NZS Capital LLC Grows Holdings in Intuitive Surgical, Inc. $ISRG

NZS Capital LLC increased its holdings in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 61.1% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 110,014 shares of the medical equipment provider’s stock after purchasing an additional 41,708 shares during the period. Intuitive Surgical accounts for 1.5% of NZS Capital LLC’s investment portfolio, making the stock its 26th largest holding. NZS Capital LLC’s holdings in Intuitive Surgical were worth $49,202,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. SteelPeak Wealth LLC increased its holdings in Intuitive Surgical by 28.7% during the 3rd quarter. SteelPeak Wealth LLC now owns 41,993 shares of the medical equipment provider’s stock valued at $18,781,000 after acquiring an additional 9,364 shares in the last quarter. Atlantic Union Bankshares Corp grew its position in shares of Intuitive Surgical by 19.3% in the third quarter. Atlantic Union Bankshares Corp now owns 22,759 shares of the medical equipment provider’s stock valued at $10,179,000 after purchasing an additional 3,676 shares during the last quarter. World Investment Advisors increased its stake in shares of Intuitive Surgical by 238.3% during the 3rd quarter. World Investment Advisors now owns 5,399 shares of the medical equipment provider’s stock worth $2,415,000 after purchasing an additional 3,803 shares in the last quarter. E. Ohman J or Asset Management AB raised its position in shares of Intuitive Surgical by 4.1% during the 3rd quarter. E. Ohman J or Asset Management AB now owns 28,306 shares of the medical equipment provider’s stock worth $12,659,000 after purchasing an additional 1,123 shares during the last quarter. Finally, Valley Wealth Managers Inc. lifted its stake in Intuitive Surgical by 52.7% in the 3rd quarter. Valley Wealth Managers Inc. now owns 4,084 shares of the medical equipment provider’s stock valued at $1,826,000 after buying an additional 1,409 shares in the last quarter. 83.64% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Intuitive Surgical

In related news, SVP Mark Brosius sold 464 shares of the stock in a transaction on Monday, December 15th. The stock was sold at an average price of $548.49, for a total value of $254,499.36. Following the transaction, the senior vice president directly owned 131 shares of the company’s stock, valued at approximately $71,852.19. This trade represents a 77.98% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, SVP Patricia L. Wadors sold 220 shares of Intuitive Surgical stock in a transaction on Friday, February 27th. The shares were sold at an average price of $499.71, for a total value of $109,936.20. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 33,603 shares of company stock worth $17,875,660. 0.70% of the stock is owned by corporate insiders.

Key Intuitive Surgical News

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

• Positive Sentiment: Completed acquisition and direct operations in Southern Europe (Italy, Spain, Portugal, Malta, San Marino and territories), intended to give Intuitive closer access to hospitals and accelerate system, service and consumable sales; deal reported with about €319M upfront consideration. Intuitive Expands Investment and Footprint in Europe
• Positive Sentiment: Company may begin monetizing its My Intuitive+ digital platform in 2026 as renewals scale, creating a new recurring, software-driven revenue stream that could improve revenue visibility and margins over time. Can Digital Subscriptions Become ISRG’s New Revenue Stream in 2026?
• Positive Sentiment: Brokerage coverage summary remains constructive with a consensus “Moderate Buy” recommendation, supporting investor sentiment and providing a baseline for buy-side interest. Intuitive Surgical, Inc. (NASDAQ:ISRG) Given Consensus Recommendation of “Moderate Buy” by Brokerages
• Positive Sentiment: Industry narratives around AI accelerating robotics adoption continue to include ISRG as a beneficiary — reinforcing the long-term growth story as the company layers AI and software onto its installed base. 5 Stocks Racing Ahead as AI Supercharges Robotics (ISRG)
• Neutral Sentiment: Media attention and “trending stock” coverage highlight retail and research interest but don’t directly change fundamentals; worth monitoring for short-term volume and volatility. Here is What to Know Beyond Why Intuitive Surgical, Inc. (ISRG) is a Trending Stock
• Negative Sentiment: Some coverage flags investor questions about growth and near-term implications of the Southern Europe takeover — potential integration costs, local execution risk, and short-term margin pressure could temper near-term results. Intuitive Surgical Expands Southern Europe Reach And Raises Questions For Growth

Intuitive Surgical Price Performance

NASDAQ ISRG opened at $497.42 on Wednesday. The company has a market cap of $176.65 billion, a P/E ratio of 63.04, a P/E/G ratio of 3.83 and a beta of 1.66. Intuitive Surgical, Inc. has a 12 month low of $425.00 and a 12 month high of $603.88. The company has a 50-day moving average of $526.56 and a 200-day moving average of $512.18.

Intuitive Surgical (NASDAQ:ISRG) last released its earnings results on Thursday, January 22nd. The medical equipment provider reported $2.53 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.27 by $0.26. The firm had revenue of $2.87 billion during the quarter, compared to the consensus estimate of $2.72 billion. Intuitive Surgical had a net margin of 28.38% and a return on equity of 15.06%. Intuitive Surgical’s revenue was up 18.8% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.21 earnings per share. As a group, equities research analysts anticipate that Intuitive Surgical, Inc. will post 6.43 EPS for the current year.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on ISRG shares. Weiss Ratings reissued a “hold (c+)” rating on shares of Intuitive Surgical in a research report on Monday, December 29th. Argus cut their target price on shares of Intuitive Surgical from $630.00 to $560.00 and set a “buy” rating for the company in a research note on Wednesday, February 4th. Piper Sandler reaffirmed an “overweight” rating and set a $620.00 price target (up from $610.00) on shares of Intuitive Surgical in a research note on Friday, January 23rd. TD Cowen upgraded shares of Intuitive Surgical to a “strong-buy” rating in a report on Tuesday, January 27th. Finally, Evercore reduced their price objective on shares of Intuitive Surgical from $580.00 to $550.00 and set an “in-line” rating on the stock in a research note on Friday, January 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $615.86.

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.