Planning Alternatives Ltd. ADV Takes $759,000 Position in Intuitive Surgical, Inc. $ISRG

Planning Alternatives Ltd. ADV bought a new stake in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 1,340 shares of the medical equipment provider’s stock, valued at approximately $759,000.

Several other institutional investors also recently made changes to their positions in the stock. Riversedge Advisors LLC grew its holdings in shares of Intuitive Surgical by 1.9% during the fourth quarter. Riversedge Advisors LLC now owns 901 shares of the medical equipment provider’s stock valued at $510,000 after purchasing an additional 17 shares during the last quarter. Fiduciary Financial Group LLC grew its holdings in shares of Intuitive Surgical by 2.1% during the fourth quarter. Fiduciary Financial Group LLC now owns 920 shares of the medical equipment provider’s stock valued at $521,000 after purchasing an additional 19 shares during the last quarter. Prosperity Consulting Group LLC grew its holdings in shares of Intuitive Surgical by 0.5% during the third quarter. Prosperity Consulting Group LLC now owns 4,033 shares of the medical equipment provider’s stock valued at $1,804,000 after purchasing an additional 19 shares during the last quarter. Rossmore Private Capital grew its holdings in shares of Intuitive Surgical by 2.0% during the third quarter. Rossmore Private Capital now owns 998 shares of the medical equipment provider’s stock valued at $446,000 after purchasing an additional 20 shares during the last quarter. Finally, Activest Wealth Management grew its holdings in shares of Intuitive Surgical by 21.7% during the third quarter. Activest Wealth Management now owns 112 shares of the medical equipment provider’s stock valued at $50,000 after purchasing an additional 20 shares during the last quarter. 83.64% of the stock is owned by institutional investors.

Intuitive Surgical News Roundup

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

• Positive Sentiment: Intuitive unveiled more than 100 upcoming upgrades for its da Vinci 5 robotic surgery system, including improved force-feedback tools, telecollaboration features, and security/reliability enhancements, which could strengthen the company’s competitive moat and support future procedure growth. Intuitive Surgical’s Da Vinci 5 Upgrades Aim To Deepen Moat For Investors
• Positive Sentiment: Intuitive also announced innovations tied to its “Quintuple Aim” strategy, reinforcing product development momentum and the company’s push to improve surgeon autonomy and operating-room efficiency. Intuitive Announces Innovations to Advance Quintuple Aim
• Positive Sentiment: Wall Street commentary remains moderately optimistic, with analysts still bullish on Intuitive Surgical’s long-term prospects despite recent underperformance versus the broader market. Are Wall Street Analysts Bullish on Intuitive Surgical Stock?
• Neutral Sentiment: Investor interest continues around the SP platform, where strong procedure growth suggests an important future opportunity, but it remains unclear whether this is true addressable-market expansion or mostly a shift within existing robotic procedures. ISRG’s SP Platform: Early-Stage Growth or Next TAM Expansion Driver?
• Neutral Sentiment: There was also minor insider selling by an executive, but the transactions were very small and made under a pre-arranged 10b5-1 plan, so the signal for investors is limited. Mark Brosius insider transaction
• Negative Sentiment: The stock has also been hurt by recent weakness after earnings, with market commentary noting a roughly 7% decline since the last report, reflecting concern that the shares may need more proof of sustained acceleration. Why Is Intuitive Surgical (ISRG) Down 7.2% Since Last Earnings Report?
• Negative Sentiment: Several articles also point out that ISRG has significantly lagged the market over the past six months, which may be keeping valuation-sensitive investors on the sidelines. 3 Big Reasons ISRG Should Be On Your Watchlist

Intuitive Surgical Stock Performance

NASDAQ ISRG opened at $438.10 on Friday. The stock has a market capitalization of $155.16 billion, a P/E ratio of 53.10, a P/E/G ratio of 3.51 and a beta of 1.51. Intuitive Surgical, Inc. has a 1 year low of $417.74 and a 1 year high of $603.88. The business’s fifty day moving average is $458.62 and its two-hundred day moving average is $510.61.

Intuitive Surgical (NASDAQ:ISRG) last posted its quarterly earnings results on Tuesday, April 21st. The medical equipment provider reported $2.50 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.08 by $0.42. The company had revenue of $2.77 billion for the quarter, compared to analysts’ expectations of $2.62 billion. Intuitive Surgical had a return on equity of 15.98% and a net margin of 28.15%.The firm’s revenue was up 23.0% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.81 earnings per share. On average, research analysts forecast that Intuitive Surgical, Inc. will post 8.57 earnings per share for the current year.

Insider Buying and Selling

In other Intuitive Surgical news, SVP Mark Brosius sold 2,362 shares of the company’s stock in a transaction on Wednesday, March 4th. The stock was sold at an average price of $498.68, for a total value of $1,177,882.16. Following the transaction, the senior vice president owned 3,554 shares of the company’s stock, valued at approximately $1,772,308.72. This represents a 39.93% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Gary Loeb sold 400 shares of the business’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $446.95, for a total transaction of $178,780.00. Following the sale, the executive vice president directly owned 6,120 shares in the company, valued at approximately $2,735,334. This trade represents a 6.13% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 5,701 shares of company stock valued at $2,783,807 in the last three months. Insiders own 0.60% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on ISRG shares. JPMorgan Chase & Co. lowered their target price on Intuitive Surgical from $625.00 to $550.00 and set an “overweight” rating for the company in a report on Wednesday, April 22nd. Sanford C. Bernstein boosted their price objective on Intuitive Surgical from $740.00 to $750.00 and gave the stock an “outperform” rating in a research report on Friday, January 23rd. HSBC reduced their price objective on Intuitive Surgical from $653.00 to $604.00 and set a “buy” rating for the company in a research report on Wednesday, April 22nd. Piper Sandler reduced their price objective on Intuitive Surgical from $620.00 to $580.00 and set an “overweight” rating for the company in a research report on Wednesday, April 22nd. Finally, TD Cowen reduced their price objective on Intuitive Surgical from $660.00 to $585.00 and set a “buy” rating for the company in a research report on Wednesday, April 22nd. Nineteen equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Intuitive Surgical presently has a consensus rating of “Moderate Buy” and an average target price of $579.33.

Intuitive Surgical Profile

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.