Banque Transatlantique SA Has $71.54 Million Holdings in Intuitive Surgical, Inc. $ISRG

Banque Transatlantique SA boosted its stake in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 18.9% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 160,131 shares of the medical equipment provider’s stock after purchasing an additional 25,462 shares during the period. Intuitive Surgical comprises approximately 1.7% of Banque Transatlantique SA’s investment portfolio, making the stock its 13th biggest position. Banque Transatlantique SA’s holdings in Intuitive Surgical were worth $71,542,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Kilter Group LLC bought a new position in shares of Intuitive Surgical in the 2nd quarter worth about $27,000. Greykasell Wealth Strategies Inc. acquired a new position in Intuitive Surgical in the third quarter valued at approximately $27,000. Caitlin John LLC acquired a new position in Intuitive Surgical in the third quarter valued at approximately $30,000. Guerra Advisors Inc bought a new position in shares of Intuitive Surgical during the 3rd quarter worth approximately $37,000. Finally, Riggs Asset Managment Co. Inc. increased its stake in shares of Intuitive Surgical by 84.2% in the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 70 shares of the medical equipment provider’s stock valued at $38,000 after acquiring an additional 32 shares in the last quarter. 83.64% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research firms have commented on ISRG. Weiss Ratings restated a “hold (c+)” rating on shares of Intuitive Surgical in a report on Monday, December 29th. Argus cut their price objective on shares of Intuitive Surgical from $630.00 to $560.00 and set a “buy” rating on the stock in a research report on Wednesday, February 4th. Wall Street Zen lowered Intuitive Surgical from a “buy” rating to a “hold” rating in a research report on Saturday, February 7th. Raymond James Financial upped their price target on Intuitive Surgical from $603.00 to $615.00 and gave the stock an “outperform” rating in a research note on Friday, January 23rd. Finally, The Goldman Sachs Group reiterated a “buy” rating and issued a $714.00 price target on shares of Intuitive Surgical in a report on Friday, January 9th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, six have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $615.86.

Intuitive Surgical Stock Down 1.5%

ISRG opened at $472.16 on Friday. The firm has a 50-day moving average price of $513.26 and a 200-day moving average price of $512.40. Intuitive Surgical, Inc. has a twelve month low of $425.00 and a twelve month high of $603.88. The company has a market capitalization of $167.68 billion, a price-to-earnings ratio of 59.84, a PEG ratio of 3.70 and a beta of 1.66.

Intuitive Surgical (NASDAQ:ISRG) last released its quarterly earnings data 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 net margin of 28.38% and a return on equity of 15.06%. The company had revenue of $2.87 billion during the quarter, compared to the consensus estimate of $2.72 billion. During the same period last year, the firm earned $2.21 EPS. Intuitive Surgical’s revenue for the quarter was up 18.8% on a year-over-year basis. On average, sell-side analysts expect that Intuitive Surgical, Inc. will post 6.43 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, VP Fredrik Widman sold 133 shares of the business’s 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 completion of the transaction, the vice president directly owned 660 shares in the company, valued at $326,673.60. The trade was a 16.77% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Myriam Curet sold 105 shares of the firm’s stock in a transaction that occurred on Tuesday, March 10th. The shares were sold at an average price of $493.95, for a total transaction of $51,864.75. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 33,407 shares of company stock worth $17,534,067 over the last three months. Corporate insiders own 0.70% of the company’s stock.

Key Stories 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.

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.