Intuitive Surgical, Inc. $ISRG Shares Sold by QRG Capital Management Inc.

QRG Capital Management Inc. lessened its stake in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 32.3% in the 3rd quarter, Holdings Channel reports. The firm owned 53,299 shares of the medical equipment provider’s stock after selling 25,373 shares during the period. QRG Capital Management Inc.’s holdings in Intuitive Surgical were worth $23,837,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of ISRG. Pinnacle Bancorp Inc. raised its holdings in shares of Intuitive Surgical by 4.1% during the second quarter. Pinnacle Bancorp Inc. now owns 532 shares of the medical equipment provider’s stock valued at $289,000 after acquiring an additional 21 shares during the last quarter. Vertex Planning Partners LLC raised its stake in Intuitive Surgical by 2.3% in the 2nd quarter. Vertex Planning Partners LLC now owns 917 shares of the medical equipment provider’s stock valued at $498,000 after purchasing an additional 21 shares during the last quarter. City Holding Co. lifted its holdings in Intuitive Surgical by 16.1% in the 2nd quarter. City Holding Co. now owns 159 shares of the medical equipment provider’s stock valued at $86,000 after purchasing an additional 22 shares in the last quarter. True Vision MN LLC boosted its stake in Intuitive Surgical by 3.0% during the 2nd quarter. True Vision MN LLC now owns 766 shares of the medical equipment provider’s stock worth $416,000 after purchasing an additional 22 shares during the last quarter. Finally, Evermay Wealth Management LLC grew its holdings in shares of Intuitive Surgical by 3.1% during the second quarter. Evermay Wealth Management LLC now owns 731 shares of the medical equipment provider’s stock worth $397,000 after buying an additional 22 shares in the last quarter. 83.64% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Intuitive Surgical

In other Intuitive Surgical news, insider Gary S. Guthart sold 22,806 shares of the company’s stock in a transaction dated 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 sale, the insider owned 2,694 shares in the company, valued at $1,537,977.66. This represents a 89.44% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, SVP Mark Brosius sold 464 shares of the stock in a transaction dated Monday, December 15th. The shares were 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 directly owned 131 shares in the company, valued at $71,852.19. This represents a 77.98% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 114,007 shares of company stock valued at $63,533,844. Insiders own 0.70% of the company’s stock.

More Intuitive Surgical News

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

• Positive Sentiment: Phase‑3 update on IS‑001 imaging drug — Intuitive advanced its Phase‑3 study aimed at reducing ureter injuries in robotic colorectal surgery, a safety-focused adjoint that could expand the company’s addressable offering and reinforce surgical‑safety differentiation. Intuitive Surgical Advances Phase 3 Imaging Drug
• Positive Sentiment: daVinci systems demand highlighted — Company commentary and industry coverage say system performance “exceeded expectations” and Intuitive is pushing for more placements, supporting procedure growth and recurring consumable revenue. Intuitive says daVinci systems ‘exceeded expectations,’ it wants more
• Positive Sentiment: Analyst support remains — At least some brokers (e.g., Bernstein) have reiterated buy ratings, signaling continued sell‑side conviction in ISRG’s long‑term growth profile despite near‑term noise. Bernstein Sticks to Their Buy Rating for Intuitive Surgical (ISRG)
• Positive Sentiment: Investor take: “buying the dip” narratives are emerging — Several bullish commentaries argue the pullback is an entry point given Intuitive’s wide moat, recurring consumables and procedure tailwinds. Intuitive Surgical: Buying The Dip On This Wide-Moat Compounder
• Neutral Sentiment: Analysts preparing for Q4 — Preview pieces outline the metrics (procedures, system placements, ASPs, margin drivers) that will matter when full Q4 results and guidance details arrive; these previews can amplify volatility around the print. Intuitive Surgical (ISRG) Q4 Earnings on the Horizon
• Neutral Sentiment: Brokerage commentary roundup — Coverage pieces remind investors that analyst ratings and model changes often move shares; they’re useful context but not a definitive signal by themselves. Brokers Suggest Investing in Intuitive Surgical (ISRG)
• Negative Sentiment: Preliminary Q4 revenue reaction — Although Intuitive reported strong preliminary Q4 and full‑year revenue growth, shares dipped as investors parsed procedure trends, margin dynamics and what management said about demand cadence. That disconnect between a beat and stock action is a key reason for the pullback. Intuitive Surgical Stock Dips on Q4 Preliminary Revenue Results
• Negative Sentiment: Softer 2026 outlook flagged — Company commentary and reporting point to a softer 2026 outlook that trimmed forward expectations, which is the primary negative driver behind today’s weakness. Intuitive Surgical Sets Softer 2026 Outlook
• Negative Sentiment: Market reaction analysis — Coverage asking “why did shares dive?” notes investors punished the stock for guidance/trajectory concerns despite the beat, illustrating that forward commentary and margin clarity matter more than one‑time beats. Intuitive Surgical Crushed Fourth-Quarter Forecasts. So Why Did Shares Dive?

Wall Street Analyst Weigh In

Several research firms have recently weighed in on ISRG. HSBC raised their price target on shares of Intuitive Surgical from $595.00 to $644.00 and gave the stock a “buy” rating in a research note on Thursday, October 23rd. Hsbc Global Res upgraded Intuitive Surgical to a “strong-buy” rating in a report on Thursday, October 23rd. Wells Fargo & Company lifted their price objective on Intuitive Surgical from $600.00 to $654.00 and gave the stock an “overweight” rating in a research report on Friday, December 12th. Zacks Research raised Intuitive Surgical from a “hold” rating to a “strong-buy” rating in a research note on Friday, October 24th. Finally, Citigroup cut shares of Intuitive Surgical from a “buy” rating to a “neutral” rating and lowered their price target for the company from $650.00 to $635.00 in a research report on Thursday, December 11th. Two analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $622.17.

Intuitive Surgical Stock Down 1.2%

NASDAQ:ISRG opened at $535.00 on Friday. The company has a market capitalization of $191.79 billion, a P/E ratio of 70.77, a P/E/G ratio of 4.40 and a beta of 1.67. Intuitive Surgical, Inc. has a 52 week low of $425.00 and a 52 week high of $616.00. The stock’s fifty day moving average is $566.32 and its two-hundred day moving average is $512.24.

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

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.