Van ECK Associates Corp Acquires 2,881 Shares of Intuitive Surgical, Inc. $ISRG

Van ECK Associates Corp boosted its holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 4.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 71,146 shares of the medical equipment provider’s stock after acquiring an additional 2,881 shares during the quarter. Van ECK Associates Corp’s holdings in Intuitive Surgical were worth $31,819,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in ISRG. Claret Asset Management Corp boosted its stake in shares of Intuitive Surgical by 10.7% in the 3rd quarter. Claret Asset Management Corp now owns 6,607 shares of the medical equipment provider’s stock valued at $2,955,000 after purchasing an additional 638 shares in the last quarter. Capital World Investors lifted its holdings in Intuitive Surgical by 1.5% during the 3rd quarter. Capital World Investors now owns 7,728,492 shares of the medical equipment provider’s stock valued at $3,456,223,000 after purchasing an additional 116,034 shares during the last quarter. Capital International Sarl boosted its position in Intuitive Surgical by 7.1% in the third quarter. Capital International Sarl now owns 107,923 shares of the medical equipment provider’s stock valued at $48,266,000 after buying an additional 7,111 shares in the last quarter. Capital International Ltd. CA boosted its position in Intuitive Surgical by 0.4% in the third quarter. Capital International Ltd. CA now owns 64,202 shares of the medical equipment provider’s stock valued at $28,713,000 after buying an additional 280 shares in the last quarter. Finally, Capital International Inc. CA grew its stake in Intuitive Surgical by 13.6% during the third quarter. Capital International Inc. CA now owns 61,917 shares of the medical equipment provider’s stock worth $27,691,000 after buying an additional 7,415 shares during the last quarter. Institutional investors own 83.64% of the company’s stock.

Analysts Set New Price Targets

ISRG has been the topic of several research reports. Robert W. Baird reduced their price target on shares of Intuitive Surgical from $655.00 to $645.00 and set an “outperform” rating on the stock in a research report on Friday, January 23rd. The Goldman Sachs Group reiterated a “buy” rating and set a $714.00 target price on shares of Intuitive Surgical in a research report on Friday, January 9th. Wells Fargo & Company boosted their price objective on shares of Intuitive Surgical from $600.00 to $654.00 and gave the company an “overweight” rating in a report on Friday, December 12th. UBS Group set a $570.00 target price on shares of Intuitive Surgical and gave the stock a “neutral” rating in a report on Tuesday, February 24th. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Intuitive Surgical in a research report on Monday, December 29th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $615.86.

Insider Buying and Selling

In other Intuitive Surgical news, SVP Mark Brosius sold 4,500 shares of the stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $547.36, for a total transaction of $2,463,120.00. Following the completion of the transaction, the senior vice president owned 907 shares in the company, valued at approximately $496,455.52. This represents a 83.23% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Gary S. Guthart sold 24,500 shares of Intuitive Surgical stock in a transaction dated Tuesday, January 27th. The shares were sold at an average price of $530.10, for a total value of $12,987,450.00. Following the completion of the sale, the director directly owned 3,694 shares in the company, valued at $1,958,189.40. This represents a 86.90% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 37,907 shares of company stock valued at $19,997,187. Company insiders own 0.70% of the company’s stock.

Key Stories Impacting Intuitive Surgical

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

• Positive Sentiment: Citi upgraded ISRG from Neutral to Buy with a $590 price target, signaling renewed Wall Street conviction and likely driving buying interest. Intuitive Surgical Upgraded to Buy by Citi — Plus Key Moves on Stryker and Abbott
• Positive Sentiment: Analyst and sector commentary highlight long-term growth from da Vinci 5 adoption and the broader robotic surgery market, supporting upside expectations. Intuitive Surgical: The Robotic Surgery Leader Still Has Massive Growth Ahead
• Positive Sentiment: Analysts point to da Vinci 5 momentum and continued procedure volume expansion (plus Ion and SP platform contributions) as drivers for recurring revenue growth into 2026. Intuitive Surgical Poised for Growth in 2026 on da Vinci 5 Momentum
• Positive Sentiment: ISRG completed the acquisition of several regional da Vinci and Ion distribution businesses, simplifying channels and potentially improving margins/recurring revenue capture. Intuitive Surgical Announces Completion of Acquisition of da Vinci and Ion Distribution Business
• Neutral Sentiment: Market commentary notes ISRG outperformed peers on a strong trading day, but without a single clear catalyst — short-term moves appear market- and sentiment-driven. Intuitive Surgical Inc. stock outperforms competitors on strong trading day
• Neutral Sentiment: Valuation analyses (and some sell‑side notes) show mixed returns: strong fundamentals and long-term returns versus recent momentum loss; this leaves the stock in a “growth at a premium” category. Assessing Intuitive Surgical (ISRG) Valuation As Shares Tread Water Despite Growth
• Negative Sentiment: Insider sales: several recent senior-exec stock sales (SVP Mark Brosius and EVP Myriam Curet among others) add selling pressure and raise short-term sentiment concerns. SEC Filing — Insider Sales
• Negative Sentiment: Management warned of a notable deceleration in worldwide da Vinci procedure growth for 2026, which could temper revenue/procedure growth expectations in the near term. Intuitive Surgical Stock: Buy, Sell, or Hold?
• Negative Sentiment: Valuation remains rich (P/E ~63 vs. historical average ~53.5), supporting cautious/hold views from some analysts despite strong margins and cash on the balance sheet. Intuitive Surgical – Strong Moat But Valuation Remains Elevated, Hold

Intuitive Surgical Stock Performance

Shares of ISRG stock opened at $492.87 on Thursday. The company has a market capitalization of $175.03 billion, a P/E ratio of 62.47, a price-to-earnings-growth ratio of 3.75 and a beta of 1.66. The company’s 50 day moving average price is $516.79 and its two-hundred day moving average price is $512.60. Intuitive Surgical, Inc. has a 52 week low of $425.00 and a 52 week high of $603.88.

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

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.