Resona Asset Management Co. Ltd. Grows Stock Position in Intuitive Surgical, Inc. $ISRG

Resona Asset Management Co. Ltd. grew its holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 9.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 243,986 shares of the medical equipment provider’s stock after purchasing an additional 20,954 shares during the period. Resona Asset Management Co. Ltd. owned approximately 0.07% of Intuitive Surgical worth $108,615,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also modified their holdings of the business. Mitsubishi UFJ Trust & Banking Corp lifted its holdings in shares of Intuitive Surgical by 1.2% in the 3rd quarter. Mitsubishi UFJ Trust & Banking Corp now owns 246,632 shares of the medical equipment provider’s stock worth $110,301,000 after acquiring an additional 3,021 shares during the last quarter. Westfuller Advisors LLC acquired a new stake in shares of Intuitive Surgical in the third quarter valued at $257,000. Rossmore Private Capital raised its holdings in shares of Intuitive Surgical by 2.0% in the 3rd quarter. Rossmore Private Capital now owns 998 shares of the medical equipment provider’s stock valued at $446,000 after buying an additional 20 shares during the period. Envestnet Portfolio Solutions Inc. lifted its stake in Intuitive Surgical by 6.4% during the 3rd quarter. Envestnet Portfolio Solutions Inc. now owns 43,373 shares of the medical equipment provider’s stock worth $19,398,000 after acquiring an additional 2,618 shares in the last quarter. Finally, UNIVEST FINANCIAL Corp lifted its stake in Intuitive Surgical by 13.3% during the 3rd quarter. UNIVEST FINANCIAL Corp now owns 8,784 shares of the medical equipment provider’s stock worth $3,928,000 after acquiring an additional 1,028 shares in the last quarter. 83.64% of the stock is currently 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: 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

Insiders Place Their Bets

In other news, insider Gary S. Guthart sold 22,806 shares of the firm’s stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $570.89, for a total transaction of $13,019,717.34. Following the sale, the insider owned 2,694 shares of the company’s stock, valued at approximately $1,537,977.66. This trade represents a 89.44% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Brian Edward Miller sold 3,500 shares of the company’s stock in a transaction that occurred on Monday, November 10th. The shares were sold at an average price of $575.00, for a total value of $2,012,500.00. Following the completion of the transaction, the executive vice president directly owned 5,758 shares of the company’s stock, valued at $3,310,850. This trade represents a 37.81% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 55,714 shares of company stock worth $31,617,799. 0.70% of the stock is currently owned by company insiders.

Intuitive Surgical Trading Down 0.3%

Intuitive Surgical stock opened at $523.99 on Friday. The company has a fifty day simple moving average of $562.32 and a 200-day simple moving average of $511.79. The stock has a market cap of $187.84 billion, a P/E ratio of 66.41, a price-to-earnings-growth ratio of 4.28 and a beta of 1.67. Intuitive Surgical, Inc. has a 12-month low of $425.00 and a 12-month high of $609.08.

Intuitive Surgical (NASDAQ:ISRG) last posted its earnings results on Thursday, January 22nd. The medical equipment provider reported $2.53 EPS for the quarter, beating the consensus estimate of $2.27 by $0.26. Intuitive Surgical had a return on equity of 15.18% and a net margin of 28.38%.The firm had revenue of $2.87 billion for the quarter, compared to analyst estimates of $2.72 billion. During the same quarter in the prior year, the company posted $2.21 earnings per share. Intuitive Surgical’s revenue for the quarter was up 18.8% compared to the same quarter last year. As a group, sell-side analysts forecast that Intuitive Surgical, Inc. will post 6.43 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of analysts have issued reports on ISRG shares. Zacks Research lowered shares of Intuitive Surgical from a “strong-buy” rating to a “hold” rating in a research note on Wednesday. Jefferies Financial Group lifted their price objective on shares of Intuitive Surgical from $550.00 to $560.00 and gave the company a “hold” rating in a report on Wednesday, October 22nd. UBS Group reiterated a “neutral” rating on shares of Intuitive Surgical in a report on Thursday, January 15th. Leerink Partners raised their price target on shares of Intuitive Surgical from $593.00 to $600.00 and gave the company an “outperform” rating in a research report on Wednesday, October 22nd. Finally, Argus upped their price objective on Intuitive Surgical from $600.00 to $630.00 in a research report on Monday, October 27th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Intuitive Surgical currently has an average rating of “Moderate Buy” and a consensus target price of $617.57.

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.