RFG Advisory LLC Has $2.92 Million Holdings in Intuitive Surgical, Inc. $ISRG

RFG Advisory LLC grew its holdings in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 42.1% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 7,345 shares of the medical equipment provider’s stock after buying an additional 2,175 shares during the period. RFG Advisory LLC’s holdings in Intuitive Surgical were worth $2,921,000 as of its most recent filing with the SEC.

Several other large investors also recently modified their holdings of ISRG. Main Street Group LTD bought a new position in Intuitive Surgical during the first quarter worth $30,000. Compass Financial Management LLC bought a new stake in Intuitive Surgical in the second quarter valued at $30,000. Vermillion Wealth Management Inc. raised its holdings in shares of Intuitive Surgical by 58.1% during 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 period. Motiv8 Investments LLC acquired a new position in shares of Intuitive Surgical during the fourth quarter valued at about $34,000. Finally, Evergreen Advisors LLC bought a new position in shares of Intuitive Surgical during the 1st quarter worth about $35,000. Institutional investors and hedge funds own 83.64% of the company’s stock.

Trending Headlines about Intuitive Surgical

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

• Positive Sentiment: A meta-analysis found that da Vinci robotic-assisted surgery produced statistically significant improvements across 13 common benign conditions, including shorter hospital stays and faster returns to work versus laparoscopic and open surgery. The results reinforce the clinical value of Intuitive’s platform and could support further hospital adoption. Intuitive reports positive meta-analysis data
• Positive Sentiment: BTIG reiterated its Buy rating and set a $469 price target, signaling considerable potential upside. Broader analyst coverage remains favorable, with the stock described as trading at its cheapest valuation in roughly a decade. Recent earnings also showed strong execution, including 18.4% year-over-year revenue growth and an earnings beat. BTIG reiterates Buy rating
• Neutral Sentiment: Intuitive Surgical presented at the Wells Fargo Healthcare Conference. Investors are focused on management’s commentary regarding procedure trends, guidance, competition, costs and the long-term opportunity for robotic surgery. Wells Fargo Healthcare Conference transcript
• Neutral Sentiment: Reported short-interest data showed zero shares and a zero-day short-interest ratio, suggesting no measurable short positioning in the supplied data; however, the figures appear anomalous and should not be treated as a meaningful trading signal.
• Negative Sentiment: EVP Mark Brosius disclosed sales totaling 69 shares at approximately $350.20 and $361.23 under a pre-arranged Rule 10b5-1 plan. The transactions are small relative to his remaining holdings and are not necessarily bearish, but continued insider selling provides little additional support for the shares. Intuitive Surgical EVP stock sale
• Negative Sentiment: Investors remain concerned about slower U.S. procedure growth, rising costs, competitive pressure and the possibility that GLP-1 drugs could affect procedure volumes. Options markets also indicate that substantial volatility may persist after the stock’s steep decline from its 52-week high. ISRG volatility outlook

Wall Street Analyst Weigh In

ISRG has been the subject of several research reports. Oppenheimer upgraded Intuitive Surgical from a “market perform” rating to an “outperform” rating and set a $500.00 target price for the company in a research note on Wednesday, August 12th. HSBC downgraded Intuitive Surgical from a “buy” rating to a “hold” rating and set a $391.00 price target on the stock. in a research note on Thursday, July 30th. Stifel Nicolaus cut their price target on Intuitive Surgical from $670.00 to $550.00 and set a “buy” rating on the stock in a report on Friday, July 17th. KeyCorp reissued an “overweight” rating on shares of Intuitive Surgical in a research note on Wednesday, August 12th. Finally, Wall Street Zen downgraded Intuitive Surgical from a “buy” rating to a “hold” rating in a report on Saturday, August 15th. Twenty-two investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $508.68.

Intuitive Surgical Price Performance

ISRG opened at $360.46 on Friday. Intuitive Surgical, Inc. has a fifty-two week low of $328.57 and a fifty-two week high of $603.88. The firm has a market capitalization of $127.34 billion, a PE ratio of 41.29, a P/E/G ratio of 2.67 and a beta of 1.47. The company’s 50-day moving average is $377.41 and its 200 day moving average is $424.21.

Intuitive Surgical (NASDAQ:ISRG) last released its quarterly earnings results on Thursday, July 16th. The medical equipment provider reported $2.80 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.48 by $0.32. The business had revenue of $2.89 billion during the quarter, compared to the consensus estimate of $2.83 billion. Intuitive Surgical had a return on equity of 16.91% and a net margin of 28.45%.The company’s quarterly revenue was up 18.4% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.81 EPS. As a group, analysts expect that Intuitive Surgical, Inc. will post 8.85 EPS for the current year.

Insider Buying and Selling

In related news, EVP Mark Brosius sold 77 shares of Intuitive Surgical stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $375.57, for a total transaction of $28,918.89. Following the transaction, the executive vice president owned 881 shares of the company’s stock, valued at $330,877.17. The trade was a 8.04% decrease in their ownership of the stock. 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, Director Amy Ladd sold 400 shares of the company’s stock in a transaction on Monday, August 10th. The stock was sold at an average price of $379.00, for a total value of $151,600.00. Following the sale, the director owned 251 shares of the company’s stock, valued at $95,129. This trade represents a 61.44% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 11,256 shares of company stock worth $4,475,079 in the last ninety days. Corporate insiders own 0.60% of the company’s stock.

Intuitive Surgical Profile

Intuitive Surgical, Inc is a medical technology company that develops and manufactures robotic-assisted surgical systems and related products. Its technology is designed to support surgeons during minimally invasive procedures by providing enhanced visualization, instrument control and dexterity.

The company’s principal product is the da Vinci Surgical System, which is used across a range of specialties, including general surgery, urology, gynecology, cardiothoracic surgery and other procedures.