Atle Fund Management AB Has $8.81 Million Stake in Intuitive Surgical, Inc. $ISRG

Atle Fund Management AB increased its stake in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 6.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 19,707 shares of the medical equipment provider’s stock after purchasing an additional 1,148 shares during the period. Intuitive Surgical accounts for 3.4% of Atle Fund Management AB’s portfolio, making the stock its 9th largest position. Atle Fund Management AB’s holdings in Intuitive Surgical were worth $8,814,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. Brighton Jones LLC lifted its stake in Intuitive Surgical by 24.9% in the fourth quarter. Brighton Jones LLC now owns 3,672 shares of the medical equipment provider’s stock valued at $1,916,000 after buying an additional 731 shares during the last quarter. Sivia Capital Partners LLC grew its position in shares of Intuitive Surgical by 3.8% during the second quarter. Sivia Capital Partners LLC now owns 928 shares of the medical equipment provider’s stock worth $504,000 after acquiring an additional 34 shares during the last quarter. Patriot Financial Group Insurance Agency LLC acquired a new stake in shares of Intuitive Surgical in the 2nd quarter worth about $252,000. Hilltop National Bank bought a new stake in Intuitive Surgical in the 2nd quarter valued at about $222,000. Finally, Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its position in Intuitive Surgical by 12.4% in the 2nd quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 3,245 shares of the medical equipment provider’s stock valued at $1,763,000 after purchasing an additional 358 shares during the last quarter. Institutional investors and hedge funds own 83.64% of the company’s stock.

Analysts Set New Price Targets

ISRG has been the topic of several analyst reports. Evercore ISI dropped their price target on shares of Intuitive Surgical from $580.00 to $550.00 and set an “in-line” rating on the stock in a research note on Friday, January 23rd. Robert W. Baird decreased their price objective on Intuitive Surgical from $655.00 to $645.00 and set an “outperform” rating for the company in a report on Friday, January 23rd. Argus raised their target price on Intuitive Surgical from $600.00 to $630.00 in a research report on Monday, October 27th. Sanford C. Bernstein boosted their price target on Intuitive Surgical from $740.00 to $750.00 and gave the stock an “outperform” rating in a research report on Friday, January 23rd. Finally, Wells Fargo & Company raised their price target on Intuitive Surgical from $600.00 to $654.00 and gave the company an “overweight” rating in a report on Friday, December 12th. Two analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Intuitive Surgical presently has an average rating of “Moderate Buy” and a consensus target price of $620.41.

Trending Headlines about Intuitive Surgical

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

• Positive Sentiment: TD Cowen upgraded ISRG and said the company’s long‑run growth is likely underestimated, supporting a higher multi‑year earnings outlook and raising optimism among growth investors. Intuitive Surgical Inc.’s (ISRG) long-run growth underestimated, says TD Cowen
• Positive Sentiment: Q4/earnings-call takeaways: analysts pressed management on growth drivers and margin outlook, but the quarter showed solid revenue and EPS beats that underpin the company’s recurring parts & services revenue model. That confirms continued demand for da Vinci systems and supports forward estimates. 5 Revealing Analyst Questions From Intuitive Surgical’s Q4 Earnings Call
• Positive Sentiment: Regulatory/product progress: coverage of cardiac clearance work and the rollout of the da Vinci 5 platform suggests new procedure types and market expansion that could lift system sales and higher‑margin consumables over time. Intuitive Surgical’s Cardiac Clearance Tests Valuation As da Vinci 5 Expands
• Positive Sentiment: Analyst/bull commentary: sector bulls and outlets (e.g., Zacks) remain positive on the da Vinci franchise and recurring revenue stream, reinforcing investor conviction on long‑term durability. Bull of the Day: Intuitive Surgical (ISRG)
• Neutral Sentiment: Valuation debate persists: retail analyst pieces note 2025 results were strong but warn the stock’s premium valuation is the main risk — strong fundamentals vs. expensive multiples keeps investor views mixed. Should You Buy Shares of Intuitive Surgical In February?
• Negative Sentiment: Insider selling: EVP Myriam Curet sold small blocks of ISRG shares in recent transactions (e.g., 126 shares at ~$520). The amounts are modest but such filings can create short‑term selling pressure or signal personal diversification. Intuitive Surgical (NASDAQ:ISRG) EVP Myriam Curet Sells 126 Shares

Intuitive Surgical Trading Down 0.7%

Shares of Intuitive Surgical stock opened at $504.22 on Friday. Intuitive Surgical, Inc. has a 52 week low of $425.00 and a 52 week high of $609.08. The company’s 50-day moving average price is $558.64 and its two-hundred day moving average price is $511.63. The stock has a market cap of $180.75 billion, a PE ratio of 63.91, a price-to-earnings-growth ratio of 3.92 and a beta of 1.67.

Intuitive Surgical (NASDAQ:ISRG) last issued its earnings results on Thursday, January 22nd. The medical equipment provider reported $2.53 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 for the quarter, compared to analysts’ expectations of $2.72 billion. During the same period in the previous year, the firm posted $2.21 EPS. The company’s quarterly revenue was up 18.8% on a year-over-year basis. On average, equities analysts predict that Intuitive Surgical, Inc. will post 6.43 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, Director Gary S. Guthart sold 24,500 shares of the firm’s stock in a transaction dated 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 completion of the sale, the director directly owned 3,694 shares of the company’s stock, valued at $1,958,189.40. This trade represents a 86.90% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Mark Brosius sold 464 shares of the firm’s stock in a transaction on Monday, December 15th. The shares were sold at an average price of $548.49, for a total transaction of $254,499.36. Following the transaction, the senior vice president owned 131 shares in the company, valued at $71,852.19. This represents a 77.98% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 75,683 shares of company stock valued at $42,066,425 over the last ninety days. Insiders own 0.70% of the company’s stock.

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.