Entropy Technologies LP Acquires New Shares in Intuitive Surgical, Inc. $ISRG

Entropy Technologies LP acquired a new position in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) during the third quarter, Holdings Channel.com reports. The institutional investor acquired 19,606 shares of the medical equipment provider’s stock, valued at approximately $8,768,000. Intuitive Surgical comprises about 0.7% of Entropy Technologies LP’s holdings, making the stock its 23rd biggest holding.

Other institutional investors and hedge funds have also bought and sold shares of the company. Brighton Jones LLC boosted its stake 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 purchasing an additional 731 shares in the last quarter. Sivia Capital Partners LLC increased its stake in shares of Intuitive Surgical by 3.8% in the second quarter. Sivia Capital Partners LLC now owns 928 shares of the medical equipment provider’s stock valued at $504,000 after buying an additional 34 shares during the period. 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 valued at $529,000 after buying an additional 268 shares during the last quarter. CENTRAL TRUST Co raised its holdings in Intuitive Surgical by 5.1% in the 2nd quarter. CENTRAL TRUST Co now owns 2,828 shares of the medical equipment provider’s stock valued at $1,537,000 after buying an additional 137 shares during the last quarter. Finally, Tobam boosted its position in 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 buying an additional 40 shares during the period. Institutional investors and hedge funds own 83.64% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have weighed in on ISRG. BTIG Research restated a “buy” rating and issued a $616.00 price target on shares of Intuitive Surgical in a research report on Friday, January 23rd. Robert W. Baird cut their price target on shares of Intuitive Surgical from $655.00 to $645.00 and set an “outperform” rating on the stock in a report on Friday, January 23rd. TD Cowen raised shares of Intuitive Surgical to a “strong-buy” rating in a research note on Tuesday, January 27th. Citigroup upgraded Intuitive Surgical from a “neutral” rating to a “buy” rating and set a $590.00 price objective for the company in a report on Wednesday. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Intuitive Surgical in a research report on Monday, December 29th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, six have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Intuitive Surgical presently has a consensus rating of “Moderate Buy” and an average target price of $615.86.

Insider Activity

In other Intuitive Surgical news, VP Fredrik Widman sold 133 shares of the 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 approximately $326,673.60. This trade represents a 16.77% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, SVP Mark Brosius sold 645 shares of Intuitive Surgical 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 transaction, the senior vice president directly owned 1,613 shares of the company’s stock, valued at approximately $782,321.13. This trade represents a 28.57% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 33,407 shares of company stock worth $17,534,067. 0.70% of the stock is owned by insiders.

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

Intuitive Surgical Stock Performance

Shares of NASDAQ ISRG opened at $479.27 on Friday. The company’s 50 day moving average price is $515.05 and its 200-day moving average price is $512.37. Intuitive Surgical, Inc. has a 52-week low of $425.00 and a 52-week high of $603.88. The company has a market capitalization of $170.20 billion, a P/E ratio of 60.74, a price-to-earnings-growth ratio of 3.80 and a beta of 1.66.

Intuitive Surgical (NASDAQ:ISRG) last posted its quarterly earnings data on Thursday, January 22nd. The medical equipment provider reported $2.53 earnings per share 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 analysts’ expectations of $2.72 billion. During the same period in the prior year, the company posted $2.21 earnings per share. Intuitive Surgical’s revenue for the quarter was up 18.8% compared to the same quarter last year. Analysts forecast that Intuitive Surgical, Inc. will post 6.43 earnings per share for the current year.

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.