TD Private Client Wealth LLC trimmed its position in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 36.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,253 shares of the medical equipment provider’s stock after selling 2,412 shares during the period. TD Private Client Wealth LLC’s holdings in Intuitive Surgical were worth $1,902,000 as of its most recent filing with the Securities & Exchange Commission.
Several other hedge funds and other institutional investors have also recently made changes to their positions in the business. Tobam increased its position in Intuitive Surgical by 666.7% during the 2nd quarter. Tobam now owns 46 shares of the medical equipment provider’s stock valued at $25,000 after buying an additional 40 shares in the last quarter. Kilter Group LLC purchased a new stake in shares of Intuitive Surgical during the second quarter worth about $27,000. Princeton Global Asset Management LLC acquired a new position in shares of Intuitive Surgical during the second quarter valued at about $30,000. Riggs Asset Managment Co. Inc. raised its position in shares of Intuitive Surgical by 84.2% in the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 70 shares of the medical equipment provider’s stock valued at $38,000 after purchasing an additional 32 shares during the last quarter. Finally, First Command Advisory Services Inc. boosted its stake in Intuitive Surgical by 3,750.0% in the 2nd quarter. First Command Advisory Services Inc. now owns 77 shares of the medical equipment provider’s stock worth $42,000 after purchasing an additional 75 shares in the last quarter. Hedge funds and other institutional investors own 83.64% of the company’s stock.
Wall Street Analyst Weigh In
A number of research firms have issued reports on ISRG. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Intuitive Surgical in a report on Monday, December 29th. Piper Sandler raised their target price on Intuitive Surgical from $595.00 to $610.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 22nd. Jefferies Financial Group boosted their price target on Intuitive Surgical from $550.00 to $560.00 and gave the company a “hold” rating in a research note on Wednesday, October 22nd. Truist Financial raised their price objective on Intuitive Surgical from $620.00 to $650.00 and gave the stock a “buy” rating in a research note on Thursday, December 18th. Finally, Zacks Research upgraded Intuitive Surgical from a “hold” rating to a “strong-buy” rating in a research report on Friday, October 24th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $622.17.
Intuitive Surgical News Roundup
Here are the key news stories impacting Intuitive Surgical this week:
- Positive Sentiment: William Blair reiterated a Buy rating, citing early DV5 adoption, a strong innovation pipeline and a robust multi‑year growth outlook that supports a premium valuation. Intuitive Surgical: DV5 Adoption, Innovation Pipeline, and Robust Growth Outlook Support Premium-Valued Buy Rating
- Neutral Sentiment: Intuitive issued preliminary Q4 and FY‑2025 results and updated guidance showing revenue ahead of Street expectations (preliminary Q4 revenue ~ $2.9B vs. ~$2.7B consensus; FY revenue ~ $10.1B vs. ~$9.9B consensus), which supports near‑term top‑line strength. Intuitive Announces Preliminary Fourth Quarter and Full Year 2025 Results
- Negative Sentiment: Market reaction skewed negative because management’s 2026 da Vinci growth projection disappointed investors — growth for da Vinci placements and procedures did not meet some forecasts, weighing on near‑term sentiment. Intuitive Surgical falls as 2026 da Vinci growth projection misses expectations
- Negative Sentiment: Several market writeups note the stock dropped after the report as investors parsed mixed signals — strong revenue but slower expected device growth and the risk that a high valuation (rich P/E) leaves little room for upside if growth moderates. What’s Going On With Intuitive Surgical Stock Wednesday?
- Negative Sentiment: The international rollout of the da Vinci 5 faces pricing, budget and reimbursement sensitivity that could slow overseas adoption, a potential headwind to multi‑year unit growth if uptake lags outside the U.S. da Vinci 5 Expands Globally: Can ISRG Beat Overseas Cost Hurdles?
Intuitive Surgical Trading Down 2.7%
Shares of NASDAQ:ISRG opened at $546.76 on Thursday. Intuitive Surgical, Inc. has a 12-month low of $425.00 and a 12-month high of $616.00. The business has a 50 day moving average of $566.95 and a two-hundred day moving average of $512.09. The company has a market capitalization of $196.00 billion, a PE ratio of 72.32, a PEG ratio of 4.57 and a beta of 1.67.
Intuitive Surgical (NASDAQ:ISRG – Get Free Report) last posted its earnings results on Tuesday, October 21st. The medical equipment provider reported $2.40 earnings per share for the quarter, beating the consensus estimate of $1.99 by $0.41. Intuitive Surgical had a net margin of 28.58% and a return on equity of 15.08%. The firm had revenue of $2.51 billion during the quarter, compared to analyst estimates of $2.41 billion. During the same period in the previous year, the firm earned $1.84 EPS. The business’s quarterly revenue was up 22.9% on a year-over-year basis. Equities research analysts predict that Intuitive Surgical, Inc. will post 6.43 earnings per share for the current fiscal year.
Insiders Place Their Bets
In related news, SVP Mark Brosius sold 4,500 shares of the company’s stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $547.36, for a total value of $2,463,120.00. Following the completion of the transaction, the senior vice president owned 907 shares of the company’s stock, valued at approximately $496,455.52. This represents a 83.23% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Henry L. Charlton sold 13,731 shares of the firm’s stock in a transaction that occurred on Wednesday, November 12th. The shares were sold at an average price of $580.00, for a total value of $7,963,980.00. Following the completion of the sale, the executive vice president directly owned 3,056 shares in the company, valued at approximately $1,772,480. The trade was a 81.80% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 114,007 shares of company stock valued at $63,533,844. Insiders own 0.70% of the company’s stock.
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.
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