Integral Health Asset Management LLC Makes New $11.18 Million Investment in Intuitive Surgical, Inc. $ISRG

Integral Health Asset Management LLC purchased a new stake in Intuitive Surgical, Inc. (NASDAQ:ISRG) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 25,000 shares of the medical equipment provider’s stock, valued at approximately $11,181,000.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. 2Xideas AG boosted its position in shares of Intuitive Surgical by 11.4% in the third quarter. 2Xideas AG now owns 10,764 shares of the medical equipment provider’s stock worth $4,814,000 after buying an additional 1,102 shares during the period. Towarzystwo Funduszy Inwestycyjnych PZU SA boosted its holdings in shares of Intuitive Surgical by 59.6% during the third quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 37,597 shares of the medical equipment provider’s stock worth $16,815,000 after purchasing an additional 14,043 shares during the period. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna increased its stake in Intuitive Surgical by 3.1% in the 3rd quarter. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna now owns 11,825 shares of the medical equipment provider’s stock valued at $5,288,000 after buying an additional 361 shares during the period. Prudential PLC increased its stake in Intuitive Surgical by 8.5% in the 3rd quarter. Prudential PLC now owns 53,594 shares of the medical equipment provider’s stock valued at $23,969,000 after buying an additional 4,212 shares during the period. Finally, Wealth Advisors of Tampa Bay LLC lifted its position in Intuitive Surgical by 3.4% in the 3rd quarter. Wealth Advisors of Tampa Bay LLC now owns 907 shares of the medical equipment provider’s stock worth $406,000 after buying an additional 30 shares in the last quarter. Institutional investors and hedge funds own 83.64% of the company’s stock.

Analysts Set New Price Targets

ISRG has been the topic of several research reports. UBS Group set a $570.00 target price on Intuitive Surgical and gave the stock a “neutral” rating in a research report on Tuesday, February 24th. Argus reduced their price target on Intuitive Surgical from $630.00 to $560.00 and set a “buy” rating for the company in a report on Wednesday, February 4th. Weiss Ratings reissued a “hold (c+)” rating on shares of Intuitive Surgical in a research note on Monday, December 29th. Robert W. Baird dropped their price objective on Intuitive Surgical from $655.00 to $645.00 and set an “outperform” rating on the stock in a report on Friday, January 23rd. Finally, Sanford C. Bernstein raised their price objective on shares of Intuitive Surgical from $740.00 to $750.00 and gave the company an “outperform” rating in a research report on Friday, January 23rd. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $615.86.

Intuitive Surgical Price Performance

ISRG stock opened at $472.16 on Friday. The stock has a market capitalization of $167.68 billion, a price-to-earnings ratio of 59.84, a price-to-earnings-growth ratio of 3.70 and a beta of 1.66. The company has a 50-day moving average of $513.26 and a two-hundred day moving average of $512.40. Intuitive Surgical, Inc. has a 52-week low of $425.00 and a 52-week high of $603.88.

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. The business had revenue of $2.87 billion during the quarter, compared to analysts’ expectations of $2.72 billion. Intuitive Surgical had a return on equity of 15.06% and a net margin of 28.38%.The firm’s revenue was up 18.8% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.21 EPS. Equities analysts expect that Intuitive Surgical, Inc. will post 6.43 EPS for the current fiscal year.

Insider Transactions at Intuitive Surgical

In related 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 value of $65,829.68. Following the completion of the transaction, the vice president directly owned 660 shares in the company, valued at approximately $326,673.60. This represents a 16.77% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Myriam Curet sold 105 shares of Intuitive Surgical stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $493.95, for a total transaction of $51,864.75. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 33,407 shares of company stock valued at $17,534,067 in the last ninety days. 0.70% of the stock is owned by corporate insiders.

Trending Headlines about 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.

About Intuitive Surgical

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.