Banco Bilbao Vizcaya Argentaria S.A. Acquires 5,217 Shares of Intuitive Surgical, Inc. $ISRG

Banco Bilbao Vizcaya Argentaria S.A. increased its holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 12.2% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 47,974 shares of the medical equipment provider’s stock after purchasing an additional 5,217 shares during the quarter. Banco Bilbao Vizcaya Argentaria S.A.’s holdings in Intuitive Surgical were worth $21,442,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also added to or reduced their stakes in the business. Norges Bank bought a new stake in shares of Intuitive Surgical in the 2nd quarter valued at about $2,569,260,000. Rakuten Investment Management Inc. bought a new position in Intuitive Surgical during the 3rd quarter worth approximately $388,436,000. Amundi increased its stake in Intuitive Surgical by 29.7% in the 3rd quarter. Amundi now owns 3,227,472 shares of the medical equipment provider’s stock worth $1,451,362,000 after purchasing an additional 739,444 shares during the period. Vanguard Group Inc. increased its stake in Intuitive Surgical by 2.1% in the 2nd quarter. Vanguard Group Inc. now owns 33,335,833 shares of the medical equipment provider’s stock worth $18,115,025,000 after purchasing an additional 670,302 shares during the period. Finally, Sands Capital Management LLC lifted its position in Intuitive Surgical by 77.0% in the third quarter. Sands Capital Management LLC now owns 1,341,109 shares of the medical equipment provider’s stock valued at $599,784,000 after purchasing an additional 583,539 shares during the last quarter. 83.64% of the stock is owned by institutional investors.

Intuitive Surgical News Roundup

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 Stock Performance

Shares of ISRG stock opened at $472.16 on Monday. Intuitive Surgical, Inc. has a fifty-two week low of $425.00 and a fifty-two week high of $603.88. The firm 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. The business’s 50 day moving average price is $513.26 and its 200-day moving average price is $512.96.

Intuitive Surgical (NASDAQ:ISRG) last announced its earnings results on Thursday, January 22nd. The medical equipment provider reported $2.53 EPS for the quarter, beating 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 company had revenue of $2.87 billion during the quarter, compared to the consensus estimate of $2.72 billion. During the same quarter in the prior year, the company earned $2.21 earnings per share. The firm’s revenue for the quarter was up 18.8% on a year-over-year basis. As a group, equities analysts predict that Intuitive Surgical, Inc. will post 6.43 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on ISRG. Robert W. Baird dropped their price objective on Intuitive Surgical from $655.00 to $645.00 and set an “outperform” rating for the company in a research note on Friday, January 23rd. HSBC lifted their target price on shares of Intuitive Surgical from $644.00 to $653.00 and gave the stock a “buy” rating in a research note on Monday, January 26th. Royal Bank Of Canada increased their price target on shares of Intuitive Surgical from $625.00 to $650.00 and gave the company an “outperform” rating in a research report on Wednesday, December 17th. Weiss Ratings reissued a “hold (c+)” rating on shares of Intuitive Surgical in a report on Monday, December 29th. Finally, Wall Street Zen cut shares of Intuitive Surgical from a “buy” rating to a “hold” rating in a research report on Saturday, February 7th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $615.86.

Insider Buying and Selling at Intuitive Surgical

In other Intuitive Surgical news, SVP Mark Brosius sold 2,362 shares of the company’s stock in a transaction on Wednesday, March 4th. The shares were sold at an average price of $498.68, for a total value of $1,177,882.16. Following the completion of the transaction, the senior vice president directly owned 3,554 shares in the company, valued at approximately $1,772,308.72. This represents a 39.93% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Patricia L. Wadors sold 220 shares of the firm’s stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $499.71, for a total transaction of $109,936.20. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 32,943 shares of company stock worth $17,279,568. 0.70% of the stock is owned by corporate insiders.

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.