Whittier Trust Co. of Nevada Inc. Boosts Holdings in Intuitive Surgical, Inc. $ISRG

Whittier Trust Co. of Nevada Inc. increased its position in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 8.8% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 49,093 shares of the medical equipment provider’s stock after buying an additional 3,964 shares during the quarter. Whittier Trust Co. of Nevada Inc.’s holdings in Intuitive Surgical were worth $22,207,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in the business. Whittier Trust Co. increased its stake in Intuitive Surgical by 7.7% during the third quarter. Whittier Trust Co. now owns 100,093 shares of the medical equipment provider’s stock worth $45,277,000 after acquiring an additional 7,128 shares during the last quarter. CIBC Asset Management Inc lifted its stake in shares of Intuitive Surgical by 1.3% in the 3rd quarter. CIBC Asset Management Inc now owns 159,566 shares of the medical equipment provider’s stock valued at $71,363,000 after purchasing an additional 2,061 shares during the last quarter. Robocap Asset Management Ltd grew its holdings in shares of Intuitive Surgical by 27.2% during the 3rd quarter. Robocap Asset Management Ltd now owns 14,542 shares of the medical equipment provider’s stock worth $6,504,000 after purchasing an additional 3,109 shares during the period. Rockport Wealth LLC increased its position in shares of Intuitive Surgical by 10.0% during the 3rd quarter. Rockport Wealth LLC now owns 62,438 shares of the medical equipment provider’s stock worth $27,924,000 after purchasing an additional 5,696 shares during the last quarter. Finally, Y Intercept Hong Kong Ltd purchased a new stake in Intuitive Surgical in the 3rd quarter valued at about $10,057,000. 83.64% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research analysts have commented on ISRG shares. Argus upped their target price on shares of Intuitive Surgical from $600.00 to $630.00 in a research report on Monday, October 27th. BTIG Research restated a “buy” rating and issued a $616.00 price objective on shares of Intuitive Surgical in a report on Friday. The Goldman Sachs Group reiterated a “buy” rating and issued a $714.00 target price on shares of Intuitive Surgical in a report on Friday, January 9th. Zacks Research cut Intuitive Surgical from a “strong-buy” rating to a “hold” rating in a research note on Wednesday. Finally, Hsbc Global Res raised Intuitive Surgical to a “strong-buy” rating in a research note on Thursday, October 23rd. One investment 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 given a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $617.57.

Intuitive Surgical Stock Down 0.3%

Shares of ISRG stock opened at $523.99 on Friday. The firm has a 50 day moving average of $562.32 and a two-hundred day moving average of $511.68. The stock 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 52 week low of $425.00 and a 52 week high of $609.08.

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

Key Stories Impacting Intuitive Surgical

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

Insider Buying and Selling

In related news, EVP Henry L. Charlton sold 13,731 shares of Intuitive Surgical stock in a transaction that occurred on Wednesday, November 12th. The shares were sold at an average price of $580.00, for a total value of $7,963,980.00. Following the completion of the transaction, the executive vice president owned 3,056 shares in the company, valued at $1,772,480. The trade was a 81.80% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Myriam Curet sold 104 shares of the stock in a transaction that occurred on Wednesday, December 10th. The shares were sold at an average price of $559.90, for a total transaction of $58,229.60. The SEC filing for this sale provides additional information. Insiders have sold 55,714 shares of company stock worth $31,617,799 over the last ninety days. Company insiders own 0.70% of the company’s stock.

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.