Intuitive Surgical, Inc. $ISRG Shares Acquired by Bristol John W & Co. Inc. NY

Bristol John W & Co. Inc. NY increased its stake in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 8.9% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 299,398 shares of the medical equipment provider’s stock after purchasing an additional 24,550 shares during the quarter. Intuitive Surgical makes up approximately 2.1% of Bristol John W & Co. Inc. NY’s holdings, making the stock its 15th largest holding. Bristol John W & Co. Inc. NY’s holdings in Intuitive Surgical were worth $133,900,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the company. Tobam boosted its stake in shares of Intuitive Surgical by 666.7% during the 2nd quarter. Tobam now owns 46 shares of the medical equipment provider’s stock worth $25,000 after purchasing an additional 40 shares during the last quarter. Kilter Group LLC acquired a new position in shares of Intuitive Surgical in the second quarter valued at approximately $27,000. Greykasell Wealth Strategies Inc. acquired a new position in shares of Intuitive Surgical in the third quarter valued at approximately $27,000. Caitlin John LLC purchased a new position in shares of Intuitive Surgical during the third quarter valued at approximately $30,000. Finally, Riggs Asset Managment Co. Inc. lifted its stake in shares of Intuitive Surgical by 84.2% during the second quarter. Riggs Asset Managment Co. Inc. now owns 70 shares of the medical equipment provider’s stock valued at $38,000 after buying an additional 32 shares during the period. Institutional investors and hedge funds own 83.64% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have commented on the stock. Evercore lowered their target price on shares of Intuitive Surgical from $580.00 to $550.00 and set an “in-line” rating for the company in a research note on Friday, January 23rd. Wall Street Zen cut Intuitive Surgical from a “buy” rating to a “hold” rating in a report on Saturday, February 7th. Zacks Research raised Intuitive Surgical from a “hold” rating to a “strong-buy” rating in a research report on Thursday, February 19th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Intuitive Surgical in a research note on Monday, December 29th. Finally, Piper Sandler reiterated an “overweight” rating and set a $620.00 target price (up from $610.00) on shares of Intuitive Surgical in a research report on Friday, January 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, six have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $615.86.

Intuitive Surgical News Summary

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

• Positive Sentiment: Citi upgraded ISRG to Buy with a $590 target, which boosts near‑term sentiment and signals analyst confidence in upside. Citigroup upgrades Intuitive Surgical (ISRG)
• Positive Sentiment: The da Vinci system won FDA clearance for cardiac surgery, opening a much larger TAM (from ~17k to ~160k potential procedures in cleared markets) — a material long‑term growth catalyst if adoption follows. ISRG’s da Vinci Gains FDA Nod for Cardiac Surgery
• Positive Sentiment: Q4 results beat expectations (19% revenue growth, EPS beat) and management highlighted recurring revenue strength — these prints underpin the bullish analyst commentary and recent outperformance days. Intuitive Surgical Inc. stock outperforms competitors
• Neutral Sentiment: Long‑form bulls argue “massive growth ahead” from da Vinci 5, Ion and SP platforms — supportive for the multi‑year case but not a near‑term catalyst. Intuitive Surgical: The Robotic Surgery Leader Still Has Massive Growth Ahead
• Neutral Sentiment: Several valuation pieces note ISRG trades well above historical P/E levels, creating a tension between growth expectations and an elevated multiple — keeps the stock range‑bound absent fresh catalysts. Assessing Intuitive Surgical (ISRG) Valuation
• Negative Sentiment: Management guided for a deceleration in worldwide da Vinci procedure growth in 2026 — a notable near‑term headwind to growth expectations. Intuitive Surgical Stock: Buy, Sell, or Hold?
• Negative Sentiment: Insider selling (multiple senior exec trades in March) is visible and may be fueling profit‑taking and downside pressure despite strong public messaging. SEC filing: Insider Sale Disclosures
• Negative Sentiment: Stock has recently fallen more than the market on low‑volume sessions, indicating short‑term technical weakness and profit‑taking after the post‑earnings run. Intuitive Surgical Suffers a Larger Drop Than the General Market

Insider Buying and Selling

In other news, SVP Mark Brosius sold 645 shares of the stock in a transaction dated Monday, March 9th. The stock was 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 owned 1,613 shares in the company, valued at approximately $782,321.13. This trade represents a 28.57% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Myriam Curet sold 105 shares of the firm’s stock in a transaction dated Tuesday, March 10th. The shares were sold at an average price of $493.95, for a total value of $51,864.75. The SEC filing for this sale provides additional information. Insiders have sold a total of 33,407 shares of company stock valued at $17,534,067 in the last 90 days. 0.70% of the stock is currently owned by company insiders.

Intuitive Surgical Stock Down 2.8%

ISRG opened at $479.27 on Friday. Intuitive Surgical, Inc. has a 52-week low of $425.00 and a 52-week high of $603.88. The company has a 50 day moving average of $515.05 and a two-hundred day moving average of $512.37. The company has a market cap of $170.20 billion, a P/E ratio of 60.74, a P/E/G ratio of 3.80 and a beta of 1.66.

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

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.