Stanley Laman Group Ltd. Boosts Holdings in Intuitive Surgical, Inc. $ISRG

Key Points

• Stanley Laman Group Ltd. increased its stake in Intuitive Surgical by 24.3% to 16,727 shares, worth about $9.47 million at quarter-end, making ISRG its 12th-largest holding (~1.2% of the portfolio).
• Intuitive Surgical beat estimates with Q4 EPS of $2.53 (vs. $2.27 est.) and revenue of $2.87B (up 18.8% YoY); analysts maintain a consensus "Moderate Buy" and an average target near $607 amid continued procedure growth and platform expansion.
• Despite positive analyst notes, the stock is down roughly ~20% YTD and insiders have been net sellers — selling 32,943 shares worth about $17.28M over the past three months — while institutional ownership remains high at 83.64%.

Stanley Laman Group Ltd. boosted its position in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG - Free Report) by 24.3% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 16,727 shares of the medical equipment provider's stock after buying an additional 3,271 shares during the quarter. Intuitive Surgical accounts for approximately 1.2% of Stanley Laman Group Ltd.'s investment portfolio, making the stock its 12th largest position. Stanley Laman Group Ltd.'s holdings in Intuitive Surgical were worth $9,474,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently bought and sold shares of ISRG. Holos Integrated Wealth LLC purchased a new position in Intuitive Surgical during the fourth quarter worth $25,000. Newbridge Financial Services Group Inc. boosted its stake in Intuitive Surgical by 300.0% during the fourth quarter. Newbridge Financial Services Group Inc. now owns 44 shares of the medical equipment provider's stock worth $25,000 after buying an additional 33 shares during the period. Greykasell Wealth Strategies Inc. purchased a new position in Intuitive Surgical during the third quarter worth $27,000. Olistico Wealth LLC purchased a new position in Intuitive Surgical during the fourth quarter worth $28,000. Finally, Caitlin John LLC purchased a new position in Intuitive Surgical during the third quarter worth $30,000. 83.64% of the stock is owned by hedge funds and other institutional investors.

Intuitive Surgical Trading Up 0.0%

Shares of ISRG opened at $450.65 on Monday. The firm has a market capitalization of $160.04 billion, a P/E ratio of 57.12, a P/E/G ratio of 3.52 and a beta of 1.68. Intuitive Surgical, Inc. has a 12-month low of $427.84 and a 12-month high of $603.88. The firm has a fifty day moving average price of $481.15 and a 200-day moving average price of $514.65.

Intuitive Surgical (NASDAQ:ISRG - Get Free Report) last released its quarterly earnings data on Thursday, January 22nd. The medical equipment provider reported $2.53 earnings per share for the quarter, beating the consensus estimate of $2.27 by $0.26. The firm 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 firm's quarterly revenue was up 18.8% on a year-over-year basis. During the same period in the previous year, the company posted $2.21 earnings per share. Analysts predict that Intuitive Surgical, Inc. will post 6.43 earnings per share for the current year.

More Intuitive Surgical News

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

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on the stock. Piper Sandler reissued an "overweight" rating and set a $620.00 target price (up from $610.00) on shares of Intuitive Surgical in a research note on Friday, January 23rd. Argus lowered their target price on shares of Intuitive Surgical from $630.00 to $560.00 and set a "buy" rating for the company in a research note on Wednesday, February 4th. The Goldman Sachs Group lowered their target price on shares of Intuitive Surgical from $714.00 to $609.00 and set a "buy" rating for the company in a research note on Wednesday, April 8th. BTIG Research reissued a "buy" rating and set a $616.00 target price on shares of Intuitive Surgical in a research note on Friday. Finally, Raymond James Financial boosted their target price on shares of Intuitive Surgical from $603.00 to $615.00 and gave the company an "outperform" rating in a research note on Friday, January 23rd. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average target price of $607.00.

Insider Transactions at Intuitive Surgical

In related news, SVP Patricia L. Wadors sold 220 shares of Intuitive Surgical stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $499.71, for a total value of $109,936.20. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Mark Brosius sold 645 shares of Intuitive Surgical stock in a transaction dated Monday, March 9th. The shares were 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 of the company's stock, valued at $782,321.13. The trade was a 28.57% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 32,943 shares of company stock valued at $17,279,568. Insiders own 0.60% of the company's stock.

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.

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