Intuitive Surgical, Inc. $ISRG Shares Sold by Gabelli Funds LLC

Gabelli Funds LLC lowered its stake in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 5.8% during the fourth quarter, Holdings Channel.com reports. The firm owned 66,394 shares of the medical equipment provider’s stock after selling 4,086 shares during the quarter. Gabelli Funds LLC’s holdings in Intuitive Surgical were worth $37,603,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of ISRG. Northwestern Mutual Wealth Management Co. raised its position in Intuitive Surgical by 1,043.3% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,342,121 shares of the medical equipment provider’s stock valued at $760,124,000 after purchasing an additional 1,224,734 shares in the last quarter. Rakuten Investment Management Inc. acquired a new stake in Intuitive Surgical in the 3rd quarter valued at about $388,436,000. Assenagon Asset Management S.A. raised its position in Intuitive Surgical by 106.6% in the 4th quarter. Assenagon Asset Management S.A. now owns 1,533,771 shares of the medical equipment provider’s stock valued at $868,667,000 after purchasing an additional 791,516 shares in the last quarter. Amundi raised its position in Intuitive Surgical by 29.7% in the 3rd quarter. Amundi now owns 3,227,472 shares of the medical equipment provider’s stock valued at $1,451,362,000 after purchasing an additional 739,444 shares in the last quarter. Finally, Sands Capital Management LLC raised its position in Intuitive Surgical by 77.0% in the 3rd quarter. Sands Capital Management LLC now owns 1,341,109 shares of the medical equipment provider’s stock valued at $599,784,000 after purchasing an additional 583,539 shares in the last quarter. Institutional investors and hedge funds own 83.64% of the company’s stock.

Trending Headlines about Intuitive Surgical

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

• Positive Sentiment: Multiple recent articles highlighted Intuitive Surgical as a potential beneficiary of the AI boom in healthcare, arguing that every robotic procedure creates valuable data that can improve surgeon training, intraoperative guidance, and predictive analytics. Surgical Robotics Meets AI: Intuitive Surgical, Medtronic, and Stryker Are the Sleeper Plays of the Healthcare Boom
• Positive Sentiment: Analysts at Erste Group Bank nudged up their FY2026 and FY2027 earnings estimates for ISRG, reinforcing expectations that earnings growth can continue above consensus. MarketBeat ISRG coverage
• Positive Sentiment: Coverage around da Vinci 5 pointed to strong procedure growth and higher system utilization, suggesting the company’s newest platform is still gaining traction with surgeons and hospitals. Can ISRG’s da Vinci 5 Momentum Sustain Procedure and Utilization Gains?
• Neutral Sentiment: Several bullish opinion pieces said the recent selloff has made Intuitive Surgical look more attractive to growth investors, but these were mostly commentary rather than new company-specific catalysts. Intuitive Surgical Has Dropped 20% This Year. Wall Street Says It’s Time to Buy.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on the company. Argus dropped their price objective on Intuitive Surgical from $630.00 to $560.00 and set a “buy” rating on the stock in a report on Wednesday, February 4th. UBS Group dropped their price objective on Intuitive Surgical from $570.00 to $550.00 and set a “neutral” rating on the stock in a report on Tuesday, March 17th. Barclays set a $651.00 price objective on Intuitive Surgical and gave the company an “overweight” rating in a report on Thursday, April 23rd. Citigroup upgraded Intuitive Surgical from a “neutral” rating to a “buy” rating and set a $590.00 price objective on the stock in a report on Wednesday, March 11th. Finally, Evercore dropped their price objective on Intuitive Surgical from $550.00 to $480.00 and set a “neutral” rating on the stock in a report on Monday, April 6th. Eighteen research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $581.91.

Intuitive Surgical Stock Performance

ISRG opened at $421.12 on Monday. Intuitive Surgical, Inc. has a one year low of $417.74 and a one year high of $603.88. The company has a market cap of $149.14 billion, a P/E ratio of 51.04, a PEG ratio of 3.36 and a beta of 1.51. The business’s 50-day simple moving average is $463.63 and its 200-day simple moving average is $513.77.

Intuitive Surgical (NASDAQ:ISRG) last released its quarterly earnings results on Tuesday, April 21st. The medical equipment provider reported $2.50 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.08 by $0.42. The firm had revenue of $2.77 billion for the quarter, compared to the consensus estimate of $2.62 billion. Intuitive Surgical had a return on equity of 15.98% and a net margin of 28.15%.The firm’s quarterly revenue was up 23.0% compared to the same quarter last year. During the same quarter last year, the business posted $1.81 EPS. As a group, analysts predict that Intuitive Surgical, Inc. will post 8.57 earnings per share for the current fiscal year.

Insider Activity

In related news, EVP Gary Loeb sold 400 shares of the firm’s stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $446.95, for a total transaction of $178,780.00. Following the transaction, the executive vice president owned 6,120 shares in the company, valued at $2,735,334. This trade represents a 6.13% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Myriam Curet sold 105 shares of the firm’s stock in a transaction that occurred on Tuesday, March 10th. The stock was sold at an average price of $493.95, for a total value of $51,864.75. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 5,647 shares of company stock worth $2,760,359 over the last ninety days. 0.60% of the stock is owned by corporate insiders.

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.