Trillium Asset Management LLC Decreases Stake in Intuitive Surgical, Inc. $ISRG

Trillium Asset Management LLC reduced its position in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 11.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 20,382 shares of the medical equipment provider’s stock after selling 2,684 shares during the period. Trillium Asset Management LLC’s holdings in Intuitive Surgical were worth $11,795,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in ISRG. Holos Integrated Wealth LLC purchased a new position in Intuitive Surgical in the 4th quarter valued at about $25,000. Newbridge Financial Services Group Inc. boosted its position in Intuitive Surgical by 300.0% in the 4th quarter. Newbridge Financial Services Group Inc. now owns 44 shares of the medical equipment provider’s stock valued at $25,000 after buying an additional 33 shares during the last quarter. Olistico Wealth LLC purchased a new position in Intuitive Surgical in the 4th quarter valued at about $28,000. Caitlin John LLC bought a new position in shares of Intuitive Surgical during the third quarter worth about $30,000. Finally, Laurel Wealth Advisors LLC bought a new position in shares of Intuitive Surgical during the fourth quarter worth about $31,000. 83.64% of the stock is owned by hedge funds and other institutional investors.

Intuitive Surgical News Roundup

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

Insider Buying and Selling

In related news, Director Amy L. Ladd sold 119 shares of the stock in a transaction dated Wednesday, April 29th. The shares were sold at an average price of $463.50, for a total transaction of $55,156.50. Following the sale, the director owned 120 shares in the company, valued at $55,620. This represents a 49.79% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 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 stock was sold at an average price of $424.14, for a total transaction of $169,656.00. Following the sale, the executive vice president owned 5,720 shares in the company, valued at approximately $2,426,080.80. This trade represents a 6.54% decrease in their position. 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. Insiders have sold a total of 7,169 shares of company stock worth $3,059,135 over the last quarter. 0.60% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on ISRG shares. Wall Street Zen raised shares of Intuitive Surgical from a “hold” rating to a “buy” rating in a research report on Saturday. Jefferies Financial Group reduced their price target on shares of Intuitive Surgical from $560.00 to $515.00 and set a “hold” rating on the stock in a research report on Wednesday, April 22nd. BTIG Research reaffirmed a “buy” rating and set a $574.00 price target on shares of Intuitive Surgical in a research report on Wednesday, April 22nd. Deutsche Bank Aktiengesellschaft reduced their price target on shares of Intuitive Surgical from $440.00 to $366.00 and set a “sell” rating on the stock in a research report on Tuesday, June 2nd. Finally, Bank of America reduced their price target on shares of Intuitive Surgical from $650.00 to $520.00 and set a “buy” rating on the stock in a research report on Monday, May 18th. 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, the stock has an average rating of “Moderate Buy” and an average price target of $571.28.

Intuitive Surgical Stock Down 0.4%

ISRG opened at $411.06 on Friday. The firm has a market cap of $145.58 billion, a price-to-earnings ratio of 49.83, a price-to-earnings-growth ratio of 3.30 and a beta of 1.46. Intuitive Surgical, Inc. has a fifty-two week low of $396.68 and a fifty-two week high of $603.88. The company’s 50-day moving average price is $442.88 and its 200 day moving average price is $496.19.

Intuitive Surgical (NASDAQ:ISRG) last released its quarterly earnings data 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. The firm had revenue of $2.77 billion for the quarter, compared to analyst estimates 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 business earned $1.81 earnings per share. Research analysts anticipate that Intuitive Surgical, Inc. will post 8.57 earnings per share for the current year.

Intuitive Surgical Company 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.