Pinnacle Financial Partners Inc Lowers Holdings in Intuitive Surgical, Inc. $ISRG

Pinnacle Financial Partners Inc reduced its stake in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 23.9% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 16,108 shares of the medical equipment provider’s stock after selling 5,060 shares during the quarter. Pinnacle Financial Partners Inc’s holdings in Intuitive Surgical were worth $7,204,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently modified their holdings of ISRG. Tobam grew its stake in 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 in the last quarter. Kilter Group LLC purchased a new stake in Intuitive Surgical in the 2nd quarter worth $27,000. Princeton Global Asset Management LLC bought a new position in shares of Intuitive Surgical during the 2nd quarter valued at about $30,000. Riggs Asset Managment Co. Inc. grew its position in shares of Intuitive Surgical by 84.2% during the second 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 in the last quarter. Finally, First Command Advisory Services Inc. increased its holdings in shares of Intuitive Surgical by 3,750.0% in the second quarter. First Command Advisory Services Inc. now owns 77 shares of the medical equipment provider’s stock worth $42,000 after purchasing an additional 75 shares during the last quarter. Institutional investors own 83.64% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts recently commented on ISRG shares. Sanford C. Bernstein reissued an “outperform” rating and set a $740.00 price target (up from $700.00) on shares of Intuitive Surgical in a research note on Friday, January 9th. Daiwa Capital Markets upped their price objective on Intuitive Surgical from $510.00 to $550.00 and gave the stock an “outperform” rating in a report on Friday, October 24th. Zacks Research upgraded Intuitive Surgical from a “hold” rating to a “strong-buy” rating in a research report on Friday, October 24th. HSBC boosted their price target on shares of Intuitive Surgical from $595.00 to $644.00 and gave the stock a “buy” rating in a research report on Thursday, October 23rd. Finally, The Goldman Sachs Group reiterated a “buy” rating and set a $714.00 price objective on shares of Intuitive Surgical in a research report on Friday, January 9th. Two analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $622.17.

Key Headlines Impacting 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?

Insider Activity at Intuitive Surgical

In other Intuitive Surgical news, EVP Henry L. Charlton sold 13,731 shares of the company’s stock in a transaction on Wednesday, November 12th. The stock was sold at an average price of $580.00, for a total value of $7,963,980.00. Following the transaction, the executive vice president owned 3,056 shares of the company’s stock, valued at $1,772,480. This represents a 81.80% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, insider Gary S. Guthart sold 28,800 shares of the stock in a transaction on Friday, October 24th. The stock was sold at an average price of $547.56, for a total value of $15,769,728.00. Following the completion of the sale, the insider owned 27,027 shares in the company, valued at approximately $14,798,904.12. The trade was a 51.59% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 114,007 shares of company stock worth $63,533,844 over the last quarter. 0.70% of the stock is owned by insiders.

Intuitive Surgical Trading Down 1.2%

Shares of NASDAQ:ISRG opened at $535.00 on Friday. The company has a market capitalization of $191.79 billion, a price-to-earnings ratio of 70.77, a PEG ratio of 4.35 and a beta of 1.67. Intuitive Surgical, Inc. has a 12 month low of $425.00 and a 12 month high of $616.00. The firm’s 50-day moving average is $566.32 and its 200 day moving average is $512.06.

Intuitive Surgical (NASDAQ:ISRG) last announced its quarterly earnings data 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. The business had revenue of $2.51 billion during the quarter, compared to the consensus estimate of $2.41 billion. Intuitive Surgical had a net margin of 28.58% and a return on equity of 15.08%. The firm’s quarterly revenue was up 22.9% compared to the same quarter last year. During the same quarter last year, the firm earned $1.84 earnings per share. As a group, equities analysts forecast that Intuitive Surgical, Inc. will post 6.43 EPS for the current fiscal year.

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.