Intuitive Surgical, Inc. $ISRG Shares Sold by Strs Ohio

Strs Ohio decreased its holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 4.9% in the third quarter, Holdings Channel reports. The fund owned 156,131 shares of the medical equipment provider’s stock after selling 7,960 shares during the period. Strs Ohio’s holdings in Intuitive Surgical were worth $69,826,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in ISRG. Brighton Jones LLC increased its holdings in shares of Intuitive Surgical by 24.9% during the 4th quarter. Brighton Jones LLC now owns 3,672 shares of the medical equipment provider’s stock worth $1,916,000 after buying an additional 731 shares during the last quarter. Sivia Capital Partners LLC lifted its stake in Intuitive Surgical by 3.8% during the second quarter. Sivia Capital Partners LLC now owns 928 shares of the medical equipment provider’s stock worth $504,000 after purchasing an additional 34 shares in the last quarter. U.S. Capital Wealth Advisors LLC grew its stake in shares of Intuitive Surgical by 3.2% in the second quarter. U.S. Capital Wealth Advisors LLC now owns 2,352 shares of the medical equipment provider’s stock valued at $1,278,000 after buying an additional 74 shares in the last quarter. Norden Group LLC lifted its stake in Intuitive Surgical by 39.1% during the 2nd quarter. Norden Group LLC now owns 2,453 shares of the medical equipment provider’s stock worth $1,333,000 after acquiring an additional 690 shares in the last quarter. Finally, Ballentine Partners LLC boosted its holdings in Intuitive Surgical by 12.4% during the 2nd quarter. Ballentine Partners LLC now owns 4,961 shares of the medical equipment provider’s stock valued at $2,696,000 after acquiring an additional 548 shares during the period. Hedge funds and other institutional investors own 83.64% of the company’s stock.

Intuitive Surgical News Summary

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

• Positive Sentiment: Q4 results beat expectations — Intuitive reported $2.53 EPS and $2.87B in revenue, both topping consensus estimates, which traders interpreted as confirmation of improving procedure volumes and better-than-expected execution. Intuitive Surgical, Inc. (ISRG) Q4 Earnings Surpass Estimates
• Positive Sentiment: Demand for surgical robots highlighted — Reuters and other outlets emphasized rising demand and utilization for da Vinci systems, which supports recurring instrument/consumable revenue and margin expansion. That narrative is a key driver of the near-term upward move. Intuitive Surgical beats quarterly estimates on demand for surgical robots
• Neutral Sentiment: Analyst support and price-targets remain constructive — Bank of America and multiple sell‑side firms continue to rate ISRG favorably and price targets cluster above the current price (median ~$616), providing additional upside conviction but also reflecting lofty multiple expectations. Intuitive Surgical (ISRG) Receives a Buy from Bank of America Securities
• Negative Sentiment: Mixed fundamentals and insider selling warrant caution — a third‑party summary flagged a large YoY revenue decline (~36% in the quarter) even as margins improved, and noted substantial insider selling activity; these items could create volatility if investors focus on growth weakness rather than margin gains. Intuitive Surgical (ISRG) Releases Q4 2025 Earnings

Insider Buying and Selling at Intuitive Surgical

In related news, insider Gary S. Guthart sold 22,806 shares of the firm’s stock in a transaction that occurred 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 completion of the transaction, the insider directly 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 transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Myriam Curet sold 104 shares of the company’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 three months, insiders have sold 55,714 shares of company stock worth $31,617,799. Corporate insiders own 0.70% of the company’s stock.

Analyst Upgrades and Downgrades

ISRG has been the topic of several research reports. Wells Fargo & Company increased their price target on shares of Intuitive Surgical from $600.00 to $654.00 and gave the stock an “overweight” rating in a research report on Friday, December 12th. Argus boosted their price target on shares of Intuitive Surgical from $600.00 to $630.00 in a research report on Monday, October 27th. Leerink Partners raised their price objective on Intuitive Surgical from $593.00 to $600.00 and gave the stock an “outperform” rating in a report on Wednesday, October 22nd. Zacks Research cut shares of Intuitive Surgical from a “strong-buy” rating to a “hold” rating in a report on Wednesday. Finally, UBS Group reiterated a “neutral” rating on shares of Intuitive Surgical in a research note on Thursday, January 15th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $622.17.

Intuitive Surgical Price Performance

Intuitive Surgical stock opened at $525.81 on Friday. Intuitive Surgical, Inc. has a 1-year low of $425.00 and a 1-year high of $616.00. The stock’s 50 day moving average price is $562.83 and its 200 day moving average price is $511.86. The company has a market cap of $188.49 billion, a PE ratio of 69.55, a price-to-earnings-growth ratio of 4.26 and a beta of 1.67.

Intuitive Surgical (NASDAQ:ISRG) last announced 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 business had revenue of $2.87 billion during the quarter, compared to the consensus estimate of $2.72 billion. Intuitive Surgical had a net margin of 28.58% and a return on equity of 15.08%. The business’s revenue was up 18.8% compared to the same quarter last year. During the same quarter last year, the firm posted $2.21 EPS. On average, equities research analysts anticipate 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.