Verde Servicos Internacionais S.A. Buys 17,846 Shares of Intuitive Surgical, Inc. $ISRG

Verde Servicos Internacionais S.A. lifted its stake in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 112.5% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 33,704 shares of the medical equipment provider’s stock after buying an additional 17,846 shares during the period. Intuitive Surgical comprises approximately 4.3% of Verde Servicos Internacionais S.A.’s holdings, making the stock its 6th largest holding. Verde Servicos Internacionais S.A.’s holdings in Intuitive Surgical were worth $15,073,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of ISRG. Tobam grew its position in Intuitive Surgical by 666.7% in the second quarter. Tobam now owns 46 shares of the medical equipment provider’s stock valued at $25,000 after acquiring an additional 40 shares during the period. Kilter Group LLC acquired a new stake in shares of Intuitive Surgical in the 2nd quarter valued at $27,000. Princeton Global Asset Management LLC bought a new stake in shares of Intuitive Surgical in the 2nd quarter worth about $30,000. Greykasell Wealth Strategies Inc. acquired a new stake in shares of Intuitive Surgical during the 3rd quarter worth about $27,000. Finally, Riggs Asset Managment Co. Inc. boosted its position in Intuitive Surgical by 84.2% in the second quarter. Riggs Asset Managment Co. Inc. now owns 70 shares of the medical equipment provider’s stock valued at $38,000 after buying an additional 32 shares in the last quarter. Institutional investors own 83.64% of the company’s stock.

Key Intuitive Surgical News

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

• Positive Sentiment: Quarterly beat and procedure momentum support fundamentals — Intuitive’s Jan. quarter topped EPS and revenue estimates and management highlighted continued adoption of the da Vinci 5 platform, reinforcing the company’s growth narrative. MarketBeat: Growth Engine
• Positive Sentiment: Analyst coverage remains mixed but contains notable buy-side views — several firms keep buy/overweight ratings and high targets (e.g., Barclays, BTIG, Leerink), supporting investor conviction that upside remains if execution continues. Globe and Mail: Analyst Insights
• Neutral Sentiment: Technical and market-data focus — traders are watching the pullback and key moving averages (50‑day vs. 200‑day) using interactive charting tools, which can amplify short‑term moves but are not fundamental drivers. Barron’s Interactive Chart
• Neutral Sentiment: Short-interest figures in recent feeds appear anomalous (zeros/NaN) and likely aren’t a meaningful market driver today; treat those data points with caution.
• Negative Sentiment: Insider selling flagged — EVP Myriam Curet and VP Fredrik Widman disclosed multiple share sales in early February, with Curet reducing her holding materially; such filings often create short‑term negative sentiment. Curet SEC filing Widman SEC filing
• Negative Sentiment: Valuation questions and recent underperformance — financial press pieces are asking whether ISRG is still “priced for perfection” after a pullback, and analysts note the shares have materially underperformed the market in recent months, which may sustain near‑term caution. Yahoo Finance: Valuation Debate Zacks: Share Pullback

Insider Buying and Selling at Intuitive Surgical

In related news, SVP Mark Brosius sold 464 shares of Intuitive Surgical stock in a transaction on Monday, December 15th. The stock was sold at an average price of $548.49, for a total transaction of $254,499.36. Following the completion of the sale, the senior vice president directly owned 131 shares of the company’s stock, valued at $71,852.19. The trade was a 77.98% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Myriam Curet sold 421 shares of the 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 completion of the transaction, the executive vice president directly owned 409 shares in the company, valued at $202,438.64. The trade was a 50.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 56,189 shares of company stock valued at $30,785,441. 0.70% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on ISRG. The Goldman Sachs Group reaffirmed a “buy” rating and set a $714.00 price objective on shares of Intuitive Surgical in a report on Friday, January 9th. Leerink Partners lifted their price objective on Intuitive Surgical from $593.00 to $600.00 and gave the company an “outperform” rating in a research report on Wednesday, October 22nd. Citigroup restated a “neutral” rating and set a $590.00 target price (down previously from $635.00) on shares of Intuitive Surgical in a report on Friday, January 23rd. Barclays set a $712.00 target price on Intuitive Surgical and gave the company an “overweight” rating in a research note on Monday, January 26th. Finally, Argus cut their price target on Intuitive Surgical from $630.00 to $560.00 and set a “buy” rating for the company in a report on Wednesday, February 4th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $617.23.

Intuitive Surgical Stock Up 0.2%

Shares of ISRG opened at $496.12 on Thursday. The stock’s fifty day simple moving average is $545.21 and its 200-day simple moving average is $510.52. The firm has a market capitalization of $176.19 billion, a PE ratio of 62.88, a price-to-earnings-growth ratio of 3.84 and a beta of 1.65. Intuitive Surgical, Inc. has a 12-month low of $425.00 and a 12-month high of $609.08.

Intuitive Surgical (NASDAQ:ISRG) last announced its quarterly earnings data 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. The firm had revenue of $2.87 billion during the quarter, compared to analysts’ expectations of $2.72 billion. Intuitive Surgical had a return on equity of 15.06% and a net margin of 28.38%.The company’s quarterly revenue was up 18.8% compared to the same quarter last year. During the same period in the previous year, the business posted $2.21 EPS. Analysts anticipate that Intuitive Surgical, Inc. will post 6.43 EPS for the current year.

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.