Healthcare of Ontario Pension Plan Trust Fund Has $58.98 Million Position in Intuitive Surgical, Inc. $ISRG

Healthcare of Ontario Pension Plan Trust Fund increased its position in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 4.4% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 127,944 shares of the medical equipment provider’s stock after buying an additional 5,370 shares during the quarter. Healthcare of Ontario Pension Plan Trust Fund’s holdings in Intuitive Surgical were worth $58,981,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of ISRG. Newbridge Financial Services Group Inc. boosted its position in Intuitive Surgical by 300.0% during the 4th quarter. Newbridge Financial Services Group Inc. now owns 44 shares of the medical equipment provider’s stock worth $25,000 after acquiring an additional 33 shares during the last quarter. Laurel Wealth Advisors LLC bought a new position in shares of Intuitive Surgical during the 4th quarter worth approximately $31,000. Turning Point Benefit Group Inc. raised its holdings in shares of Intuitive Surgical by 833.3% in the fourth quarter. Turning Point Benefit Group Inc. now owns 56 shares of the medical equipment provider’s stock valued at $32,000 after purchasing an additional 50 shares during the last quarter. Motiv8 Investments LLC acquired a new stake in shares of Intuitive Surgical in the fourth quarter valued at approximately $34,000. Finally, Oakworth Capital Inc. lifted its position in shares of Intuitive Surgical by 281.2% in the fourth quarter. Oakworth Capital Inc. now owns 61 shares of the medical equipment provider’s stock worth $35,000 after purchasing an additional 45 shares in the last quarter. Institutional investors and hedge funds own 83.64% of the company’s stock.

Intuitive Surgical News Roundup

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

• Positive Sentiment: Intuitive Surgical unveiled a five-layer AI framework for its surgical platforms and demonstrated live telesurgical collaboration, signaling that it is embedding AI into clinical workflows and expanding the capabilities of its robotic surgery ecosystem. Intuitive Surgical (ISRG) Unveils Five Layer AI Plan And Live Telesurgery Demo
• Positive Sentiment: Several analyst-focused pieces framed ISRG as a strong long-term MedTech growth name, highlighting its innovation pipeline, recurring revenue, and high switching costs for surgeons. Why Intuitive Surgical, Inc. (ISRG) is a Top Growth Stock for the Long-Term
• Positive Sentiment: Coverage around Wall Street recommendations continued to describe Intuitive Surgical as a favored investment idea, supporting sentiment around the company’s durable business model. Wall Street Analysts Think Intuitive Surgical (ISRG) Is a Good Investment: Is It?
• Positive Sentiment: CONMED’s expanded AirSeal indication for da Vinci 5 compatibility may help broaden use across Intuitive Surgical’s platform, reinforcing the ecosystem around its robotic systems. CONMED Expands AirSeal Robotic Solution for da Vinci 5 Hex Cannula
• Neutral Sentiment: Intuitive Surgical remains a frequent subject of analyst and stock-report coverage, but these pieces are mostly commentary rather than new fundamentals, so they are unlikely to move the stock on their own. Intuitive Surgical Inc. stock underperforms Thursday when compared to competitors
• Neutral Sentiment: Short-interest data showed no meaningful change in reported shares, offering little direct signal for investors.
• Negative Sentiment: Some articles emphasized that ISRG’s shares have pulled back sharply and questioned whether growth expectations in its biggest market are changing, which can weigh on sentiment. Intuitive Surgical Stock Is On Sale, But Is the Growth Story Changing?
• Negative Sentiment: J&J’s progress on Ottava was viewed as a reminder that competition in robotic surgery is intensifying, adding pressure to Intuitive Surgical’s market leadership narrative. J&J Finally Has a Rival to da Vinci. 1 Number in Intuitive Surgical’s Last Quarter Says It Won’t Be Enough to Move the Needle for JNJ Stock.

Intuitive Surgical Stock Up 1.7%

ISRG opened at $337.50 on Friday. Intuitive Surgical, Inc. has a 12-month low of $328.57 and a 12-month high of $603.88. The business has a 50 day moving average of $406.88 and a 200-day moving average of $459.98. The stock has a market cap of $119.23 billion, a price-to-earnings ratio of 38.66, a PEG ratio of 2.44 and a beta of 1.46.

Intuitive Surgical (NASDAQ:ISRG) last posted its earnings results on Thursday, July 16th. The medical equipment provider reported $2.80 earnings per share for the quarter, topping analysts’ consensus estimates of $2.48 by $0.32. Intuitive Surgical had a return on equity of 16.91% and a net margin of 28.45%.The business had revenue of $2.89 billion for the quarter, compared to analyst estimates of $2.83 billion. During the same period in the previous year, the firm earned $1.81 EPS. The firm’s revenue was up 18.4% compared to the same quarter last year. As a group, analysts expect that Intuitive Surgical, Inc. will post 8.87 earnings per share for the current year.

Analyst Ratings Changes

ISRG has been the subject of several recent research reports. Sanford C. Bernstein reduced their target price on shares of Intuitive Surgical from $750.00 to $685.00 and set an “outperform” rating for the company in a report on Friday, July 17th. BTIG Research cut their price target on shares of Intuitive Surgical from $512.00 to $469.00 and set a “buy” rating on the stock in a research report on Friday, July 17th. BMO Capital Markets restated an “outperform” rating on shares of Intuitive Surgical in a research note on Monday, July 20th. Jefferies Financial Group decreased their price objective on Intuitive Surgical from $560.00 to $515.00 and set a “hold” rating for the company in a report on Wednesday, April 22nd. Finally, Robert W. Baird lowered their target price on Intuitive Surgical from $525.00 to $500.00 and set an “outperform” rating on the stock in a research report on Friday, July 17th. Twenty-one equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $523.46.

Insiders Place Their Bets

In other news, EVP Gary Loeb sold 400 shares of the firm’s stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $424.14, for a total transaction of $169,656.00. Following the completion of the sale, the executive vice president owned 5,720 shares in the company, valued at approximately $2,426,080.80. This trade represents a 6.54% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Amy L. Ladd sold 500 shares of Intuitive Surgical stock in a transaction dated Tuesday, April 28th. The stock was sold at an average price of $473.46, for a total transaction of $236,730.00. Following the sale, the director directly owned 239 shares of the company’s stock, valued at $113,156.94. The trade was a 67.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 7,169 shares of company stock valued at $3,059,135 over the last ninety days. 0.60% of the stock is currently 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.