Silvant Capital Management LLC Has $40.42 Million Holdings in Intuitive Surgical, Inc. $ISRG

Silvant Capital Management LLC raised its holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 4.1% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 90,368 shares of the medical equipment provider’s stock after buying an additional 3,539 shares during the period. Intuitive Surgical comprises approximately 1.4% of Silvant Capital Management LLC’s investment portfolio, making the stock its 16th biggest holding. Silvant Capital Management LLC’s holdings in Intuitive Surgical were worth $40,415,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. Kilter Group LLC acquired a new position in shares of Intuitive Surgical during the 2nd quarter worth approximately $27,000. Greykasell Wealth Strategies Inc. bought a new position in Intuitive Surgical during the third quarter worth $27,000. Caitlin John LLC acquired a new position in shares of Intuitive Surgical in the third quarter valued at $30,000. Riggs Asset Managment Co. Inc. increased its holdings in shares of Intuitive Surgical by 84.2% in the second quarter. Riggs Asset Managment Co. Inc. now owns 70 shares of the medical equipment provider’s stock valued at $38,000 after purchasing an additional 32 shares during the last quarter. Finally, Howard Hughes Medical Institute bought a new position in shares of Intuitive Surgical in the second quarter valued at about $42,000. 83.64% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, VP Fredrik Widman sold 133 shares of the company’s stock in a transaction on 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 approximately $326,673.60. This represents a 16.77% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, SVP Mark Brosius sold 645 shares of the stock in a transaction on Monday, March 9th. The stock was sold at an average price of $485.01, for a total value of $312,831.45. Following the sale, the senior vice president directly 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. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 32,943 shares of company stock valued at $17,279,568. 0.70% of the stock is currently owned by corporate insiders.

Intuitive Surgical News Roundup

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

• Positive Sentiment: UBS lowered its price target on ISRG from $570 to $550 and kept a “neutral” rating; the firm still implies roughly mid‑teens upside from current levels, which supports the idea there is some analyst‑driven upside remaining for the stock. UBS lowers ISRG price target (Benzinga)
• Neutral Sentiment: Senseonics reports strong one‑year real‑world data for its Eversense 365 CGM, reinforcing demand trends in diabetes technologies that broadly support medtech device adoption but do not directly impact ISRG. Senseonics Reports Strong One-Year Real-World Data for Eversense 365
• Neutral Sentiment: ResMed expands mask and device sales while showing strong liquidity — a reminder that respiratory and home‑care device markets remain active; this is a sector data point rather than a direct ISRG catalyst. Is Resmed Stock the Right Pick for Your Portfolio Now?
• Neutral Sentiment: KORU Medical gained EU MDR certification for its Freedom60 infusion pump, illustrating regulatory progress in adjacent medtech niches and potential for broader adoption of home/portable devices. KORU Medical Secures EU MDR Certification for Freedom60 Infusion Pump
• Neutral Sentiment: Industry coverage pieces on companies like DexCom, Bio‑Techne and Cencora highlight mixed sector dynamics—growth opportunities but margin/competition pressures—that provide context for how investors may rotate within medtech/healthcare names. Here’s Why You Should Hold DexCom Stock Should You Continue to Hold Bio-Techne Stock? Here’s Why You Should Hold Cencora Stock
• Neutral Sentiment: General investing commentary (e.g., lists of long‑term compounders) offers high‑level perspectives but is not a direct ISRG catalyst. 2 Stocks That Could Create Lasting Generational Wealth
• Negative Sentiment: Security incident: a report says Intuitive Surgical was the second major medtech company hit with a cybersecurity breach in one week — this raises potential near‑term risks around product security, remediation costs, regulatory scrutiny and reputational damage. Investors should monitor company disclosures and any operational impacts. Intuitive Surgical 2nd Major Medtech Company Hit with Cybersecurity Breach in 1 Week

Intuitive Surgical Stock Down 0.1%

Shares of Intuitive Surgical stock opened at $482.76 on Wednesday. The stock has a market capitalization of $171.44 billion, a price-to-earnings ratio of 61.19, a price-to-earnings-growth ratio of 3.73 and a beta of 1.66. Intuitive Surgical, Inc. has a twelve month low of $425.00 and a twelve month high of $603.88. The company has a 50-day simple moving average of $509.40 and a two-hundred day simple moving average of $513.09.

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. Intuitive Surgical had a net margin of 28.38% and a return on equity of 15.06%. The firm had revenue of $2.87 billion for the quarter, compared to analyst estimates of $2.72 billion. During the same quarter in the prior year, the business posted $2.21 EPS. The business’s revenue was up 18.8% compared to the same quarter last year. On average, sell-side analysts anticipate that Intuitive Surgical, Inc. will post 6.43 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

ISRG has been the subject of a number of research reports. Wall Street Zen cut shares of Intuitive Surgical from a “buy” rating to a “hold” rating in a research note on Saturday, February 7th. Raymond James Financial increased their price target on shares of Intuitive Surgical from $603.00 to $615.00 and gave the company an “outperform” rating in a report on Friday, January 23rd. Weiss Ratings restated a “hold (c+)” rating on shares of Intuitive Surgical in a research report on Monday, December 29th. The Goldman Sachs Group restated a “buy” rating and set a $714.00 price objective on shares of Intuitive Surgical in a report on Friday, January 9th. Finally, Zacks Research upgraded Intuitive Surgical from a “hold” rating to a “strong-buy” rating in a research note on Thursday, February 19th. Two investment 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 issued a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $614.95.

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.