Intuitive Surgical, Inc. $ISRG Shares Sold by Mutual of America Capital Management LLC

Mutual of America Capital Management LLC cut its stake in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 5.4% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 38,947 shares of the medical equipment provider’s stock after selling 2,235 shares during the period. Mutual of America Capital Management LLC’s holdings in Intuitive Surgical were worth $17,418,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently modified their holdings of ISRG. SteelPeak Wealth LLC increased its holdings in Intuitive Surgical by 28.7% in the 3rd quarter. SteelPeak Wealth LLC now owns 41,993 shares of the medical equipment provider’s stock valued at $18,781,000 after purchasing an additional 9,364 shares during the last quarter. Amalgamated Bank lifted its stake in Intuitive Surgical by 2.2% during the second quarter. Amalgamated Bank now owns 81,542 shares of the medical equipment provider’s stock worth $44,311,000 after purchasing an additional 1,772 shares in the last quarter. Bessemer Group Inc. boosted its position in shares of Intuitive Surgical by 89.3% during the second quarter. Bessemer Group Inc. now owns 788,328 shares of the medical equipment provider’s stock worth $428,386,000 after buying an additional 371,806 shares during the period. Sax Wealth Advisors LLC grew its stake in shares of Intuitive Surgical by 218.1% in the second quarter. Sax Wealth Advisors LLC now owns 2,456 shares of the medical equipment provider’s stock valued at $1,334,000 after buying an additional 1,684 shares in the last quarter. Finally, World Investment Advisors raised its holdings in shares of Intuitive Surgical by 238.3% in the 3rd quarter. World Investment Advisors now owns 5,399 shares of the medical equipment provider’s stock valued at $2,415,000 after buying an additional 3,803 shares during the period. Hedge funds and other institutional investors own 83.64% of the company’s stock.

Key Stories Impacting Intuitive Surgical

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

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on ISRG shares. Daiwa Capital Markets raised their target price on Intuitive Surgical from $510.00 to $550.00 and gave the company an “outperform” rating in a report on Friday, October 24th. Piper Sandler reissued an “overweight” rating and set a $620.00 price target (up previously from $610.00) on shares of Intuitive Surgical in a research report on Friday. Rothschild & Co Redburn lifted their price objective on shares of Intuitive Surgical from $610.00 to $615.00 and gave the company a “buy” rating in a report on Thursday, October 23rd. Hsbc Global Res upgraded Intuitive Surgical to a “strong-buy” rating in a research note on Thursday, October 23rd. Finally, Truist Financial boosted their target price on Intuitive Surgical from $620.00 to $650.00 and gave the stock a “buy” rating in a research note on Thursday, December 18th. One research 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 issued a Sell rating to the stock. Based on data from MarketBeat.com, Intuitive Surgical currently has an average rating of “Moderate Buy” and an average price target of $617.57.

Insider Transactions at Intuitive Surgical

In other news, EVP Henry L. Charlton sold 13,731 shares of the business’s stock in a transaction dated Wednesday, November 12th. The stock was sold at an average price of $580.00, for a total value of $7,963,980.00. Following the completion of the sale, the executive vice president directly owned 3,056 shares of the company’s stock, valued at approximately $1,772,480. The trade was a 81.80% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Mark Brosius sold 4,500 shares of the firm’s stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $547.36, for a total value of $2,463,120.00. Following the transaction, the senior vice president directly owned 907 shares in the company, valued at approximately $496,455.52. This represents a 83.23% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 55,714 shares of company stock worth $31,617,799. Insiders own 0.70% of the company’s stock.

Intuitive Surgical Price Performance

NASDAQ:ISRG opened at $523.99 on Monday. Intuitive Surgical, Inc. has a 12 month low of $425.00 and a 12 month high of $609.08. The firm has a market capitalization of $187.84 billion, a PE ratio of 66.41, a price-to-earnings-growth ratio of 4.26 and a beta of 1.67. The business’s fifty day moving average price is $562.32 and its 200 day moving average price is $511.56.

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 15.06% 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 period in the prior year, the firm posted $2.21 EPS. The business’s quarterly revenue was up 18.8% compared to the same quarter last year. As a group, equities analysts anticipate that Intuitive Surgical, Inc. will post 6.43 EPS for the current year.

Intuitive Surgical Company 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.