Envestnet Portfolio Solutions Inc. Grows Position in Intuitive Surgical, Inc. $ISRG

Envestnet Portfolio Solutions Inc. grew its holdings in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 6.4% in the third quarter, HoldingsChannel.com reports. The fund owned 43,373 shares of the medical equipment provider’s stock after purchasing an additional 2,618 shares during the period. Envestnet Portfolio Solutions Inc.’s holdings in Intuitive Surgical were worth $19,398,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of the stock. Brighton Jones LLC raised its position 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 valued at $1,916,000 after buying an additional 731 shares in the last quarter. Sivia Capital Partners LLC lifted its holdings in shares of Intuitive Surgical by 3.8% during the 2nd quarter. Sivia Capital Partners LLC now owns 928 shares of the medical equipment provider’s stock worth $504,000 after acquiring an additional 34 shares during the last quarter. U.S. Capital Wealth Advisors LLC grew its position in 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 worth $1,278,000 after acquiring an additional 74 shares in the last quarter. Norden Group LLC increased its stake in Intuitive Surgical by 39.1% in the second quarter. Norden Group LLC now owns 2,453 shares of the medical equipment provider’s stock valued at $1,333,000 after acquiring an additional 690 shares during the last quarter. Finally, Ballentine Partners LLC raised its position in Intuitive Surgical by 12.4% during the second quarter. Ballentine Partners LLC now owns 4,961 shares of the medical equipment provider’s stock valued at $2,696,000 after purchasing an additional 548 shares in the last quarter. 83.64% of the stock is currently owned by institutional investors.

Intuitive Surgical Stock Up 0.4%

Shares of NASDAQ ISRG opened at $525.81 on Friday. The firm’s fifty day moving average is $562.83 and its 200 day moving average is $511.86. Intuitive Surgical, Inc. has a 52 week low of $425.00 and a 52 week high of $616.00. The company has a market cap of $188.49 billion, a price-to-earnings ratio of 69.55, a PEG 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, topping analysts’ consensus estimates of $2.27 by $0.26. Intuitive Surgical had a net margin of 28.58% and a return on equity of 15.08%. The business had revenue of $2.87 billion for the quarter, compared to analyst estimates of $2.72 billion. During the same quarter last year, the firm earned $2.21 EPS. The company’s revenue was up 18.8% on a year-over-year basis. Equities research analysts anticipate that Intuitive Surgical, Inc. will post 6.43 earnings per share for the current year.

Insider Buying and Selling

In other Intuitive Surgical news, EVP Myriam Curet sold 104 shares of the company’s stock in a transaction that occurred on Wednesday, December 10th. The stock was sold at an average price of $559.90, for a total transaction of $58,229.60. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Mark Brosius sold 464 shares of the stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $548.49, for a total value of $254,499.36. Following the completion of the sale, the senior vice president owned 131 shares of the company’s stock, valued at approximately $71,852.19. This trade represents a 77.98% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 55,714 shares of company stock valued at $31,617,799 over the last ninety days. Corporate insiders own 0.70% of the company’s stock.

Analyst Ratings Changes

A number of research firms have recently issued reports on ISRG. 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. Argus upped their target price on Intuitive Surgical from $600.00 to $630.00 in a research note on Monday, October 27th. Truist Financial increased their price target on shares of Intuitive Surgical from $620.00 to $650.00 and gave the company a “buy” rating in a research report on Thursday, December 18th. Wall Street Zen upgraded shares of Intuitive Surgical from a “hold” rating to a “buy” rating in a report on Saturday, January 17th. Finally, Wells Fargo & Company upped their price objective on shares of Intuitive Surgical from $600.00 to $654.00 and gave the company an “overweight” rating in a research note on Friday, December 12th. Two analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $622.17.

Key Headlines Impacting Intuitive Surgical

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

Intuitive Surgical 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.