Intuitive Surgical, Inc. $ISRG Shares Acquired by Canal Capital Management LLC

Canal Capital Management LLC grew its position in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 15.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,303 shares of the medical equipment provider’s stock after purchasing an additional 1,211 shares during the quarter. Canal Capital Management LLC’s holdings in Intuitive Surgical were worth $5,269,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Park Avenue Securities LLC boosted its holdings in Intuitive Surgical by 0.8% during the fourth quarter. Park Avenue Securities LLC now owns 18,416 shares of the medical equipment provider’s stock worth $10,430,000 after buying an additional 152 shares in the last quarter. Holos Integrated Wealth LLC purchased a new position in Intuitive Surgical in the fourth quarter valued at $25,000. GoalVest Advisory LLC increased its holdings in Intuitive Surgical by 47.6% in the fourth quarter. GoalVest Advisory LLC now owns 183 shares of the medical equipment provider’s stock valued at $104,000 after buying an additional 59 shares in the last quarter. Legacy Wealth Management LLC MS raised its position in shares of Intuitive Surgical by 23.6% in the fourth quarter. Legacy Wealth Management LLC MS now owns 2,060 shares of the medical equipment provider’s stock worth $1,167,000 after acquiring an additional 393 shares during the period. Finally, GK Wealth Management LLC acquired a new position in shares of Intuitive Surgical in the fourth quarter worth about $213,000. 83.64% of the stock is currently owned by institutional investors and hedge funds.

More Intuitive Surgical News

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

• Positive Sentiment: Analyst bullishness highlights ISRG as a growth play, reinforcing investor interest in the company’s long-term secular opportunity. Bull of the Day: Intuitive Surgical (ISRG)
• Positive Sentiment: Analyst note arguing ISRG can capture growth from ambulatory surgery centers as it markets lower-cost da Vinci systems — a potential multi-year revenue driver if adoption accelerates. Ambulatory Surgery Centers: A Long-Term Growth Opportunity for ISRG?
• Neutral Sentiment: A third‑party head-to-head comparison piece references ISRG alongside a smaller rival; useful for context but unlikely to move shares materially by itself. Head-To-Head Analysis: Lombard Medical & Intuitive Surgical
• Negative Sentiment: The FDA has flagged safety concerns related to Intuitive’s surgical stapler product line after reports of injuries and at least one death, urging halts and alternative device use — a major near-term regulatory and reputational risk that can slow sales, trigger recalls, or prompt increased legal exposure. FDA Flags Safety Concern Over Intuitive Surgical Stapler
• Negative Sentiment: Intuitive confirmed problems with stapler reloads and disclosed one reported death tied to the issue — amplifies regulatory scrutiny and potential product liability exposure. Intuitive warns on surgical stapler reloads with one death reported
• Negative Sentiment: Investigative coverage outlines broader operational snags (from cyber incidents to recalls), increasing short-term uncertainty around execution and compliance. From Cyber Criminals to Recalls: Inside Intuitive Surgical’s Newest Snag
• Negative Sentiment: UBS trimmed its price target on ISRG, a signal that some sell‑side investors are re‑rating the stock amid the recent safety/regulatory news — this can weigh on sentiment until clarity is provided. ISRG Price Target Lowered to $550.00 at UBS Group

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on the company. Truist Financial raised their target price on Intuitive Surgical from $620.00 to $650.00 and gave the company a “buy” rating in a research report on Thursday, December 18th. The Goldman Sachs Group reiterated a “buy” rating and set a $714.00 price target on shares of Intuitive Surgical in a research report on Friday, January 9th. HSBC raised their price objective on Intuitive Surgical from $644.00 to $653.00 and gave the company a “buy” rating in a report on Monday, January 26th. Wells Fargo & Company boosted their price objective on Intuitive Surgical from $600.00 to $654.00 and gave the company an “overweight” rating in a research report on Friday, December 12th. Finally, Raymond James Financial upped their target price on Intuitive Surgical from $603.00 to $615.00 and gave the stock an “outperform” rating in a research note on Friday, January 23rd. 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 company’s stock. According to MarketBeat, Intuitive Surgical has a consensus rating of “Moderate Buy” and a consensus price target of $614.95.

Intuitive Surgical Trading Up 0.5%

Shares of Intuitive Surgical stock opened at $479.93 on Friday. The firm has a market capitalization of $170.44 billion, a PE ratio of 60.83, a P/E/G ratio of 3.68 and a beta of 1.66. Intuitive Surgical, Inc. has a twelve month low of $425.00 and a twelve month high of $603.88. The firm’s 50-day moving average price is $505.00 and its 200 day moving average price is $512.62.

Intuitive Surgical (NASDAQ:ISRG) last posted 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 return on equity of 15.06% and a net margin of 28.38%.The company had revenue of $2.87 billion for the quarter, compared to analysts’ expectations of $2.72 billion. During the same period in the previous year, the firm posted $2.21 EPS. Intuitive Surgical’s revenue was up 18.8% compared to the same quarter last year. On average, sell-side analysts predict that Intuitive Surgical, Inc. will post 6.43 EPS for the current fiscal year.

Insider Transactions at Intuitive Surgical

In related news, SVP Patricia L. Wadors sold 220 shares of the stock in a transaction on Friday, February 27th. The stock was sold at an average price of $499.71, for a total value of $109,936.20. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Mark Brosius sold 645 shares of the firm’s stock in a transaction on Monday, March 9th. The shares were sold at an average price of $485.01, for a total value of $312,831.45. Following the completion of the transaction, the senior vice president owned 1,613 shares in the company, valued at $782,321.13. The trade was a 28.57% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 32,943 shares of company stock valued at $17,279,568. Insiders own 0.70% of the company’s stock.

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.