Intuitive Surgical, Inc. $ISRG Shares Acquired by Meitav Investment House Ltd.

Meitav Investment House Ltd. grew its stake in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 131.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 89,806 shares of the medical equipment provider’s stock after purchasing an additional 50,954 shares during the period. Meitav Investment House Ltd.’s holdings in Intuitive Surgical were worth $40,056,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Aviance Capital Partners LLC lifted its stake in Intuitive Surgical by 6.9% during the third quarter. Aviance Capital Partners LLC now owns 1,590 shares of the medical equipment provider’s stock valued at $711,000 after buying an additional 102 shares in the last quarter. Sigma Investment Counselors Inc. lifted its position in shares of Intuitive Surgical by 0.4% in the 3rd quarter. Sigma Investment Counselors Inc. now owns 17,302 shares of the medical equipment provider’s stock valued at $7,738,000 after acquiring an additional 69 shares in the last quarter. Maryland State Retirement & Pension System boosted its stake in Intuitive Surgical by 2.6% in the 3rd quarter. Maryland State Retirement & Pension System now owns 17,798 shares of the medical equipment provider’s stock worth $7,960,000 after purchasing an additional 452 shares during the period. Occidental Asset Management LLC raised its stake in Intuitive Surgical by 8.7% during the 3rd quarter. Occidental Asset Management LLC now owns 1,340 shares of the medical equipment provider’s stock valued at $599,000 after purchasing an additional 107 shares during the period. Finally, Navera Investment Management Ltd. lifted its holdings in shares of Intuitive Surgical by 14.7% in the third quarter. Navera Investment Management Ltd. now owns 610,070 shares of the medical equipment provider’s stock valued at $272,832,000 after purchasing an additional 78,252 shares in the last quarter. Hedge funds and other institutional investors own 83.64% of the company’s stock.

Insider Activity at Intuitive Surgical

In other news, SVP Mark Brosius sold 464 shares of the business’s stock in a transaction that occurred 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 SEC, which is accessible through the SEC website. Also, Director Craig H. Barratt sold 750 shares of the company’s stock in a transaction on Wednesday, November 12th. The shares were sold at an average price of $580.00, for a total value of $435,000.00. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 114,007 shares of company stock worth $63,533,844 in the last three months. Company insiders own 0.70% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have recently weighed in on the company. Daiwa Capital Markets lifted their price target on Intuitive Surgical from $510.00 to $550.00 and gave the company an “outperform” rating in a report on Friday, October 24th. Evercore ISI set a $580.00 target price on Intuitive Surgical in a report on Monday, January 5th. The Goldman Sachs Group restated a “buy” rating and set a $714.00 price target on shares of Intuitive Surgical in a report on Friday, January 9th. Barclays reiterated an “overweight” rating and issued a $686.00 target price (up previously from $635.00) on shares of Intuitive Surgical in a research report on Wednesday, January 7th. Finally, Truist Financial upped their price target on shares of Intuitive Surgical from $620.00 to $650.00 and gave the stock a “buy” rating in a research note on Thursday, December 18th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $622.17.

Trending Headlines about Intuitive Surgical

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

• Positive Sentiment: Phase‑3 update on IS‑001 imaging drug — Intuitive advanced its Phase‑3 study aimed at reducing ureter injuries in robotic colorectal surgery, a safety-focused adjoint that could expand the company’s addressable offering and reinforce surgical‑safety differentiation. Intuitive Surgical Advances Phase 3 Imaging Drug
• Positive Sentiment: daVinci systems demand highlighted — Company commentary and industry coverage say system performance “exceeded expectations” and Intuitive is pushing for more placements, supporting procedure growth and recurring consumable revenue. Intuitive says daVinci systems ‘exceeded expectations,’ it wants more
• Positive Sentiment: Analyst support remains — At least some brokers (e.g., Bernstein) have reiterated buy ratings, signaling continued sell‑side conviction in ISRG’s long‑term growth profile despite near‑term noise. Bernstein Sticks to Their Buy Rating for Intuitive Surgical (ISRG)
• Positive Sentiment: Investor take: “buying the dip” narratives are emerging — Several bullish commentaries argue the pullback is an entry point given Intuitive’s wide moat, recurring consumables and procedure tailwinds. Intuitive Surgical: Buying The Dip On This Wide-Moat Compounder
• Neutral Sentiment: Analysts preparing for Q4 — Preview pieces outline the metrics (procedures, system placements, ASPs, margin drivers) that will matter when full Q4 results and guidance details arrive; these previews can amplify volatility around the print. Intuitive Surgical (ISRG) Q4 Earnings on the Horizon
• Neutral Sentiment: Brokerage commentary roundup — Coverage pieces remind investors that analyst ratings and model changes often move shares; they’re useful context but not a definitive signal by themselves. Brokers Suggest Investing in Intuitive Surgical (ISRG)
• Negative Sentiment: Preliminary Q4 revenue reaction — Although Intuitive reported strong preliminary Q4 and full‑year revenue growth, shares dipped as investors parsed procedure trends, margin dynamics and what management said about demand cadence. That disconnect between a beat and stock action is a key reason for the pullback. Intuitive Surgical Stock Dips on Q4 Preliminary Revenue Results
• Negative Sentiment: Softer 2026 outlook flagged — Company commentary and reporting point to a softer 2026 outlook that trimmed forward expectations, which is the primary negative driver behind today’s weakness. Intuitive Surgical Sets Softer 2026 Outlook
• Negative Sentiment: Market reaction analysis — Coverage asking “why did shares dive?” notes investors punished the stock for guidance/trajectory concerns despite the beat, illustrating that forward commentary and margin clarity matter more than one‑time beats. Intuitive Surgical Crushed Fourth-Quarter Forecasts. So Why Did Shares Dive?

Intuitive Surgical Stock Performance

Intuitive Surgical stock opened at $535.00 on Friday. Intuitive Surgical, Inc. has a 52 week low of $425.00 and a 52 week high of $616.00. The firm has a market capitalization of $191.79 billion, a PE ratio of 70.77, a PEG ratio of 4.35 and a beta of 1.67. The business’s 50-day simple moving average is $566.32 and its 200-day simple moving average is $512.06.

Intuitive Surgical (NASDAQ:ISRG) last released its earnings results on Tuesday, October 21st. The medical equipment provider reported $2.40 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.99 by $0.41. Intuitive Surgical had a return on equity of 15.08% and a net margin of 28.58%.The firm had revenue of $2.51 billion for the quarter, compared to analyst estimates of $2.41 billion. During the same quarter last year, the firm posted $1.84 EPS. The company’s revenue was up 22.9% on a year-over-year basis. Research analysts forecast that Intuitive Surgical, Inc. will post 6.43 earnings per share for the current year.

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.