Intuitive Surgical, Inc. $ISRG Shares Bought by AustralianSuper Pty Ltd

AustralianSuper Pty Ltd raised its stake in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 348.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 50,400 shares of the medical equipment provider’s stock after acquiring an additional 39,166 shares during the quarter. AustralianSuper Pty Ltd’s holdings in Intuitive Surgical were worth $28,545,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Newbridge Financial Services Group Inc. lifted its holdings in Intuitive Surgical by 300.0% in the 4th 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 in the last quarter. Holos Integrated Wealth LLC purchased a new position in Intuitive Surgical in the 4th quarter valued at about $25,000. Olistico Wealth LLC acquired a new stake in Intuitive Surgical during the fourth quarter worth approximately $28,000. Laurel Wealth Advisors LLC acquired a new stake in Intuitive Surgical during the fourth quarter worth approximately $31,000. Finally, Turning Point Benefit Group Inc. boosted its position in Intuitive Surgical by 833.3% during the fourth quarter. Turning Point Benefit Group Inc. now owns 56 shares of the medical equipment provider’s stock worth $32,000 after acquiring an additional 50 shares during the last quarter. 83.64% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Intuitive Surgical

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

• Positive Sentiment: Multiple recent articles highlighted Intuitive Surgical as a potential beneficiary of the AI boom in healthcare, arguing that every robotic procedure creates valuable data that can improve surgeon training, intraoperative guidance, and predictive analytics. Surgical Robotics Meets AI: Intuitive Surgical, Medtronic, and Stryker Are the Sleeper Plays of the Healthcare Boom
• Positive Sentiment: Analysts at Erste Group Bank nudged up their FY2026 and FY2027 earnings estimates for ISRG, reinforcing expectations that earnings growth can continue above consensus. MarketBeat ISRG coverage
• Positive Sentiment: Coverage around da Vinci 5 pointed to strong procedure growth and higher system utilization, suggesting the company’s newest platform is still gaining traction with surgeons and hospitals. Can ISRG’s da Vinci 5 Momentum Sustain Procedure and Utilization Gains?
• Neutral Sentiment: Several bullish opinion pieces said the recent selloff has made Intuitive Surgical look more attractive to growth investors, but these were mostly commentary rather than new company-specific catalysts. Intuitive Surgical Has Dropped 20% This Year. Wall Street Says It’s Time to Buy.

Analysts Set New Price Targets

ISRG has been the topic of a number of analyst reports. Argus decreased their target price on shares of Intuitive Surgical from $630.00 to $560.00 and set a “buy” rating on the stock in a research report on Wednesday, February 4th. Raymond James Financial decreased their target price on shares of Intuitive Surgical from $615.00 to $577.00 and set an “outperform” rating on the stock in a research report on Wednesday, April 22nd. Wall Street Zen raised Intuitive Surgical from a “hold” rating to a “buy” rating in a research report on Saturday. Piper Sandler lowered their price objective on Intuitive Surgical from $620.00 to $580.00 and set an “overweight” rating for the company in a research report on Wednesday, April 22nd. Finally, The Goldman Sachs Group lifted their price objective on Intuitive Surgical from $609.00 to $621.00 and gave the company a “buy” rating in a research report on Wednesday, April 22nd. Eighteen equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $581.91.

Insider Transactions at Intuitive Surgical

In related news, SVP Patricia L. Wadors sold 220 shares of Intuitive Surgical stock in a transaction on Friday, February 27th. The stock was sold at an average price of $499.71, for a total value of $109,936.20. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, SVP Mark Brosius sold 2,362 shares of the stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $498.68, for a total transaction of $1,177,882.16. Following the sale, the senior vice president directly owned 3,554 shares of the company’s stock, valued at approximately $1,772,308.72. This trade represents a 39.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 5,647 shares of company stock valued at $2,760,359 in the last ninety days. Company insiders own 0.60% of the company’s stock.

Intuitive Surgical Stock Down 1.6%

NASDAQ:ISRG opened at $421.12 on Friday. The company has a market cap of $149.14 billion, a P/E ratio of 51.04, a P/E/G ratio of 3.42 and a beta of 1.51. Intuitive Surgical, Inc. has a fifty-two week low of $417.74 and a fifty-two week high of $603.88. The firm’s 50 day moving average is $463.63 and its two-hundred day moving average is $514.04.

Intuitive Surgical (NASDAQ:ISRG) last posted its quarterly earnings results on Tuesday, April 21st. The medical equipment provider reported $2.50 earnings per share for the quarter, topping analysts’ consensus estimates of $2.08 by $0.42. The company had revenue of $2.77 billion for the quarter, compared to the consensus estimate of $2.62 billion. Intuitive Surgical had a net margin of 28.15% and a return on equity of 15.98%. Intuitive Surgical’s revenue was up 23.0% on a year-over-year basis. During the same quarter last year, the firm posted $1.81 earnings per share. Research analysts forecast that Intuitive Surgical, Inc. will post 8.57 earnings per share for the current fiscal year.

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.