2Xideas AG Raises Stake in Intuitive Surgical, Inc. $ISRG

2Xideas AG raised its holdings in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 11.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 10,764 shares of the medical equipment provider’s stock after buying an additional 1,102 shares during the period. 2Xideas AG’s holdings in Intuitive Surgical were worth $4,814,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the company. Vanguard Group Inc. increased its position in Intuitive Surgical by 0.8% during the 3rd quarter. Vanguard Group Inc. now owns 33,599,661 shares of the medical equipment provider’s stock valued at $15,026,776,000 after purchasing an additional 263,828 shares during the period. State Street Corp raised its stake in Intuitive Surgical by 1.2% in the second quarter. State Street Corp now owns 15,552,203 shares of the medical equipment provider’s stock worth $8,451,223,000 after buying an additional 182,871 shares in the last quarter. Capital World Investors lifted its holdings in Intuitive Surgical by 1.5% in the third quarter. Capital World Investors now owns 7,728,492 shares of the medical equipment provider’s stock worth $3,456,223,000 after buying an additional 116,034 shares during the period. Norges Bank bought a new stake in Intuitive Surgical during the 2nd quarter valued at approximately $2,569,260,000. Finally, Invesco Ltd. raised its holdings in Intuitive Surgical by 4.8% in the second quarter. Invesco Ltd. now owns 4,421,133 shares of the medical equipment provider’s stock worth $2,402,488,000 after purchasing an additional 201,159 shares in the last quarter. Institutional investors own 83.64% of the company’s stock.

Analyst Ratings Changes

Several research firms recently weighed in on ISRG. Barclays set a $712.00 price target on Intuitive Surgical and gave the stock an “overweight” rating in a research note on Monday, January 26th. UBS Group set a $570.00 price objective on Intuitive Surgical and gave the company a “neutral” rating in a research report on Tuesday, February 24th. Citigroup raised Intuitive Surgical from a “neutral” rating to a “buy” rating and set a $590.00 target price for the company in a research report on Wednesday. TD Cowen raised Intuitive Surgical to a “strong-buy” rating in a report on Tuesday, January 27th. Finally, Robert W. Baird reduced their price objective on Intuitive Surgical from $655.00 to $645.00 and set an “outperform” rating for the company in a research report on Friday, January 23rd. Two analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, six have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Intuitive Surgical currently has an average rating of “Moderate Buy” and an average price target of $615.86.

Insider Buying and Selling at Intuitive Surgical

In other Intuitive Surgical news, EVP Myriam Curet sold 421 shares of Intuitive Surgical stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $494.96, for a total transaction of $208,378.16. Following the completion of the transaction, the executive vice president owned 409 shares in the company, valued at approximately $202,438.64. This trade represents a 50.72% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Gary S. Guthart sold 24,500 shares of the firm’s stock in a transaction that occurred 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 sale, the director directly owned 3,694 shares in the company, valued at $1,958,189.40. The trade was a 86.90% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 33,407 shares of company stock worth $17,534,067 in the last 90 days. Corporate insiders own 0.70% of the company’s stock.

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 Price Performance

ISRG opened at $472.16 on Friday. Intuitive Surgical, Inc. has a 1 year low of $425.00 and a 1 year high of $603.88. The business’s 50-day moving average is $513.26 and its two-hundred day moving average is $512.40. The firm has a market capitalization of $167.68 billion, a PE ratio of 59.84, a price-to-earnings-growth ratio of 3.70 and a beta of 1.66.

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

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.