Strs Ohio Lowers Stock Position in Intuitive Surgical, Inc. $ISRG

Strs Ohio lowered its holdings in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 4.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 156,131 shares of the medical equipment provider’s stock after selling 7,960 shares during the period. Strs Ohio’s holdings in Intuitive Surgical were worth $69,826,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of ISRG. SteelPeak Wealth LLC boosted its position in shares of Intuitive Surgical by 28.7% during the third quarter. SteelPeak Wealth LLC now owns 41,993 shares of the medical equipment provider’s stock valued at $18,781,000 after buying an additional 9,364 shares during the last quarter. Amalgamated Bank boosted its holdings in Intuitive Surgical by 2.2% in the second quarter. Amalgamated Bank now owns 81,542 shares of the medical equipment provider’s stock worth $44,311,000 after purchasing an additional 1,772 shares during the last quarter. Eastover Investment Advisors LLC lifted its holdings in shares of Intuitive Surgical by 204.8% during the 2nd quarter. Eastover Investment Advisors LLC now owns 13,163 shares of the medical equipment provider’s stock valued at $7,153,000 after buying an additional 8,844 shares during the period. Bessemer Group Inc. lifted its holdings in shares of Intuitive Surgical by 89.3% during the 2nd quarter. Bessemer Group Inc. now owns 788,328 shares of the medical equipment provider’s stock valued at $428,386,000 after buying an additional 371,806 shares during the period. Finally, Sax Wealth Advisors LLC lifted its holdings in Intuitive Surgical by 218.1% in the second quarter. Sax Wealth Advisors LLC now owns 2,456 shares of the medical equipment provider’s stock valued at $1,334,000 after acquiring an additional 1,684 shares during the period. 83.64% of the stock is owned by hedge funds and other institutional investors.

Intuitive Surgical Stock Up 0.4%

Intuitive Surgical stock opened at $525.81 on Friday. Intuitive Surgical, Inc. has a twelve month low of $425.00 and a twelve month high of $616.00. The business has a fifty day moving average of $562.83 and a two-hundred day moving average of $511.86. The firm 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.

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

Key Stories Impacting Intuitive Surgical

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

• Positive Sentiment: Q4 results beat expectations — Intuitive reported $2.53 EPS and $2.87B in revenue, both topping consensus estimates, which traders interpreted as confirmation of improving procedure volumes and better-than-expected execution. Intuitive Surgical, Inc. (ISRG) Q4 Earnings Surpass Estimates
• Positive Sentiment: Demand for surgical robots highlighted — Reuters and other outlets emphasized rising demand and utilization for da Vinci systems, which supports recurring instrument/consumable revenue and margin expansion. That narrative is a key driver of the near-term upward move. Intuitive Surgical beats quarterly estimates on demand for surgical robots
• Neutral Sentiment: Analyst support and price-targets remain constructive — Bank of America and multiple sell?side firms continue to rate ISRG favorably and price targets cluster above the current price (median ~$616), providing additional upside conviction but also reflecting lofty multiple expectations. Intuitive Surgical (ISRG) Receives a Buy from Bank of America Securities
• Negative Sentiment: Mixed fundamentals and insider selling warrant caution — a third?party summary flagged a large YoY revenue decline (~36% in the quarter) even as margins improved, and noted substantial insider selling activity; these items could create volatility if investors focus on growth weakness rather than margin gains. Intuitive Surgical (ISRG) Releases Q4 2025 Earnings

Analyst Upgrades and Downgrades

ISRG has been the subject of a number of recent research reports. Evercore ISI set a $580.00 price target on Intuitive Surgical in a research note on Monday, January 5th. Jefferies Financial Group lifted their target price on Intuitive Surgical from $550.00 to $560.00 and gave the stock a “hold” rating in a report on Wednesday, October 22nd. Robert W. Baird set a $655.00 price objective on shares of Intuitive Surgical in a research note on Wednesday, October 22nd. Raymond James Financial set a $603.00 target price on Intuitive Surgical and gave the company an “outperform” rating in a research report on Wednesday, October 22nd. Finally, HSBC increased their price target on Intuitive Surgical from $595.00 to $644.00 and gave the stock a “buy” rating in a report on Thursday, October 23rd. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $622.17.

Insiders Place Their Bets

In other news, SVP Mark Brosius sold 464 shares of Intuitive Surgical stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $548.49, for a total value of $254,499.36. Following the transaction, the senior vice president owned 131 shares of the company’s stock, valued at $71,852.19. The trade was a 77.98% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Craig H. Barratt sold 750 shares of Intuitive Surgical stock in a transaction on Wednesday, November 12th. The stock was sold at an average price of $580.00, for a total transaction of $435,000.00. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 55,714 shares of company stock worth $31,617,799. Insiders own 0.70% of the company’s stock.

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.