Lbp Am Sa Increases Stock Holdings in Intuitive Surgical, Inc. $ISRG

Lbp Am Sa boosted its holdings in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 28.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 45,426 shares of the medical equipment provider’s stock after buying an additional 10,004 shares during the period. Lbp Am Sa’s holdings in Intuitive Surgical were worth $20,316,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. boosted its stake in Intuitive Surgical by 2.1% in the 2nd quarter. Vanguard Group Inc. now owns 33,335,833 shares of the medical equipment provider’s stock worth $18,115,025,000 after purchasing an additional 670,302 shares in the last quarter. State Street Corp increased its stake in Intuitive Surgical by 1.2% during the 2nd quarter. State Street Corp now owns 15,552,203 shares of the medical equipment provider’s stock valued at $8,451,223,000 after purchasing an additional 182,871 shares in the last quarter. Geode Capital Management LLC raised its holdings in shares of Intuitive Surgical by 1.4% in the second quarter. Geode Capital Management LLC now owns 8,188,685 shares of the medical equipment provider’s stock worth $4,429,590,000 after buying an additional 109,904 shares during the last quarter. Norges Bank acquired a new stake in shares of Intuitive Surgical during the second quarter worth $2,569,260,000. Finally, Invesco Ltd. grew its holdings in shares of Intuitive Surgical by 4.8% during the second quarter. Invesco Ltd. now owns 4,421,133 shares of the medical equipment provider’s stock valued at $2,402,488,000 after buying an additional 201,159 shares during the last quarter. Institutional investors and hedge funds 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 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 Activity

In other Intuitive Surgical news, Director Craig H. Barratt sold 750 shares of the company’s stock in a transaction dated Wednesday, November 12th. The shares were sold at an average price of $580.00, for a total value of $435,000.00. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Gary S. Guthart sold 22,806 shares of the company’s stock in a transaction dated 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. The trade was a 89.44% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 55,714 shares of company stock valued at $31,617,799 in the last three months. Corporate insiders own 0.70% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on ISRG. UBS Group restated a “neutral” rating on shares of Intuitive Surgical in a research note on Thursday, January 15th. HSBC increased their price objective on Intuitive Surgical from $595.00 to $644.00 and gave the company a “buy” rating in a report on Thursday, October 23rd. Robert W. Baird decreased their target price on Intuitive Surgical from $655.00 to $645.00 and set an “outperform” rating for the company in a report on Friday. Zacks Research downgraded shares of Intuitive Surgical from a “strong-buy” rating to a “hold” rating in a report on Wednesday, January 21st. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Intuitive Surgical in a research report on Monday, December 29th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $618.70.

Intuitive Surgical Stock Down 0.3%

Intuitive Surgical stock opened at $523.99 on Monday. The business’s 50-day moving average price is $562.32 and its 200 day moving average price is $511.56. The firm has a market cap of $187.84 billion, a price-to-earnings ratio of 66.41, a price-to-earnings-growth 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 released its quarterly earnings data on Thursday, January 22nd. The medical equipment provider reported $2.53 EPS for the quarter, topping the consensus estimate of $2.27 by $0.26. The business had revenue of $2.87 billion for the quarter, compared to analyst estimates of $2.72 billion. Intuitive Surgical had a return on equity of 15.06% and a net margin of 28.38%.The business’s quarterly revenue was up 18.8% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $2.21 EPS. Equities analysts expect that Intuitive Surgical, Inc. will post 6.43 EPS for the current year.

About Intuitive Surgical

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.