Intuitive Surgical, Inc. $ISRG Shares Sold by Teacher Retirement System of Texas

Teacher Retirement System of Texas lessened its stake in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 3.6% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 155,146 shares of the medical equipment provider’s stock after selling 5,839 shares during the quarter. Teacher Retirement System of Texas’ holdings in Intuitive Surgical were worth $69,386,000 at the end of the most recent reporting period.

Other institutional investors also recently made changes to their positions in the company. Tobam boosted 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 during the last quarter. Kilter Group LLC acquired a new position in Intuitive Surgical in the 2nd quarter valued at about $27,000. Princeton Global Asset Management LLC purchased a new position in Intuitive Surgical in the 2nd quarter valued at about $30,000. Riggs Asset Managment Co. Inc. boosted its stake in shares of Intuitive Surgical by 84.2% during 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. grew 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 worth $42,000 after buying an additional 75 shares in the last quarter. 83.64% of the stock is owned by institutional investors and hedge funds.

Intuitive Surgical Trading Up 0.4%

Shares of ISRG stock opened at $525.81 on Friday. The company’s fifty day simple moving average is $562.83 and its 200-day simple 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 PE ratio of 69.55, a P/E/G ratio of 4.26 and a beta of 1.67.

Intuitive Surgical (NASDAQ:ISRG) last released its quarterly earnings data on Thursday, January 22nd. The medical equipment provider reported $2.53 EPS for the quarter, beating 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 company had revenue of $2.87 billion for the quarter, compared to analyst estimates of $2.72 billion. During the same period last year, the company posted $2.21 earnings per share. The firm’s revenue was up 18.8% compared to the same quarter last year. Equities research analysts expect that Intuitive Surgical, Inc. will post 6.43 EPS for the current fiscal year.

Intuitive Surgical News Roundup

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.

Wall Street Analyst Weigh In

A number of analysts recently issued reports on the stock. Sanford C. Bernstein raised their target price on shares of Intuitive Surgical from $740.00 to $750.00 and gave the stock an “outperform” rating in a research report on Friday. BTIG Research reiterated a “buy” rating and issued a $616.00 target price on shares of Intuitive Surgical in a research note on Friday. Raymond James Financial set a $603.00 price target on Intuitive Surgical and gave the stock an “outperform” rating in a research note on Wednesday, October 22nd. Hsbc Global Res raised shares of Intuitive Surgical to a “strong-buy” rating in a research note on Thursday, October 23rd. Finally, Jefferies Financial Group raised their target price 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. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Intuitive Surgical has an average rating of “Moderate Buy” and a consensus target price of $622.58.

Insider Buying and Selling at Intuitive Surgical

In other news, insider Gary S. Guthart sold 22,806 shares of the firm’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 completion of the sale, the insider directly owned 2,694 shares in the company, valued at $1,537,977.66. This trade represents a 89.44% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Myriam Curet sold 7,562 shares of the business’s stock in a transaction dated Tuesday, October 28th. The stock was sold at an average price of $548.43, for a total value of $4,147,227.66. Following the completion of the transaction, the executive vice president owned 353 shares in the company, valued at approximately $193,595.79. This trade represents a 95.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 55,714 shares of company stock valued at $31,617,799. 0.70% of the stock is owned by company insiders.

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.