Quadrature Capital Ltd Invests $15.51 Million in Intuitive Surgical, Inc. $ISRG

Quadrature Capital Ltd acquired a new stake in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) in the 3rd quarter, HoldingsChannel.com reports. The firm acquired 34,685 shares of the medical equipment provider’s stock, valued at approximately $15,510,000.

A number of other institutional investors have also recently made changes to their positions in the business. Norges Bank acquired a new position in Intuitive Surgical during the 2nd quarter valued at about $2,569,260,000. Rakuten Investment Management Inc. acquired a new stake in Intuitive Surgical in the third quarter worth about $388,436,000. Vanguard Group Inc. boosted its holdings in Intuitive Surgical by 2.1% in the second quarter. Vanguard Group Inc. now owns 33,335,833 shares of the medical equipment provider’s stock worth $18,115,025,000 after acquiring an additional 670,302 shares in the last quarter. Sands Capital Management LLC grew its stake in shares of Intuitive Surgical by 77.0% during the third quarter. Sands Capital Management LLC now owns 1,341,109 shares of the medical equipment provider’s stock worth $599,784,000 after acquiring an additional 583,539 shares during the last quarter. Finally, Victory Capital Management Inc. grew its stake in shares of Intuitive Surgical by 41.3% during the third quarter. Victory Capital Management Inc. now owns 1,941,310 shares of the medical equipment provider’s stock worth $868,212,000 after acquiring an additional 567,483 shares during the last quarter. Institutional investors and hedge funds own 83.64% of the company’s stock.

Wall Street Analysts Forecast Growth

ISRG has been the subject of several research analyst reports. Piper Sandler reaffirmed an “overweight” rating and issued a $620.00 price objective (up from $610.00) on shares of Intuitive Surgical in a research report on Friday, January 23rd. Raymond James Financial boosted their target price on shares of Intuitive Surgical from $603.00 to $615.00 and gave the stock an “outperform” rating in a research report on Friday, January 23rd. Wells Fargo & Company upped their price target on shares of Intuitive Surgical from $600.00 to $654.00 and gave the company an “overweight” rating in a research note on Friday, December 12th. Sanford C. Bernstein raised their price target on shares of Intuitive Surgical from $740.00 to $750.00 and gave the stock an “outperform” rating in a report on Friday, January 23rd. Finally, TD Cowen upgraded shares of Intuitive Surgical to a “strong-buy” rating in a research note on Tuesday, January 27th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Intuitive Surgical presently has an average rating of “Moderate Buy” and a consensus target price of $615.86.

Insider Activity

In other Intuitive Surgical news, VP Fredrik Widman sold 133 shares of Intuitive Surgical stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $494.96, for a total value of $65,829.68. Following the completion of the transaction, the vice president owned 660 shares of the company’s stock, valued at approximately $326,673.60. The trade was a 16.77% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Patricia L. Wadors sold 220 shares of the company’s stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $499.71, for a total transaction of $109,936.20. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 33,407 shares of company stock valued at $17,534,067. 0.70% of the stock is currently owned by corporate insiders.

Intuitive Surgical Trading Down 2.8%

Shares of ISRG stock opened at $479.27 on Friday. Intuitive Surgical, Inc. has a twelve month low of $425.00 and a twelve month high of $603.88. The stock has a market cap of $170.20 billion, a P/E ratio of 60.74, a P/E/G ratio of 3.80 and a beta of 1.66. The stock has a 50 day moving average of $515.05 and a 200 day moving average of $512.37.

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

Key Stories Impacting Intuitive Surgical

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

• Positive Sentiment: Citi upgraded ISRG to Buy with a $590 target, which boosts near‑term sentiment and signals analyst confidence in upside. Citigroup upgrades Intuitive Surgical (ISRG)
• Positive Sentiment: The da Vinci system won FDA clearance for cardiac surgery, opening a much larger TAM (from ~17k to ~160k potential procedures in cleared markets) — a material long‑term growth catalyst if adoption follows. ISRG’s da Vinci Gains FDA Nod for Cardiac Surgery
• Positive Sentiment: Q4 results beat expectations (19% revenue growth, EPS beat) and management highlighted recurring revenue strength — these prints underpin the bullish analyst commentary and recent outperformance days. Intuitive Surgical Inc. stock outperforms competitors
• Neutral Sentiment: Long‑form bulls argue “massive growth ahead” from da Vinci 5, Ion and SP platforms — supportive for the multi‑year case but not a near‑term catalyst. Intuitive Surgical: The Robotic Surgery Leader Still Has Massive Growth Ahead
• Neutral Sentiment: Several valuation pieces note ISRG trades well above historical P/E levels, creating a tension between growth expectations and an elevated multiple — keeps the stock range‑bound absent fresh catalysts. Assessing Intuitive Surgical (ISRG) Valuation
• Negative Sentiment: Management guided for a deceleration in worldwide da Vinci procedure growth in 2026 — a notable near‑term headwind to growth expectations. Intuitive Surgical Stock: Buy, Sell, or Hold?
• Negative Sentiment: Insider selling (multiple senior exec trades in March) is visible and may be fueling profit‑taking and downside pressure despite strong public messaging. SEC filing: Insider Sale Disclosures
• Negative Sentiment: Stock has recently fallen more than the market on low‑volume sessions, indicating short‑term technical weakness and profit‑taking after the post‑earnings run. Intuitive Surgical Suffers a Larger Drop Than the General Market

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.