NFJ Investment Group LLC Lowers Holdings in Intuitive Surgical, Inc. $ISRG

NFJ Investment Group LLC trimmed its holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 20.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 18,207 shares of the medical equipment provider’s stock after selling 4,704 shares during the quarter. NFJ Investment Group LLC’s holdings in Intuitive Surgical were worth $10,312,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Newbridge Financial Services Group Inc. boosted its stake in shares of Intuitive Surgical by 300.0% during the 4th quarter. Newbridge Financial Services Group Inc. now owns 44 shares of the medical equipment provider’s stock worth $25,000 after acquiring an additional 33 shares in the last quarter. Holos Integrated Wealth LLC purchased a new stake in shares of Intuitive Surgical during the 4th quarter worth about $25,000. Olistico Wealth LLC purchased a new stake in shares of Intuitive Surgical during the 4th quarter worth about $28,000. Laurel Wealth Advisors LLC purchased a new stake in shares of Intuitive Surgical during the 4th quarter worth about $31,000. Finally, Turning Point Benefit Group Inc. boosted its stake in shares of Intuitive Surgical by 833.3% during the 4th quarter. Turning Point Benefit Group Inc. now owns 56 shares of the medical equipment provider’s stock worth $32,000 after acquiring an additional 50 shares in the last quarter. 83.64% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several research firms have recently issued reports on ISRG. Wall Street Zen raised shares of Intuitive Surgical from a “hold” rating to a “buy” rating in a research note on Saturday. HSBC reduced their price target on shares of Intuitive Surgical from $653.00 to $604.00 and set a “buy” rating for the company in a research report on Wednesday, April 22nd. Citigroup upgraded shares of Intuitive Surgical from a “neutral” rating to a “buy” rating and set a $590.00 price target for the company in a research report on Wednesday, March 11th. JPMorgan Chase & Co. reduced their price target on shares of Intuitive Surgical from $625.00 to $550.00 and set an “overweight” rating for the company in a research report on Wednesday, April 22nd. Finally, BTIG Research restated a “buy” rating and set a $574.00 price target on shares of Intuitive Surgical in a research report on Wednesday, April 22nd. Nineteen investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Intuitive Surgical has an average rating of “Moderate Buy” and an average target price of $571.28.

Intuitive Surgical Stock Down 0.4%

ISRG opened at $411.06 on Friday. Intuitive Surgical, Inc. has a twelve month low of $396.68 and a twelve month high of $603.88. The company has a 50-day moving average price of $442.88 and a 200 day moving average price of $496.19. The company has a market cap of $145.58 billion, a PE ratio of 49.83, a price-to-earnings-growth ratio of 3.28 and a beta of 1.46.

Intuitive Surgical (NASDAQ:ISRG) last released its quarterly earnings data on Tuesday, April 21st. The medical equipment provider reported $2.50 EPS for the quarter, beating 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 net margin of 28.15% and a return on equity of 15.98%. Intuitive Surgical’s quarterly revenue was up 23.0% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.81 EPS. As a group, sell-side analysts expect that Intuitive Surgical, Inc. will post 8.57 earnings per share for the current year.

Insider Buying and Selling at Intuitive Surgical

In other Intuitive Surgical news, SVP Iman Jeddi sold 5,625 shares of the stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $420.55, for a total value of $2,365,593.75. Following the completion of the sale, the senior vice president owned 6,463 shares in the company, valued at approximately $2,718,014.65. This represents a 46.53% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Gary Loeb sold 400 shares of the stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $424.14, for a total transaction of $169,656.00. Following the completion of the sale, the executive vice president owned 5,720 shares of the company’s stock, valued at approximately $2,426,080.80. The trade was a 6.54% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 7,169 shares of company stock worth $3,059,135. Insiders own 0.60% of the company’s stock.

Intuitive Surgical News Summary

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

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.