Van Lanschot Kempen Investment Management N.V. Has $23.54 Million Position in Intuitive Surgical, Inc. $ISRG

Van Lanschot Kempen Investment Management N.V. grew its position in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 19.7% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 41,567 shares of the medical equipment provider’s stock after buying an additional 6,843 shares during the quarter. Van Lanschot Kempen Investment Management N.V.’s holdings in Intuitive Surgical were worth $23,542,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Riversedge Advisors LLC grew its holdings in shares of Intuitive Surgical by 1.9% in the fourth quarter. Riversedge Advisors LLC now owns 901 shares of the medical equipment provider’s stock worth $510,000 after purchasing an additional 17 shares during the last quarter. Prosperity Consulting Group LLC grew its holdings in shares of Intuitive Surgical by 0.5% in the third quarter. Prosperity Consulting Group LLC now owns 4,033 shares of the medical equipment provider’s stock worth $1,804,000 after purchasing an additional 19 shares during the last quarter. Fiduciary Financial Group LLC grew its holdings in shares of Intuitive Surgical by 2.1% in the fourth quarter. Fiduciary Financial Group LLC now owns 920 shares of the medical equipment provider’s stock worth $521,000 after purchasing an additional 19 shares during the last quarter. Sunburst Financial Group LLC grew its holdings in shares of Intuitive Surgical by 4.3% in the fourth quarter. Sunburst Financial Group LLC now owns 485 shares of the medical equipment provider’s stock worth $275,000 after purchasing an additional 20 shares during the last quarter. Finally, WoodTrust Financial Corp grew its holdings in shares of Intuitive Surgical by 0.5% in the fourth quarter. WoodTrust Financial Corp now owns 4,180 shares of the medical equipment provider’s stock worth $2,367,000 after purchasing an additional 20 shares during the last quarter. 83.64% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Intuitive Surgical

In related news, Director Amy L. Ladd sold 119 shares of Intuitive Surgical stock in a transaction on Wednesday, April 29th. The shares were sold at an average price of $463.50, for a total value of $55,156.50. Following the sale, the director owned 120 shares in the company, valued at $55,620. The trade was a 49.79% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Gary Loeb sold 400 shares of Intuitive Surgical stock in a transaction on 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 in the company, valued at approximately $2,426,080.80. This trade represents 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. Insiders have sold a total of 7,169 shares of company stock worth $3,059,135 over the last quarter. Corporate insiders own 0.60% of the company’s stock.

Analyst Ratings Changes

Several brokerages have recently issued reports on ISRG. Jefferies Financial Group cut their target price on shares of Intuitive Surgical from $560.00 to $515.00 and set a “hold” rating on the stock in a report on Wednesday, April 22nd. The Goldman Sachs Group set a $558.00 target price on shares of Intuitive Surgical in a report on Wednesday, May 27th. Barclays set a $651.00 target price on shares of Intuitive Surgical and gave the stock an “overweight” rating in a report on Thursday, April 23rd. BTIG Research restated a “buy” rating and issued a $574.00 target price on shares of Intuitive Surgical in a report on Wednesday, April 22nd. Finally, Piper Sandler reiterated an “overweight” rating and issued a $580.00 price target on shares of Intuitive Surgical in a report on Tuesday, June 2nd. 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.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $571.28.

Intuitive Surgical Stock Down 0.4%

NASDAQ:ISRG opened at $411.06 on Friday. The stock has a market cap of $145.58 billion, a P/E ratio of 49.83, a price-to-earnings-growth ratio of 3.30 and a beta of 1.46. The firm’s fifty day simple moving average is $442.88 and its 200 day simple moving average is $496.19. Intuitive Surgical, Inc. has a twelve month low of $396.68 and a twelve month high of $603.88.

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

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

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.