Amalgamated Bank Has $36.96 Million Stock Position in Intuitive Surgical, Inc. $ISRG

Amalgamated Bank raised its stake in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 1.3% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 82,636 shares of the medical equipment provider’s stock after buying an additional 1,094 shares during the quarter. Amalgamated Bank’s holdings in Intuitive Surgical were worth $36,957,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of ISRG. Pinnacle Bancorp Inc. raised its stake in Intuitive Surgical by 4.1% in the second quarter. Pinnacle Bancorp Inc. now owns 532 shares of the medical equipment provider’s stock valued at $289,000 after buying an additional 21 shares during the period. Vertex Planning Partners LLC raised its stake in Intuitive Surgical by 2.3% in the 2nd quarter. Vertex Planning Partners LLC now owns 917 shares of the medical equipment provider’s stock valued at $498,000 after acquiring an additional 21 shares during the period. City Holding Co. lifted its holdings in Intuitive Surgical by 16.1% during the 2nd quarter. City Holding Co. now owns 159 shares of the medical equipment provider’s stock valued at $86,000 after purchasing an additional 22 shares during the last quarter. True Vision MN LLC boosted its position in Intuitive Surgical by 3.0% during the second quarter. True Vision MN LLC now owns 766 shares of the medical equipment provider’s stock worth $416,000 after purchasing an additional 22 shares during the period. Finally, Evermay Wealth Management LLC increased its holdings in shares of Intuitive Surgical by 3.1% in the second quarter. Evermay Wealth Management LLC now owns 731 shares of the medical equipment provider’s stock valued at $397,000 after purchasing an additional 22 shares during 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: Phase‑3 update on IS‑001 imaging drug — Intuitive advanced its Phase‑3 study aimed at reducing ureter injuries in robotic colorectal surgery, a safety-focused adjoint that could expand the company’s addressable offering and reinforce surgical‑safety differentiation. Intuitive Surgical Advances Phase 3 Imaging Drug
• Positive Sentiment: daVinci systems demand highlighted — Company commentary and industry coverage say system performance “exceeded expectations” and Intuitive is pushing for more placements, supporting procedure growth and recurring consumable revenue. Intuitive says daVinci systems ‘exceeded expectations,’ it wants more
• Positive Sentiment: Analyst support remains — At least some brokers (e.g., Bernstein) have reiterated buy ratings, signaling continued sell‑side conviction in ISRG’s long‑term growth profile despite near‑term noise. Bernstein Sticks to Their Buy Rating for Intuitive Surgical (ISRG)
• Positive Sentiment: Investor take: “buying the dip” narratives are emerging — Several bullish commentaries argue the pullback is an entry point given Intuitive’s wide moat, recurring consumables and procedure tailwinds. Intuitive Surgical: Buying The Dip On This Wide-Moat Compounder
• Neutral Sentiment: Analysts preparing for Q4 — Preview pieces outline the metrics (procedures, system placements, ASPs, margin drivers) that will matter when full Q4 results and guidance details arrive; these previews can amplify volatility around the print. Intuitive Surgical (ISRG) Q4 Earnings on the Horizon
• Neutral Sentiment: Brokerage commentary roundup — Coverage pieces remind investors that analyst ratings and model changes often move shares; they’re useful context but not a definitive signal by themselves. Brokers Suggest Investing in Intuitive Surgical (ISRG)
• Negative Sentiment: Preliminary Q4 revenue reaction — Although Intuitive reported strong preliminary Q4 and full‑year revenue growth, shares dipped as investors parsed procedure trends, margin dynamics and what management said about demand cadence. That disconnect between a beat and stock action is a key reason for the pullback. Intuitive Surgical Stock Dips on Q4 Preliminary Revenue Results
• Negative Sentiment: Softer 2026 outlook flagged — Company commentary and reporting point to a softer 2026 outlook that trimmed forward expectations, which is the primary negative driver behind today’s weakness. Intuitive Surgical Sets Softer 2026 Outlook
• Negative Sentiment: Market reaction analysis — Coverage asking “why did shares dive?” notes investors punished the stock for guidance/trajectory concerns despite the beat, illustrating that forward commentary and margin clarity matter more than one‑time beats. Intuitive Surgical Crushed Fourth-Quarter Forecasts. So Why Did Shares Dive?

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on ISRG shares. Royal Bank Of Canada upped their target price on Intuitive Surgical from $625.00 to $650.00 and gave the company an “outperform” rating in a research report on Wednesday, December 17th. Evercore ISI set a $580.00 target price on Intuitive Surgical in a report on Monday, January 5th. Jefferies Financial Group boosted their target price on shares of Intuitive Surgical from $550.00 to $560.00 and gave the company a “hold” rating in a research report on Wednesday, October 22nd. HSBC lifted their price objective on shares of Intuitive Surgical from $595.00 to $644.00 and gave the stock a “buy” rating in a research note on Thursday, October 23rd. Finally, Raymond James Financial set a $603.00 target price on shares of Intuitive Surgical and gave the stock 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 issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $622.17.

Intuitive Surgical Price Performance

ISRG stock opened at $535.00 on Friday. The company’s 50-day moving average is $566.32 and its 200-day moving average is $512.06. The stock has a market capitalization of $191.79 billion, a PE ratio of 70.77, a price-to-earnings-growth ratio of 4.35 and a beta of 1.67. Intuitive Surgical, Inc. has a 1 year low of $425.00 and a 1 year high of $616.00.

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

Insider Activity

In other Intuitive Surgical news, insider Gary S. Guthart sold 28,800 shares of Intuitive Surgical stock in a transaction dated Friday, October 24th. The stock was sold at an average price of $547.56, for a total transaction of $15,769,728.00. Following the completion of the sale, the insider owned 27,027 shares of the company’s stock, valued at $14,798,904.12. The trade was a 51.59% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO David J. Rosa sold 24,500 shares of the company’s stock in a transaction dated Friday, October 24th. The shares were sold at an average price of $547.55, for a total transaction of $13,414,975.00. Following the sale, the chief executive officer owned 234,256 shares of the company’s stock, valued at approximately $128,266,872.80. The trade was a 9.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 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 currently owned by corporate insiders.

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.