iA Global Asset Management Inc. Sells 7,045 Shares of Intuitive Surgical, Inc. $ISRG

iA Global Asset Management Inc. lowered its holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 14.5% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 41,561 shares of the medical equipment provider’s stock after selling 7,045 shares during the quarter. iA Global Asset Management Inc.’s holdings in Intuitive Surgical were worth $18,587,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Vanguard Group Inc. grew its holdings in Intuitive Surgical by 2.1% during the 2nd quarter. Vanguard Group Inc. now owns 33,335,833 shares of the medical equipment provider’s stock worth $18,115,025,000 after acquiring an additional 670,302 shares during the last quarter. State Street Corp raised its stake in shares of Intuitive Surgical by 1.2% in the second quarter. State Street Corp now owns 15,552,203 shares of the medical equipment provider’s stock worth $8,451,223,000 after acquiring an additional 182,871 shares during the last quarter. Geode Capital Management LLC lifted its position in shares of Intuitive Surgical by 1.4% during the second quarter. Geode Capital Management LLC now owns 8,188,685 shares of the medical equipment provider’s stock worth $4,429,590,000 after purchasing an additional 109,904 shares in the last quarter. Norges Bank bought a new stake in shares of Intuitive Surgical during the second quarter valued at approximately $2,569,260,000. Finally, Invesco Ltd. grew its stake in shares of Intuitive Surgical by 4.8% during the second quarter. Invesco Ltd. now owns 4,421,133 shares of the medical equipment provider’s stock valued at $2,402,488,000 after purchasing an additional 201,159 shares during the last quarter. 83.64% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, EVP Henry L. Charlton sold 13,731 shares of the company’s stock in a transaction on Wednesday, November 12th. The shares were sold at an average price of $580.00, for a total value of $7,963,980.00. Following the completion of the sale, the executive vice president owned 3,056 shares in the company, valued at $1,772,480. This represents a 81.80% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Myriam Curet sold 7,562 shares of Intuitive Surgical stock in a transaction dated Tuesday, October 28th. The stock was sold at an average price of $548.43, for a total value of $4,147,227.66. Following the transaction, the executive vice president owned 353 shares in the company, valued at approximately $193,595.79. This represents a 95.54% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 55,714 shares of company stock valued at $31,617,799. 0.70% of the stock is currently owned by company insiders.

Intuitive Surgical Trading Up 0.4%

NASDAQ:ISRG opened at $525.81 on Friday. Intuitive Surgical, Inc. has a 1-year low of $425.00 and a 1-year high of $616.00. The business’s 50-day moving average price is $562.83 and its two-hundred day moving average price is $511.86. The firm has a market capitalization of $188.49 billion, a price-to-earnings ratio of 69.55, a PEG ratio of 4.26 and a beta of 1.67.

Intuitive Surgical (NASDAQ:ISRG) last posted its earnings results on Thursday, January 22nd. The medical equipment provider reported $2.53 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.27 by $0.26. The company had revenue of $2.87 billion during the quarter, compared to analyst estimates of $2.72 billion. Intuitive Surgical had a return on equity of 15.08% and a net margin of 28.58%.The company’s revenue for the quarter was up 18.8% compared to the same quarter last year. During the same period in the previous year, the company earned $2.21 EPS. Sell-side analysts predict that Intuitive Surgical, Inc. will post 6.43 earnings per share for the current year.

Analyst Ratings Changes

ISRG has been the topic of several research reports. Daiwa Capital Markets upped their price objective on Intuitive Surgical from $510.00 to $550.00 and gave the stock an “outperform” rating in a report on Friday, October 24th. Wells Fargo & Company boosted their target price on Intuitive Surgical from $600.00 to $654.00 and gave the stock an “overweight” rating in a research report on Friday, December 12th. Barclays reiterated an “overweight” rating and issued a $686.00 price target (up previously from $635.00) on shares of Intuitive Surgical in a report on Wednesday, January 7th. Raymond James Financial set a $603.00 price objective on Intuitive Surgical and gave the stock an “outperform” rating in a report on Wednesday, October 22nd. Finally, Zacks Research upgraded shares of Intuitive Surgical from a “hold” rating to a “strong-buy” rating in a research report on Friday, October 24th. Two analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Intuitive Surgical currently has a consensus rating of “Moderate Buy” and a consensus target price of $622.17.

More Intuitive Surgical News

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

• Positive Sentiment: Q4 results beat expectations — Intuitive reported $2.53 EPS and $2.87B in revenue, both topping consensus estimates, which traders interpreted as confirmation of improving procedure volumes and better-than-expected execution. Intuitive Surgical, Inc. (ISRG) Q4 Earnings Surpass Estimates
• Positive Sentiment: Demand for surgical robots highlighted — Reuters and other outlets emphasized rising demand and utilization for da Vinci systems, which supports recurring instrument/consumable revenue and margin expansion. That narrative is a key driver of the near-term upward move. Intuitive Surgical beats quarterly estimates on demand for surgical robots
• Neutral Sentiment: Analyst support and price-targets remain constructive — Bank of America and multiple sell‑side firms continue to rate ISRG favorably and price targets cluster above the current price (median ~$616), providing additional upside conviction but also reflecting lofty multiple expectations. Intuitive Surgical (ISRG) Receives a Buy from Bank of America Securities
• Negative Sentiment: Mixed fundamentals and insider selling warrant caution — a third‑party summary flagged a large YoY revenue decline (~36% in the quarter) even as margins improved, and noted substantial insider selling activity; these items could create volatility if investors focus on growth weakness rather than margin gains. Intuitive Surgical (ISRG) Releases Q4 2025 Earnings

About Intuitive Surgical

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.