Howland Capital Management LLC trimmed its stake in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 26.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,421 shares of the medical equipment provider’s stock after selling 1,240 shares during the quarter. Howland Capital Management LLC’s holdings in Intuitive Surgical were worth $1,391,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds have also recently modified their holdings of ISRG. SeaCrest Wealth Management LLC increased its holdings in shares of Intuitive Surgical by 15.3% in the third quarter. SeaCrest Wealth Management LLC now owns 770 shares of the medical equipment provider’s stock valued at $313,000 after purchasing an additional 102 shares during the last quarter. NBT Bank N.A. bought a new position in shares of Intuitive Surgical in the third quarter valued at about $769,000. Root Financial Partners LLC lifted its stake in shares of Intuitive Surgical by 4.6% during the 3rd quarter. Root Financial Partners LLC now owns 4,453 shares of the medical equipment provider’s stock worth $1,811,000 after buying an additional 194 shares during the last quarter. Diligent Investors LLC lifted its stake in shares of Intuitive Surgical by 2.2% during the 3rd quarter. Diligent Investors LLC now owns 2,293 shares of the medical equipment provider’s stock worth $932,000 after buying an additional 50 shares during the last quarter. Finally, Foster Victor Wealth Advisors LLC boosted its holdings in shares of Intuitive Surgical by 14.7% during the 3rd quarter. Foster Victor Wealth Advisors LLC now owns 22,749 shares of the medical equipment provider’s stock worth $9,855,000 after buying an additional 2,915 shares during the period. 83.64% of the stock is currently owned by institutional investors and hedge funds.
Wall Street Analysts Forecast Growth
A number of brokerages recently commented on ISRG. Erste Group Bank upgraded shares of Intuitive Surgical from a “hold” rating to a “buy” rating in a research note on Wednesday. Oppenheimer reissued an “outperform” rating and issued a $500.00 price target on shares of Intuitive Surgical in a report on Wednesday. Weiss Ratings restated a “hold (c)” rating on shares of Intuitive Surgical in a research report on Friday, August 14th. Stifel Nicolaus reduced their price objective on Intuitive Surgical from $670.00 to $550.00 and set a “buy” rating for the company in a report on Friday, July 17th. Finally, BTIG Research reaffirmed a “buy” rating and issued a $454.00 target price on shares of Intuitive Surgical in a research report on Wednesday. Twenty-four equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $495.71.
View Our Latest Research Report on ISRG
Insiders Place Their Bets
In other Intuitive Surgical news, Director Amy Ladd sold 72 shares of the business’s stock in a transaction dated Tuesday, August 11th. The shares were sold at an average price of $393.10, for a total value of $28,303.20. Following the completion of the sale, the director owned 179 shares of the company’s stock, valued at $70,364.90. The trade was a 28.69% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Fredrik Widman sold 1,089 shares of the stock in a transaction that occurred on Tuesday, September 15th. The stock was sold at an average price of $374.44, for a total transaction of $407,765.16. Following the transaction, the vice president owned 1,026 shares in the company, valued at approximately $384,175.44. The trade was a 51.49% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 12,370 shares of company stock worth $4,891,989. 0.60% of the stock is currently owned by insiders.
Intuitive Surgical Stock Performance
ISRG opened at $443.85 on Friday. The stock has a fifty day moving average of $394.35 and a 200-day moving average of $408.83. The company has a market capitalization of $156.80 billion, a P/E ratio of 53.67, a P/E/G ratio of 3.23 and a beta of 1.46. Intuitive Surgical, Inc. has a fifty-two week low of $328.57 and a fifty-two week high of $603.88.
Intuitive Surgical (NASDAQ:ISRG – Get Free Report) last released its quarterly earnings results on Tuesday, October 20th. The medical equipment provider reported $3.00 EPS for the quarter, beating the consensus estimate of $2.65 by $0.35. Intuitive Surgical had a net margin of 25.54% and a return on equity of 18.17%. The business had revenue of $3.05 billion for the quarter, compared to the consensus estimate of $2.91 billion. During the same period in the prior year, the company posted $2.40 earnings per share. Intuitive Surgical’s revenue was up 21.7% compared to the same quarter last year. On average, equities research analysts predict that Intuitive Surgical, Inc. will post 8.87 earnings per share for the current fiscal year.
More Intuitive Surgical News
Here are the key news stories impacting Intuitive Surgical this week:
- Positive Sentiment: Third-quarter revenue rose roughly 22% year over year to about $3.05 billion, while adjusted earnings of $3.00 per share exceeded the $2.65 consensus estimate. Revenue growth was supported by 546 da Vinci system placements, higher procedure volumes and continued international adoption. Intuitive Surgical’s Q3 Earnings Beat Estimates on Strong System Sales
- Positive Sentiment: Management maintained a constructive longer-term outlook, highlighting global growth, extended-use instruments and a 2027 product pipeline. Analysts at Stifel Nicolaus, Oppenheimer and Piper Sandler reaffirmed Buy ratings, while JPMorgan raised its price target to $475 and Bank of America maintained a $470 target. Intuitive Surgical Strong Q3 Beat and 2027 Pipeline
- Positive Sentiment: Investor sentiment also benefited from the stock regaining its 200-day moving average, which some technical investors view as a sign of improving long-term momentum. ISRG Crossed Above the 200-Day Moving Average
- Neutral Sentiment: ISRG’s valuation remains demanding, with a price-to-earnings ratio above 50. That leaves the stock sensitive to any signs that growth or procedure momentum could fall short of elevated expectations.
- Negative Sentiment: Quarterly profitability was reduced by a $450 million antitrust settlement charge. In addition, planned instrument and accessory price reductions are expected to lower revenue per procedure by approximately 3% to 5%, creating near-term margin and revenue pressure. Intuitive Surgical Reports Q3 Earnings Impacted by Antitrust Settlement
- Negative Sentiment: The company narrowed its 2026 global da Vinci procedure-growth outlook to roughly 14%–15%, and analysts flagged slowing U.S. procedure growth as a risk to 2027 momentum. RBC nevertheless retained an Outperform rating but reduced its price target to $550, while Mizuho cut its target to $400 and kept a Neutral rating.
Intuitive Surgical Company Profile
Intuitive Surgical, Inc develops and manufactures robotic-assisted systems and related technologies for minimally invasive surgery. Its products are designed to help surgeons perform procedures through small incisions while providing enhanced visualization, precision and control. The company’s primary platform is the da Vinci Surgical System, which is used across a range of specialties, including urology, gynecology, general surgery, cardiothoracic surgery and other procedures.
The company also offers the Ion endoluminal system, which is designed to support minimally invasive lung biopsy procedures.
Featured Stories
- Five stocks we like better than Intuitive Surgical
- Is Texas Instruments Setting Up for Its Next Big Breakout?
- Pegasystems’ Q3 Miss Exposed the Problem Standing Between AI and Cash Flow
- Lam Research’s Earnings Beat Wasn’t the Real Story—Its 2027 Outlook Was
- Tesla’s Flying-Car Hype Hits an Earnings Reality Check
Receive News & Ratings for Intuitive Surgical Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Intuitive Surgical and related companies with MarketBeat.com's FREE daily email newsletter.
