Intuitive Surgical, Inc. $ISRG Shares Acquired by Mitsubishi UFJ Trust & Banking Corp

Mitsubishi UFJ Trust & Banking Corp increased its position in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 1.2% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 246,632 shares of the medical equipment provider’s stock after purchasing an additional 3,021 shares during the period. Mitsubishi UFJ Trust & Banking Corp’s holdings in Intuitive Surgical were worth $110,301,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in ISRG. Tobam lifted its stake in Intuitive Surgical by 666.7% in the second quarter. Tobam now owns 46 shares of the medical equipment provider’s stock valued at $25,000 after buying an additional 40 shares during the last quarter. Kilter Group LLC purchased a new position in shares of Intuitive Surgical during the second quarter worth approximately $27,000. Princeton Global Asset Management LLC acquired a new position in shares of Intuitive Surgical in the 2nd quarter valued at $30,000. Riggs Asset Managment Co. Inc. increased its holdings in shares of Intuitive Surgical by 84.2% in the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 70 shares of the medical equipment provider’s stock valued at $38,000 after acquiring an additional 32 shares during the period. Finally, First Command Advisory Services Inc. raised its position in Intuitive Surgical by 3,750.0% in the 2nd quarter. First Command Advisory Services Inc. now owns 77 shares of the medical equipment provider’s stock valued at $42,000 after purchasing an additional 75 shares during the last quarter. Hedge funds and other institutional investors own 83.64% of the company’s stock.

More Intuitive Surgical News

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

• Positive Sentiment: Q4 results beat Wall Street: Revenue and adjusted EPS topped estimates, backed by higher procedure volumes and system demand — a primary near‑term driver of recurring instrument sales. Reuters: Intuitive Surgical beats quarterly estimates on demand for surgical robots
• Positive Sentiment: Analysts boost some targets and reaffirm conviction: Bernstein raised its target sharply (big upside), Raymond James and BTIG reaffirmed/outperform with higher targets — supporting upside potential from elongation of the company’s growth runway. Benzinga: Analysts revise forecasts after Q4
• Neutral Sentiment: Guidance is measured: Management expects mid‑teens da Vinci procedure growth (midpoint ~14%) and 2026 gross margin around 67–68%, while flagging higher operating expenses for R&D — signaling steady growth but potential margin/operating‑leverage moderation. MarketBeat: Intuitive Surgical Just Proved the Growth Engine Still Runs
• Neutral Sentiment: JURA clinical update and milestone PRs add long‑term optionality: Early imaging data from the JURA feasibility study and a new 20 million‑patient da Vinci milestone reinforce long‑term growth narratives beyond core platforms. TipRanks: JURA feasibility study update GlobeNewswire: 20 Million Patients Benefit from da Vinci Surgery
• Negative Sentiment: Tariffs and gross‑margin pressure noted: Management expects tariffs to cut gross margins (about a 1.2% headwind in 2026) and flagged some gross‑margin decline vs. recent quarters — a medium‑term profitability risk. Zacks: Q4 beat but gross margin declines
• Negative Sentiment: Mixed analyst moves and a few downgrades: Some firms trimmed targets or moved to in‑line/hold (Evercore, Zacks), creating near‑term debate over valuation vs. growth and muting upside for traders focused on short‑term catalysts. The Fly: Evercore lowers price target

Analyst Upgrades and Downgrades

A number of research analysts have commented on the stock. Jefferies Financial Group lifted their price objective on shares of Intuitive Surgical from $550.00 to $560.00 and gave the company a “hold” rating in a research note on Wednesday, October 22nd. Wells Fargo & Company upped their price objective on Intuitive Surgical from $600.00 to $654.00 and gave the company an “overweight” rating in a research note on Friday, December 12th. Wall Street Zen raised Intuitive Surgical from a “hold” rating to a “buy” rating in a research report on Saturday, January 17th. Citigroup reissued a “neutral” rating and issued a $590.00 target price (down previously from $635.00) on shares of Intuitive Surgical in a report on Friday. Finally, Royal Bank Of Canada upped their price target on Intuitive Surgical from $625.00 to $650.00 and gave the stock an “outperform” rating in a research note on Wednesday, December 17th. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Intuitive Surgical currently has an average rating of “Moderate Buy” and an average price target of $617.57.

Insider Buying and Selling at Intuitive Surgical

In other Intuitive Surgical news, EVP Henry L. Charlton sold 13,731 shares of the company’s stock in a transaction dated Wednesday, November 12th. The shares were sold at an average price of $580.00, for a total transaction of $7,963,980.00. Following the transaction, the executive vice president directly owned 3,056 shares in the company, valued at approximately $1,772,480. This represents a 81.80% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, SVP Mark Brosius sold 4,500 shares of Intuitive Surgical stock in a transaction that occurred on Friday, December 12th. The shares were sold at an average price of $547.36, for a total transaction of $2,463,120.00. Following the sale, the senior vice president owned 907 shares of the company’s stock, valued at approximately $496,455.52. The trade was a 83.23% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 55,714 shares of company stock worth $31,617,799. Company insiders own 0.70% of the company’s stock.

Intuitive Surgical Price Performance

ISRG opened at $523.99 on Friday. Intuitive Surgical, Inc. has a 12 month low of $425.00 and a 12 month high of $609.08. The stock has a market capitalization of $187.84 billion, a P/E ratio of 66.41, a P/E/G ratio of 4.28 and a beta of 1.67. The business has a 50 day simple moving average of $562.32 and a 200-day simple moving average of $511.79.

Intuitive Surgical (NASDAQ:ISRG) last released its quarterly earnings data on Thursday, January 22nd. The medical equipment provider reported $2.53 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.27 by $0.26. Intuitive Surgical had a return on equity of 15.18% and a net margin of 28.38%.The firm had revenue of $2.87 billion during the quarter, compared to analysts’ expectations of $2.72 billion. During the same quarter in the prior year, the business posted $2.21 earnings per share. Intuitive Surgical’s revenue was up 18.8% compared to the same quarter last year. Research analysts anticipate that Intuitive Surgical, Inc. will post 6.43 EPS for the current year.

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.