Intuitive Surgical, Inc. $ISRG Shares Acquired by Vest Financial LLC

Vest Financial LLC lifted its stake in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 23.8% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 8,154 shares of the medical equipment provider’s stock after acquiring an additional 1,569 shares during the quarter. Vest Financial LLC’s holdings in Intuitive Surgical were worth $3,647,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Tobam grew its stake in shares of Intuitive Surgical by 666.7% during the second quarter. Tobam now owns 46 shares of the medical equipment provider’s stock valued at $25,000 after acquiring an additional 40 shares in the last quarter. Kilter Group LLC bought a new position in shares of Intuitive Surgical in the 2nd quarter worth about $27,000. Princeton Global Asset Management LLC bought a new position in Intuitive Surgical in the second quarter worth about $30,000. Riggs Asset Managment Co. Inc. lifted its holdings 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 worth $38,000 after purchasing an additional 32 shares during the last quarter. Finally, First Command Advisory Services Inc. boosted its holdings in shares of Intuitive Surgical by 3,750.0% during the second quarter. First Command Advisory Services Inc. now owns 77 shares of the medical equipment provider’s stock valued at $42,000 after acquiring an additional 75 shares during the period. 83.64% of the stock is owned by institutional investors and hedge funds.

Intuitive Surgical Trading Up 0.4%

NASDAQ ISRG opened at $525.81 on Friday. The company has a market cap of $188.49 billion, a P/E ratio of 69.55, a P/E/G ratio of 4.26 and a beta of 1.67. The company has a fifty day simple moving average of $562.83 and a 200 day simple moving average of $511.86. Intuitive Surgical, Inc. has a 1 year low of $425.00 and a 1 year high of $616.00.

Intuitive Surgical (NASDAQ:ISRG) last posted its quarterly earnings data on Thursday, January 22nd. The medical equipment provider reported $2.53 earnings per share for the quarter, topping the consensus estimate of $2.27 by $0.26. Intuitive Surgical had a return on equity of 15.08% and a net margin of 28.58%.The business had revenue of $2.87 billion during the quarter, compared to analysts’ expectations of $2.72 billion. During the same quarter in the previous year, the firm earned $2.21 EPS. The firm’s revenue was up 18.8% compared to the same quarter last year. Equities research analysts forecast that Intuitive Surgical, Inc. will post 6.43 EPS for the current fiscal year.

Analyst Ratings Changes

ISRG has been the subject of several analyst reports. BTIG Research reiterated a “buy” rating and set a $616.00 price objective on shares of Intuitive Surgical in a research report on Friday. Zacks Research downgraded shares of Intuitive Surgical from a “strong-buy” rating to a “hold” rating in a report on Wednesday. Wells Fargo & Company upped their target price on Intuitive Surgical from $600.00 to $654.00 and gave the company an “overweight” rating in a report on Friday, December 12th. Jefferies Financial Group lifted their price objective on shares of Intuitive Surgical from $550.00 to $560.00 and gave the stock a “hold” rating in a research report on Wednesday, October 22nd. Finally, Rothschild & Co Redburn upped their target price on Intuitive Surgical from $610.00 to $615.00 and gave the company a “buy” rating in a report on Thursday, October 23rd. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $621.75.

More Intuitive Surgical News

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

• Positive Sentiment: Q4 results beat revenue and EPS estimates — Intuitive reported $2.87B revenue and $2.53 adjusted EPS, above Street estimates, driven by procedure growth and improved margins; the market reacted positively. Read More.
• Positive Sentiment: Procedure growth and recurring consumables remain the core growth engine — da Vinci procedure trends (mid‑teens growth) underpin recurring instrument & service revenue, supporting margin expansion and long‑term visibility. Read More.
• Positive Sentiment: Analysts remain constructive — multiple firms (including William Blair and Bank of America coverage) continue with Buy/Outperform views and above‑consensus price targets, supporting upside expectations. Read More.
• Neutral Sentiment: Company guidance signals deceleration but remains constructive — Intuitive expects procedure growth to moderate (guidance midpoint lower than recent quarters) and modest tariff headwinds; investors are parsing near‑term growth versus multi‑year opportunity. Read More.
• Neutral Sentiment: Full earnings disclosure & call available — the company press release and the earnings call transcript provide detail on margins, R&D spending and geographic trends for investors doing deeper due diligence. Read More. and Read More.
• Negative Sentiment: Tariff impact and rising operating expenses could weigh on margins — management flagged a larger tariff drag in 2026 and expects operating expenses to grow faster as R&D ramps, which may temper operating leverage near‑term. Read More.
• Negative Sentiment: Insider selling and mixed institutional moves noted — recent filings show significant insider sales and some large institutional reallocations, which investors may view as a caution signal to monitor. Read More.

Insiders Place Their Bets

In related news, EVP Henry L. Charlton sold 13,731 shares of the business’s stock in a transaction on Wednesday, November 12th. The stock was sold at an average price of $580.00, for a total value of $7,963,980.00. Following the sale, the executive vice president owned 3,056 shares of the company’s stock, valued at $1,772,480. The trade was a 81.80% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Craig H. Barratt sold 750 shares of the firm’s stock in a transaction that occurred on Wednesday, November 12th. The stock was sold at an average price of $580.00, for a total transaction of $435,000.00. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 55,714 shares of company stock valued at $31,617,799 in the last quarter. 0.70% of the stock is currently owned by insiders.

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.