Verde Servicos Internacionais S.A. Has $15.07 Million Stake in Intuitive Surgical, Inc. $ISRG

Verde Servicos Internacionais S.A. lifted its position in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 112.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 33,704 shares of the medical equipment provider’s stock after purchasing an additional 17,846 shares during the quarter. Intuitive Surgical accounts for 4.3% of Verde Servicos Internacionais S.A.’s portfolio, making the stock its 6th largest position. Verde Servicos Internacionais S.A.’s holdings in Intuitive Surgical were worth $15,073,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Wedbush Securities Inc. raised its stake in Intuitive Surgical by 1.0% during the 3rd quarter. Wedbush Securities Inc. now owns 13,790 shares of the medical equipment provider’s stock worth $6,167,000 after buying an additional 143 shares during the period. Varma Mutual Pension Insurance Co lifted its holdings in shares of Intuitive Surgical by 8.2% during the 3rd quarter. Varma Mutual Pension Insurance Co now owns 57,853 shares of the medical equipment provider’s stock valued at $25,874,000 after purchasing an additional 4,400 shares in the last quarter. Caisse Des Depots ET Consignations acquired a new position in shares of Intuitive Surgical in the 3rd quarter valued at approximately $1,777,000. Savvy Advisors Inc. increased its stake in Intuitive Surgical by 19.3% during the 3rd quarter. Savvy Advisors Inc. now owns 909 shares of the medical equipment provider’s stock worth $407,000 after purchasing an additional 147 shares in the last quarter. Finally, Caprock Group LLC acquired a new stake in Intuitive Surgical during the 3rd quarter worth approximately $4,352,000. Institutional investors and hedge funds own 83.64% of the company’s stock.

Intuitive Surgical Price Performance

Shares of NASDAQ ISRG opened at $496.12 on Thursday. The business has a 50-day moving average of $545.21 and a 200-day moving average of $510.52. The stock has a market capitalization of $176.19 billion, a price-to-earnings ratio of 62.88, a PEG ratio of 3.84 and a beta of 1.65. Intuitive Surgical, Inc. has a fifty-two week low of $425.00 and a fifty-two week high of $609.08.

Intuitive Surgical (NASDAQ:ISRG) last issued its quarterly earnings results on Thursday, January 22nd. The medical equipment provider reported $2.53 EPS for the quarter, beating the consensus estimate of $2.27 by $0.26. The firm 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 business’s quarterly revenue was up 18.8% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.21 earnings per share. On average, sell-side analysts expect that Intuitive Surgical, Inc. will post 6.43 EPS for the current year.

Insider Buying and Selling

In other news, VP Fredrik Widman sold 133 shares of the company’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $494.96, for a total value of $65,829.68. Following the sale, the vice president directly owned 660 shares of the company’s stock, valued at approximately $326,673.60. This represents a 16.77% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Myriam Curet sold 421 shares of Intuitive Surgical stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $494.96, for a total value of $208,378.16. Following the transaction, the executive vice president owned 409 shares of the company’s stock, valued at $202,438.64. The trade was a 50.72% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 56,189 shares of company stock worth $30,785,441. 0.70% of the stock is owned by corporate insiders.

Intuitive Surgical News Roundup

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

• Positive Sentiment: Quarterly beat and procedure momentum support fundamentals — Intuitive’s Jan. quarter topped EPS and revenue estimates and management highlighted continued adoption of the da Vinci 5 platform, reinforcing the company’s growth narrative. MarketBeat: Growth Engine
• Positive Sentiment: Analyst coverage remains mixed but contains notable buy-side views — several firms keep buy/overweight ratings and high targets (e.g., Barclays, BTIG, Leerink), supporting investor conviction that upside remains if execution continues. Globe and Mail: Analyst Insights
• Neutral Sentiment: Technical and market-data focus — traders are watching the pullback and key moving averages (50‑day vs. 200‑day) using interactive charting tools, which can amplify short‑term moves but are not fundamental drivers. Barron’s Interactive Chart
• Neutral Sentiment: Short-interest figures in recent feeds appear anomalous (zeros/NaN) and likely aren’t a meaningful market driver today; treat those data points with caution.
• Negative Sentiment: Insider selling flagged — EVP Myriam Curet and VP Fredrik Widman disclosed multiple share sales in early February, with Curet reducing her holding materially; such filings often create short‑term negative sentiment. Curet SEC filing Widman SEC filing
• Negative Sentiment: Valuation questions and recent underperformance — financial press pieces are asking whether ISRG is still “priced for perfection” after a pullback, and analysts note the shares have materially underperformed the market in recent months, which may sustain near‑term caution. Yahoo Finance: Valuation Debate Zacks: Share Pullback

Analyst Upgrades and Downgrades

ISRG has been the subject of several research analyst reports. UBS Group reiterated a “neutral” rating on shares of Intuitive Surgical in a report on Thursday, January 15th. Citigroup reaffirmed a “neutral” rating and issued a $590.00 price objective (down from $635.00) on shares of Intuitive Surgical in a research report on Friday, January 23rd. Zacks Research cut Intuitive Surgical from a “strong-buy” rating to a “hold” rating in a report on Wednesday, January 21st. The Goldman Sachs Group reissued a “buy” rating and issued a $714.00 price target on shares of Intuitive Surgical in a research note on Friday, January 9th. Finally, Royal Bank Of Canada upped their price objective on Intuitive Surgical from $625.00 to $650.00 and gave the stock an “outperform” rating in a research report on Wednesday, December 17th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $617.23.

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.