Fayez Sarofim & Co Acquires 60,210 Shares of Intuitive Surgical, Inc. $ISRG

Fayez Sarofim & Co lifted its holdings in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 5.4% in the third quarter, HoldingsChannel.com reports. The fund owned 1,169,350 shares of the medical equipment provider’s stock after acquiring an additional 60,210 shares during the period. Intuitive Surgical makes up 1.2% of Fayez Sarofim & Co’s investment portfolio, making the stock its 27th largest position. Fayez Sarofim & Co’s holdings in Intuitive Surgical were worth $528,207,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of the business. Kilter Group LLC bought a new position in Intuitive Surgical in the 2nd quarter valued at $27,000. Greykasell Wealth Strategies Inc. purchased a new stake in shares of Intuitive Surgical during the 3rd quarter valued at $27,000. Caitlin John LLC bought a new stake in shares of Intuitive Surgical during the 3rd quarter worth $30,000. Guerra Advisors Inc purchased a new position in shares of Intuitive Surgical in the 3rd quarter worth about $37,000. Finally, Riggs Asset Managment Co. Inc. boosted its holdings in shares of Intuitive Surgical by 84.2% in the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 70 shares of the medical equipment provider’s stock worth $38,000 after buying an additional 32 shares during the last quarter. 83.64% of the stock is currently owned by institutional investors.

Intuitive Surgical News Roundup

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

• Positive Sentiment: FDA clearance expands da Vinci 5 into cardiac surgery, opening a much larger long-term TAM (management cites a jump from ~17k to ~160k addressable procedures in cleared markets) — a multi-year growth driver for procedure volume and consumables. Read More.
• Positive Sentiment: Completed acquisition of Southern Europe distributor businesses (Italy, Spain, Portugal) shifts da Vinci and Ion sales to direct operations — should improve control of regional sales/service and capture margin/recurring revenue over time. Read More.
• Positive Sentiment: Sell-side momentum: Citigroup upgraded ISRG to Buy and several analysts maintain bullish price targets, supporting upside thesis and sentiment. Read More.
• Positive Sentiment: Recent Q4 results beat consensus (strong revenue and EPS growth), reinforcing recurring-consumables revenue and the upgrade cycle for da Vinci systems. Read More.
• Neutral Sentiment: Analyst consensus shows meaningful upside (Zacks highlights ~29.7% average target upside), but that depends on execution and multiple expansion remaining intact. Read More.
• Neutral Sentiment: Long-form bullish pieces reiterate a multi-year growth story from da Vinci 5, Ion and software/services but don’t change near-term valuation concerns. Read More.
• Negative Sentiment: Cybersecurity incident (phishing-linked breach affecting internal systems) is the immediate catalyst for the share decline — investors will watch for customer impact, data exposure, and remediation costs. Read More.
• Negative Sentiment: Insider selling (recent EVP share sales) and management guidance calling for a deceleration in worldwide da Vinci procedure growth in 2026 could pressure near-term sentiment and valuation. Read More. • Read More.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on ISRG shares. Truist Financial raised their price objective on shares of Intuitive Surgical from $620.00 to $650.00 and gave the stock a “buy” rating in a report on Thursday, December 18th. UBS Group set a $570.00 target price on shares of Intuitive Surgical and gave the company a “neutral” rating in a research note on Tuesday, February 24th. Evercore reduced their target price on shares of Intuitive Surgical from $580.00 to $550.00 and set an “in-line” rating for the company in a research report on Friday, January 23rd. Robert W. Baird decreased their price target on shares of Intuitive Surgical from $655.00 to $645.00 and set an “outperform” rating for the company in a research note on Friday, January 23rd. Finally, Argus lowered their price target on shares of Intuitive Surgical from $630.00 to $560.00 and set a “buy” rating on the stock in a report on Wednesday, February 4th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Intuitive Surgical has an average rating of “Moderate Buy” and an average target price of $615.86.

Intuitive Surgical Stock Down 1.5%

NASDAQ ISRG opened at $472.16 on Monday. The company has a market cap of $167.68 billion, a PE ratio of 59.84, a price-to-earnings-growth ratio of 3.64 and a beta of 1.66. Intuitive Surgical, Inc. has a 52 week low of $425.00 and a 52 week high of $603.88. The firm’s 50-day simple moving average is $513.26 and its two-hundred day simple moving average is $512.96.

Intuitive Surgical (NASDAQ:ISRG) last posted its earnings results on Thursday, January 22nd. The medical equipment provider reported $2.53 earnings per share for the quarter, topping 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 firm had revenue of $2.87 billion during the quarter, compared to the consensus estimate of $2.72 billion. During the same quarter last year, the company earned $2.21 earnings per share. The company’s revenue was up 18.8% on a year-over-year basis. As a group, equities research analysts anticipate that Intuitive Surgical, Inc. will post 6.43 EPS for the current year.

Insider Buying and Selling

In other Intuitive Surgical news, SVP Patricia L. Wadors sold 220 shares of the business’s stock in a transaction on Friday, February 27th. The shares were sold at an average price of $499.71, for a total transaction of $109,936.20. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, VP Fredrik Widman sold 133 shares of the stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $494.96, for a total value of $65,829.68. Following the sale, the vice president owned 660 shares in the company, valued at approximately $326,673.60. This represents a 16.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 32,943 shares of company stock worth $17,279,568 in the last 90 days. 0.70% of the stock is currently owned by company insiders.

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.