Ameriprise Financial Inc. Increases Stock Position in Intuitive Surgical, Inc. $ISRG

Ameriprise Financial Inc. lifted its position in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 1.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,674,479 shares of the medical equipment provider’s stock after acquiring an additional 19,552 shares during the quarter. Ameriprise Financial Inc. owned 0.47% of Intuitive Surgical worth $749,483,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in the business. Kilter Group LLC acquired a new stake in Intuitive Surgical in the 2nd quarter valued at about $27,000. Greykasell Wealth Strategies Inc. acquired a new stake in Intuitive Surgical during the third quarter worth about $27,000. Caitlin John LLC acquired a new stake in Intuitive Surgical during the third quarter worth about $30,000. Guerra Advisors Inc purchased a new position in Intuitive Surgical during the third quarter worth about $37,000. Finally, Riggs Asset Managment Co. Inc. raised its stake 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 worth $38,000 after purchasing an additional 32 shares during the period. 83.64% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Intuitive Surgical

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.

Insider Buying and Selling

In related news, SVP Mark Brosius sold 645 shares of the firm’s stock in a transaction that occurred on Monday, March 9th. The shares were sold at an average price of $485.01, for a total value of $312,831.45. Following the sale, the senior vice president directly owned 1,613 shares of the company’s stock, valued at approximately $782,321.13. This trade represents a 28.57% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Fredrik Widman sold 133 shares of the company’s stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $494.96, for a total value of $65,829.68. Following the sale, the vice president owned 660 shares of the company’s stock, valued at approximately $326,673.60. The trade was a 16.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 32,943 shares of company stock worth $17,279,568 in the last ninety days. 0.70% of the stock is currently owned by insiders.

Intuitive Surgical Price Performance

Shares of NASDAQ:ISRG opened at $472.16 on Monday. The stock has a market cap of $167.68 billion, a P/E ratio of 59.84, a P/E/G ratio of 3.64 and a beta of 1.66. Intuitive Surgical, Inc. has a 1-year low of $425.00 and a 1-year high of $603.88. The firm has a fifty day moving average price of $513.26 and a 200 day moving average price of $512.96.

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

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on ISRG. Argus lowered their price target on Intuitive Surgical from $630.00 to $560.00 and set a “buy” rating for the company in a report on Wednesday, February 4th. TD Cowen raised shares of Intuitive Surgical to a “strong-buy” rating in a research report on Tuesday, January 27th. Citigroup upgraded Intuitive Surgical from a “neutral” rating to a “buy” rating and set a $590.00 price target for the company in a research report on Wednesday, March 11th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Intuitive Surgical in a report on Monday, December 29th. Finally, Piper Sandler reissued an “overweight” rating and set a $620.00 target price (up from $610.00) on shares of Intuitive Surgical in a research note on Friday, January 23rd. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $615.86.

Intuitive Surgical 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.