SmartHarvest Portfolios LLC Takes Position in Intuitive Surgical, Inc. $ISRG

SmartHarvest Portfolios LLC purchased a new stake in Intuitive Surgical, Inc. (NASDAQ:ISRG) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 1,427 shares of the medical equipment provider’s stock, valued at approximately $808,000.

A number of other large investors have also recently bought and sold shares of the stock. Brighton Jones LLC increased its holdings in Intuitive Surgical by 24.9% during the 4th quarter. Brighton Jones LLC now owns 3,672 shares of the medical equipment provider’s stock valued at $1,916,000 after purchasing an additional 731 shares in the last quarter. Sivia Capital Partners LLC grew its holdings in shares of Intuitive Surgical by 3.8% during the second quarter. Sivia Capital Partners LLC now owns 928 shares of the medical equipment provider’s stock worth $504,000 after purchasing an additional 34 shares during the last quarter. Schnieders Capital Management LLC. increased its stake in shares of Intuitive Surgical by 38.0% in the second quarter. Schnieders Capital Management LLC. now owns 973 shares of the medical equipment provider’s stock valued at $529,000 after buying an additional 268 shares in the last quarter. Osterweis Capital Management Inc. bought a new position in shares of Intuitive Surgical in the second quarter valued at about $200,000. Finally, Main Street Financial Solutions LLC lifted its position in Intuitive Surgical by 92.4% during the 2nd quarter. Main Street Financial Solutions LLC now owns 2,929 shares of the medical equipment provider’s stock worth $1,592,000 after buying an additional 1,407 shares in the last quarter. 83.64% of the stock is currently owned by institutional investors.

Intuitive Surgical Trading Up 0.2%

Shares of NASDAQ ISRG opened at $412.90 on Friday. Intuitive Surgical, Inc. has a 12 month low of $396.68 and a 12 month high of $603.88. The company has a market capitalization of $146.23 billion, a P/E ratio of 50.05, a P/E/G ratio of 3.29 and a beta of 1.46. The stock has a 50 day moving average of $443.95 and a 200-day moving average of $496.79.

Intuitive Surgical (NASDAQ:ISRG) last released its quarterly earnings results on Tuesday, April 21st. The medical equipment provider reported $2.50 earnings per share for the quarter, topping the consensus estimate 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 analysts’ expectations of $2.62 billion. During the same period last year, the firm posted $1.81 EPS. The firm’s revenue for the quarter was up 23.0% compared to the same quarter last year. Analysts predict that Intuitive Surgical, Inc. will post 8.57 EPS for the current fiscal year.

Intuitive Surgical News Roundup

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

• Positive Sentiment: Brokerage coverage remains constructive, with Intuitive Surgical carrying an average “Moderate Buy” rating and several firms reiterating bullish views. Recent commentary also lifted FY2027 EPS estimates, suggesting analysts still see solid long-term earnings growth.
• Positive Sentiment: A bullish investor thesis highlighted on social-media-driven coverage points to ongoing growth in robotic-assisted surgery demand, while prior results showed the company beating earnings and revenue expectations, reinforcing its premium growth profile.
• Positive Sentiment: Recent analysis says ISRG can offset tariff and input-cost pressure through scale, cost discipline, and rising adoption of the da Vinci 5 system, which supports the margin outlook.
• Neutral Sentiment: Two executives sold small amounts of stock under pre-arranged 10b5-1 trading plans. These sales were routine and not necessarily a negative signal, but they may still add to investor caution in the near term. Article: Intuitive Surgical (NASDAQ:ISRG) EVP Sells $169,656.00 in Stock
• Neutral Sentiment: Some recent research notes also trimmed price targets, indicating that while analysts remain broadly positive, expectations have been recalibrated lower for valuation and near-term upside.
• Negative Sentiment: The stock has been trading below its 50-day and 200-day moving averages, and one recent report noted the shares were down sharply from prior levels, reflecting ongoing valuation and sentiment pressure.

Analysts Set New Price Targets

Several research firms have weighed in on ISRG. Wall Street Zen cut shares of Intuitive Surgical from a “buy” rating to a “hold” rating in a research report on Sunday, May 24th. Citigroup upgraded Intuitive Surgical from a “neutral” rating to a “buy” rating and set a $590.00 price objective on the stock in a research report on Wednesday, March 11th. BTIG Research restated a “buy” rating and issued a $574.00 price objective on shares of Intuitive Surgical in a report on Wednesday, April 22nd. Truist Financial reduced their price objective on shares of Intuitive Surgical from $650.00 to $580.00 and set a “buy” rating on the stock in a research note on Wednesday, April 15th. Finally, Zacks Research cut shares of Intuitive Surgical from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 30th. Nineteen investment 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.com, Intuitive Surgical presently has an average rating of “Moderate Buy” and an average price target of $573.63.

Insiders Place Their Bets

In other news, SVP Iman Jeddi sold 5,625 shares of the business’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $420.55, for a total transaction of $2,365,593.75. Following the sale, the senior vice president directly owned 6,463 shares in the company, valued at approximately $2,718,014.65. The trade was a 46.53% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Amy L. Ladd sold 500 shares of the stock in a transaction on Tuesday, April 28th. The shares were sold at an average price of $473.46, for a total value of $236,730.00. Following the completion of the sale, the director owned 239 shares of the company’s stock, valued at $113,156.94. The trade was a 67.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 7,144 shares of company stock valued at $3,048,782. 0.60% of the stock is currently owned by corporate insiders.

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.