Journey Strategic Wealth LLC Sells 1,342 Shares of Intuitive Surgical, Inc. $ISRG

Journey Strategic Wealth LLC cut its stake in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 47.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,479 shares of the medical equipment provider’s stock after selling 1,342 shares during the period. Journey Strategic Wealth LLC’s holdings in Intuitive Surgical were worth $661,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently made changes to their positions in ISRG. Vanguard Group Inc. increased its stake in Intuitive Surgical by 0.8% in the 3rd quarter. Vanguard Group Inc. now owns 33,599,661 shares of the medical equipment provider’s stock worth $15,026,776,000 after buying an additional 263,828 shares during the period. State Street Corp boosted its holdings in shares of Intuitive Surgical by 1.2% in the 2nd quarter. State Street Corp now owns 15,552,203 shares of the medical equipment provider’s stock valued at $8,451,223,000 after buying an additional 182,871 shares in the last quarter. Geode Capital Management LLC grew its holdings in Intuitive Surgical by 1.4% in the second quarter. Geode Capital Management LLC now owns 8,188,685 shares of the medical equipment provider’s stock worth $4,429,590,000 after purchasing an additional 109,904 shares during the last quarter. Norges Bank acquired a new position in Intuitive Surgical during the 2nd quarter valued at about $2,569,260,000. Finally, Invesco Ltd. increased its holdings in shares of Intuitive Surgical by 4.8% during the second quarter. Invesco Ltd. now owns 4,421,133 shares of the medical equipment provider’s stock valued at $2,402,488,000 after acquiring an additional 201,159 shares in the last quarter. 83.64% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Intuitive Surgical

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

• Positive Sentiment: Completed acquisition expands direct operations in Italy, Spain, Portugal, Malta, San Marino and related territories — gives Intuitive closer customer relationships, pricing/control over da Vinci and Ion distribution and a clearer path to recurring service/consumable revenue. GlobeNewswire: Intuitive Expands Investment and Footprint in Europe
• Positive Sentiment: Recent quarterly results showed an EPS and revenue beat with double‑digit revenue growth — supports the longer‑term growth narrative and recurring revenue expansion from installed systems and consumables. Yahoo Finance: Q4 earnings recap
• Positive Sentiment: Broader AI/robotics tailwinds continue to favor market leaders like Intuitive as systems become more intelligent and sticky, reinforcing investor interest over the medium term. MarketBeat: AI Supercharges Robotics (includes ISRG)
• Neutral Sentiment: Increased retail and analyst attention (trending searches and coverage) is drawing short‑term focus to ISRG but doesn’t by itself change fundamentals. Zacks: Trending Stock Commentary
• Negative Sentiment: Upfront cash consideration (reported ~€319M) and the costs/complexity of integrating several distributor operations create near‑term execution and margin risk, which can pressure the stock while investors wait to see synergies. MedTech Dive: Deal details and cost
• Negative Sentiment: Valuation is stretched (high P/E and PEG) after recent gains — makes the name sensitive to profit‑taking, any soft guidance or macro headwinds.

Intuitive Surgical Stock Down 1.4%

Shares of NASDAQ ISRG opened at $496.25 on Tuesday. The stock has a market cap of $176.23 billion, a PE ratio of 62.90, a price-to-earnings-growth ratio of 3.88 and a beta of 1.65. The business has a 50-day moving average price of $528.15 and a 200 day moving average price of $512.06. Intuitive Surgical, Inc. has a 52-week low of $425.00 and a 52-week high of $603.88.

Intuitive Surgical (NASDAQ:ISRG) last announced its earnings results 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. Intuitive Surgical had a return on equity of 15.06% and a net margin of 28.38%.The company had revenue of $2.87 billion for the quarter, compared to the consensus estimate of $2.72 billion. During the same period last year, the business posted $2.21 EPS. The company’s revenue was up 18.8% on a year-over-year basis. Sell-side analysts anticipate that Intuitive Surgical, Inc. will post 6.43 earnings per share for the current year.

Insider Buying and Selling

In related news, SVP Mark Brosius sold 464 shares of the business’s stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $548.49, for a total transaction of $254,499.36. Following the sale, the senior vice president owned 131 shares of the company’s stock, valued at approximately $71,852.19. The trade was a 77.98% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, SVP Patricia L. Wadors sold 220 shares of the company’s stock in a transaction on Friday, February 27th. The shares were sold at an average price of $499.71, for a total value of $109,936.20. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 33,603 shares of company stock valued at $17,875,660 in the last quarter. Corporate insiders own 0.70% of the company’s stock.

Analyst Upgrades and Downgrades

ISRG has been the subject of a number of research reports. Barclays set a $712.00 target price on Intuitive Surgical and gave the stock an “overweight” rating in a report on Monday, January 26th. Robert W. Baird reduced their price target on Intuitive Surgical from $655.00 to $645.00 and set an “outperform” rating for the company in a report on Friday, January 23rd. HSBC boosted their target price on shares of Intuitive Surgical from $644.00 to $653.00 and gave the stock a “buy” rating in a research note on Monday, January 26th. Piper Sandler reaffirmed 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. Finally, The Goldman Sachs Group restated a “buy” rating and issued a $714.00 price target on shares of Intuitive Surgical in a research report on Friday, January 9th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Intuitive Surgical has a consensus rating of “Moderate Buy” and an average target price of $615.86.

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.