Kirtland Hills Capital Management LLC Takes $628,000 Position in Intuitive Surgical, Inc. $ISRG

Kirtland Hills Capital Management LLC purchased a new stake in Intuitive Surgical, Inc. (NASDAQ:ISRG) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 1,578 shares of the medical equipment provider’s stock, valued at approximately $628,000.

A number of other institutional investors have also recently bought and sold shares of the stock. Norges Bank purchased a new stake in Intuitive Surgical during the fourth quarter valued at about $2,856,987,000. Bank of New York Mellon Corp purchased a new position in shares of Intuitive Surgical in the second quarter worth approximately $1,335,753,000. J. Stern & Co. LLP increased its position in shares of Intuitive Surgical by 18,504.6% in the fourth quarter. J. Stern & Co. LLP now owns 2,127,248 shares of the medical equipment provider’s stock worth $1,204,788,000 after acquiring an additional 2,115,814 shares in the last quarter. Northwestern Mutual Wealth Management Co. raised its holdings in shares of Intuitive Surgical by 1,043.3% during 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 during the period. Finally, Arrowstreet Capital Limited Partnership raised its holdings in shares of Intuitive Surgical by 95.3% during the first quarter. Arrowstreet Capital Limited Partnership now owns 2,105,544 shares of the medical equipment provider’s stock valued at $970,635,000 after acquiring an additional 1,027,475 shares during the period. Hedge funds and other institutional investors own 83.64% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts recently commented on the stock. TD Cowen lowered shares of Intuitive Surgical from a “buy” rating to a “hold” rating in a research note on Tuesday, July 28th. BTIG Research cut their target price on shares of Intuitive Surgical from $512.00 to $469.00 and set a “buy” rating on the stock in a research note on Friday, July 17th. UBS Group assumed coverage on Intuitive Surgical in a report on Tuesday, July 28th. They issued a “neutral” rating and a $500.00 target price for the company. Bank of America decreased their target price on Intuitive Surgical from $520.00 to $515.00 in a research report on Friday, June 12th. Finally, Deutsche Bank Aktiengesellschaft lowered their price target on Intuitive Surgical from $440.00 to $366.00 and set a “sell” rating on the stock in a report on Tuesday, June 2nd. Twenty-two equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $508.68.

Intuitive Surgical Price Performance

Intuitive Surgical stock opened at $378.81 on Friday. The company has a market capitalization of $133.83 billion, a price-to-earnings ratio of 43.39, a PEG ratio of 2.74 and a beta of 1.46. Intuitive Surgical, Inc. has a one year low of $328.57 and a one year high of $603.88. The company’s fifty day moving average price is $388.47 and its two-hundred day moving average price is $436.69.

Intuitive Surgical (NASDAQ:ISRG) last announced its quarterly earnings results on Thursday, July 16th. The medical equipment provider reported $2.80 earnings per share for the quarter, topping analysts’ consensus estimates of $2.48 by $0.32. The company had revenue of $2.89 billion during the quarter, compared to analysts’ expectations of $2.83 billion. Intuitive Surgical had a return on equity of 16.91% and a net margin of 28.45%.The business’s quarterly revenue was up 18.4% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.81 earnings per share. As a group, sell-side analysts anticipate that Intuitive Surgical, Inc. will post 8.87 earnings per share for the current year.

Insiders Place Their Bets

In related news, Director Amy L. Ladd sold 400 shares of the business’s stock in a transaction that occurred on Monday, August 10th. The stock was sold at an average price of $379.00, for a total value of $151,600.00. Following the completion of the sale, the director directly owned 251 shares in the company, valued at approximately $95,129. The trade was a 61.44% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Iman Jeddi sold 5,625 shares of the company’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $420.55, for a total value of $2,365,593.75. Following the sale, the senior vice president directly owned 6,463 shares of the company’s stock, valued at $2,718,014.65. The trade was a 46.53% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 17,283 shares of company stock worth $7,015,429 in the last three months. 0.60% of the stock is owned by insiders.

Intuitive Surgical News Summary

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

• Positive Sentiment: Operating margin is widening. Intuitive Surgical’s operating margin has expanded in each of the past three years, suggesting improving efficiency and earnings quality even as U.S. procedure growth moderates. Intuitive Surgical Stock Has Fallen While Its Operating Margin Keeps Widening
• Positive Sentiment: Wall Street remains broadly constructive. Analysts generally view ISRG favorably, with a consensus “Moderate Buy” rating and price targets substantially above recent trading levels. Recent upgrades and bullish commentary point to confidence in the da Vinci platform’s long-term growth. Is Wall Street Bullish or Bearish on Intuitive Surgical Stock?
• Positive Sentiment: Asia-Pacific capacity is expanding. A new manufacturing plant in Penang, Malaysia, is intended to increase regional capacity and support demand for robotic-assisted surgery, strengthening ISRG’s international growth opportunity. Intuitive Surgical Expands Manufacturing Footprint in Asia Pacific
• Neutral Sentiment: The company faces an execution test. Investors are weighing whether Intuitive can sustain system placements, procedure growth and recurring instrument revenue while expanding internationally and navigating a more cautious healthcare spending environment. Why Is Intuitive Surgical Facing an Execution Test?
• Negative Sentiment: Growth and valuation remain concerns. Investors continue to digest management’s cautious procedure-growth outlook of roughly 13.5%–15.5% for 2026, along with an estimated tariff impact on gross margin. With ISRG trading well below its prior high but still at a premium earnings multiple, valuation compression may continue if growth slows further. Intuitive Surgical Slides as Investors Digest Cautious Outlook
• Negative Sentiment: Insider selling adds a modest overhang. An executive vice president sold a small position under a pre-arranged Rule 10b5-1 plan. The transaction is not necessarily a fundamental warning, but broader recent insider activity has consisted predominantly of sales rather than purchases. Why Is Intuitive Surgical Stock Trending After Hours?

Intuitive Surgical 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.