Intuitive Surgical, Inc. $ISRG Position Boosted by Braidwell LP

Braidwell LP lifted its holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 45.3% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 130,227 shares of the medical equipment provider’s stock after purchasing an additional 40,627 shares during the period. Intuitive Surgical comprises 1.7% of Braidwell LP’s holdings, making the stock its 19th biggest holding. Braidwell LP’s holdings in Intuitive Surgical were worth $58,241,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Kilter Group LLC bought a new stake in Intuitive Surgical during the second quarter worth approximately $27,000. Greykasell Wealth Strategies Inc. bought a new position in shares of Intuitive Surgical in the third quarter valued at $27,000. Caitlin John LLC bought a new position in shares of Intuitive Surgical in the third quarter valued at $30,000. Riggs Asset Managment Co. Inc. lifted its position in shares of Intuitive Surgical by 84.2% during the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 70 shares of the medical equipment provider’s stock valued at $38,000 after acquiring an additional 32 shares during the last quarter. Finally, Howard Hughes Medical Institute acquired a new stake in shares of Intuitive Surgical during the 2nd quarter valued at $42,000. 83.64% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other Intuitive Surgical news, EVP Myriam Curet sold 105 shares of Intuitive Surgical stock in a transaction dated Tuesday, March 10th. The stock was sold at an average price of $493.95, for a total transaction of $51,864.75. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, VP Fredrik Widman sold 133 shares of the company’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $494.96, for a total value of $65,829.68. Following the completion of the transaction, the vice president owned 660 shares in the company, valued at $326,673.60. This represents a 16.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 33,407 shares of company stock valued at $17,534,067. 0.70% of the stock is owned by insiders.

Intuitive Surgical Stock Down 1.5%

ISRG opened at $472.16 on Friday. The stock has a fifty day moving average of $513.26 and a 200-day moving average of $512.67. The firm has a market capitalization of $167.68 billion, a P/E ratio of 59.84, a PEG ratio of 3.64 and a beta of 1.66. Intuitive Surgical, Inc. has a 12-month low of $425.00 and a 12-month high of $603.88.

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

Wall Street Analyst Weigh In

ISRG has been the topic of a number of recent research reports. The Goldman Sachs Group restated a “buy” rating and issued a $714.00 target price on shares of Intuitive Surgical in a report on Friday, January 9th. Wall Street Zen downgraded Intuitive Surgical from a “buy” rating to a “hold” rating in a report on Saturday, February 7th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Intuitive Surgical in a research report on Monday, December 29th. Zacks Research raised Intuitive Surgical from a “hold” rating to a “strong-buy” rating in a research note on Thursday, February 19th. Finally, Truist Financial boosted their price objective on Intuitive Surgical from $620.00 to $650.00 and gave the stock a “buy” rating in a report on Thursday, December 18th. Two 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. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $615.86.

More Intuitive Surgical News

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

• Positive Sentiment: FDA clearance expands da Vinci 5 into cardiac surgery, opening a much larger long-term TAM (management cites a jump from ~17k to ~160k addressable procedures in cleared markets) — a multi-year growth driver for procedure volume and consumables. Read More.
• Positive Sentiment: Completed acquisition of Southern Europe distributor businesses (Italy, Spain, Portugal) shifts da Vinci and Ion sales to direct operations — should improve control of regional sales/service and capture margin/recurring revenue over time. Read More.
• Positive Sentiment: Sell-side momentum: Citigroup upgraded ISRG to Buy and several analysts maintain bullish price targets, supporting upside thesis and sentiment. Read More.
• Positive Sentiment: Recent Q4 results beat consensus (strong revenue and EPS growth), reinforcing recurring-consumables revenue and the upgrade cycle for da Vinci systems. Read More.
• Neutral Sentiment: Analyst consensus shows meaningful upside (Zacks highlights ~29.7% average target upside), but that depends on execution and multiple expansion remaining intact. Read More.
• Neutral Sentiment: Long-form bullish pieces reiterate a multi-year growth story from da Vinci 5, Ion and software/services but don’t change near-term valuation concerns. Read More.
• Negative Sentiment: Cybersecurity incident (phishing-linked breach affecting internal systems) is the immediate catalyst for the share decline — investors will watch for customer impact, data exposure, and remediation costs. Read More.
• Negative Sentiment: Insider selling (recent EVP share sales) and management guidance calling for a deceleration in worldwide da Vinci procedure growth in 2026 could pressure near-term sentiment and valuation. Read More. • Read More.

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.