Wolff Wiese Magana LLC Decreases Holdings in Intuitive Surgical, Inc. $ISRG

Wolff Wiese Magana LLC lowered its stake in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 91.0% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 117 shares of the medical equipment provider’s stock after selling 1,184 shares during the period. Wolff Wiese Magana LLC’s holdings in Intuitive Surgical were worth $52,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Tobam raised its holdings in shares of Intuitive Surgical by 666.7% during the second quarter. Tobam now owns 46 shares of the medical equipment provider’s stock valued at $25,000 after acquiring an additional 40 shares during the last quarter. Kilter Group LLC acquired a new stake in shares of Intuitive Surgical in the second quarter worth approximately $27,000. Princeton Global Asset Management LLC purchased a new stake in shares of Intuitive Surgical during the second quarter worth approximately $30,000. Riggs Asset Managment Co. Inc. raised its stake in Intuitive Surgical by 84.2% in the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 70 shares of the medical equipment provider’s stock valued at $38,000 after purchasing an additional 32 shares during the last quarter. Finally, First Command Advisory Services Inc. lifted its holdings in Intuitive Surgical by 3,750.0% in the 2nd quarter. First Command Advisory Services Inc. now owns 77 shares of the medical equipment provider’s stock valued at $42,000 after purchasing an additional 75 shares in the last quarter. 83.64% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Intuitive Surgical

Here are the key news stories impacting Intuitive Surgical this week:

• Positive Sentiment: Quarterly and full‑year beats — Intuitive reported preliminary Q4 and FY‑2025 results that topped consensus, with procedure growth, revenue and placements coming in ahead of expectations; this underpins the company’s revenue momentum. Intuitive Surgical Crushed Fourth-Quarter Forecasts. So Why Did Shares Dive?
• Positive Sentiment: Analyst support and bullish notes — Multiple firms (including Bernstein and William Blair) are maintaining buy ratings and emphasizing DV5 adoption and the innovation pipeline, which supports upside over the medium term. Bernstein Sticks to Their Buy Rating for Intuitive Surgical (ISRG)
• Positive Sentiment: Clinical pipeline update — A Phase 3 update on IS‑001 (an imaging-driven safety play) could add optionality if results are favorable; this is a longer‑horizon positive catalyst. Intuitive Surgical’s IS-001 Phase 3 Update
• Neutral Sentiment: Investor presentations and disclosures — Management presented at the J.P. Morgan Healthcare Conference and provided slides/transcript that reiterate strategy and product rollout plans; useful for modeling but did not change the near‑term story. Intuitive Surgical Presents at 44th Annual J.P. Morgan Healthcare Conference
• Neutral Sentiment: da Vinci 5 international rollout — The new DV5 expands the addressable market, but adoption overseas could be slowed by pricing, budget and reimbursement hurdles; positive long term but uncertain timing. da Vinci 5 Expands Globally: Can ISRG Beat Overseas Cost Hurdles?
• Negative Sentiment: Softer 2026 outlook — Management’s 2026 guidance and da Vinci growth projection were softer than some investors expected, which prompted the stock pullback despite the Q4 beat. Intuitive Surgical Sets Softer 2026 Outlook
• Negative Sentiment: Valuation and growth concerns — With a high multiple (e.g., elevated P/E) investors are sensitive to any slowdown; commentary and headlines focused on missed growth expectations amplified the sell‑off. Why Intuitive Surgical Stock Dropped Today

Insider Transactions at Intuitive Surgical

In other news, SVP Mark Brosius sold 464 shares of the company’s stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $548.49, for a total value of $254,499.36. Following the transaction, the senior vice president directly owned 131 shares in the company, valued at approximately $71,852.19. This represents a 77.98% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Gary S. Guthart sold 22,806 shares of Intuitive Surgical stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $570.89, for a total transaction of $13,019,717.34. Following the completion of the sale, the insider owned 2,694 shares of the company’s stock, valued at $1,537,977.66. This trade represents a 89.44% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 114,007 shares of company stock worth $63,533,844 in the last 90 days. Insiders own 0.70% of the company’s stock.

Intuitive Surgical Price Performance

Shares of NASDAQ ISRG opened at $541.34 on Friday. Intuitive Surgical, Inc. has a 1 year low of $425.00 and a 1 year high of $616.00. The company has a market capitalization of $194.06 billion, a P/E ratio of 71.61, a P/E/G ratio of 4.44 and a beta of 1.67. The company has a 50 day simple moving average of $566.82 and a 200-day simple moving average of $512.30.

Intuitive Surgical (NASDAQ:ISRG) last posted its earnings results on Tuesday, October 21st. The medical equipment provider reported $2.40 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.99 by $0.41. Intuitive Surgical had a return on equity of 15.08% and a net margin of 28.58%.The company had revenue of $2.51 billion during the quarter, compared to analysts’ expectations of $2.41 billion. During the same quarter last year, the firm earned $1.84 earnings per share. The firm’s quarterly revenue was up 22.9% compared to the same quarter last year. As a group, research analysts expect that Intuitive Surgical, Inc. will post 6.43 EPS for the current year.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on ISRG shares. Robert W. Baird set a $655.00 target price on shares of Intuitive Surgical in a report on Wednesday, October 22nd. Citigroup lowered shares of Intuitive Surgical from a “buy” rating to a “neutral” rating and lowered their price target for the stock from $650.00 to $635.00 in a research report on Thursday, December 11th. Truist Financial increased their price objective on shares of Intuitive Surgical from $620.00 to $650.00 and gave the company a “buy” rating in a report on Thursday, December 18th. Zacks Research raised shares of Intuitive Surgical from a “hold” rating to a “strong-buy” rating in a research note on Friday, October 24th. Finally, Hsbc Global Res upgraded Intuitive Surgical to a “strong-buy” rating in a research report on Thursday, October 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Intuitive Surgical presently has a consensus rating of “Moderate Buy” and a consensus target price of $622.17.

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.