Amy Ladd Sells 72 Shares of Intuitive Surgical (NASDAQ:ISRG) Stock

Intuitive Surgical, Inc. (NASDAQ:ISRG) Director Amy Ladd sold 72 shares of the company’s stock in a transaction dated Tuesday, August 11th. The shares were sold at an average price of $393.10, for a total transaction of $28,303.20. Following the sale, the director directly owned 179 shares of the company’s stock, valued at $70,364.90. The trade was a 28.69% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Intuitive Surgical Price Performance

Shares of ISRG traded up $7.85 on Tuesday, reaching $401.23. The company’s stock had a trading volume of 4,122,251 shares, compared to its average volume of 2,469,939. The stock’s 50 day simple moving average is $392.47 and its two-hundred day simple moving average is $443.35. The stock has a market capitalization of $141.75 billion, a P/E ratio of 45.96, a PEG ratio of 2.74 and a beta of 1.47. Intuitive Surgical, Inc. has a 12-month low of $328.57 and a 12-month high of $603.88.

Intuitive Surgical (NASDAQ:ISRG) last issued its quarterly earnings data on Thursday, July 16th. The medical equipment provider reported $2.80 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.48 by $0.32. Intuitive Surgical had a net margin of 28.45% and a return on equity of 16.91%. The firm had revenue of $2.89 billion during the quarter, compared to the consensus estimate of $2.83 billion. During the same quarter in the previous year, the firm posted $1.81 EPS. The company’s revenue for the quarter was up 18.4% compared to the same quarter last year. Analysts expect that Intuitive Surgical, Inc. will post 8.87 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on ISRG. BMO Capital Markets reiterated an “outperform” rating on shares of Intuitive Surgical in a research report on Monday, July 20th. BTIG Research dropped their price objective on Intuitive Surgical from $512.00 to $469.00 and set a “buy” rating for the company in a research note on Friday, July 17th. Evercore set a $430.00 price target on Intuitive Surgical in a report on Monday, July 6th. Leerink Partners dropped their price target on Intuitive Surgical from $573.00 to $454.00 and set an “outperform” rating for the company in a research note on Friday, July 17th. Finally, Piper Sandler set a $357.44 price objective on shares of Intuitive Surgical in a research report on Monday, July 27th. Twenty analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Intuitive Surgical currently has a consensus rating of “Moderate Buy” and an average price target of $509.02.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in the business. Norges Bank bought a new position in shares of Intuitive Surgical during the 4th quarter valued at approximately $2,856,987,000. Bank of New York Mellon Corp bought a new position in Intuitive Surgical during the second quarter valued at $1,335,753,000. J. Stern & Co. LLP raised its stake in shares of Intuitive Surgical by 18,504.6% in the fourth quarter. J. Stern & Co. LLP now owns 2,127,248 shares of the medical equipment provider’s stock valued at $1,204,788,000 after acquiring an additional 2,115,814 shares during the period. Northwestern Mutual Wealth Management Co. lifted its holdings in shares of Intuitive Surgical by 1,043.3% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,342,121 shares of the medical equipment provider’s stock worth $760,124,000 after acquiring an additional 1,224,734 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership boosted its stake in shares of Intuitive Surgical by 95.3% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 2,105,544 shares of the medical equipment provider’s stock worth $970,635,000 after purchasing an additional 1,027,475 shares during the period. Institutional investors own 83.64% of the company’s stock.

Intuitive Surgical News Summary

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

• Positive Sentiment: Intuitive Surgical’s second-quarter results exceeded expectations: revenue rose 18.4% year over year to $2.89 billion, while EPS reached $2.80 versus the $2.48 consensus estimate. Higher margins, continued adoption of its da Vinci and Ion platforms, and long-term demand for robotic-assisted surgery support the bullish case. Intuitive Surgical Just Beat Earnings
• Positive Sentiment: A bullish investor cited Intuitive Surgical’s potential once-per-decade hardware replacement cycle and approximately $8.6 billion cash position, arguing that the more than 30% year-to-date decline could create an attractive long-term entry point. The Number One Reason I Keep Buying Intuitive Surgical
• Neutral Sentiment: Analyst sentiment remains broadly favorable, with a “Moderate Buy” consensus and an average price target of $509.02. However, several firms recently lowered their targets, reflecting greater caution after the earnings report.
• Neutral Sentiment: Reported short interest was zero shares, implying no measurable short-selling pressure. The figure appears unusual and may reflect incomplete or unreliable data rather than a meaningful market signal.
• Negative Sentiment: Despite the earnings beat, investors remain concerned about slowing domestic procedure growth and whether the company’s roughly 46 P/E adequately reflects its growth prospects. Those concerns have contributed to the stock’s recent weakness. Intuitive Surgical Earnings and Valuation Analysis
• Negative Sentiment: Director Amy L. Ladd sold 472 shares across August 10–11, reducing her holdings by a substantial percentage, while EVP Gary Loeb sold 400 shares. Both transactions were made under pre-arranged Rule 10b5-1 plans, which reduces their significance as a discretionary bearish signal but may still weigh modestly on sentiment.

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.