Eurizon Capital SGR S.p.A. Takes Position in Intuitive Surgical, Inc. $ISRG

Posted by Brian Himes on May 30th, 2026

Eurizon Capital SGR S.p.A. acquired a new stake in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 226,842 shares of the medical equipment provider’s stock, valued at approximately $128,693,000.

Several other hedge funds have also modified their holdings of ISRG. Northwestern Mutual Wealth Management Co. raised its stake in shares of Intuitive Surgical by 1,043.3% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,342,121 shares of the medical equipment provider’s stock valued at $760,124,000 after acquiring an additional 1,224,734 shares in the last quarter. Assenagon Asset Management S.A. raised its stake in shares of 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 acquiring an additional 791,516 shares in the last quarter. Amundi raised its stake in shares of 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 acquiring an additional 739,444 shares in the last quarter. Sands Capital Management LLC increased its holdings 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 buying an additional 583,539 shares during the last quarter. Finally, Victory Capital Management Inc. increased its holdings 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 buying an additional 567,483 shares during the last quarter. 83.64% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on the company. Piper Sandler dropped their target price on Intuitive Surgical from $620.00 to $580.00 and set an “overweight” rating on the stock in a report on Wednesday, April 22nd. Argus dropped their target price on Intuitive Surgical from $630.00 to $560.00 and set a “buy” rating on the stock in a report on Wednesday, February 4th. JPMorgan Chase & Co. dropped their target price on Intuitive Surgical from $625.00 to $550.00 and set an “overweight” rating on the stock in a report on Wednesday, April 22nd. The Goldman Sachs Group set a $558.00 target price on Intuitive Surgical in a report on Wednesday. Finally, Truist Financial dropped their target price on Intuitive Surgical from $650.00 to $580.00 and set a “buy” rating on the stock in a report on Wednesday, April 15th. Nineteen research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Intuitive Surgical has an average rating of “Moderate Buy” and an average target price of $576.71.

Check Out Our Latest Stock Analysis on ISRG

Insider Transactions at Intuitive Surgical

In other Intuitive Surgical news, SVP Mark Brosius sold 2,362 shares of the firm’s stock in a transaction on Wednesday, March 4th. The shares were sold at an average price of $498.68, for a total transaction of $1,177,882.16. Following the transaction, the senior vice president directly owned 3,554 shares of the company’s stock, valued at approximately $1,772,308.72. This trade represents a 39.93% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Gary Loeb sold 400 shares of the firm’s stock in a transaction on Monday, May 11th. The stock was sold at an average price of $446.95, for a total transaction of $178,780.00. Following the transaction, the executive vice president directly owned 6,120 shares in the company, valued at $2,735,334. The trade was a 6.13% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 5,481 shares of company stock worth $2,673,871. 0.60% of the stock is owned by company insiders.

Key Headlines Impacting Intuitive Surgical

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

Positive Sentiment: Wall Street optimism is supporting the stock, with one article arguing Intuitive Surgical could rise more than 30% from current levels because analysts believe the long-term growth story remains intact and the recent selloff has created an attractive entry point. Article Title
Positive Sentiment: Intuitive Surgical announced a leadership change in commercial and marketing, promoting Taylor Patton to Chief Commercial and Marketing Officer effective July 1, which may be viewed as a continuity move that could support execution and sales strategy. Article Title
Neutral Sentiment: Market commentary noted the stock is still trading well below its recent high, underscoring that investor caution remains elevated even though the company continues to be viewed as a leader in robotic-assisted surgery. Article Title
Neutral Sentiment: Third-party market reports described ISRG as underperforming peers and highlighted recent short-interest data, but the figures did not show a clear new bearish catalyst. Article Title
Neutral Sentiment: Intuitive Surgical also appeared in broader “physical AI” and robotics commentary, which is more of a thematic mention than a company-specific catalyst for the stock. Article Title

Intuitive Surgical Stock Performance

Shares of ISRG stock opened at $424.59 on Friday. The stock’s 50-day moving average is $453.54 and its two-hundred day moving average is $506.43. The firm has a market cap of $150.37 billion, a price-to-earnings ratio of 51.47, a PEG ratio of 3.38 and a beta of 1.51. Intuitive Surgical, Inc. has a 1 year low of $414.30 and a 1 year high of $603.88.

Intuitive Surgical (NASDAQ:ISRG – Get Free Report) last issued its quarterly earnings data on Tuesday, April 21st. The medical equipment provider reported $2.50 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.08 by $0.42. The company 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 quarter last year, the company posted $1.81 earnings per share. As a group, research analysts predict that Intuitive Surgical, Inc. will post 8.57 EPS for the current year.

About Intuitive Surgical

(Free Report)

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.