Caisse Des Depots ET Consignations Makes New Investment in Intuitive Surgical, Inc. $ISRG

Caisse Des Depots ET Consignations purchased a new stake in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 3,974 shares of the medical equipment provider’s stock, valued at approximately $1,777,000.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. SteelPeak Wealth LLC grew its position in shares of Intuitive Surgical by 28.7% in the third quarter. SteelPeak Wealth LLC now owns 41,993 shares of the medical equipment provider’s stock valued at $18,781,000 after purchasing an additional 9,364 shares during the period. Amalgamated Bank lifted its position in shares of Intuitive Surgical by 2.2% in the second quarter. Amalgamated Bank now owns 81,542 shares of the medical equipment provider’s stock valued at $44,311,000 after acquiring an additional 1,772 shares in the last quarter. Atlantic Union Bankshares Corp boosted its stake in shares of Intuitive Surgical by 19.3% in the third quarter. Atlantic Union Bankshares Corp now owns 22,759 shares of the medical equipment provider’s stock worth $10,179,000 after acquiring an additional 3,676 shares during the last quarter. Bessemer Group Inc. increased its position in shares of Intuitive Surgical by 89.3% during the second quarter. Bessemer Group Inc. now owns 788,328 shares of the medical equipment provider’s stock worth $428,386,000 after purchasing an additional 371,806 shares in the last quarter. Finally, World Investment Advisors raised its stake in Intuitive Surgical by 238.3% in the 3rd quarter. World Investment Advisors now owns 5,399 shares of the medical equipment provider’s stock valued at $2,415,000 after purchasing an additional 3,803 shares during the last quarter. Institutional investors own 83.64% of the company’s stock.

Insider Transactions at Intuitive Surgical

In other Intuitive Surgical news, SVP Mark Brosius sold 4,500 shares of the business’s stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $547.36, for a total transaction of $2,463,120.00. Following the sale, the senior vice president directly owned 907 shares in the company, valued at $496,455.52. This represents a 83.23% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Fredrik Widman sold 133 shares of the stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $494.96, for a total transaction of $65,829.68. Following the sale, the vice president directly owned 660 shares in the company, valued at $326,673.60. This represents a 16.77% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 56,189 shares of company stock valued at $30,785,441. 0.70% of the stock is owned by insiders.

Key Headlines Impacting Intuitive Surgical

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

• Positive Sentiment: Quarterly results and procedure growth support fundamentals. Intuitive reported a recent quarter that beat EPS and revenue estimates and showed high year‑over‑year revenue growth, and analysts continue to point to strong procedure trends and da Vinci 5 adoption — a fundamental driver that can support longer‑term revenue and system placements.
• Positive Sentiment: Industry commentary / analyst insights that highlight execution. Recent analyst notes (roundups) have discussed Intuitive alongside other healthcare names, keeping attention on the company’s execution and product cycle. Article Title
• Neutral Sentiment: Market data and charting reference. Interactive charting and market pages are being used by traders to monitor the pullback and technical levels (50‑day and 200‑day moving averages are near each other), supporting short‑term trading interest. Article Title
• Negative Sentiment: Executive insider selling disclosed this week. Multiple filings show senior executives (EVP Myriam Curet and VP Fredrik Widman) sold shares in early February, with some sales materially reducing their individual holdings — a near‑term negative signal for market sentiment. Filings: Myriam Curet SEC filing and Fredrik Widman SEC filing
• Negative Sentiment: Valuation debate / “priced for perfection” narrative. Commentary in the financial press is questioning whether ISRG’s valuation still assumes flawless execution after a recent pullback, raising investor caution around the stock’s premium multiple. Article Title
• Negative Sentiment: Recent share underperformance highlighted by analysts. Coverage notes that ISRG has fallen roughly mid‑double digits over the last three months despite ongoing procedure growth, which may have prompted short‑term selling pressure and re‑rating risk. Article Title
• Neutral Sentiment: Short interest data appears anomalous / not a clear driver. Recent short‑interest reports in the feed show zeros or NaN values and an effectively 0 days‑to‑cover figure — this looks like a data anomaly rather than confirmed heavy shorting, so it’s unlikely to be a meaningful market driver today.

Intuitive Surgical Stock Up 0.2%

Shares of NASDAQ ISRG opened at $496.12 on Thursday. The business’s 50 day moving average is $545.21 and its two-hundred day moving average is $510.52. Intuitive Surgical, Inc. has a 52-week low of $425.00 and a 52-week high of $609.08. The firm has a market cap of $176.19 billion, a price-to-earnings ratio of 62.88, a PEG ratio of 3.84 and a beta of 1.65.

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

Analysts Set New Price Targets

Several equities research analysts have issued reports on ISRG shares. Evercore lowered their target price 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. Wall Street Zen downgraded shares of Intuitive Surgical from a “buy” rating to a “hold” rating in a research note on Saturday, February 7th. Wells Fargo & Company increased their price target on shares of Intuitive Surgical from $600.00 to $654.00 and gave the company an “overweight” rating in a research note on Friday, December 12th. Zacks Research lowered shares of Intuitive Surgical from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, January 21st. Finally, TD Cowen upgraded Intuitive Surgical to a “strong-buy” rating in a research report on Tuesday, January 27th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $617.23.

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.