PNC Financial Services Group Inc. Has $76.94 Million Stake in Intuitive Surgical, Inc. $ISRG

PNC Financial Services Group Inc. grew its position in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 3.9% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 166,908 shares of the medical equipment provider’s stock after purchasing an additional 6,231 shares during the period. PNC Financial Services Group Inc.’s holdings in Intuitive Surgical were worth $76,943,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently modified their holdings of the company. Fiduciary Financial Group LLC raised its position in Intuitive Surgical by 2.1% in the 4th quarter. Fiduciary Financial Group LLC now owns 920 shares of the medical equipment provider’s stock valued at $521,000 after buying an additional 19 shares during the last quarter. Prosperity Consulting Group LLC boosted its position in Intuitive Surgical by 0.5% during the 3rd quarter. Prosperity Consulting Group LLC now owns 4,033 shares of the medical equipment provider’s stock worth $1,804,000 after acquiring an additional 19 shares during the last quarter. Sunburst Financial Group LLC boosted its position in Intuitive Surgical by 4.3% during the 4th quarter. Sunburst Financial Group LLC now owns 485 shares of the medical equipment provider’s stock worth $275,000 after acquiring an additional 20 shares during the last quarter. WoodTrust Financial Corp boosted its position in Intuitive Surgical by 0.5% during the 4th quarter. WoodTrust Financial Corp now owns 4,180 shares of the medical equipment provider’s stock worth $2,367,000 after acquiring an additional 20 shares during the last quarter. Finally, North Star Investment Management Corp. grew its stake in shares of Intuitive Surgical by 8.5% during the 4th quarter. North Star Investment Management Corp. now owns 269 shares of the medical equipment provider’s stock worth $152,000 after acquiring an additional 21 shares in the last quarter. 83.64% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Intuitive Surgical

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

• Positive Sentiment: Analysts still point to strong procedure growth, recurring revenue from instruments/services, a solid cash position, and new catalysts such as da Vinci 5, Ion lung biopsy, SP, and AI-driven software tools that could support long-term growth. Article title
• Positive Sentiment: Some commentary says margin gains, AI software expansion, and global growth could help Intuitive Surgical maintain its premium valuation despite slower U.S. procedure growth. Article title
• Positive Sentiment: One analysis argued the stock may already be pricing in a slowdown, noting ISRG’s growth rate has recently exceeded what is implied by its valuation, which could appeal to long-term investors. Article title
• Neutral Sentiment: Several recent articles frame the stock as a “strong business, but higher-risk valuation” story, with the company still growing but facing margin pressure from tariffs, product mix shifts, and softer demand in some areas. Article title
• Neutral Sentiment: Intuitive Surgical’s latest earnings were described as impressive, which helps support the bull case, but the market has already shifted to debating whether the stock can sustain its premium after the report. Article title
• Negative Sentiment: Analysts have trimmed fair value estimates and price targets, citing a reset in expectations tied to slower procedure growth, Affordable Care Act-related volume uncertainty, and lower MedTech valuation multiples. Article title
• Negative Sentiment: Competitive pressure is also building after Johnson & Johnson received U.S. authorization for its robotic surgery device, adding another rival in a market long dominated by ISRG’s da Vinci system. Article title
• Negative Sentiment: Multiple reports note the stock has fallen sharply this year and recently hit a new 1-year low after an analyst downgrade, underscoring continued investor concern over valuation and near-term growth. Article title

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on the stock. Stifel Nicolaus lowered their price objective on shares of Intuitive Surgical from $670.00 to $550.00 and set a “buy” rating on the stock in a report on Friday, July 17th. Leerink Partners reduced their target price on shares of Intuitive Surgical from $573.00 to $454.00 and set an “outperform” rating for the company in a report on Friday, July 17th. Zacks Research downgraded shares of Intuitive Surgical from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 30th. Evercore set a $430.00 price target on shares of Intuitive Surgical in a research note on Monday, July 6th. Finally, BTIG Research cut their price target on shares of Intuitive Surgical from $512.00 to $469.00 and set a “buy” rating on the stock in a research report on Friday, July 17th. Twenty-one research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $523.46.

Intuitive Surgical Stock Down 2.7%

NASDAQ:ISRG opened at $340.69 on Thursday. Intuitive Surgical, Inc. has a twelve month low of $340.61 and a twelve month high of $603.88. The firm has a market capitalization of $120.66 billion, a price-to-earnings ratio of 39.03, a price-to-earnings-growth ratio of 2.54 and a beta of 1.46. The stock’s 50 day moving average price is $410.47 and its two-hundred day moving average price is $462.47.

Intuitive Surgical (NASDAQ:ISRG) last released its quarterly earnings data on Thursday, July 16th. The medical equipment provider reported $2.80 EPS for the quarter, beating the consensus estimate of $2.48 by $0.32. Intuitive Surgical had a return on equity of 17.09% and a net margin of 28.45%.The company had revenue of $2.89 billion during the quarter, compared to the consensus estimate of $2.83 billion. During the same quarter in the prior year, the firm posted $1.81 EPS. The firm’s revenue for the quarter was up 18.4% compared to the same quarter last year. As a group, analysts anticipate that Intuitive Surgical, Inc. will post 8.84 earnings per share for the current year.

Insiders Place Their Bets

In other news, Director Amy L. Ladd sold 119 shares of the business’s stock in a transaction dated Wednesday, April 29th. The shares were sold at an average price of $463.50, for a total transaction of $55,156.50. Following the transaction, the director directly owned 120 shares in the company, valued at $55,620. The trade was a 49.79% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Iman Jeddi sold 5,625 shares of the company’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $420.55, for a total transaction of $2,365,593.75. Following the completion of the sale, the senior vice president directly owned 6,463 shares in the company, valued at approximately $2,718,014.65. The trade was a 46.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 7,169 shares of company stock valued at $3,059,135. 0.60% of the stock is currently owned by corporate insiders.

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.