Bamco Inc. NY Sells 1,140 Shares of Intuitive Surgical, Inc. $ISRG

Bamco Inc. NY lessened its stake in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 1.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 99,633 shares of the medical equipment provider’s stock after selling 1,140 shares during the quarter. Bamco Inc. NY’s holdings in Intuitive Surgical were worth $44,559,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently bought and sold shares of the company. Brighton Jones LLC grew its holdings in shares of Intuitive Surgical by 24.9% during the fourth quarter. Brighton Jones LLC now owns 3,672 shares of the medical equipment provider’s stock valued at $1,916,000 after buying an additional 731 shares during the last quarter. Sivia Capital Partners LLC raised its holdings in Intuitive Surgical by 3.8% in the 2nd quarter. Sivia Capital Partners LLC now owns 928 shares of the medical equipment provider’s stock worth $504,000 after acquiring an additional 34 shares during the last quarter. Schnieders Capital Management LLC. raised its holdings in Intuitive Surgical by 38.0% in the 2nd quarter. Schnieders Capital Management LLC. now owns 973 shares of the medical equipment provider’s stock worth $529,000 after acquiring an additional 268 shares during the last quarter. CFO4Life Group LLC lifted its position in Intuitive Surgical by 6.0% in the 2nd quarter. CFO4Life Group LLC now owns 462 shares of the medical equipment provider’s stock valued at $251,000 after acquiring an additional 26 shares in the last quarter. Finally, Empower Advisory Group LLC boosted its stake in Intuitive Surgical by 142.1% during the 2nd quarter. Empower Advisory Group LLC now owns 7,302 shares of the medical equipment provider’s stock valued at $3,968,000 after purchasing an additional 4,286 shares during the last quarter. 83.64% of the stock is owned by hedge funds and other institutional investors.

Intuitive Surgical Price Performance

NASDAQ ISRG opened at $472.16 on Monday. The stock has a market capitalization of $167.68 billion, a price-to-earnings ratio of 59.84, a PEG ratio of 3.64 and a beta of 1.66. Intuitive Surgical, Inc. has a 1-year low of $425.00 and a 1-year high of $603.88. The business’s fifty day moving average price is $513.26 and its 200-day moving average price is $512.96.

Intuitive Surgical (NASDAQ:ISRG) last issued 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. The company had revenue of $2.87 billion during the quarter, compared to analyst estimates of $2.72 billion. Intuitive Surgical had a return on equity of 15.06% and a net margin of 28.38%.Intuitive Surgical’s revenue was up 18.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.21 earnings per share. Equities research analysts anticipate that Intuitive Surgical, Inc. will post 6.43 EPS for the current year.

Insiders Place Their Bets

In other Intuitive Surgical 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 sale, the vice president directly owned 660 shares in the company, valued at $326,673.60. The trade was a 16.77% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, SVP Mark Brosius sold 2,362 shares of the company’s stock in a transaction dated Wednesday, March 4th. The shares were sold at an average price of $498.68, for a total transaction of $1,177,882.16. Following the sale, the senior vice president directly owned 3,554 shares of the company’s stock, valued at $1,772,308.72. The trade was a 39.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 32,943 shares of company stock valued at $17,279,568. 0.70% of the stock is currently owned by company insiders.

Analyst Ratings Changes

A number of research firms have commented on ISRG. Royal Bank Of Canada lifted their target price on Intuitive Surgical from $625.00 to $650.00 and gave the stock an “outperform” rating in a report on Wednesday, December 17th. UBS Group set a $570.00 price objective on Intuitive Surgical and gave the company a “neutral” rating in a research report on Tuesday, February 24th. TD Cowen upgraded Intuitive Surgical to a “strong-buy” rating in a report on Tuesday, January 27th. Sanford C. Bernstein boosted their target price on Intuitive Surgical from $740.00 to $750.00 and gave the stock an “outperform” rating in a research report on Friday, January 23rd. Finally, Wall Street Zen cut shares of Intuitive Surgical from a “buy” rating to a “hold” rating in a research note on Saturday, February 7th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Intuitive Surgical presently has an average rating of “Moderate Buy” and an average target price of $615.86.

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 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.