. Approval could open a significant new growth market and broaden the company’s recurring-procedure opportunity. ISRG Is Expanding Beyond Surgery: Here's Why the GI Opportunity Matters
• Positive Sentiment: Zacks upgraded ISRG to Rank #2, or “Buy,” citing improving earnings prospects. The upgrade may support sentiment ahead of the company’s quarterly report. Intuitive Surgical Upgraded to Buy
• Positive Sentiment: UBS reiterated a Buy rating and maintained a $500 price target, pointing to Intuitive Surgical’s long-term robotic-surgery growth runway. Leerink Partners also maintained its Buy recommendation. Intuitive Surgical Buy Rating Reiterated
• Positive Sentiment: Erste Group raised its fiscal 2027 EPS estimate slightly to $10.09 from $10.06, above the current-year consensus estimate of $8.87, reinforcing expectations for continued earnings growth.
• Neutral Sentiment: Intuitive Surgical is being highlighted as a sales-growth stock ahead of third-quarter earnings. Its prior quarter included 18.4% year-over-year revenue growth and an earnings beat, but investors are likely waiting for updated results and guidance. 3 Sales Growth Stocks to Buy as Q3 Earnings Get Underway
• Negative Sentiment: BTIG lowered its price target to $454 from $469 while keeping a Buy rating. Although the revised target still implies upside, the cut may weigh on near-term sentiment and signals more cautious expectations.
• Negative Sentiment: Valuation remains a potential pressure point: Intuitive Surgical trades at a substantially higher forward earnings multiple than Abbott Laboratories, leaving the stock sensitive to any earnings miss, slower procedure growth, or conservative guidance. Abbott Laboratories vs. Intuitive Surgical

Insider Activity at Intuitive Surgical

In other news, EVP Gary Loeb sold 400 shares of the company's stock in a transaction dated Monday, August 10th. The stock was sold at an average price of $379.00, for a total value of $151,600.00. Following the completion of the transaction, the executive vice president owned 5,320 shares of the company's stock, valued at $2,016,280. This represents a 6.99% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Gary S. Guthart sold 10,000 shares of the company's stock in a transaction that occurred on Tuesday, August 11th. The stock was sold at an average price of $400.00, for a total value of $4,000,000.00. Following the completion of the transaction, the director owned 1,245,679 shares of the company's stock, valued at $498,271,600. The trade was a 0.80% 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 a total of 12,370 shares of company stock valued at $4,891,989 in the last three months. Corporate insiders own 0.60% of the company's stock.

Intuitive Surgical Price Performance

Shares of Intuitive Surgical stock opened at $422.06 on Wednesday. The company has a 50-day moving average of $388.49 and a 200 day moving average of $410.14. The firm has a market cap of $149.11 billion, a price-to-earnings ratio of 48.35, a PEG ratio of 3.23 and a beta of 1.46. Intuitive Surgical, Inc. has a 1 year low of $328.57 and a 1 year high of $603.88.

Intuitive Surgical (NASDAQ:ISRG - Get Free Report) last issued its earnings results on Thursday, July 16th. The medical equipment provider reported $2.80 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.48 by $0.32. Intuitive Surgical had a net margin of 28.45% and a return on equity of 16.91%. The firm had revenue of $2.89 billion for the quarter, compared to the consensus estimate of $2.83 billion. During the same quarter in the prior year, the firm posted $1.81 earnings per share. The business's revenue was up 18.4% on a year-over-year basis. On average, equities analysts anticipate that Intuitive Surgical, Inc. will post 8.87 EPS for the current year.

Wall Street Analyst Weigh In

ISRG has been the topic of several recent research reports. UBS Group restated a "buy" rating on shares of Intuitive Surgical in a research report on Tuesday. Leerink Partners dropped their price objective on Intuitive Surgical from $573.00 to $454.00 and set an "outperform" rating for the company in a research note on Friday, July 17th. Evercore set a $430.00 price target on Intuitive Surgical in a research report on Monday, July 6th. BNP Paribas Exane raised shares of Intuitive Surgical to an "outperform" rating in a report on Tuesday, July 28th. Finally, Raymond James Financial reissued an "outperform" rating and issued a $483.00 target price (down from $577.00) on shares of Intuitive Surgical in a research note on Friday, July 17th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average target price of $498.83.

About Intuitive Surgical

Intuitive Surgical, Inc develops and commercializes robotic-assisted systems and related technologies designed to support minimally invasive medical procedures. The company's products are intended to help surgeons perform operations through small incisions while providing enhanced visualization, precision, and control.

Its principal product is the da Vinci Surgical System, a platform used across a range of specialties, including general surgery, urology, gynecology, thoracic surgery, and cardiac procedures.

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