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

Baillie Gifford & Co. lessened its holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 2.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 2,551,357 shares of the medical equipment provider’s stock after selling 51,241 shares during the quarter. Intuitive Surgical accounts for approximately 1.2% of Baillie Gifford & Co.’s holdings, making the stock its 19th largest holding. Baillie Gifford & Co. owned 0.71% of Intuitive Surgical worth $1,444,987,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Newbridge Financial Services Group Inc. boosted its holdings in Intuitive Surgical by 300.0% in the fourth quarter. Newbridge Financial Services Group Inc. now owns 44 shares of the medical equipment provider’s stock worth $25,000 after acquiring an additional 33 shares in the last quarter. Holos Integrated Wealth LLC acquired a new stake in shares of Intuitive Surgical during the fourth quarter worth about $25,000. Olistico Wealth LLC acquired a new stake in shares of Intuitive Surgical during the fourth quarter worth about $28,000. Greykasell Wealth Strategies Inc. acquired a new stake in shares of Intuitive Surgical during the third quarter worth about $27,000. Finally, Caitlin John LLC acquired a new stake in shares of Intuitive Surgical during the third quarter worth about $30,000. Institutional investors and hedge funds own 83.64% of the company’s stock.

More Intuitive Surgical News

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

• Positive Sentiment: BTIG reaffirmed a “buy” on ISRG and set a $616 price target (~36.7% above the recent price), giving investors a clear upside thesis tied to continued procedure growth and platform expansion. BTIG research note
• Positive Sentiment: Hedge-fund veteran Israel Englander has been increasing exposure to ISRG, signaling conviction from a long-term institutional holder and potentially supporting demand for the shares. Intuitive Surgical Inc. (ISRG): Israel Englander Is Loading Up on This Stock
• Positive Sentiment: Company commentary and analyst notes emphasize reaffirmed double-digit da Vinci procedure growth guidance and investment in new platforms (like Ion), which underpin recurring revenue from instruments & services and longer-term margin expansion. Reaffirmed da Vinci Growth Guidance and New Platforms Could Be A Game Changer For Intuitive Surgical (ISRG)
• Neutral Sentiment: Analysts highlight 13–15% procedure growth forecast for 2026 — a sign of durable demand — but warn that macro or policy shifts could pressure ISRG’s premium valuation. This is supportive long term but creates debate over near-term multiple compression. Can 13-15% Procedure Growth in 2026 Sustain ISRG’s Premium Valuation?
• Neutral Sentiment: Recent intraday moves included a modest rally that still underperformed broader markets, reflecting mixed investor positioning ahead of earnings. Intuitive Surgical, Inc. (ISRG) Advances But Underperforms Market: Key Facts
• Negative Sentiment: ISRG is down sharply YTD (near ~20% per coverage) as investors mark down the stock from a premium multiple amid concerns about near-term upside and broader macro pressures — a major factor driving today’s weakness. ISRG Stock Down Nearly 20% YTD: Should You Buy, Hold or Sell?
• Negative Sentiment: Erste Group (and related notes) trimmed FY estimates / has a weaker outlook for FY2027, signaling some analyst caution that could translate into lower near-term expectations. Erste Group Bank Has Weak Estimate for ISRG FY2027 Earnings

Wall Street Analysts Forecast Growth

A number of research firms recently commented on ISRG. Truist Financial lifted their target price on Intuitive Surgical from $620.00 to $650.00 and gave the stock a “buy” rating in a report on Thursday, December 18th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Intuitive Surgical in a research report on Monday, December 29th. Argus reduced their price target on Intuitive Surgical from $630.00 to $560.00 and set a “buy” rating for the company in a research report on Wednesday, February 4th. BTIG Research restated a “buy” rating and issued a $616.00 price objective on shares of Intuitive Surgical in a research report on Friday. Finally, Raymond James Financial boosted their price objective on Intuitive Surgical from $603.00 to $615.00 and gave the company an “outperform” rating in a research report on Friday, January 23rd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Intuitive Surgical has an average rating of “Moderate Buy” and a consensus price target of $607.00.

Intuitive Surgical Stock Performance

Shares of ISRG opened at $450.65 on Monday. Intuitive Surgical, Inc. has a one year low of $427.84 and a one year high of $603.88. The stock has a market capitalization of $160.04 billion, a price-to-earnings ratio of 57.12, a PEG ratio of 3.52 and a beta of 1.68. The stock has a 50 day moving average price of $481.15 and a 200 day moving average price of $514.65.

Intuitive Surgical (NASDAQ:ISRG) last issued its quarterly earnings results on Thursday, January 22nd. The medical equipment provider reported $2.53 EPS for the quarter, topping the consensus estimate of $2.27 by $0.26. Intuitive Surgical had a return on equity of 15.06% and a net margin of 28.38%.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 previous year, the business earned $2.21 earnings per share. The firm’s revenue for the quarter was up 18.8% on a year-over-year basis. On average, analysts predict that Intuitive Surgical, Inc. will post 6.43 earnings per share for the current year.

Insider Transactions at Intuitive Surgical

In related news, SVP Mark Brosius sold 645 shares of the business’s stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $485.01, for a total transaction of $312,831.45. Following the completion of the sale, the senior vice president directly owned 1,613 shares in the company, valued at approximately $782,321.13. The trade was a 28.57% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Myriam Curet sold 105 shares of the business’s stock in a transaction that occurred on Tuesday, March 10th. The stock was sold at an average price of $493.95, for a total value of $51,864.75. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 32,943 shares of company stock valued at $17,279,568 over the last ninety days. Company insiders own 0.60% of the company’s stock.

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.