Intuitive Surgical, Inc. $ISRG Shares Sold by Baillie Gifford & Co.

Baillie Gifford & Co. cut its stake in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 16.4% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 2,602,598 shares of the medical equipment provider’s stock after selling 512,067 shares during the period. Intuitive Surgical makes up 0.9% of Baillie Gifford & Co.’s investment portfolio, making the stock its 24th largest position. Baillie Gifford & Co. owned about 0.73% of Intuitive Surgical worth $1,163,960,000 as of its most recent filing with the SEC.

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

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on ISRG. HSBC upped their price target on shares of Intuitive Surgical from $595.00 to $644.00 and gave the stock a “buy” rating in a research report on Thursday, October 23rd. Royal Bank Of Canada upped their price target on Intuitive Surgical from $625.00 to $650.00 and gave the stock an “outperform” rating in a report on Wednesday, December 17th. Hsbc Global Res upgraded shares of Intuitive Surgical to a “strong-buy” rating in a research note on Thursday, October 23rd. Mizuho set a $575.00 target price on shares of Intuitive Surgical in a research note on Wednesday, October 22nd. Finally, Raymond James Financial lifted their price target on shares of Intuitive Surgical from $603.00 to $615.00 and gave the stock an “outperform” rating in a research note on Friday. 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. According to data from MarketBeat, Intuitive Surgical has an average rating of “Moderate Buy” and a consensus target price of $617.57.

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

Insider Transactions at Intuitive Surgical

In other Intuitive Surgical news, SVP Mark Brosius sold 4,500 shares of the business’s stock in a transaction on Friday, December 12th. The shares were sold at an average price of $547.36, for a total transaction of $2,463,120.00. Following the completion of the sale, the senior vice president owned 907 shares in the company, valued at $496,455.52. The trade was a 83.23% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Myriam Curet sold 7,562 shares of the firm’s stock in a transaction dated Tuesday, October 28th. The stock was sold at an average price of $548.43, for a total transaction of $4,147,227.66. Following the completion of the transaction, the executive vice president owned 353 shares in the company, valued at approximately $193,595.79. The trade was a 95.54% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 55,714 shares of company stock valued at $31,617,799 over the last quarter. Insiders own 0.70% of the company’s stock.

Intuitive Surgical Stock Performance

NASDAQ:ISRG opened at $523.99 on Friday. The company has a market capitalization of $187.84 billion, a price-to-earnings ratio of 66.41, a price-to-earnings-growth ratio of 4.28 and a beta of 1.67. Intuitive Surgical, Inc. has a one year low of $425.00 and a one year high of $609.08. The stock has a 50-day simple moving average of $562.32 and a 200 day simple moving average of $511.79.

Intuitive Surgical (NASDAQ:ISRG) last released its 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. The company 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 15.18% and a net margin of 28.38%.Intuitive Surgical’s quarterly revenue was up 18.8% compared to the same quarter last year. During the same quarter last year, the business posted $2.21 EPS. On average, equities research 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.