Robocap Asset Management Ltd Purchases 3,109 Shares of Intuitive Surgical, Inc. $ISRG

Robocap Asset Management Ltd grew its position in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 27.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 14,542 shares of the medical equipment provider’s stock after buying an additional 3,109 shares during the period. Intuitive Surgical makes up 4.1% of Robocap Asset Management Ltd’s holdings, making the stock its 10th biggest position. Robocap Asset Management Ltd’s holdings in Intuitive Surgical were worth $6,504,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of ISRG. Tobam raised its stake in Intuitive Surgical by 666.7% in the 2nd quarter. Tobam now owns 46 shares of the medical equipment provider’s stock worth $25,000 after purchasing an additional 40 shares in the last quarter. Kilter Group LLC acquired a new position in shares of Intuitive Surgical during the 2nd quarter worth approximately $27,000. Princeton Global Asset Management LLC bought a new position in shares of Intuitive Surgical during the second quarter worth approximately $30,000. Riggs Asset Managment Co. Inc. increased its holdings in shares of Intuitive Surgical by 84.2% during the second quarter. Riggs Asset Managment Co. Inc. now owns 70 shares of the medical equipment provider’s stock worth $38,000 after purchasing an additional 32 shares during the period. Finally, First Command Advisory Services Inc. raised its position in shares of Intuitive Surgical by 3,750.0% in the second quarter. First Command Advisory Services Inc. now owns 77 shares of the medical equipment provider’s stock valued at $42,000 after buying an additional 75 shares in the last quarter. Institutional investors own 83.64% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on ISRG. Truist Financial increased their price target on Intuitive Surgical from $620.00 to $650.00 and gave the stock a “buy” rating in a research report on Thursday, December 18th. Jefferies Financial Group upped their target price on Intuitive Surgical from $550.00 to $560.00 and gave the company a “hold” rating in a research report on Wednesday, October 22nd. Raymond James Financial raised their price target on Intuitive Surgical from $603.00 to $615.00 and gave the stock an “outperform” rating in a research report on Friday. Daiwa Capital Markets boosted their price target on Intuitive Surgical from $510.00 to $550.00 and gave the company an “outperform” rating in a research note on Friday, October 24th. Finally, Wells Fargo & Company upped their price objective on shares of Intuitive Surgical from $600.00 to $654.00 and gave the stock an “overweight” rating in a research report on Friday, December 12th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $617.57.

Insider Buying and Selling

In other Intuitive Surgical news, SVP Mark Brosius sold 464 shares of the firm’s stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $548.49, for a total value of $254,499.36. Following the sale, the senior vice president owned 131 shares in the company, valued at $71,852.19. This trade represents a 77.98% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, insider Gary S. Guthart sold 22,806 shares of the business’s stock in a transaction on Monday, December 1st. The stock was sold at an average price of $570.89, for a total transaction of $13,019,717.34. Following the sale, the insider directly owned 2,694 shares in the company, valued at approximately $1,537,977.66. The trade was a 89.44% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 55,714 shares of company stock worth $31,617,799 in the last quarter. Corporate insiders own 0.70% of the company’s stock.

Intuitive Surgical Stock Performance

Intuitive Surgical stock opened at $523.99 on Friday. Intuitive Surgical, Inc. has a 52 week low of $425.00 and a 52 week high of $609.08. The stock has a market capitalization of $187.84 billion, a P/E ratio of 66.41, a price-to-earnings-growth ratio of 4.26 and a beta of 1.67. The stock has a fifty day moving average of $562.32 and a 200-day moving average of $511.68.

Intuitive Surgical (NASDAQ:ISRG) last released its quarterly earnings data on Thursday, January 22nd. The medical equipment provider reported $2.53 earnings per share for the quarter, beating the consensus estimate of $2.27 by $0.26. The business had revenue of $2.87 billion for the quarter, compared to analyst estimates of $2.72 billion. Intuitive Surgical had a return on equity of 15.18% and a net margin of 28.38%.Intuitive Surgical’s revenue was up 18.8% compared to the same quarter last year. During the same period last year, the firm posted $2.21 earnings per share. On average, research analysts forecast that Intuitive Surgical, Inc. will post 6.43 earnings per share for the current year.

Intuitive Surgical News Roundup

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

• Positive Sentiment: Q4 results beat Wall Street: Revenue and adjusted EPS topped estimates, backed by higher procedure volumes and system demand — a primary near?term driver of recurring instrument sales. Reuters: Intuitive Surgical beats quarterly estimates on demand for surgical robots
• Positive Sentiment: Analysts boost some targets and reaffirm conviction: Bernstein raised its target sharply (big upside), Raymond James and BTIG reaffirmed/outperform with higher targets — supporting upside potential from elongation of the company’s growth runway. Benzinga: Analysts revise forecasts after Q4
• Neutral Sentiment: Guidance is measured: Management expects mid?teens da Vinci procedure growth (midpoint ~14%) and 2026 gross margin around 67–68%, while flagging higher operating expenses for R&D — signaling steady growth but potential margin/operating?leverage moderation. MarketBeat: Intuitive Surgical Just Proved the Growth Engine Still Runs
• Neutral Sentiment: JURA clinical update and milestone PRs add long?term optionality: Early imaging data from the JURA feasibility study and a new 20 million?patient da Vinci milestone reinforce long?term growth narratives beyond core platforms. TipRanks: JURA feasibility study update GlobeNewswire: 20 Million Patients Benefit from da Vinci Surgery
• Negative Sentiment: Tariffs and gross?margin pressure noted: Management expects tariffs to cut gross margins (about a 1.2% headwind in 2026) and flagged some gross?margin decline vs. recent quarters — a medium?term profitability risk. Zacks: Q4 beat but gross margin declines
• Negative Sentiment: Mixed analyst moves and a few downgrades: Some firms trimmed targets or moved to in?line/hold (Evercore, Zacks), creating near?term debate over valuation vs. growth and muting upside for traders focused on short?term catalysts. The Fly: Evercore lowers price target

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.