Quadrature Capital Ltd Makes New $15.51 Million Investment in Intuitive Surgical, Inc. $ISRG

Quadrature Capital Ltd acquired a new stake in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 34,685 shares of the medical equipment provider’s stock, valued at approximately $15,510,000.

Several other hedge funds and other institutional investors have also made changes to their positions in ISRG. Tobam lifted its holdings in shares of Intuitive Surgical by 666.7% in the 2nd quarter. Tobam now owns 46 shares of the medical equipment provider’s stock worth $25,000 after acquiring an additional 40 shares during the last quarter. Kilter Group LLC bought a new position in Intuitive Surgical during the 2nd quarter valued at about $27,000. Greykasell Wealth Strategies Inc. purchased a new stake in Intuitive Surgical in the 3rd quarter worth about $27,000. Caitlin John LLC purchased a new stake in Intuitive Surgical in the 3rd quarter worth about $30,000. Finally, Guerra Advisors Inc bought a new stake in Intuitive Surgical in the third quarter worth about $37,000. Hedge funds and other institutional investors own 83.64% of the company’s stock.

Intuitive Surgical News Roundup

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

Intuitive Surgical Trading Down 2.8%

Shares of NASDAQ ISRG opened at $479.27 on Friday. Intuitive Surgical, Inc. has a 12-month low of $425.00 and a 12-month high of $603.88. The stock’s fifty day simple moving average is $515.05 and its two-hundred day simple moving average is $512.37. The stock has a market capitalization of $170.20 billion, a PE ratio of 60.74, a price-to-earnings-growth ratio of 3.80 and a beta of 1.66.

Intuitive Surgical (NASDAQ:ISRG) last released its quarterly earnings results 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 firm had revenue of $2.87 billion during 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 revenue for the quarter was up 18.8% compared to the same quarter last year. During the same period in the previous year, the company posted $2.21 EPS. On average, equities analysts predict that Intuitive Surgical, Inc. will post 6.43 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, EVP Myriam Curet sold 421 shares of the firm’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $494.96, for a total value of $208,378.16. Following the sale, the executive vice president directly owned 409 shares in the company, valued at approximately $202,438.64. This trade represents a 50.72% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Patricia L. Wadors sold 220 shares of Intuitive Surgical 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 33,407 shares of company stock worth $17,534,067 over the last ninety days. 0.70% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several research analysts have issued reports on ISRG shares. UBS Group set a $570.00 target price on Intuitive Surgical and gave the company a “neutral” rating in a research report on Tuesday, February 24th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Intuitive Surgical in a report on Monday, December 29th. Barclays set a $712.00 price objective on Intuitive Surgical and gave the company an “overweight” rating in a report on Monday, January 26th. Royal Bank Of Canada upped their price objective on Intuitive Surgical from $625.00 to $650.00 and gave the company an “outperform” rating in a research report on Wednesday, December 17th. Finally, The Goldman Sachs Group reiterated a “buy” rating and issued a $714.00 target price on shares of Intuitive Surgical in a research note on Friday, January 9th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $615.86.

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.