Bristol John W & Co. Inc. NY Boosts Holdings in Intuitive Surgical, Inc. $ISRG

Bristol John W & Co. Inc. NY raised its position in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 8.9% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 299,398 shares of the medical equipment provider’s stock after buying an additional 24,550 shares during the quarter. Intuitive Surgical comprises about 2.1% of Bristol John W & Co. Inc. NY’s holdings, making the stock its 15th largest position. Bristol John W & Co. Inc. NY owned approximately 0.08% of Intuitive Surgical worth $133,900,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Rossmore Private Capital boosted its holdings in shares of Intuitive Surgical by 2.0% in the third quarter. Rossmore Private Capital now owns 998 shares of the medical equipment provider’s stock valued at $446,000 after acquiring an additional 20 shares in the last quarter. Activest Wealth Management raised its holdings in Intuitive Surgical by 21.7% during the third quarter. Activest Wealth Management now owns 112 shares of the medical equipment provider’s stock worth $50,000 after purchasing an additional 20 shares in the last quarter. Vertex Planning Partners LLC lifted its position in Intuitive Surgical by 2.3% in the second quarter. Vertex Planning Partners LLC now owns 917 shares of the medical equipment provider’s stock valued at $498,000 after purchasing an additional 21 shares during the period. Accredited Investors Inc. boosted its holdings in Intuitive Surgical by 2.0% in the 3rd quarter. Accredited Investors Inc. now owns 1,060 shares of the medical equipment provider’s stock valued at $474,000 after purchasing an additional 21 shares in the last quarter. Finally, SPC Financial Inc. boosted its holdings in Intuitive Surgical by 1.3% in the 3rd quarter. SPC Financial Inc. now owns 1,614 shares of the medical equipment provider’s stock valued at $722,000 after purchasing an additional 21 shares in the last quarter. Institutional investors and hedge funds own 83.64% of the company’s stock.

Insider Buying and Selling at Intuitive Surgical

In other news, SVP Mark Brosius sold 2,362 shares of the firm’s stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $498.68, for a total transaction of $1,177,882.16. Following the completion of the transaction, the senior vice president directly owned 3,554 shares of the company’s stock, valued at $1,772,308.72. This trade represents a 39.93% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP Patricia L. Wadors sold 220 shares of Intuitive Surgical stock in a transaction that occurred on Friday, February 27th. The stock was sold at an average price of $499.71, for a total value of $109,936.20. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 33,407 shares of company stock valued at $17,534,067. Insiders own 0.70% of the company’s stock.

Analysts Set New Price Targets

ISRG has been the subject of a number of analyst reports. Robert W. Baird cut their target price on Intuitive Surgical from $655.00 to $645.00 and set an “outperform” rating for the company in a research note on Friday, January 23rd. Truist Financial lifted their price target on Intuitive Surgical from $620.00 to $650.00 and gave the company a “buy” rating in a research note on Thursday, December 18th. Zacks Research raised Intuitive Surgical from a “hold” rating to a “strong-buy” rating in a report on Thursday, February 19th. Wells Fargo & Company increased their price objective on Intuitive Surgical from $600.00 to $654.00 and gave the stock an “overweight” rating in a research report on Friday, December 12th. Finally, Argus reduced their target price on Intuitive Surgical from $630.00 to $560.00 and set a “buy” rating for the company in a report on Wednesday, February 4th. Two analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $615.86.

Key Intuitive Surgical News

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

• Positive Sentiment: Citi upgraded ISRG to Buy with a $590 target, which boosts near‑term sentiment and signals analyst confidence in upside. Citigroup upgrades Intuitive Surgical (ISRG)
• Positive Sentiment: The da Vinci system won FDA clearance for cardiac surgery, opening a much larger TAM (from ~17k to ~160k potential procedures in cleared markets) — a material long‑term growth catalyst if adoption follows. ISRG’s da Vinci Gains FDA Nod for Cardiac Surgery
• Positive Sentiment: Q4 results beat expectations (19% revenue growth, EPS beat) and management highlighted recurring revenue strength — these prints underpin the bullish analyst commentary and recent outperformance days. Intuitive Surgical Inc. stock outperforms competitors
• Neutral Sentiment: Long‑form bulls argue “massive growth ahead” from da Vinci 5, Ion and SP platforms — supportive for the multi‑year case but not a near‑term catalyst. Intuitive Surgical: The Robotic Surgery Leader Still Has Massive Growth Ahead
• Neutral Sentiment: Several valuation pieces note ISRG trades well above historical P/E levels, creating a tension between growth expectations and an elevated multiple — keeps the stock range‑bound absent fresh catalysts. Assessing Intuitive Surgical (ISRG) Valuation
• Negative Sentiment: Management guided for a deceleration in worldwide da Vinci procedure growth in 2026 — a notable near‑term headwind to growth expectations. Intuitive Surgical Stock: Buy, Sell, or Hold?
• Negative Sentiment: Insider selling (multiple senior exec trades in March) is visible and may be fueling profit‑taking and downside pressure despite strong public messaging. SEC filing: Insider Sale Disclosures
• Negative Sentiment: Stock has recently fallen more than the market on low‑volume sessions, indicating short‑term technical weakness and profit‑taking after the post‑earnings run. Intuitive Surgical Suffers a Larger Drop Than the General Market

Intuitive Surgical Stock Performance

Intuitive Surgical stock opened at $479.27 on Friday. The firm has a market capitalization of $170.20 billion, a price-to-earnings ratio of 60.74, a price-to-earnings-growth ratio of 3.80 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 stock’s fifty day moving average is $515.05 and its two-hundred day moving average is $512.37.

Intuitive Surgical (NASDAQ:ISRG) last released its quarterly earnings results on Thursday, January 22nd. The medical equipment provider reported $2.53 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.27 by $0.26. Intuitive Surgical had a return on equity of 15.06% and a net margin of 28.38%.The business had revenue of $2.87 billion during the quarter, compared to the consensus estimate of $2.72 billion. During the same quarter in the previous year, the company posted $2.21 EPS. The business’s revenue was up 18.8% on a year-over-year basis. As a group, sell-side analysts forecast that Intuitive Surgical, Inc. will post 6.43 EPS for the current fiscal year.

About Intuitive Surgical

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.