Intuitive Surgical, Inc. $ISRG Shares Purchased by Quadrant Capital Group LLC

Quadrant Capital Group LLC raised its holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 50.4% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 13,267 shares of the medical equipment provider’s stock after acquiring an additional 4,448 shares during the quarter. Quadrant Capital Group LLC’s holdings in Intuitive Surgical were worth $5,599,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in ISRG. Physician Wealth Advisors Inc. increased its stake in shares of Intuitive Surgical by 136.9% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 154 shares of the medical equipment provider’s stock worth $63,000 after purchasing an additional 89 shares during the last quarter. Pinnacle Associates Ltd. raised its holdings in shares of Intuitive Surgical by 37.4% during the 3rd quarter. Pinnacle Associates Ltd. now owns 3,878 shares of the medical equipment provider’s stock valued at $1,577,000 after purchasing an additional 1,056 shares in the last quarter. Harfst & Associates Inc. increased its position in Intuitive Surgical by 5.2% during the third quarter. Harfst & Associates Inc. now owns 4,290 shares of the medical equipment provider’s stock worth $1,744,000 after buying an additional 212 shares during the last quarter. Diversify Advisory Services LLC raised its holdings in Intuitive Surgical by 6.3% during the third quarter. Diversify Advisory Services LLC now owns 27,479 shares of the medical equipment provider’s stock valued at $11,757,000 after buying an additional 1,640 shares in the last quarter. Finally, Petredis Investment Advisors LLC raised its holdings in Intuitive Surgical by 0.3% during the third quarter. Petredis Investment Advisors LLC now owns 11,634 shares of the medical equipment provider’s stock valued at $4,731,000 after buying an additional 35 shares in the last quarter. 83.64% of the stock is owned by institutional investors.

Intuitive Surgical Trading Up 1.1%

NASDAQ:ISRG opened at $438.00 on Wednesday. The firm has a market capitalization of $154.74 billion, a PE ratio of 50.17, a PEG ratio of 3.27 and a beta of 1.46. Intuitive Surgical, Inc. has a 1 year low of $328.57 and a 1 year high of $603.88. The firm’s fifty day simple moving average is $392.96 and its 200 day simple moving average is $409.06.

Intuitive Surgical (NASDAQ:ISRG) last released its earnings results on Tuesday, October 20th. The medical equipment provider reported $3.00 earnings per share for the quarter, topping analysts’ consensus estimates of $2.65 by $0.35. The firm had revenue of $3.05 billion during the quarter, compared to analyst estimates of $2.91 billion. Intuitive Surgical had a net margin of 28.45% and a return on equity of 16.91%. The business’s revenue was up 21.7% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.40 EPS. As a group, analysts anticipate that Intuitive Surgical, Inc. will post 8.87 EPS for the current fiscal year.

Trending Headlines about Intuitive Surgical

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

• Positive Sentiment: Q3 results exceeded expectations: Revenue rose 21.7% year over year to $3.05 billion, above the approximately $2.91 billion consensus, while adjusted earnings reached $3.00 per share versus estimates of roughly $2.61–$2.65. Intuitive Surgical Q3 Earnings and Revenues Top Estimates
• Positive Sentiment: Underlying demand remained healthy: Worldwide procedures increased approximately 15%, including 14% growth for da Vinci procedures and 31% for Ion procedures. Intuitive placed 546 robotic systems, up from 427 a year earlier. Intuitive Announces Third Quarter Earnings
• Positive Sentiment: Potentially broader adoption: Intuitive plans to extend instrument life and reduce per-procedure costs in 2027. Although this could pressure near-term revenue per procedure, management views it as a way to make robotic surgery more affordable and expand the installed base. Why ISRG Is Lowering Instrument Costs Despite Strong Profitability
• Neutral Sentiment: Leasing is supporting placements: Operating leases represented 54% of second-quarter da Vinci placements, up from 49% a year earlier. Leasing may accelerate hospital adoption, but it can also make Intuitive’s returns more dependent on future procedure volume. Does Leasing Make Growth More Durable or More Capital Intensive?
• Negative Sentiment: Large antitrust settlement charge hurt GAAP earnings: Intuitive recorded a $450 million pre-tax charge, or $347 million after tax, related to a proposed settlement. GAAP net income fell to $523 million, or $1.49 per share, from $704 million, or $1.95 per share, a year earlier; court approval is still required. Antitrust Settlement Charge Overshadows Strong Q3 Growth
• Negative Sentiment: 2026 procedure-growth guidance was narrowed to 14%–15%: The tighter outlook, along with planned pricing actions targeting a 3%–5% reduction in instrument and accessory costs per procedure, raised concerns that growth and margins may moderate. Intuitive Narrows 2026 Procedure Growth Outlook

Wall Street Analyst Weigh In

A number of brokerages have weighed in on ISRG. Oppenheimer raised Intuitive Surgical from a “market perform” rating to an “outperform” rating and set a $500.00 price target for the company in a research report on Wednesday, August 12th. BMO Capital Markets reissued an “outperform” rating on shares of Intuitive Surgical in a report on Monday, July 20th. Barclays reissued an “overweight” rating on shares of Intuitive Surgical in a research note on Wednesday. KeyCorp reissued an “overweight” rating on shares of Intuitive Surgical in a research note on Wednesday, August 12th. Finally, UBS Group restated a “buy” rating on shares of Intuitive Surgical in a report on Tuesday, October 13th. Twenty-five investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $498.72.

Insider Buying and Selling

In other news, Director Amy Ladd sold 72 shares of Intuitive Surgical stock in a transaction dated Tuesday, August 11th. The stock was sold at an average price of $393.10, for a total value of $28,303.20. Following the transaction, the director directly owned 179 shares in the company, valued at approximately $70,364.90. The trade was a 28.69% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Gary Guthart sold 10,000 shares of Intuitive Surgical stock in a transaction dated Tuesday, August 11th. The stock was sold at an average price of $400.00, for a total value of $4,000,000.00. Following the completion of the transaction, the director owned 1,245,679 shares in the company, valued at $498,271,600. The trade was a 0.80% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 12,370 shares of company stock valued at $4,891,989 in the last quarter. Insiders own 0.60% of the company’s stock.

Intuitive Surgical Profile

Intuitive Surgical, Inc develops and manufactures robotic-assisted systems and related technologies for minimally invasive surgery. Its products are designed to help surgeons perform procedures through small incisions while providing enhanced visualization, precision and control. The company’s primary platform is the da Vinci Surgical System, which is used across a range of specialties, including urology, gynecology, general surgery, cardiothoracic surgery and other procedures.

The company also offers the Ion endoluminal system, which is designed to support minimally invasive lung biopsy procedures.