Patriot Financial Group Insurance Agency LLC grew its position in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 601.5% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 3,248 shares of the medical equipment provider’s stock after purchasing an additional 2,785 shares during the quarter. Patriot Financial Group Insurance Agency LLC’s holdings in Intuitive Surgical were worth $1,453,000 as of its most recent filing with the SEC.
Other institutional investors and hedge funds have also made changes to their positions in the company. Vanguard Group Inc. lifted its stake in Intuitive Surgical by 2.1% in the second quarter. Vanguard Group Inc. now owns 33,335,833 shares of the medical equipment provider’s stock valued at $18,115,025,000 after buying an additional 670,302 shares during the last quarter. State Street Corp increased 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 acquiring an additional 182,871 shares during the period. Geode Capital Management LLC raised its position in Intuitive Surgical by 1.4% in the 2nd quarter. Geode Capital Management LLC now owns 8,188,685 shares of the medical equipment provider’s stock valued at $4,429,590,000 after purchasing an additional 109,904 shares during the last quarter. Norges Bank acquired a new stake in Intuitive Surgical during the 2nd quarter worth $2,569,260,000. Finally, Invesco Ltd. grew its position in Intuitive Surgical by 4.8% during the 2nd quarter. Invesco Ltd. now owns 4,421,133 shares of the medical equipment provider’s stock worth $2,402,488,000 after purchasing an additional 201,159 shares during the last quarter. 83.64% of the stock is owned by hedge funds and other institutional investors.
Intuitive Surgical News Roundup
Here are the key news stories impacting Intuitive Surgical this week:
- Positive Sentiment: Truist raised its price target to $650 and maintains a Buy rating — the upgrade gives visible upside and likely underpins analyst-driven buying interest. Read More. Read More.
- Positive Sentiment: RBC publishes a bullish forecast and RBC Capital keeps an Outperform rating — another large broker calling for strong price appreciation, supporting momentum. Read More. Read More.
- Positive Sentiment: Robert W. Baird reaffirmed its Buy rating — adds to the cluster of brokerages staying constructive, which can sustain inflows. Read More.
- Positive Sentiment: ISRG received a mention on CNBC’s “Final Trades” — media highlights can drive short-term retail/intraday interest. Read More.
- Neutral Sentiment: Company reorganized its digital and AI leadership (effective Jan 1) — signals focus on software/AI strategy but execution and timing are uncertain. Read More.
- Neutral Sentiment: ISRG plans to move to direct distribution in Southern Europe in 2026 to capture distributor economics — could lift margins if executed well, but the analyst note flags execution risk. Read More.
- Neutral Sentiment: Analyst consensus remains a “Moderate Buy” across brokerages — broad support, but not unanimous conviction; reinforces the view of steady analyst backing. Read More.
- Negative Sentiment: Valuation questions after a ~27% three‑month share-price climb — coverage is asking whether ISRG is still undervalued, raising the risk of short-term profit-taking given elevated multiples. Read More.
Wall Street Analysts Forecast Growth
Read Our Latest Stock Report on ISRG
Insider Activity
In other Intuitive Surgical news, SVP Mark Brosius sold 464 shares of the business’s stock in a transaction on Monday, December 15th. The stock was sold at an average price of $548.49, for a total transaction of $254,499.36. Following the sale, the senior vice president directly owned 131 shares in the company, 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 document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, 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 transaction of $7,963,980.00. Following the completion of the sale, the executive vice president owned 3,056 shares in the company, valued at $1,772,480. This represents a 81.80% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 114,007 shares of company stock valued at $63,533,844 in the last quarter. Insiders own 0.70% of the company’s stock.
Intuitive Surgical Price Performance
Intuitive Surgical stock opened at $572.47 on Friday. The stock’s 50 day moving average price is $541.48 and its 200 day moving average price is $506.30. Intuitive Surgical, Inc. has a 1-year low of $425.00 and a 1-year high of $616.00. The company has a market cap of $205.22 billion, a PE ratio of 75.72, a price-to-earnings-growth ratio of 5.16 and a beta of 1.68.
Intuitive Surgical (NASDAQ:ISRG – Get Free Report) last released its earnings results on Tuesday, October 21st. The medical equipment provider reported $2.40 EPS for the quarter, beating analysts’ consensus estimates of $1.99 by $0.41. The company had revenue of $2.51 billion during the quarter, compared to the consensus estimate of $2.41 billion. Intuitive Surgical had a return on equity of 15.08% and a net margin of 28.58%.Intuitive Surgical’s quarterly revenue was up 22.9% compared to the same quarter last year. During the same quarter last year, the company earned $1.84 earnings per share. On average, equities research analysts anticipate that Intuitive Surgical, Inc. will post 6.43 EPS for the current fiscal 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.
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