Northwestern Mutual Wealth Management Co. Has $760.12 Million Position in Intuitive Surgical, Inc. $ISRG

Northwestern Mutual Wealth Management Co. raised its holdings in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 1,043.3% in the fourth quarter, Holdings Channel reports. The institutional investor owned 1,342,121 shares of the medical equipment provider’s stock after buying an additional 1,224,734 shares during the quarter. Northwestern Mutual Wealth Management Co.’s holdings in Intuitive Surgical were worth $760,124,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently modified their holdings of the company. Newbridge Financial Services Group Inc. lifted its holdings in shares of Intuitive Surgical by 300.0% during the fourth quarter. Newbridge Financial Services Group Inc. now owns 44 shares of the medical equipment provider’s stock worth $25,000 after buying an additional 33 shares during the last quarter. Holos Integrated Wealth LLC acquired a new position in shares of Intuitive Surgical during the fourth quarter worth approximately $25,000. Olistico Wealth LLC acquired a new position in shares of Intuitive Surgical during the fourth quarter worth approximately $28,000. Laurel Wealth Advisors LLC acquired a new position in shares of Intuitive Surgical during the fourth quarter worth approximately $31,000. Finally, Turning Point Benefit Group Inc. lifted its holdings in shares of Intuitive Surgical by 833.3% during the fourth quarter. Turning Point Benefit Group Inc. now owns 56 shares of the medical equipment provider’s stock worth $32,000 after buying an additional 50 shares during the last quarter. 83.64% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting 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.

Insiders Place Their Bets

In related news, EVP Gary Loeb sold 400 shares of the company’s stock in a transaction on Monday, May 11th. The stock was sold at an average price of $446.95, for a total value of $178,780.00. Following the completion of the transaction, the executive vice president directly owned 6,120 shares in the company, valued at approximately $2,735,334. This represents a 6.13% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Amy L. Ladd sold 500 shares of the company’s stock in a transaction on Tuesday, April 28th. The shares were sold at an average price of $473.46, for a total value of $236,730.00. Following the completion of the sale, the director owned 239 shares in the company, valued at $113,156.94. This trade represents a 67.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 5,647 shares of company stock valued at $2,760,359 in the last ninety days. 0.60% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on ISRG. BTIG Research reiterated a “buy” rating and set a $574.00 price target on shares of Intuitive Surgical in a report on Wednesday, April 22nd. Jefferies Financial Group cut their price target on Intuitive Surgical from $560.00 to $515.00 and set a “hold” rating for the company in a report on Wednesday, April 22nd. Sanford C. Bernstein upped their price target on Intuitive Surgical from $740.00 to $750.00 and gave the stock an “outperform” rating in a report on Friday, January 23rd. Mizuho set a $525.00 price target on Intuitive Surgical and gave the stock a “neutral” rating in a report on Monday, April 13th. Finally, UBS Group cut their price target on Intuitive Surgical from $570.00 to $550.00 and set a “neutral” rating for the company in a report on Tuesday, March 17th. Eighteen equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $581.91.

Intuitive Surgical Trading Down 1.6%

Shares of NASDAQ ISRG opened at $421.12 on Friday. The business has a fifty day simple moving average of $463.63 and a 200 day simple moving average of $514.04. The firm has a market capitalization of $149.14 billion, a price-to-earnings ratio of 51.04, a PEG ratio of 3.42 and a beta of 1.51. Intuitive Surgical, Inc. has a one year low of $417.74 and a one year high of $603.88.

Intuitive Surgical (NASDAQ:ISRG) last issued its earnings results on Tuesday, April 21st. The medical equipment provider reported $2.50 EPS for the quarter, beating analysts’ consensus estimates of $2.08 by $0.42. The business had revenue of $2.77 billion during the quarter, compared to analyst estimates of $2.62 billion. Intuitive Surgical had a return on equity of 15.98% and a net margin of 28.15%.Intuitive Surgical’s revenue was up 23.0% on a year-over-year basis. During the same period in the prior year, the company posted $1.81 earnings per share. On average, research analysts anticipate that Intuitive Surgical, Inc. will post 8.57 earnings per share for the current fiscal year.

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.