Impax Asset Management Group plc Has $113 Million Stock Position in Intuitive Surgical, Inc. $ISRG

Impax Asset Management Group plc decreased its position in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 6.7% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 199,525 shares of the medical equipment provider’s stock after selling 14,248 shares during the period. Impax Asset Management Group plc’s holdings in Intuitive Surgical were worth $113,003,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Holos Integrated Wealth LLC acquired a new position in Intuitive Surgical in the 4th quarter valued at approximately $25,000. Newbridge Financial Services Group Inc. raised its holdings in Intuitive Surgical by 300.0% in the 4th quarter. Newbridge Financial Services Group Inc. now owns 44 shares of the medical equipment provider’s stock valued at $25,000 after acquiring an additional 33 shares in the last quarter. Greykasell Wealth Strategies Inc. acquired a new position in Intuitive Surgical in the 3rd quarter valued at approximately $27,000. Olistico Wealth LLC acquired a new position in Intuitive Surgical in the 4th quarter valued at approximately $28,000. Finally, Caitlin John LLC acquired a new position in Intuitive Surgical in the 3rd quarter valued at approximately $30,000. Institutional investors and hedge funds own 83.64% of the company’s stock.

Insider Transactions at Intuitive Surgical

In other Intuitive Surgical news, EVP Myriam Curet sold 421 shares of the stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $494.96, for a total value of $208,378.16. Following the transaction, 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 sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Mark Brosius sold 2,362 shares of the firm’s stock in a transaction 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 $1,772,308.72. This represents a 39.93% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 32,943 shares of company stock worth $17,279,568. Corporate insiders own 0.60% of the company’s stock.

Intuitive Surgical Price Performance

ISRG stock opened at $482.22 on Friday. The business has a fifty day moving average price of $477.47 and a 200 day moving average price of $515.38. Intuitive Surgical, Inc. has a fifty-two week low of $427.84 and a fifty-two week high of $603.88. The stock has a market capitalization of $170.78 billion, a price-to-earnings ratio of 58.45, a P/E/G ratio of 4.09 and a beta of 1.68.

Intuitive Surgical (NASDAQ:ISRG) last announced its quarterly earnings data on Tuesday, April 21st. The medical equipment provider reported $2.50 EPS for the quarter, beating analysts’ consensus estimates of $2.08 by $0.42. The firm had revenue of $2.77 billion for the quarter, compared to analyst estimates of $2.62 billion. Intuitive Surgical had a return on equity of 15.98% and a net margin of 28.15%.The business’s quarterly revenue was up 23.0% compared to the same quarter last year. During the same period last year, the company earned $1.81 EPS. On average, equities analysts expect that Intuitive Surgical, Inc. will post 8.2 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

ISRG has been the subject of a number of recent research reports. HSBC dropped their target price on Intuitive Surgical from $653.00 to $604.00 and set a “buy” rating for the company in a report on Wednesday. BTIG Research reissued a “buy” rating and issued a $574.00 target price on shares of Intuitive Surgical in a report on Wednesday. Evercore dropped their price target on Intuitive Surgical from $550.00 to $480.00 and set a “neutral” rating for the company in a report on Monday, April 6th. Leerink Partners dropped their price target on Intuitive Surgical from $622.00 to $573.00 and set an “outperform” rating for the company in a report on Wednesday. Finally, Argus dropped 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. Eighteen investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $581.91.

Key Headlines Impacting Intuitive Surgical

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

• Positive Sentiment: Q1 beat and accelerating growth — ISRG reported a better-than-expected Q1 (EPS $2.50 vs. $2.08 consensus) with ~23% revenue growth and commentary pointing to rising procedures and an improved outlook, which underpins the stock’s upside today. Intuitive Surgical Beats Q1 — TipRanks
• Positive Sentiment: Innovation and pricing power — Coverage notes revenue is outpacing procedures as the da Vinci 5 platform drives higher ASPs and service/consumable mix, supporting margin and longer-term upside. Innovation-Led Growth — Zacks
• Positive Sentiment: Analyst support — Several sell‑side actions are favorable: Robert W. Baird raised its price target to $610 and BTIG reaffirmed a Buy; Goldman published a bullish outlook, adding conviction to the post‑earnings rally. Baird Raises PT — AmericanBankingNews BTIG Reaffirms Buy — AmericanBankingNews
• Neutral Sentiment: Mixed analyst moves — Some firms trimmed targets (Jefferies to $515, Leerink and others adjusted targets), leaving consensus views varied; this increases volatility around near‑term price action. Jefferies Lowers PT — AmericanBankingNews
• Neutral Sentiment: Short interest signal is uninformative — April data reported no meaningful short interest (0 shares reported), so short-squeeze risk appears minimal based on the published figures.
• Neutral Sentiment: Contained cyber incident disclosed — Management reported a contained cyber event with remediation underway; investors will watch disclosures but the company says operations are not materially disrupted. Cybersecurity and Q1 Coverage — Yahoo
• Negative Sentiment: Instrument recalls raise reliability questions — ISRG initiated multiple recalls of reusable da Vinci instruments after safety complaints (fraying/broken cables); recalls could pressure service/consumables revenue and hospital confidence if issues persist. Recalls and Revenue Risk — Yahoo
• Negative Sentiment: Competition creeping in — Johnson & Johnson earned CE mark for a stapler that integrates with Ottava, signaling incremental competition in the surgical robotics ecosystem that investors should monitor. J&J CE Mark — MedTechDive

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.