Heartland Bank & Trust Co acquired a new position in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund acquired 1,988 shares of the medical equipment provider’s stock, valued at approximately $791,000.
A number of other hedge funds and other institutional investors also recently modified their holdings of ISRG. Main Street Group LTD bought a new stake in Intuitive Surgical during the 1st quarter valued at $30,000. Laurel Wealth Advisors LLC bought a new stake in Intuitive Surgical in the 4th quarter worth $31,000. Vermillion Wealth Management Inc. grew its holdings in Intuitive Surgical by 58.1% in the 1st quarter. Vermillion Wealth Management Inc. now owns 68 shares of the medical equipment provider’s stock worth $31,000 after acquiring an additional 25 shares during the last quarter. Turning Point Benefit Group Inc. increased its position in shares of Intuitive Surgical by 833.3% in the fourth quarter. Turning Point Benefit Group Inc. now owns 56 shares of the medical equipment provider’s stock valued at $32,000 after acquiring an additional 50 shares during the period. Finally, Motiv8 Investments LLC purchased a new position in shares of Intuitive Surgical in the fourth quarter valued at about $34,000. 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: 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?
Insider Buying and Selling at Intuitive Surgical
Intuitive Surgical Stock Performance
Shares of Intuitive Surgical stock opened at $378.81 on Friday. The stock has a market capitalization of $133.83 billion, a PE ratio of 43.39, a price-to-earnings-growth ratio of 2.71 and a beta of 1.46. Intuitive Surgical, Inc. has a 52-week low of $328.57 and a 52-week high of $603.88. The company has a 50-day simple moving average of $388.47 and a two-hundred day simple moving average of $436.69.
Intuitive Surgical (NASDAQ:ISRG – Get Free Report) last posted its earnings results on Thursday, July 16th. The medical equipment provider reported $2.80 EPS for the quarter, topping analysts’ consensus estimates of $2.48 by $0.32. Intuitive Surgical had a return on equity of 16.91% and a net margin of 28.45%.The business had revenue of $2.89 billion during the quarter, compared to analyst estimates of $2.83 billion. During the same quarter last year, the company earned $1.81 EPS. The company’s quarterly revenue was up 18.4% compared to the same quarter last year. As a group, equities research analysts forecast that Intuitive Surgical, Inc. will post 8.87 EPS for the current fiscal year.
Analyst Ratings Changes
Several equities research analysts have weighed in on the company. HSBC cut Intuitive Surgical from a “buy” rating to a “hold” rating and set a $391.00 price objective for the company. in a report on Thursday, July 30th. Citigroup decreased their target price on Intuitive Surgical from $590.00 to $500.00 and set a “buy” rating for the company in a report on Friday, July 17th. Mizuho set a $500.00 price target on Intuitive Surgical and gave the stock a “neutral” rating in a research note on Wednesday, July 15th. UBS Group initiated coverage on shares of Intuitive Surgical in a report on Tuesday, July 28th. They issued a “neutral” rating and a $500.00 price target on the stock. Finally, BMO Capital Markets reissued an “outperform” rating on shares of Intuitive Surgical in a research report on Monday, July 20th. Twenty-two analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $508.68.
Get Our Latest Analysis on Intuitive Surgical
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.
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