2,228 Shares of Intuitive Surgical, Inc. $ISRG Acquired by Ninety One UK Ltd

Ninety One UK Ltd purchased a new stake in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) during the third quarter, Holdings Channel.com reports. The fund purchased 2,228 shares of the medical equipment provider’s stock, valued at approximately $906,000.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in ISRG. Formuepleje A S boosted its stake in shares of Intuitive Surgical by 41.8% in the 3rd quarter. Formuepleje A S now owns 4,757 shares of the medical equipment provider’s stock worth $1,934,000 after buying an additional 1,403 shares during the last quarter. WealthPlan Investment Management LLC grew its holdings in shares of Intuitive Surgical by 4.3% in the third quarter. WealthPlan Investment Management LLC now owns 5,122 shares of the medical equipment provider’s stock valued at $2,083,000 after acquiring an additional 211 shares in the last quarter. Purus Wealth Management LLC increased its position in shares of Intuitive Surgical by 0.8% during the third quarter. Purus Wealth Management LLC now owns 22,067 shares of the medical equipment provider’s stock valued at $8,973,000 after acquiring an additional 167 shares during the last quarter. Howard Financial Services LTD. increased its position in shares of Intuitive Surgical by 23.9% during the third quarter. Howard Financial Services LTD. now owns 1,120 shares of the medical equipment provider’s stock valued at $455,000 after acquiring an additional 216 shares during the last quarter. Finally, William Allan Corp purchased a new stake in shares of Intuitive Surgical during the third quarter valued at approximately $292,000. 83.64% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Intuitive Surgical news, EVP Mark Brosius sold 77 shares of the stock in a transaction on Friday, August 21st. The stock was sold at an average price of $375.57, for a total transaction of $28,918.89. Following the completion of the transaction, the executive vice president directly owned 881 shares of the company’s stock, valued at approximately $330,877.17. This represents a 8.04% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Gary Loeb sold 400 shares of the stock in a transaction on Monday, August 10th. The shares were sold at an average price of $379.00, for a total value of $151,600.00. Following the transaction, the executive vice president directly owned 5,320 shares of the company’s stock, valued at approximately $2,016,280. This trade represents a 6.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 12,370 shares of company stock worth $4,891,989 in the last three months. Insiders own 0.60% of the company’s stock.

Intuitive Surgical Stock Up 1.8%

ISRG opened at $427.86 on Friday. The stock has a market cap of $151.15 billion, a price-to-earnings ratio of 49.01, a PEG ratio of 3.17 and a beta of 1.46. Intuitive Surgical, Inc. has a twelve month low of $328.57 and a twelve month high of $603.88. The company’s 50-day moving average price is $390.47 and its two-hundred day moving average price is $409.62.

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

Intuitive Surgical News Summary

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

• Positive Sentiment: Intuitive Surgical outperformed the broader market in the latest session, supported by its long-term growth profile and investor interest ahead of earnings. The company’s most recent quarterly results also showed strong momentum, with earnings and revenue exceeding analyst expectations and revenue rising 18.4% year over year. Intuitive Surgical Beats Stock Market Upswing
• Positive Sentiment: Analysts are watching da Vinci 5 adoption, Ion procedures, surgical-system placements and recurring instrument and accessory revenue as potential indicators of another strong quarter. These operating metrics could provide more insight than revenue and earnings per share alone. Countdown to Intuitive Surgical Q3 Earnings
• Positive Sentiment: Erste Group Bank marginally raised its fiscal 2026 earnings forecast to $8.94 per share, above the approximately $8.87 consensus estimate, signaling modestly improved expectations for profitability.
• Neutral Sentiment: Intuitive Surgical has gained nearly 12% over the past month, making the upcoming earnings release an important catalyst for whether the recent rally can continue. Analysts also highlight the company as a sales-growth stock, with strong projected revenue expansion for 2026. ISRG Gains Nearly 12% in a Month
• Negative Sentiment: Valuation remains a concern: ISRG trades at roughly 49 times earnings, and one analysis estimates the shares could be about 31% overvalued even after an improved earnings outlook. Any weaker-than-expected Q3 metrics or cautious guidance could pressure the stock. Intuitive Surgical Could Be 31% Overvalued

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on ISRG. Truist Financial dropped their price target on Intuitive Surgical from $580.00 to $510.00 and set a “buy” rating on the stock in a report on Thursday, July 16th. Leerink Partners reduced their price objective on Intuitive Surgical from $573.00 to $454.00 and set an “outperform” rating for the company in a research note on Friday, July 17th. Wall Street Zen downgraded Intuitive Surgical from a “buy” rating to a “hold” rating in a research note on Sunday, September 20th. Robert W. Baird decreased their target price on Intuitive Surgical from $525.00 to $500.00 and set an “outperform” rating for the company in a research report on Friday, July 17th. Finally, KeyCorp reaffirmed an “overweight” rating on shares of Intuitive Surgical in a research report on Wednesday, August 12th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Intuitive Surgical presently has an average rating of “Moderate Buy” and a consensus target price of $498.83.

About Intuitive Surgical

Intuitive Surgical, Inc develops and commercializes robotic-assisted systems and related technologies designed to support minimally invasive medical procedures. The company’s products are intended to help surgeons perform operations through small incisions while providing enhanced visualization, precision, and control.

Its principal product is the da Vinci Surgical System, a platform used across a range of specialties, including general surgery, urology, gynecology, thoracic surgery, and cardiac procedures.