Synergy Asset Management LLC Makes New $5.44 Million Investment in Intuitive Surgical, Inc. $ISRG

Synergy Asset Management LLC acquired a new stake in Intuitive Surgical, Inc. (NASDAQ:ISRG) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 9,602 shares of the medical equipment provider’s stock, valued at approximately $5,438,000.

A number of other hedge funds also recently made changes to their positions in the business. Parsons Capital Management Inc. RI lifted its holdings in Intuitive Surgical by 1.4% during the 4th quarter. Parsons Capital Management Inc. RI now owns 2,133 shares of the medical equipment provider’s stock valued at $1,208,000 after purchasing an additional 30 shares during the last quarter. Riverbridge Partners LLC acquired a new position in shares of Intuitive Surgical in the fourth quarter valued at $204,000. Kathmere Capital Management LLC bought a new position in shares of Intuitive Surgical in the fourth quarter valued at about $319,000. CPA Asset Management Group LLC bought a new position in shares of Intuitive Surgical in the fourth quarter valued at about $207,000. Finally, Norden Group LLC lifted its stake in shares of Intuitive Surgical by 153.5% during the 4th quarter. Norden Group LLC now owns 5,342 shares of the medical equipment provider’s stock worth $3,025,000 after buying an additional 3,235 shares during the last quarter. 83.64% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several brokerages recently commented on ISRG. Wells Fargo & Company lifted their target price on shares of Intuitive Surgical from $600.00 to $654.00 and gave the stock an “overweight” rating in a report on Friday, December 12th. Piper Sandler restated an “overweight” rating and set a $620.00 price objective (up from $610.00) on shares of Intuitive Surgical in a research report on Friday, January 23rd. Evercore reduced their price objective on Intuitive Surgical from $580.00 to $550.00 and set an “in-line” rating for the company in a report on Friday, January 23rd. TD Cowen raised Intuitive Surgical to a “strong-buy” rating in a research report on Tuesday, January 27th. Finally, The Goldman Sachs Group reiterated a “buy” rating and set a $714.00 target price on shares of Intuitive Surgical in a research note on Friday, January 9th. Two analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Intuitive Surgical currently has a consensus rating of “Moderate Buy” and an average price target of $614.95.

Intuitive Surgical Stock Down 0.3%

NASDAQ ISRG opened at $468.55 on Friday. The company has a market capitalization of $166.40 billion, a P/E ratio of 59.39, a P/E/G ratio of 3.63 and a beta of 1.66. Intuitive Surgical, Inc. has a 12-month low of $425.00 and a 12-month high of $603.88. The firm has a 50-day moving average price of $496.15 and a two-hundred day moving average price of $513.04.

Intuitive Surgical (NASDAQ:ISRG) last announced its earnings results on Thursday, January 22nd. The medical equipment provider reported $2.53 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.27 by $0.26. Intuitive Surgical had a net margin of 28.38% and a return on equity of 15.06%. The firm had revenue of $2.87 billion for the quarter, compared to analyst estimates of $2.72 billion. During the same quarter in the prior year, the business posted $2.21 EPS. The business’s revenue was up 18.8% compared to the same quarter last year. Equities analysts expect that Intuitive Surgical, Inc. will post 6.43 EPS for the current year.

Insider Buying and Selling

In other Intuitive Surgical news, EVP Myriam Curet sold 105 shares of the firm’s stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $493.95, for a total transaction of $51,864.75. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, SVP Mark Brosius sold 645 shares of Intuitive Surgical stock in a transaction on Monday, March 9th. The shares were sold at an average price of $485.01, for a total value of $312,831.45. Following the completion of the transaction, the senior vice president directly owned 1,613 shares of the company’s stock, valued at $782,321.13. This represents a 28.57% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 32,943 shares of company stock worth $17,279,568. 0.60% of the stock is owned by corporate insiders.

Intuitive Surgical News Summary

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

• Positive Sentiment: Intuitive is taking direct control of da Vinci and Ion distribution in Southern Europe to improve sales, service and system availability — a move that should support long‑term revenue and customer uptime in a strategic region. Intuitive Surgical Extends Southern Europe Reach As Stock Trades Below Targets
• Positive Sentiment: Wall Street and retail commentary remain constructive: several recent pieces label ISRG a top pure‑play robotics buy and say analyst recommendations are generally favorable, supporting investor conviction around market leadership and long runway. Is Intuitive Surgical Inc. (ISRG) the best pure-play robotics stock to buy now?
• Positive Sentiment: Former management highlights Intuitive’s competitive moat in clinician training and ecosystem lock‑in — an important qualitative advantage that supports recurring procedure volume and replacement/system upgrade demand. Intuitive Surgical stock moat lies in training, former exec says
• Neutral Sentiment: Underlying fundamentals remain solid: the company posted a revenue and EPS beat in the most recent quarter (strong procedure growth and high margins), but those results are already priced into a premium multiple, so impact on near‑term price is mixed.
• Negative Sentiment: Shares have been under pressure — trading below some analyst targets and showing YTD weakness — which can amplify downside on headline volatility or broader market risk‑off days. Intuitive Surgical, Inc. (ISRG) Suffers a Larger Drop Than the General Market: Key Insights
• Negative Sentiment: High valuation (elevated P/E) means the stock is sensitive to execution misses, slower procedure adoption or tougher macro conditions — risks investors are currently re‑pricing into the stock.

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.