Wilmington Savings Fund Society FSB Has $246.16 Million Position in Intuitive Surgical, Inc. $ISRG

Wilmington Savings Fund Society FSB reduced its holdings in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 2.9% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 550,409 shares of the medical equipment provider’s stock after selling 16,716 shares during the quarter. Intuitive Surgical makes up approximately 4.1% of Wilmington Savings Fund Society FSB’s holdings, making the stock its 4th biggest position. Wilmington Savings Fund Society FSB owned approximately 0.15% of Intuitive Surgical worth $246,159,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Brighton Jones LLC raised its position in shares of Intuitive Surgical by 24.9% in the fourth quarter. Brighton Jones LLC now owns 3,672 shares of the medical equipment provider’s stock valued at $1,916,000 after purchasing an additional 731 shares during the period. MassMutual Private Wealth & Trust FSB grew its position in shares of Intuitive Surgical by 12.2% in the second quarter. MassMutual Private Wealth & Trust FSB now owns 1,409 shares of the medical equipment provider’s stock valued at $766,000 after purchasing an additional 153 shares during the last quarter. Balefire LLC acquired a new position in Intuitive Surgical in the 2nd quarter valued at $449,000. Pallas Capital Advisors LLC lifted its holdings in shares of Intuitive Surgical by 7.4% during the second quarter. Pallas Capital Advisors LLC now owns 1,786 shares of the medical equipment provider’s stock worth $970,000 after buying an additional 123 shares in the last quarter. Finally, Pines Wealth Management LLC boosted its position in shares of Intuitive Surgical by 27.5% in the second quarter. Pines Wealth Management LLC now owns 603 shares of the medical equipment provider’s stock valued at $328,000 after acquiring an additional 130 shares during the period. 83.64% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In related news, insider Gary S. Guthart sold 22,806 shares of the firm’s stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $570.89, for a total transaction of $13,019,717.34. Following the completion of the sale, the insider owned 2,694 shares of the company’s stock, valued at $1,537,977.66. This trade represents a 89.44% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Myriam Curet sold 104 shares of the business’s stock in a transaction that occurred on Wednesday, December 10th. The shares were sold at an average price of $559.90, for a total value of $58,229.60. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 114,007 shares of company stock worth $63,533,844. 0.70% of the stock is owned by insiders.

Intuitive Surgical Price Performance

Shares of ISRG opened at $541.34 on Friday. The business has a 50-day moving average of $566.82 and a 200-day moving average of $512.30. The company has a market capitalization of $194.06 billion, a price-to-earnings ratio of 71.61, a price-to-earnings-growth ratio of 4.44 and a beta of 1.67. Intuitive Surgical, Inc. has a 1 year low of $425.00 and a 1 year high of $616.00.

Intuitive Surgical (NASDAQ:ISRG) last released its earnings results on Tuesday, October 21st. The medical equipment provider reported $2.40 earnings per share for the quarter, beating analysts’ consensus estimates of $1.99 by $0.41. Intuitive Surgical had a net margin of 28.58% and a return on equity of 15.08%. The business had revenue of $2.51 billion during the quarter, compared to the consensus estimate of $2.41 billion. During the same quarter in the prior year, the firm posted $1.84 EPS. The company’s revenue for the quarter was up 22.9% compared to the same quarter last year. As a group, sell-side analysts anticipate that Intuitive Surgical, Inc. will post 6.43 EPS for the current year.

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on ISRG shares. Raymond James Financial set a $603.00 price target on Intuitive Surgical and gave the stock an “outperform” rating in a research report on Wednesday, October 22nd. Argus increased their price objective on shares of Intuitive Surgical from $600.00 to $630.00 in a research note on Monday, October 27th. UBS Group reiterated a “neutral” rating on shares of Intuitive Surgical in a research note on Thursday. Zacks Research upgraded shares of Intuitive Surgical from a “hold” rating to a “strong-buy” rating in a report on Friday, October 24th. Finally, Hsbc Global Res upgraded Intuitive Surgical to a “strong-buy” rating in a research report on Thursday, October 23rd. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $622.17.

More Intuitive Surgical News

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

• Positive Sentiment: Quarterly and full‑year beats — Intuitive reported preliminary Q4 and FY‑2025 results that topped consensus, with procedure growth, revenue and placements coming in ahead of expectations; this underpins the company’s revenue momentum. Intuitive Surgical Crushed Fourth-Quarter Forecasts. So Why Did Shares Dive?
• Positive Sentiment: Analyst support and bullish notes — Multiple firms (including Bernstein and William Blair) are maintaining buy ratings and emphasizing DV5 adoption and the innovation pipeline, which supports upside over the medium term. Bernstein Sticks to Their Buy Rating for Intuitive Surgical (ISRG)
• Positive Sentiment: Clinical pipeline update — A Phase 3 update on IS‑001 (an imaging-driven safety play) could add optionality if results are favorable; this is a longer‑horizon positive catalyst. Intuitive Surgical’s IS-001 Phase 3 Update
• Neutral Sentiment: Investor presentations and disclosures — Management presented at the J.P. Morgan Healthcare Conference and provided slides/transcript that reiterate strategy and product rollout plans; useful for modeling but did not change the near‑term story. Intuitive Surgical Presents at 44th Annual J.P. Morgan Healthcare Conference
• Neutral Sentiment: da Vinci 5 international rollout — The new DV5 expands the addressable market, but adoption overseas could be slowed by pricing, budget and reimbursement hurdles; positive long term but uncertain timing. da Vinci 5 Expands Globally: Can ISRG Beat Overseas Cost Hurdles?
• Negative Sentiment: Softer 2026 outlook — Management’s 2026 guidance and da Vinci growth projection were softer than some investors expected, which prompted the stock pullback despite the Q4 beat. Intuitive Surgical Sets Softer 2026 Outlook
• Negative Sentiment: Valuation and growth concerns — With a high multiple (e.g., elevated P/E) investors are sensitive to any slowdown; commentary and headlines focused on missed growth expectations amplified the sell‑off. Why Intuitive Surgical Stock Dropped Today

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.