Gibbs Wealth Management Purchases 1,698 Shares of Intuitive Surgical, Inc. $ISRG

Gibbs Wealth Management grew its position in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 312.7% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,241 shares of the medical equipment provider’s stock after purchasing an additional 1,698 shares during the quarter. Gibbs Wealth Management’s holdings in Intuitive Surgical were worth $1,314,000 as of its most recent SEC filing.

Several other institutional investors have also recently modified their holdings of the company. Factory Mutual Insurance Co. increased its position in shares of Intuitive Surgical by 190.8% during the 4th quarter. Factory Mutual Insurance Co. now owns 44,500 shares of the medical equipment provider’s stock valued at $25,203,000 after purchasing an additional 29,200 shares during the last quarter. Howard Capital Management Inc. lifted its stake in shares of Intuitive Surgical by 2.0% in the 4th quarter. Howard Capital Management Inc. now owns 10,051 shares of the medical equipment provider’s stock valued at $5,692,000 after acquiring an additional 201 shares during the last quarter. Bouvel Investment Partners LLC lifted its stake in shares of Intuitive Surgical by 1.8% in the 4th quarter. Bouvel Investment Partners LLC now owns 14,505 shares of the medical equipment provider’s stock valued at $8,215,000 after acquiring an additional 251 shares during the last quarter. Ritholtz Wealth Management lifted its stake in shares of Intuitive Surgical by 9.5% in the 4th quarter. Ritholtz Wealth Management now owns 6,214 shares of the medical equipment provider’s stock valued at $3,520,000 after acquiring an additional 538 shares during the last quarter. Finally, Diversify Advisory Services LLC grew its position in Intuitive Surgical by 2.5% during the 4th quarter. Diversify Advisory Services LLC now owns 11,744 shares of the medical equipment provider’s stock worth $6,283,000 after acquiring an additional 291 shares during the last quarter. 83.64% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other Intuitive Surgical news, SVP Mark Brosius sold 645 shares of the stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $485.01, for a total value of $312,831.45. Following the completion of the sale, the senior vice president owned 1,613 shares in the company, valued at approximately $782,321.13. This trade represents a 28.57% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Myriam Curet sold 105 shares of the stock in a transaction that occurred on Tuesday, March 10th. The stock was sold at an average price of $493.95, for a total value of $51,864.75. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 32,943 shares of company stock worth $17,279,568. Corporate insiders own 0.60% of the company’s stock.

Intuitive Surgical Stock Performance

NASDAQ ISRG opened at $450.65 on Friday. 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 50 day simple moving average of $481.15 and a two-hundred day simple moving average of $513.70. The stock has a market cap of $160.04 billion, a P/E ratio of 57.12, a price-to-earnings-growth ratio of 3.55 and a beta of 1.68.

Intuitive Surgical (NASDAQ:ISRG) last released 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. Intuitive Surgical had a return on equity of 15.06% and a net margin of 28.38%.The business had revenue of $2.87 billion during the quarter, compared to analysts’ expectations of $2.72 billion. During the same quarter last year, the business posted $2.21 EPS. The business’s revenue was up 18.8% on a year-over-year basis. Sell-side analysts predict that Intuitive Surgical, Inc. will post 6.43 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on ISRG shares. Citigroup upgraded Intuitive Surgical from a “neutral” rating to a “buy” rating and set a $590.00 price target on the stock in a research report on Wednesday, March 11th. Robert W. Baird reduced their price target on Intuitive Surgical from $655.00 to $645.00 and set an “outperform” rating on the stock in a research report on Friday, January 23rd. UBS Group reduced their price target on Intuitive Surgical from $570.00 to $550.00 and set a “neutral” rating on the stock in a research report on Tuesday, March 17th. Raymond James Financial raised their price target on Intuitive Surgical from $603.00 to $615.00 and gave the stock an “outperform” rating in a research report on Friday, January 23rd. Finally, Sanford C. Bernstein raised their price target on Intuitive Surgical from $740.00 to $750.00 and gave the stock an “outperform” rating in a research report on Friday, January 23rd. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $607.00.

Trending Headlines about Intuitive Surgical

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

• Positive Sentiment: BTIG reaffirmed a “buy” on ISRG and set a $616 price target (~36.7% above the recent price), giving investors a clear upside thesis tied to continued procedure growth and platform expansion. BTIG research note
• Positive Sentiment: Hedge-fund veteran Israel Englander has been increasing exposure to ISRG, signaling conviction from a long-term institutional holder and potentially supporting demand for the shares. Intuitive Surgical Inc. (ISRG): Israel Englander Is Loading Up on This Stock
• Positive Sentiment: Company commentary and analyst notes emphasize reaffirmed double-digit da Vinci procedure growth guidance and investment in new platforms (like Ion), which underpin recurring revenue from instruments & services and longer-term margin expansion. Reaffirmed da Vinci Growth Guidance and New Platforms Could Be A Game Changer For Intuitive Surgical (ISRG)
• Neutral Sentiment: Analysts highlight 13–15% procedure growth forecast for 2026 — a sign of durable demand — but warn that macro or policy shifts could pressure ISRG’s premium valuation. This is supportive long term but creates debate over near-term multiple compression. Can 13-15% Procedure Growth in 2026 Sustain ISRG’s Premium Valuation?
• Neutral Sentiment: Recent intraday moves included a modest rally that still underperformed broader markets, reflecting mixed investor positioning ahead of earnings. Intuitive Surgical, Inc. (ISRG) Advances But Underperforms Market: Key Facts
• Negative Sentiment: ISRG is down sharply YTD (near ~20% per coverage) as investors mark down the stock from a premium multiple amid concerns about near-term upside and broader macro pressures — a major factor driving today’s weakness. ISRG Stock Down Nearly 20% YTD: Should You Buy, Hold or Sell?
• Negative Sentiment: Erste Group (and related notes) trimmed FY estimates / has a weaker outlook for FY2027, signaling some analyst caution that could translate into lower near-term expectations. Erste Group Bank Has Weak Estimate for ISRG FY2027 Earnings

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.