US Bancorp DE Grows Position in Intuitive Surgical, Inc. $ISRG

US Bancorp DE boosted its holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 13.0% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 150,282 shares of the medical equipment provider’s stock after acquiring an additional 17,267 shares during the quarter. US Bancorp DE’s holdings in Intuitive Surgical were worth $85,114,000 as of its most recent filing with the SEC.

Several other large investors have also recently bought and sold shares of the business. Holos Integrated Wealth LLC acquired a new stake in Intuitive Surgical in the fourth quarter valued at $25,000. Newbridge Financial Services Group Inc. grew its holdings in Intuitive Surgical by 300.0% in the fourth quarter. Newbridge Financial Services Group Inc. now owns 44 shares of the medical equipment provider’s stock valued at $25,000 after purchasing an additional 33 shares during the last quarter. Greykasell Wealth Strategies Inc. acquired a new stake in Intuitive Surgical in the third quarter valued at $27,000. Olistico Wealth LLC acquired a new stake in Intuitive Surgical in the fourth quarter valued at $28,000. Finally, Caitlin John LLC acquired a new stake in Intuitive Surgical in the third quarter valued at $30,000. Hedge funds and other institutional investors 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: Erste Group raised its EPS forecasts for ISRG (FY2026 to $8.56 and FY2027 to $9.83), reflecting increased analyst confidence in Intuitive’s multi-year profit trajectory and supporting upside versus consensus.
• Positive Sentiment: Strong Q1 and buyback tailwind — recent quarterly results beat revenue and EPS expectations and management completed a large share repurchase program, which improves EPS and supports shareholder returns. How Strong Q1 2026 Results and Completed Buyback Will Impact Intuitive Surgical (ISRG) Investors
• Neutral Sentiment: Director stock sales disclosed — Director Amy L. Ladd executed sales under a pre-arranged Rule 10b5?1 plan (transactions ~ $463–$473). Scheduled plan sales reduce informational content but can add short-term supply. SEC Filing — Insider Sale
• Neutral Sentiment: Mixed international trends — analysts flag solid out?of?U.S. growth overall but note near?term pressure in China and procedure delays in Japan that could temper international expansion versus strong U.S. momentum. Is ISRG’s International Weakness a Temporary Drag or Structural Risk?
• Negative Sentiment: FDA early alert on certain SureForm stapler reloads refocused investor attention on product safety/regulatory risk; that notice — coupled with recent profit?taking after the post?earnings rally — is cited as a proximate cause of near?term weakness. Intuitive Surgical slips as investors weigh recent FDA stapler notice and post-earnings expectations
• Negative Sentiment: Valuation sensitivity — after a sharp post?earnings run, some analysts trimmed price targets and investors are taking profits, increasing short?term downside risk despite solid fundamentals.

Intuitive Surgical Stock Up 0.8%

ISRG opened at $457.61 on Friday. The firm has a market cap of $162.07 billion, a P/E ratio of 55.47, a PEG ratio of 3.64 and a beta of 1.68. Intuitive Surgical, Inc. has a 52 week low of $427.84 and a 52 week high of $603.88. The business’s fifty day simple moving average is $474.86 and its 200 day simple moving average is $515.98.

Intuitive Surgical (NASDAQ:ISRG) last posted its quarterly earnings data on Tuesday, April 21st. The medical equipment provider reported $2.50 EPS for the quarter, beating analysts’ consensus estimates of $2.08 by $0.42. The business had revenue of $2.77 billion for the quarter, compared to analyst estimates of $2.62 billion. Intuitive Surgical had a return on equity of 15.98% and a net margin of 28.15%.The business’s revenue for the quarter was up 23.0% compared to the same quarter last year. During the same quarter last year, the company earned $1.81 earnings per share. As a group, equities analysts expect that Intuitive Surgical, Inc. will post 8.53 EPS for the current fiscal year.

Insider Buying and Selling at Intuitive Surgical

In related news, SVP Patricia L. Wadors sold 220 shares of the stock in a transaction on Friday, February 27th. The stock was sold at an average price of $499.71, for a total transaction of $109,936.20. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Myriam Curet sold 105 shares of the stock in a transaction on Tuesday, March 10th. The shares were sold at an average price of $493.95, for a total value of $51,864.75. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 5,906 shares of company stock valued at $2,907,726. 0.60% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several analysts have weighed in on the company. Argus lowered their target price on Intuitive Surgical from $630.00 to $560.00 and set a “buy” rating on the stock in a report on Wednesday, February 4th. Zacks Research lowered Intuitive Surgical from a “strong-buy” rating to a “hold” rating in a report on Monday, March 30th. Sanford C. Bernstein upped their target price on Intuitive Surgical from $740.00 to $750.00 and gave the company an “outperform” rating in a report on Friday, January 23rd. JPMorgan Chase & Co. lowered their target price on Intuitive Surgical from $625.00 to $550.00 and set an “overweight” rating on the stock in a report on Wednesday, April 22nd. Finally, Truist Financial lowered their target price on Intuitive Surgical from $650.00 to $580.00 and set a “buy” rating on the stock in a report on Wednesday, April 15th. Eighteen investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $581.91.

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.