Intuitive Surgical, Inc. $ISRG Shares Sold by Azimuth Capital Investment Management LLC

Azimuth Capital Investment Management LLC reduced its stake in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 4.5% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 33,469 shares of the medical equipment provider’s stock after selling 1,563 shares during the quarter. Azimuth Capital Investment Management LLC’s holdings in Intuitive Surgical were worth $14,968,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. SteelPeak Wealth LLC grew its holdings in Intuitive Surgical by 28.7% during the 3rd quarter. SteelPeak Wealth LLC now owns 41,993 shares of the medical equipment provider’s stock valued at $18,781,000 after purchasing an additional 9,364 shares in the last quarter. Atlantic Union Bankshares Corp lifted its holdings in Intuitive Surgical by 19.3% in the 3rd quarter. Atlantic Union Bankshares Corp now owns 22,759 shares of the medical equipment provider’s stock worth $10,179,000 after buying an additional 3,676 shares in the last quarter. World Investment Advisors lifted its holdings in Intuitive Surgical by 238.3% in the 3rd quarter. World Investment Advisors now owns 5,399 shares of the medical equipment provider’s stock worth $2,415,000 after buying an additional 3,803 shares in the last quarter. E. Ohman J or Asset Management AB boosted its position in Intuitive Surgical by 4.1% in the 3rd quarter. E. Ohman J or Asset Management AB now owns 28,306 shares of the medical equipment provider’s stock valued at $12,659,000 after buying an additional 1,123 shares during the last quarter. Finally, Valley Wealth Managers Inc. boosted its position in Intuitive Surgical by 52.7% in the 3rd quarter. Valley Wealth Managers Inc. now owns 4,084 shares of the medical equipment provider’s stock valued at $1,826,000 after buying an additional 1,409 shares during the last quarter. 83.64% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Intuitive Surgical

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.

Intuitive Surgical Stock Performance

Shares of Intuitive Surgical stock opened at $472.16 on Friday. Intuitive Surgical, Inc. has a 1 year low of $425.00 and a 1 year high of $603.88. The firm’s 50-day simple moving average is $513.26 and its 200-day simple moving average is $512.67. The firm has a market cap of $167.68 billion, a PE ratio of 59.84, a price-to-earnings-growth ratio of 3.64 and a beta of 1.66.

Intuitive Surgical (NASDAQ:ISRG) last posted its quarterly earnings results on Thursday, January 22nd. The medical equipment provider reported $2.53 EPS for the quarter, topping analysts’ consensus estimates of $2.27 by $0.26. The business had revenue of $2.87 billion during the quarter, compared to the consensus estimate of $2.72 billion. Intuitive Surgical had a return on equity of 15.06% and a net margin of 28.38%.The company’s revenue for the quarter was up 18.8% compared to the same quarter last year. During the same period last year, the firm earned $2.21 earnings per share. On average, equities analysts predict that Intuitive Surgical, Inc. will post 6.43 earnings per share for the current year.

Insider Transactions at Intuitive Surgical

In other news, SVP Mark Brosius sold 2,362 shares of Intuitive Surgical stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $498.68, for a total value of $1,177,882.16. Following the completion of the transaction, the senior vice president owned 3,554 shares in the company, valued at approximately $1,772,308.72. This trade represents a 39.93% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Myriam Curet sold 421 shares of the business’s stock in a transaction that occurred on 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 sale, the executive vice president owned 409 shares of the company’s stock, valued at $202,438.64. This trade represents a 50.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 33,407 shares of company stock worth $17,534,067. 0.70% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on ISRG shares. Wall Street Zen lowered Intuitive Surgical from a “buy” rating to a “hold” rating in a research report on Saturday, February 7th. Zacks Research raised Intuitive Surgical from a “hold” rating to a “strong-buy” rating in a report on Thursday, February 19th. Raymond James Financial raised their price objective on Intuitive Surgical from $603.00 to $615.00 and gave the company an “outperform” rating in a research note on Friday, January 23rd. Robert W. Baird dropped their price objective on Intuitive Surgical from $655.00 to $645.00 and set an “outperform” rating on the stock in a report on Friday, January 23rd. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Intuitive Surgical in a research report on Monday, December 29th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price 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.