M Holdings Securities Inc. Acquires New Shares in Intuitive Surgical, Inc. $ISRG

Key Points

• M Holdings Securities acquired a new 5,101-share stake in Intuitive Surgical during the third quarter, valued at approximately $2.23 million.
• Intuitive Surgical reported quarterly earnings of $3.00 per share, above the $2.65 analyst consensus, and revenue of $3.05 billion, up 21.7% year over year.
• Analysts have a consensus “Moderate Buy” rating and an average price target of $493.54; institutional investors and hedge funds own 83.64% of the stock.

M Holdings Securities Inc. acquired a new stake in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG - Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 5,101 shares of the medical equipment provider's stock, valued at approximately $2,227,000.

Other institutional investors have also recently bought and sold shares of the company. Avantax Planning Partners Inc. grew its holdings in shares of Intuitive Surgical by 26.2% in the 3rd quarter. Avantax Planning Partners Inc. now owns 2,811 shares of the medical equipment provider's stock valued at $1,143,000 after buying an additional 584 shares during the period. Brighton Jones LLC increased its position in shares of Intuitive Surgical by 99.5% in the 3rd quarter. Brighton Jones LLC now owns 18,566 shares of the medical equipment provider's stock valued at $7,549,000 after buying an additional 9,258 shares in the last quarter. American State Bank Iowa raised its stake in Intuitive Surgical by 13.0% during the 3rd quarter. American State Bank Iowa now owns 1,902 shares of the medical equipment provider's stock worth $773,000 after buying an additional 219 shares during the period. Chapman Investment Management LLC raised its stake in Intuitive Surgical by 200.9% during the 3rd quarter. Chapman Investment Management LLC now owns 3,764 shares of the medical equipment provider's stock worth $1,531,000 after buying an additional 7,496 shares during the period. Finally, 180 Wealth Advisors LLC raised its stake in Intuitive Surgical by 32.2% during the 3rd quarter. 180 Wealth Advisors LLC now owns 7,185 shares of the medical equipment provider's stock worth $2,922,000 after buying an additional 1,751 shares during the period. Institutional investors and hedge funds own 83.64% of the company's stock.

Analyst Upgrades and Downgrades

Several research firms have weighed in on ISRG. Royal Bank Of Canada reduced their target price on Intuitive Surgical from $575.00 to $550.00 and set an "outperform" rating on the stock in a report on Wednesday, October 21st. Robert W. Baird increased their price target on Intuitive Surgical from $513.00 to $550.00 and gave the stock an "outperform" rating in a report on Wednesday, October 21st. TD Cowen reaffirmed a "buy" rating and set a $485.00 price target on shares of Intuitive Surgical in a research report on Monday, October 19th. Erste Group Bank upgraded Intuitive Surgical from a "hold" rating to a "buy" rating in a report on Wednesday, October 21st. Finally, Weiss Ratings reiterated a "hold (c)" rating on shares of Intuitive Surgical in a research report on Friday, August 14th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $493.54.

Intuitive Surgical News Roundup

Here are the key news stories impacting Intuitive Surgical this week:

• Positive Sentiment: Revenue grew 22%, and the company placed 546 da Vinci systems in the third quarter of 2026. The article notes that system placements support a larger installed base, while instruments and services generate much of Intuitive Surgical’s recurring revenue. Intuitive Surgical Placed 546 da Vinci Systems Last Quarter. Why Wall Street's Sell-Off Misses the Point.
• Positive Sentiment: Robust procedure growth and adoption of the da Vinci 5 system have helped shares recover, according to a six-month review. ISRG Gains 7.8% in 6 Months: Will the Share Price Recovery Continue?
• Neutral Sentiment: Intuitive Surgical appeared on a published list of top healthcare stocks following the midterm elections. The inclusion reflects investor interest in the sector, but is not a company-specific business development. Why Intuitive Surgical (ISRG) Just Cracked the Top 10 Best Healthcare Stocks List
• Negative Sentiment: Growing competition, litigation costs and valuation concerns could weigh on the shares. One article also notes that ISRG remains down for the year despite strong revenue growth. Intuitive Surgical (ISRG) Just Grew Revenue 22%. Why Is the Stock Still Down This Year?

Intuitive Surgical Stock Up 1.7%

Shares of NASDAQ:ISRG opened at $460.56 on Tuesday. The firm has a market cap of $159.65 billion, a price-to-earnings ratio of 54.05, a PEG ratio of 3.32 and a beta of 1.45. Intuitive Surgical, Inc. has a 12 month low of $328.57 and a 12 month high of $603.88. The company's fifty day simple moving average is $411.69 and its 200 day simple moving average is $431.58.

Intuitive Surgical (NASDAQ:ISRG - Get Free Report) last announced its earnings results on Tuesday, October 20th. The medical equipment provider reported $3.00 earnings per share for the quarter, topping analysts' consensus estimates of $2.65 by $0.35. The firm had revenue of $3.05 billion during the quarter, compared to analyst estimates of $2.91 billion. Intuitive Surgical had a net margin of 25.54% and a return on equity of 18.17%. The company's revenue for the quarter was up 21.7% compared to the same quarter last year. During the same period in the prior year, the business earned $2.40 EPS. Research analysts expect that Intuitive Surgical, Inc. will post 9.37 earnings per share for the current fiscal year.

Insider Transactions at Intuitive Surgical

In other news, EVP Mark Brosius sold 61 shares of the business's stock in a transaction dated Wednesday, October 28th. The stock was sold at an average price of $441.60, for a total value of $26,937.60. Following the sale, the executive vice president directly owned 581 shares in the company, valued at $256,569.60. The trade was a 9.50% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Craig Barratt sold 1,150 shares of the company's stock in a transaction dated Wednesday, November 4th. The stock was sold at an average price of $460.00, for a total value of $529,000.00. Following the transaction, the director directly owned 1,150 shares of the company's stock, valued at $529,000. This represents a 50.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 39,056 shares of company stock worth $17,585,864. 0.60% of the stock is currently owned by company insiders.

About Intuitive Surgical

Want to see what other hedge funds are holding ISRG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Intuitive Surgical, Inc. (NASDAQ:ISRG - Free Report).

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