Danske Bank A S Increases Stake in Intuitive Surgical, Inc. $ISRG

Danske Bank A S increased its position in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 27.5% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 257,973 shares of the medical equipment provider’s stock after purchasing an additional 55,595 shares during the period. Danske Bank A S’s holdings in Intuitive Surgical were worth $146,106,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in ISRG. Rakuten Investment Management Inc. purchased a new position in Intuitive Surgical in the third quarter valued at about $388,436,000. Assenagon Asset Management S.A. grew its stake in Intuitive Surgical by 106.6% in the fourth quarter. Assenagon Asset Management S.A. now owns 1,533,771 shares of the medical equipment provider’s stock valued at $868,667,000 after purchasing an additional 791,516 shares during the last quarter. Amundi grew its stake in Intuitive Surgical by 29.7% in the third quarter. Amundi now owns 3,227,472 shares of the medical equipment provider’s stock valued at $1,451,362,000 after purchasing an additional 739,444 shares during the last quarter. Sands Capital Management LLC grew its stake in Intuitive Surgical by 77.0% in the third quarter. Sands Capital Management LLC now owns 1,341,109 shares of the medical equipment provider’s stock valued at $599,784,000 after purchasing an additional 583,539 shares during the last quarter. Finally, Victory Capital Management Inc. grew its stake in Intuitive Surgical by 41.3% in the third quarter. Victory Capital Management Inc. now owns 1,941,310 shares of the medical equipment provider’s stock valued at $868,212,000 after purchasing an additional 567,483 shares during the last quarter. Hedge funds and other institutional investors own 83.64% of the company’s stock.

Intuitive Surgical Stock Performance

Shares of ISRG stock opened at $457.61 on Friday. Intuitive Surgical, Inc. has a fifty-two week low of $427.84 and a fifty-two week high of $603.88. The firm has a market capitalization of $162.07 billion, a price-to-earnings ratio of 55.47, a PEG ratio of 3.64 and a beta of 1.68. The stock’s 50-day simple moving average is $474.86 and its 200-day simple moving average is $515.98.

Intuitive Surgical (NASDAQ:ISRG) last issued its quarterly earnings results on Tuesday, April 21st. The medical equipment provider reported $2.50 earnings per share for the quarter, topping analysts’ consensus estimates of $2.08 by $0.42. Intuitive Surgical had a return on equity of 15.98% and a net margin of 28.15%.The business had revenue of $2.77 billion for the quarter, compared to analyst estimates of $2.62 billion. During the same quarter in the previous year, the firm earned $1.81 earnings per share. The company’s revenue was up 23.0% on a year-over-year basis. As a group, equities analysts forecast that Intuitive Surgical, Inc. will post 8.53 earnings per share for the current year.

Insider Buying and Selling at Intuitive Surgical

In other news, VP Fredrik Widman sold 133 shares of the business’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $494.96, for a total transaction of $65,829.68. Following the sale, the vice president owned 660 shares in the company, valued at approximately $326,673.60. The trade was a 16.77% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Amy L. Ladd sold 119 shares of the business’s stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $463.50, for a total value of $55,156.50. Following the sale, the director owned 120 shares in the company, valued at $55,620. The trade was a 49.79% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 5,906 shares of company stock valued at $2,907,726. Insiders own 0.60% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have issued reports on ISRG. Raymond James Financial cut their target price on Intuitive Surgical from $615.00 to $577.00 and set an “outperform” rating on the stock in a research note on Wednesday, April 22nd. JPMorgan Chase & Co. cut their target price on Intuitive Surgical from $625.00 to $550.00 and set an “overweight” rating on the stock in a research note on Wednesday, April 22nd. Leerink Partners cut their target price on Intuitive Surgical from $622.00 to $573.00 and set an “outperform” rating on the stock in a research note on Wednesday, April 22nd. Wall Street Zen lowered Intuitive Surgical from a “buy” rating to a “hold” rating in a research note on Saturday, February 7th. Finally, Truist Financial cut their target price on Intuitive Surgical from $650.00 to $580.00 and set a “buy” rating on the stock in a research note on Wednesday, April 15th. Eighteen analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Intuitive Surgical has a consensus rating of “Moderate Buy” and an average target price of $581.91.

Intuitive Surgical News Roundup

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

• Positive Sentiment: Erste Group raised its EPS forecasts for ISRG (FY2026 to $8.56 and FY2027 to $9.83), reflecting increased analyst confidence in Intuitive’s multi-year profit trajectory and supporting upside versus consensus.
• Positive Sentiment: Strong Q1 and buyback tailwind — recent quarterly results beat revenue and EPS expectations and management completed a large share repurchase program, which improves EPS and supports shareholder returns. How Strong Q1 2026 Results and Completed Buyback Will Impact Intuitive Surgical (ISRG) Investors
• Neutral Sentiment: Director stock sales disclosed — Director Amy L. Ladd executed sales under a pre-arranged Rule 10b5‑1 plan (transactions ~ $463–$473). Scheduled plan sales reduce informational content but can add short-term supply. SEC Filing — Insider Sale
• Neutral Sentiment: Mixed international trends — analysts flag solid out‑of‑U.S. growth overall but note near‑term pressure in China and procedure delays in Japan that could temper international expansion versus strong U.S. momentum. Is ISRG’s International Weakness a Temporary Drag or Structural Risk?
• Negative Sentiment: FDA early alert on certain SureForm stapler reloads refocused investor attention on product safety/regulatory risk; that notice — coupled with recent profit‑taking after the post‑earnings rally — is cited as a proximate cause of near‑term weakness. Intuitive Surgical slips as investors weigh recent FDA stapler notice and post-earnings expectations
• Negative Sentiment: Valuation sensitivity — after a sharp post‑earnings run, some analysts trimmed price targets and investors are taking profits, increasing short‑term downside risk despite solid fundamentals.

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.