Sargent Investment Group LLC Takes $1.44 Million Position in Intuitive Surgical, Inc. $ISRG

Key Points

• Sargent Investment Group LLC opened a new position in Intuitive Surgical during the fourth quarter, buying 2,546 shares valued at about $1.44 million.
• Institutional ownership remains high, with 83.64% of the stock held by institutions and hedge funds, while several other firms also added or increased small stakes in the company.
• Analysts remain broadly positive overall despite some target cuts: Intuitive Surgical has a “Moderate Buy” consensus, and the company recently beat quarterly EPS and revenue estimates with 23% year-over-year revenue growth.

Sargent Investment Group LLC acquired a new stake in Intuitive Surgical, Inc. (NASDAQ:ISRG - Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 2,546 shares of the medical equipment provider's stock, valued at approximately $1,442,000.

Other institutional investors have also modified their holdings of the company. Holos Integrated Wealth LLC acquired a new stake in shares of Intuitive Surgical in the fourth quarter valued at $25,000. Newbridge Financial Services Group Inc. grew its stake in shares of Intuitive Surgical by 300.0% in the fourth quarter. Newbridge Financial Services Group Inc. now owns 44 shares of the medical equipment provider's stock valued at $25,000 after buying an additional 33 shares in the last quarter. Olistico Wealth LLC acquired a new stake in shares of Intuitive Surgical in the fourth quarter valued at $28,000. Caitlin John LLC acquired a new stake in shares of Intuitive Surgical in the third quarter valued at $30,000. Finally, Laurel Wealth Advisors LLC acquired a new stake in shares of Intuitive Surgical in the fourth quarter valued at $31,000. 83.64% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research analysts recently commented on ISRG shares. Leerink Partners lowered their target price on Intuitive Surgical from $622.00 to $573.00 and set an "outperform" rating for the company in a research note on Wednesday, April 22nd. UBS Group lowered 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. HSBC lowered their target price on Intuitive Surgical from $653.00 to $604.00 and set a "buy" rating for the company in a research note on Wednesday, April 22nd. Barclays set a $651.00 target price on Intuitive Surgical and gave the stock an "overweight" rating in a research note on Thursday, April 23rd. 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 research note on Wednesday, March 11th. Nineteen equities research analysts have rated the stock with 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, Intuitive Surgical has an average rating of "Moderate Buy" and an average target price of $571.28.

Intuitive Surgical Price Performance

ISRG opened at $411.06 on Monday. 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. The business has a fifty day moving average price of $442.88 and a 200 day moving average price of $495.68. Intuitive Surgical, Inc. has a 12 month low of $396.68 and a 12 month high of $603.88.

Intuitive Surgical (NASDAQ:ISRG - Get Free Report) last announced its quarterly 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. The company had revenue of $2.77 billion during the quarter, compared to the consensus estimate of $2.62 billion. Intuitive Surgical had a return on equity of 15.98% and a net margin of 28.15%.Intuitive Surgical's revenue for the quarter was up 23.0% on a year-over-year basis. During the same period in the previous year, the business earned $1.81 EPS. On average, research analysts anticipate that Intuitive Surgical, Inc. will post 8.57 earnings per share for the current year.

More 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, Director Amy L. Ladd sold 119 shares of Intuitive Surgical stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $463.50, for a total transaction 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. The trade was a 49.79% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Iman Jeddi sold 5,625 shares of Intuitive Surgical stock in a transaction dated 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 sale, the senior vice president directly owned 6,463 shares of the company's stock, valued at $2,718,014.65. This trade represents a 46.53% 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. Insiders sold 7,169 shares of company stock valued at $3,059,135 in the last ninety days. Insiders own 0.60% of the company's stock.

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.

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