Whittier Trust Co. Buys 7,128 Shares of Intuitive Surgical, Inc. $ISRG

Whittier Trust Co. increased its stake in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 7.7% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 100,093 shares of the medical equipment provider’s stock after acquiring an additional 7,128 shares during the quarter. Whittier Trust Co.’s holdings in Intuitive Surgical were worth $45,277,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of ISRG. SteelPeak Wealth LLC grew its holdings in Intuitive Surgical by 28.7% in the 3rd quarter. SteelPeak Wealth LLC now owns 41,993 shares of the medical equipment provider’s stock worth $18,781,000 after acquiring an additional 9,364 shares during the last quarter. Eastover Investment Advisors LLC boosted its holdings in shares of Intuitive Surgical by 204.8% during the second quarter. Eastover Investment Advisors LLC now owns 13,163 shares of the medical equipment provider’s stock worth $7,153,000 after purchasing an additional 8,844 shares during the period. Amalgamated Bank boosted its holdings in shares of Intuitive Surgical by 2.2% during the second quarter. Amalgamated Bank now owns 81,542 shares of the medical equipment provider’s stock worth $44,311,000 after purchasing an additional 1,772 shares during the period. Bessemer Group Inc. grew its stake in shares of Intuitive Surgical by 89.3% in the second quarter. Bessemer Group Inc. now owns 788,328 shares of the medical equipment provider’s stock worth $428,386,000 after purchasing an additional 371,806 shares during the last quarter. Finally, Sax Wealth Advisors LLC increased its holdings in Intuitive Surgical by 218.1% during the 2nd quarter. Sax Wealth Advisors LLC now owns 2,456 shares of the medical equipment provider’s stock valued at $1,334,000 after purchasing an additional 1,684 shares during the period. 83.64% of the stock is owned by institutional investors.

Intuitive Surgical Price Performance

NASDAQ:ISRG opened at $523.99 on Friday. The firm’s 50-day moving average price is $562.32 and its 200-day moving average price is $511.68. The company has a market capitalization of $187.84 billion, a PE ratio of 66.41, a P/E/G ratio of 4.26 and a beta of 1.67. Intuitive Surgical, Inc. has a 1-year low of $425.00 and a 1-year high of $609.08.

Intuitive Surgical (NASDAQ:ISRG) last issued its quarterly earnings results on Thursday, January 22nd. The medical equipment provider reported $2.53 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.27 by $0.26. The company had revenue of $2.87 billion during the quarter, compared to analysts’ expectations of $2.72 billion. Intuitive Surgical had a net margin of 28.38% and a return on equity of 15.18%. Intuitive Surgical’s revenue was up 18.8% on a year-over-year basis. During the same period last year, the company posted $2.21 EPS. Equities analysts anticipate that Intuitive Surgical, Inc. will post 6.43 EPS for the current fiscal year.

Wall Street Analyst Weigh In

ISRG has been the subject of several research analyst reports. Robert W. Baird dropped their price objective on Intuitive Surgical from $655.00 to $645.00 and set an “outperform” rating for the company in a report on Friday. Mizuho set a $575.00 target price on Intuitive Surgical in a report on Wednesday, October 22nd. Barclays reiterated an “overweight” rating and issued a $686.00 price target (up previously from $635.00) on shares of Intuitive Surgical in a report on Wednesday, January 7th. Weiss Ratings restated a “hold (c+)” rating on shares of Intuitive Surgical in a report on Monday, December 29th. Finally, Leerink Partners raised their target price on shares of Intuitive Surgical from $593.00 to $600.00 and gave the stock an “outperform” rating in a research report on Wednesday, October 22nd. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $617.57.

Insider Transactions at Intuitive Surgical

In other Intuitive Surgical news, insider Gary S. Guthart sold 22,806 shares of the business’s stock in a transaction on Monday, December 1st. The stock was sold at an average price of $570.89, for a total value of $13,019,717.34. Following the sale, the insider directly owned 2,694 shares of the company’s stock, valued at approximately $1,537,977.66. The trade was a 89.44% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Myriam Curet sold 104 shares of the firm’s stock in a transaction on Wednesday, December 10th. The shares were sold at an average price of $559.90, for a total value of $58,229.60. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 55,714 shares of company stock worth $31,617,799. Company insiders own 0.70% of the company’s stock.

More Intuitive Surgical News

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

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.