Dnca Finance Raises Stock Holdings in Intuitive Surgical, Inc. $ISRG

Dnca Finance boosted its stake in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 13.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 23,950 shares of the medical equipment provider’s stock after buying an additional 2,900 shares during the quarter. Dnca Finance’s holdings in Intuitive Surgical were worth $10,711,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in ISRG. Rossmore Private Capital raised its position in Intuitive Surgical by 2.0% in the third quarter. Rossmore Private Capital now owns 998 shares of the medical equipment provider’s stock valued at $446,000 after purchasing an additional 20 shares during the period. Activest Wealth Management raised its holdings in shares of Intuitive Surgical by 21.7% in the 3rd quarter. Activest Wealth Management now owns 112 shares of the medical equipment provider’s stock valued at $50,000 after buying an additional 20 shares during the period. Vertex Planning Partners LLC lifted its stake in Intuitive Surgical by 2.3% during the 2nd quarter. Vertex Planning Partners LLC now owns 917 shares of the medical equipment provider’s stock worth $498,000 after acquiring an additional 21 shares in the last quarter. Accredited Investors Inc. boosted its holdings in Intuitive Surgical by 2.0% during the 3rd quarter. Accredited Investors Inc. now owns 1,060 shares of the medical equipment provider’s stock valued at $474,000 after acquiring an additional 21 shares during the period. Finally, SPC Financial Inc. boosted its stake in shares of Intuitive Surgical by 1.3% in the third quarter. SPC Financial Inc. now owns 1,614 shares of the medical equipment provider’s stock valued at $722,000 after purchasing an additional 21 shares during the period. 83.64% of the stock is currently owned by institutional investors and hedge funds.

Intuitive Surgical Trading Down 1.5%

Shares of ISRG opened at $472.16 on Friday. The company’s 50 day simple moving average is $513.26 and its 200-day simple moving average is $512.40. The firm has a market cap of $167.68 billion, a PE ratio of 59.84, a price-to-earnings-growth ratio of 3.70 and a beta of 1.66. Intuitive Surgical, Inc. has a 12-month low of $425.00 and a 12-month high of $603.88.

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

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.

Insider Buying and Selling

In other Intuitive Surgical news, SVP Patricia L. Wadors sold 220 shares of the company’s stock in a transaction that occurred on Friday, February 27th. The stock was sold at an average price of $499.71, for a total transaction of $109,936.20. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Gary S. Guthart sold 24,500 shares of the stock in a transaction on Tuesday, January 27th. The stock was sold at an average price of $530.10, for a total value of $12,987,450.00. Following the sale, the director directly owned 3,694 shares of the company’s stock, valued at approximately $1,958,189.40. This represents a 86.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 33,407 shares of company stock worth $17,534,067. Insiders own 0.70% of the company’s stock.

Analyst Ratings Changes

ISRG has been the subject of several research reports. Truist Financial boosted their price target on shares of Intuitive Surgical from $620.00 to $650.00 and gave the stock a “buy” rating in a research note on Thursday, December 18th. UBS Group set a $570.00 price objective on shares of Intuitive Surgical and gave the company a “neutral” rating in a report on Tuesday, February 24th. Evercore lowered 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 note on Friday, January 23rd. Weiss Ratings reissued a “hold (c+)” rating on shares of Intuitive Surgical in a research report on Monday, December 29th. Finally, The Goldman Sachs Group restated a “buy” rating and set a $714.00 target price on shares of Intuitive Surgical in a research note on Friday, January 9th. Two investment 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 given a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $615.86.

Intuitive Surgical Company 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.