Kirtland Hills Capital Management LLC Buys Shares of 1,578 Intuitive Surgical, Inc. $ISRG

Kirtland Hills Capital Management LLC purchased a new position in Intuitive Surgical, Inc. (NASDAQ:ISRG) during the 2nd quarter, HoldingsChannel reports. The firm purchased 1,578 shares of the medical equipment provider’s stock, valued at approximately $628,000.

A number of other large investors also recently modified their holdings of the business. State Street Corp grew its stake in shares of Intuitive Surgical by 1.0% in the fourth quarter. State Street Corp now owns 15,701,591 shares of the medical equipment provider’s stock worth $8,892,753,000 after acquiring an additional 162,264 shares during the last quarter. Capital World Investors raised its stake in Intuitive Surgical by 1.7% during the 4th quarter. Capital World Investors now owns 7,856,018 shares of the medical equipment provider’s stock valued at $4,449,491,000 after purchasing an additional 127,526 shares during the last quarter. Norges Bank acquired a new position in Intuitive Surgical during the 4th quarter valued at $2,856,987,000. Invesco Ltd. boosted its holdings in Intuitive Surgical by 17.4% in the 4th quarter. Invesco Ltd. now owns 4,128,735 shares of the medical equipment provider’s stock valued at $2,338,350,000 after purchasing an additional 611,268 shares during the period. Finally, Bank of America Corp DE boosted its holdings in Intuitive Surgical by 3.3% in the 1st quarter. Bank of America Corp DE now owns 3,616,973 shares of the medical equipment provider’s stock valued at $1,667,388,000 after purchasing an additional 116,292 shares during the period. 83.64% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on ISRG shares. KeyCorp restated an “overweight” rating on shares of Intuitive Surgical in a report on Wednesday, August 12th. Robert W. Baird reduced their target price on shares of Intuitive Surgical from $525.00 to $500.00 and set an “outperform” rating for the company in a research note on Friday, July 17th. HSBC downgraded Intuitive Surgical from a “buy” rating to a “hold” rating and set a $391.00 target price on the stock. in a research report on Thursday, July 30th. JPMorgan Chase & Co. lowered their price target on Intuitive Surgical from $550.00 to $450.00 and set an “overweight” rating on the stock in a research note on Friday, July 17th. Finally, Bank of America cut their price target on Intuitive Surgical from $520.00 to $515.00 in a report on Friday, June 12th. Twenty-two analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $508.68.

Insiders Place Their Bets

In related news, Director Gary S. Guthart sold 10,000 shares of Intuitive Surgical stock in a transaction dated Tuesday, August 11th. The shares were sold at an average price of $400.00, for a total transaction of $4,000,000.00. Following the completion of the transaction, the director directly owned 1,245,679 shares of the company’s stock, valued at $498,271,600. This trade represents a 0.80% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Amy L. Ladd sold 72 shares of the business’s stock in a transaction dated Tuesday, August 11th. The shares were sold at an average price of $393.10, for a total transaction of $28,303.20. Following the completion of the transaction, the director owned 179 shares in the company, valued at approximately $70,364.90. This trade represents a 28.69% 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 have sold 17,283 shares of company stock worth $7,015,429 in the last quarter. 0.60% of the stock is owned by corporate insiders.

Key Stories Impacting Intuitive Surgical

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

• Positive Sentiment: Operating margin is widening. Intuitive Surgical’s operating margin has expanded in each of the past three years, suggesting improving efficiency and earnings quality even as U.S. procedure growth moderates. Intuitive Surgical Stock Has Fallen While Its Operating Margin Keeps Widening
• Positive Sentiment: Wall Street remains broadly constructive. Analysts generally view ISRG favorably, with a consensus “Moderate Buy” rating and price targets substantially above recent trading levels. Recent upgrades and bullish commentary point to confidence in the da Vinci platform’s long-term growth. Is Wall Street Bullish or Bearish on Intuitive Surgical Stock?
• Positive Sentiment: Asia-Pacific capacity is expanding. A new manufacturing plant in Penang, Malaysia, is intended to increase regional capacity and support demand for robotic-assisted surgery, strengthening ISRG’s international growth opportunity. Intuitive Surgical Expands Manufacturing Footprint in Asia Pacific
• Neutral Sentiment: The company faces an execution test. Investors are weighing whether Intuitive can sustain system placements, procedure growth and recurring instrument revenue while expanding internationally and navigating a more cautious healthcare spending environment. Why Is Intuitive Surgical Facing an Execution Test?
• Negative Sentiment: Growth and valuation remain concerns. Investors continue to digest management’s cautious procedure-growth outlook of roughly 13.5%–15.5% for 2026, along with an estimated tariff impact on gross margin. With ISRG trading well below its prior high but still at a premium earnings multiple, valuation compression may continue if growth slows further. Intuitive Surgical Slides as Investors Digest Cautious Outlook
• Negative Sentiment: Insider selling adds a modest overhang. An executive vice president sold a small position under a pre-arranged Rule 10b5-1 plan. The transaction is not necessarily a fundamental warning, but broader recent insider activity has consisted predominantly of sales rather than purchases. Why Is Intuitive Surgical Stock Trending After Hours?

Intuitive Surgical Price Performance

Shares of ISRG stock opened at $378.81 on Friday. The stock’s fifty day simple moving average is $388.47 and its 200 day simple moving average is $436.69. The firm has a market cap of $133.83 billion, a price-to-earnings ratio of 43.39, a P/E/G ratio of 2.74 and a beta of 1.46. Intuitive Surgical, Inc. has a one year low of $328.57 and a one year high of $603.88.

Intuitive Surgical (NASDAQ:ISRG) last released its quarterly earnings data on Thursday, July 16th. The medical equipment provider reported $2.80 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.48 by $0.32. The firm had revenue of $2.89 billion during the quarter, compared to analyst estimates of $2.83 billion. Intuitive Surgical had a return on equity of 16.91% and a net margin of 28.45%.The business’s revenue for the quarter was up 18.4% compared to the same quarter last year. 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 8.87 earnings per share for the current 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.