Eastern Bank Reduces Position in Intuitive Surgical, Inc. $ISRG

Eastern Bank decreased its position in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 31.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,735 shares of the medical equipment provider’s stock after selling 1,740 shares during the period. Eastern Bank’s holdings in Intuitive Surgical were worth $1,670,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Norges Bank acquired a new position in shares of Intuitive Surgical in the 2nd quarter valued at $2,569,260,000. Vanguard Group Inc. increased its stake in Intuitive Surgical by 2.1% in the second quarter. Vanguard Group Inc. now owns 33,335,833 shares of the medical equipment provider’s stock valued at $18,115,025,000 after purchasing an additional 670,302 shares during the period. Jennison Associates LLC raised its holdings in shares of Intuitive Surgical by 20.4% in the second quarter. Jennison Associates LLC now owns 3,122,390 shares of the medical equipment provider’s stock valued at $1,696,738,000 after buying an additional 528,359 shares during the last quarter. Bessemer Group Inc. raised its holdings in shares of Intuitive Surgical by 89.3% in the second 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 last quarter. Finally, Assenagon Asset Management S.A. boosted its stake in shares of Intuitive Surgical by 25.1% during the second quarter. Assenagon Asset Management S.A. now owns 1,582,280 shares of the medical equipment provider’s stock worth $859,827,000 after buying an additional 317,324 shares during the period. 83.64% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Intuitive Surgical

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

• Positive Sentiment: William Blair reiterated a Buy rating, citing early DV5 adoption, a strong innovation pipeline and a robust multi‑year growth outlook that supports a premium valuation. Intuitive Surgical: DV5 Adoption, Innovation Pipeline, and Robust Growth Outlook Support Premium-Valued Buy Rating
• Neutral Sentiment: Intuitive issued preliminary Q4 and FY‑2025 results and updated guidance showing revenue ahead of Street expectations (preliminary Q4 revenue ~ $2.9B vs. ~$2.7B consensus; FY revenue ~ $10.1B vs. ~$9.9B consensus), which supports near‑term top‑line strength. Intuitive Announces Preliminary Fourth Quarter and Full Year 2025 Results
• Negative Sentiment: Market reaction skewed negative because management’s 2026 da Vinci growth projection disappointed investors — growth for da Vinci placements and procedures did not meet some forecasts, weighing on near‑term sentiment. Intuitive Surgical falls as 2026 da Vinci growth projection misses expectations
• Negative Sentiment: Several market writeups note the stock dropped after the report as investors parsed mixed signals — strong revenue but slower expected device growth and the risk that a high valuation (rich P/E) leaves little room for upside if growth moderates. What’s Going On With Intuitive Surgical Stock Wednesday?
• Negative Sentiment: The international rollout of the da Vinci 5 faces pricing, budget and reimbursement sensitivity that could slow overseas adoption, a potential headwind to multi‑year unit growth if uptake lags outside the U.S. da Vinci 5 Expands Globally: Can ISRG Beat Overseas Cost Hurdles?

Intuitive Surgical Price Performance

Shares of ISRG stock opened at $546.76 on Thursday. The business’s fifty day moving average price is $566.95 and its 200 day moving average price is $512.09. Intuitive Surgical, Inc. has a 1-year low of $425.00 and a 1-year high of $616.00. The firm has a market capitalization of $196.00 billion, a PE ratio of 72.32, a P/E/G ratio of 4.57 and a beta of 1.67.

Intuitive Surgical (NASDAQ:ISRG) last released its earnings results on Tuesday, October 21st. The medical equipment provider reported $2.40 EPS for the quarter, beating analysts’ consensus estimates of $1.99 by $0.41. The company had revenue of $2.51 billion during the quarter, compared to the consensus estimate of $2.41 billion. Intuitive Surgical had a return on equity of 15.08% and a net margin of 28.58%.Intuitive Surgical’s quarterly revenue was up 22.9% compared to the same quarter last year. During the same quarter last year, the company earned $1.84 earnings per share. Equities research analysts expect that Intuitive Surgical, Inc. will post 6.43 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several research firms have commented on ISRG. UBS Group set a $600.00 price objective on Intuitive Surgical and gave the company a “neutral” rating in a research note on Thursday, October 23rd. Daiwa Capital Markets boosted their target price on Intuitive Surgical from $510.00 to $550.00 and gave the company an “outperform” rating in a report on Friday, October 24th. Evercore ISI set a $580.00 price target on Intuitive Surgical in a research note on Monday, January 5th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Intuitive Surgical in a report on Monday, December 29th. Finally, Raymond James Financial set a $603.00 price objective on shares of Intuitive Surgical and gave the company an “outperform” rating in a research report on Wednesday, October 22nd. Two analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Intuitive Surgical presently has an average rating of “Moderate Buy” and an average target price of $622.17.

Insider Transactions at Intuitive Surgical

In related news, EVP Myriam Curet sold 104 shares of the business’s stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $559.90, for a total transaction of $58,229.60. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, SVP Mark Brosius sold 464 shares of the stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $548.49, for a total transaction of $254,499.36. Following the completion of the transaction, the senior vice president directly owned 131 shares of the company’s stock, valued at approximately $71,852.19. This trade represents a 77.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 114,007 shares of company stock valued at $63,533,844. 0.70% of the stock is 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.