FORA Capital LLC Buys New Stake in Intuitive Surgical, Inc. $ISRG

FORA Capital LLC purchased a new stake in Intuitive Surgical, Inc. (NASDAQ:ISRG) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 10,610 shares of the medical equipment provider’s stock, valued at approximately $4,745,000. Intuitive Surgical makes up about 0.8% of FORA Capital LLC’s holdings, making the stock its 22nd largest position.

A number of other institutional investors also recently bought and sold shares of ISRG. Vanguard Group Inc. boosted its position in shares of Intuitive Surgical by 0.8% during the 3rd quarter. Vanguard Group Inc. now owns 33,599,661 shares of the medical equipment provider’s stock worth $15,026,776,000 after acquiring an additional 263,828 shares in the last quarter. State Street Corp raised its position in shares of Intuitive Surgical by 1.2% during the 2nd quarter. State Street Corp now owns 15,552,203 shares of the medical equipment provider’s stock worth $8,451,223,000 after acquiring an additional 182,871 shares in the last quarter. Capital World Investors lifted its stake in Intuitive Surgical by 1.5% during the third quarter. Capital World Investors now owns 7,728,492 shares of the medical equipment provider’s stock worth $3,456,223,000 after purchasing an additional 116,034 shares during the last quarter. Norges Bank purchased a new stake in Intuitive Surgical during the second quarter worth approximately $2,569,260,000. Finally, Invesco Ltd. boosted its holdings in Intuitive Surgical by 4.8% in the second quarter. Invesco Ltd. now owns 4,421,133 shares of the medical equipment provider’s stock valued at $2,402,488,000 after purchasing an additional 201,159 shares in the last quarter. 83.64% of the stock is owned by hedge funds and other institutional investors.

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.

Intuitive Surgical Trading Down 1.5%

Shares of NASDAQ ISRG opened at $472.16 on Friday. Intuitive Surgical, Inc. has a twelve month low of $425.00 and a twelve month high of $603.88. The stock has a 50 day moving average of $513.26 and a two-hundred day moving average of $512.40. The stock has a market cap of $167.68 billion, a P/E ratio of 59.84, a P/E/G ratio of 3.70 and a beta of 1.66.

Intuitive Surgical (NASDAQ:ISRG) last announced its earnings results on Thursday, January 22nd. The medical equipment provider reported $2.53 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.27 by $0.26. The business had revenue of $2.87 billion for the quarter, compared to analyst estimates of $2.72 billion. Intuitive Surgical had a net margin of 28.38% and a return on equity of 15.06%. The company’s revenue for the quarter was up 18.8% compared to the same quarter last year. During the same period last year, the firm posted $2.21 earnings per share. As a group, research analysts predict that Intuitive Surgical, Inc. will post 6.43 earnings per share for the current year.

Wall Street Analyst Weigh In

ISRG has been the topic of several recent analyst reports. 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. Truist Financial upped their target price on shares of Intuitive Surgical from $620.00 to $650.00 and gave the company a “buy” rating in a report on Thursday, December 18th. Royal Bank Of Canada increased their target price 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 reiterated a “hold (c+)” rating on shares of Intuitive Surgical in a research note on Monday, December 29th. Finally, Zacks Research raised shares of Intuitive Surgical from a “hold” rating to a “strong-buy” rating in a research report on Thursday, February 19th. Two equities research 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 issued a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $615.86.

Insider Buying and Selling at Intuitive Surgical

In other news, SVP Mark Brosius sold 645 shares of the company’s stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $485.01, for a total value of $312,831.45. Following the completion of the sale, the senior vice president directly owned 1,613 shares of the company’s stock, valued at approximately $782,321.13. This represents a 28.57% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Patricia L. Wadors sold 220 shares of the 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. Insiders have sold 33,407 shares of company stock worth $17,534,067 in the last quarter. 0.70% of the stock is currently owned by company insiders.

Intuitive Surgical Company 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.