Advisors Management Group Inc. ADV Takes Position in Intuitive Surgical, Inc. $ISRG

Advisors Management Group Inc. ADV acquired a new stake in Intuitive Surgical, Inc. (NASDAQ:ISRG) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 1,970 shares of the medical equipment provider’s stock, valued at approximately $881,000.

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. AIA Group Ltd raised its holdings in shares of Intuitive Surgical by 32.8% during the 3rd quarter. AIA Group Ltd now owns 29,582 shares of the medical equipment provider’s stock valued at $13,230,000 after buying an additional 7,314 shares during the period. Hudson Bay Capital Management LP boosted its holdings in Intuitive Surgical by 13.0% in the 3rd quarter. Hudson Bay Capital Management LP now owns 65,132 shares of the medical equipment provider’s stock worth $29,129,000 after acquiring an additional 7,502 shares during the period. Alecta Tjanstepension Omsesidigt grew its position in Intuitive Surgical by 25.4% in the third quarter. Alecta Tjanstepension Omsesidigt now owns 212,800 shares of the medical equipment provider’s stock valued at $95,160,000 after acquiring an additional 43,100 shares in the last quarter. Saranac Partners Ltd raised its stake in shares of Intuitive Surgical by 9.8% during the third quarter. Saranac Partners Ltd now owns 9,702 shares of the medical equipment provider’s stock valued at $4,325,000 after purchasing an additional 864 shares during the period. Finally, Swiss Life Asset Management Ltd raised its stake in shares of Intuitive Surgical by 7.7% during the third quarter. Swiss Life Asset Management Ltd now owns 67,483 shares of the medical equipment provider’s stock valued at $30,180,000 after purchasing an additional 4,824 shares during the period. Institutional investors and hedge funds own 83.64% of the company’s stock.

More Intuitive Surgical News

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

• Positive Sentiment: Company fundamentals and market positioning — Intuitive reported a strong January quarter (beats on revenue and EPS, ~19% revenue growth year‑over‑year) and is pursuing lower‑cost da Vinci systems to target fast‑growing ambulatory surgery centers, which could expand procedure volume outside hospitals over time. No external link
• Neutral Sentiment: Sector and competitive news with limited direct impact — other medtech product launches and approvals in the broader ecosystem (e.g., Merit Medical’s new esophageal stent) are being reported but do not directly displace Intuitive’s robotic surgery franchise. MMSI Launches Resilience TTS Stent for Esophageal Fistulas, Strictures
• Negative Sentiment: FDA regulatory flag — Intuitive was flagged by the FDA over a medical device issue, which raises near‑term regulatory and operational risk concerns; such notices can prompt customer caution, warranty/repair costs, or increased oversight that pressure sentiment. Intuitive Surgical flagged by FDA over medical device issue
• Negative Sentiment: Analyst outlook softened — UBS cut its price target from $570 to $550 and set a “neutral” rating, reducing near‑term upside expectations and likely contributing to selling pressure; the new target still implies some upside versus current levels but reflects more cautious sentiment. Intuitive Surgical (NASDAQ:ISRG) Price Target Lowered to $550.00 at UBS Group

Insider Buying and Selling

In related news, VP Fredrik Widman sold 133 shares of the company’s stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $494.96, for a total transaction of $65,829.68. Following the completion of the transaction, the vice president directly owned 660 shares in the company, valued at $326,673.60. This represents a 16.77% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Myriam Curet sold 105 shares of the stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $493.95, for a total value of $51,864.75. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 32,943 shares of company stock worth $17,279,568. Company insiders own 0.70% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the stock. Evercore decreased their price objective on shares of Intuitive Surgical from $580.00 to $550.00 and set an “in-line” rating for the company in a research report on Friday, January 23rd. TD Cowen raised Intuitive Surgical to a “strong-buy” rating in a report on Tuesday, January 27th. HSBC raised their price objective on Intuitive Surgical from $644.00 to $653.00 and gave the company a “buy” rating in a research note on Monday, January 26th. Wells Fargo & Company upped their target price on Intuitive Surgical from $600.00 to $654.00 and gave the company an “overweight” rating in a research report on Friday, December 12th. Finally, BTIG Research reiterated a “buy” rating and set a $616.00 target price on shares of Intuitive Surgical in a research note on Friday, January 23rd. Two research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $614.95.

Intuitive Surgical Stock Down 1.0%

Shares of NASDAQ:ISRG opened at $477.73 on Thursday. The company has a market cap of $169.66 billion, a PE ratio of 60.55, a P/E/G ratio of 3.72 and a beta of 1.66. Intuitive Surgical, Inc. has a fifty-two week low of $425.00 and a fifty-two week high of $603.88. The firm has a 50-day simple moving average of $507.10 and a 200 day simple moving average of $512.85.

Intuitive Surgical (NASDAQ:ISRG) last issued 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 analysts’ expectations of $2.72 billion. During the same quarter last year, the company posted $2.21 earnings per share. Intuitive Surgical’s revenue was up 18.8% on a year-over-year basis. As a group, research analysts forecast that Intuitive Surgical, Inc. will post 6.43 EPS for the current fiscal year.

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.