Van ECK Associates Corp boosted its position in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 4.2% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 71,146 shares of the medical equipment provider’s stock after buying an additional 2,881 shares during the quarter. Van ECK Associates Corp’s holdings in Intuitive Surgical were worth $31,819,000 as of its most recent filing with the Securities and Exchange Commission.
Other large investors have also recently added to or reduced their stakes in the company. Tobam lifted its stake in Intuitive Surgical by 666.7% in the 2nd quarter. Tobam now owns 46 shares of the medical equipment provider’s stock valued at $25,000 after purchasing an additional 40 shares during the last quarter. Kilter Group LLC bought a new stake in Intuitive Surgical in the second quarter valued at approximately $27,000. Greykasell Wealth Strategies Inc. acquired a new stake in shares of Intuitive Surgical in the third quarter valued at approximately $27,000. Caitlin John LLC acquired a new stake in shares of Intuitive Surgical in the third quarter valued at approximately $30,000. Finally, Guerra Advisors Inc bought a new position in shares of Intuitive Surgical during the 3rd quarter worth approximately $37,000. Institutional investors and hedge funds own 83.64% of the company’s stock.
Wall Street Analyst Weigh In
ISRG has been the topic of a number of research analyst reports. Wall Street Zen cut Intuitive Surgical from a “buy” rating to a “hold” rating in a research note on Saturday, February 7th. Sanford C. Bernstein upped their price objective on shares of Intuitive Surgical from $740.00 to $750.00 and gave the company an “outperform” rating in a report on Friday, January 23rd. BTIG Research restated a “buy” rating and set a $616.00 target price on shares of Intuitive Surgical in a research note on Friday, January 23rd. Argus reduced their target price on shares of Intuitive Surgical from $630.00 to $560.00 and set a “buy” rating for the company in a report on Wednesday, February 4th. Finally, Robert W. Baird decreased their price target on shares of Intuitive Surgical from $655.00 to $645.00 and set an “outperform” rating on the stock in a research note on Friday, January 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $615.86.
Insider Transactions at Intuitive Surgical
In related news, EVP Myriam Curet sold 421 shares of the firm’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $494.96, for a total value of $208,378.16. Following the sale, the executive vice president directly owned 409 shares of the company’s stock, valued at $202,438.64. This trade represents a 50.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, Director Gary S. Guthart sold 24,500 shares of the company’s stock in a transaction on Tuesday, January 27th. The stock was sold at an average price of $530.10, for a total transaction of $12,987,450.00. Following the transaction, the director owned 3,694 shares of the company’s stock, valued at $1,958,189.40. This trade represents a 86.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 37,907 shares of company stock valued at $19,997,187. 0.70% of the stock is currently owned by company insiders.
Trending Headlines about Intuitive Surgical
Here are the key news stories impacting Intuitive Surgical this week:
- Positive Sentiment: Citi upgraded ISRG from Neutral to Buy with a $590 price target, signaling renewed Wall Street conviction and likely driving buying interest. Intuitive Surgical Upgraded to Buy by Citi — Plus Key Moves on Stryker and Abbott
- Positive Sentiment: Analyst and sector commentary highlight long-term growth from da Vinci 5 adoption and the broader robotic surgery market, supporting upside expectations. Intuitive Surgical: The Robotic Surgery Leader Still Has Massive Growth Ahead
- Positive Sentiment: Analysts point to da Vinci 5 momentum and continued procedure volume expansion (plus Ion and SP platform contributions) as drivers for recurring revenue growth into 2026. Intuitive Surgical Poised for Growth in 2026 on da Vinci 5 Momentum
- Positive Sentiment: ISRG completed the acquisition of several regional da Vinci and Ion distribution businesses, simplifying channels and potentially improving margins/recurring revenue capture. Intuitive Surgical Announces Completion of Acquisition of da Vinci and Ion Distribution Business
- Neutral Sentiment: Market commentary notes ISRG outperformed peers on a strong trading day, but without a single clear catalyst — short-term moves appear market- and sentiment-driven. Intuitive Surgical Inc. stock outperforms competitors on strong trading day
- Neutral Sentiment: Valuation analyses (and some sell‑side notes) show mixed returns: strong fundamentals and long-term returns versus recent momentum loss; this leaves the stock in a “growth at a premium” category. Assessing Intuitive Surgical (ISRG) Valuation As Shares Tread Water Despite Growth
- Negative Sentiment: Insider sales: several recent senior-exec stock sales (SVP Mark Brosius and EVP Myriam Curet among others) add selling pressure and raise short-term sentiment concerns. SEC Filing — Insider Sales
- Negative Sentiment: Management warned of a notable deceleration in worldwide da Vinci procedure growth for 2026, which could temper revenue/procedure growth expectations in the near term. Intuitive Surgical Stock: Buy, Sell, or Hold?
- Negative Sentiment: Valuation remains rich (P/E ~63 vs. historical average ~53.5), supporting cautious/hold views from some analysts despite strong margins and cash on the balance sheet. Intuitive Surgical – Strong Moat But Valuation Remains Elevated, Hold
Intuitive Surgical Stock Performance
ISRG opened at $492.87 on Thursday. The stock has a fifty day moving average of $516.79 and a 200-day moving average of $512.60. The company has a market capitalization of $175.03 billion, a P/E ratio of 62.47, a P/E/G ratio of 3.75 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.
Intuitive Surgical (NASDAQ:ISRG – Get Free Report) last released its quarterly earnings results on Thursday, January 22nd. The medical equipment provider reported $2.53 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 business had revenue of $2.87 billion for the quarter, compared to analyst estimates of $2.72 billion. During the same period last year, the firm earned $2.21 earnings per share. Intuitive Surgical’s revenue for the quarter was up 18.8% compared to the same quarter last year. On average, equities research analysts predict that Intuitive Surgical, Inc. will post 6.43 earnings per share 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.
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