Pitcairn Co. Sells 3,465 Shares of Intuitive Surgical, Inc. $ISRG

Pitcairn Co. reduced its stake in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 24.5% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 10,667 shares of the medical equipment provider’s stock after selling 3,465 shares during the period. Pitcairn Co.’s holdings in Intuitive Surgical were worth $4,771,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Tobam boosted its holdings in Intuitive Surgical by 666.7% during the second quarter. Tobam now owns 46 shares of the medical equipment provider’s stock worth $25,000 after buying an additional 40 shares during the last quarter. Kilter Group LLC acquired a new stake in shares of Intuitive Surgical in the 2nd quarter valued at approximately $27,000. Greykasell Wealth Strategies Inc. acquired a new stake in shares of Intuitive Surgical in the 3rd quarter valued at approximately $27,000. Caitlin John LLC bought a new position in Intuitive Surgical during the 3rd quarter worth approximately $30,000. Finally, Guerra Advisors Inc acquired a new position in Intuitive Surgical during the third quarter valued at approximately $37,000. Institutional investors own 83.64% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have weighed in on the stock. Weiss Ratings reiterated a “hold (c+)” rating on shares of Intuitive Surgical in a report on Monday, December 29th. Citigroup reaffirmed a “neutral” rating and set a $590.00 price objective (down from $635.00) on shares of Intuitive Surgical in a research note on Friday, January 23rd. Robert W. Baird reduced their target price on Intuitive Surgical from $655.00 to $645.00 and set an “outperform” rating on the stock in a report on Friday, January 23rd. Piper Sandler reissued an “overweight” rating and issued a $620.00 target price (up from $610.00) on shares of Intuitive Surgical in a research note on Friday, January 23rd. Finally, Evercore dropped their price target on Intuitive Surgical from $580.00 to $550.00 and set an “in-line” rating on the stock in a research report on Friday, January 23rd. Two research analysts have rated the stock with a Strong Buy rating, fifteen have issued 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 company currently has a consensus rating of “Moderate Buy” and a consensus price target of $615.86.

Key Stories Impacting Intuitive Surgical

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

• Positive Sentiment: FDA clearance expands da Vinci 5 use to certain cardiac surgeries — broadens approved U.S. indications and could drive procedure volume and system utilization over time. Intuitive Surgical’s European Push And Cardiac Clearance Tested By Lofty Valuation
• Positive Sentiment: Direct operational expansion in Southern Europe (acquiring da Vinci and Ion distribution in Italy, Spain and Portugal) — could improve service, shorten sales cycles and capture more back-end revenue in key markets. Intuitive Surgical Expands Direct Operational Presence in Europe
• Positive Sentiment: My Intuitive+ could become a paid subscription in 2026 — potential new recurring, software-driven revenue stream that would diversify beyond systems and consumables. Can Digital Subscriptions Become ISRG’s New Revenue Stream in 2026?
• Neutral Sentiment: Positive publicity event: company rang the Nasdaq opening bell — PR visibility but limited direct financial impact. LIVE: Intuitive Surgical, Inc. Rings the Opening Bell
• Positive Sentiment: Analyst coverage: Zacks features ISRG as a top medical stock / strong-buy pick — analyst support can help sentiment and attract buyers. This Top Medical Stock is a #1 (Strong Buy)
• Negative Sentiment: Insider selling: Senior VP Mark Brosius sold multiple blocks of ISRG shares on Mar 3–5 (totaling several thousand shares and proceeds in the high six figures to low seven figures), materially reducing his holdings — can pressure sentiment when combined with other catalysts. SEC Filing – Insider Sales
• Negative Sentiment: Valuation concern flagged by coverage: some analysts note a “lofty valuation” that could limit upside despite product and geographic progress — makes the stock sensitive to execution and growth misses. Intuitive Surgical’s European Push And Cardiac Clearance Tested By Lofty Valuation

Intuitive Surgical Trading Down 0.9%

ISRG stock opened at $496.70 on Friday. The stock has a 50-day moving average price of $523.39 and a two-hundred day moving average price of $511.99. Intuitive Surgical, Inc. has a 1 year low of $425.00 and a 1 year high of $603.88. The stock has a market cap of $176.39 billion, a PE ratio of 62.95, a price-to-earnings-growth ratio of 3.86 and a beta of 1.66.

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 analysts’ consensus estimates of $2.27 by $0.26. The company had revenue of $2.87 billion for the quarter, compared to analyst estimates of $2.72 billion. Intuitive Surgical had a return on equity of 15.06% and a net margin of 28.38%.The company’s quarterly revenue was up 18.8% compared to the same quarter last year. During the same period in the previous year, the company posted $2.21 earnings per share. On average, analysts forecast that Intuitive Surgical, Inc. will post 6.43 earnings per share for the current fiscal year.

Insider Transactions at Intuitive Surgical

In other Intuitive Surgical news, EVP Myriam Curet sold 421 shares of the company’s stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $494.96, for a total transaction of $208,378.16. Following the completion of the transaction, the executive vice president owned 409 shares of the company’s stock, valued at $202,438.64. This represents a 50.72% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Gary S. Guthart sold 2,800 shares of Intuitive Surgical stock in a transaction that occurred on Tuesday, January 27th. The shares were sold at an average price of $531.52, for a total transaction of $1,488,256.00. Following the completion of the sale, the director owned 15,720 shares in the company, valued at $8,355,494.40. This trade represents a 15.12% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 37,261 shares of company stock worth $19,690,721. Corporate insiders own 0.70% of the company’s stock.

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.