New York State Teachers Retirement System Sells 11,451 Shares of Intuitive Surgical, Inc. $ISRG

New York State Teachers Retirement System trimmed its holdings in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 3.9% during the fourth quarter, Holdings Channel.com reports. The fund owned 281,613 shares of the medical equipment provider’s stock after selling 11,451 shares during the quarter. New York State Teachers Retirement System’s holdings in Intuitive Surgical were worth $159,494,000 as of its most recent filing with the SEC.

A number of other hedge funds have also bought and sold shares of the business. Vanguard Group Inc. increased its position in Intuitive Surgical by 0.8% during the third quarter. Vanguard Group Inc. now owns 33,599,661 shares of the medical equipment provider’s stock worth $15,026,776,000 after acquiring an additional 263,828 shares during the period. Capital World Investors increased its position in Intuitive Surgical by 1.5% during the third quarter. Capital World Investors now owns 7,728,492 shares of the medical equipment provider’s stock worth $3,456,223,000 after acquiring an additional 116,034 shares during the period. Fisher Asset Management LLC increased its position in Intuitive Surgical by 1.1% during the third quarter. Fisher Asset Management LLC now owns 3,889,439 shares of the medical equipment provider’s stock worth $1,739,475,000 after acquiring an additional 40,702 shares during the period. Amundi increased its position in Intuitive Surgical by 29.7% during the third quarter. Amundi now owns 3,227,472 shares of the medical equipment provider’s stock worth $1,451,362,000 after acquiring an additional 739,444 shares during the period. Finally, Jennison Associates LLC increased its position in Intuitive Surgical by 11.1% during the fourth quarter. Jennison Associates LLC now owns 3,209,137 shares of the medical equipment provider’s stock worth $1,817,527,000 after acquiring an additional 321,759 shares during the period. 83.64% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of research firms recently commented on ISRG. UBS Group lowered their price target on shares of Intuitive Surgical from $570.00 to $550.00 and set a “neutral” rating on the stock in a research report on Tuesday, March 17th. Barclays set a $651.00 price target on shares of Intuitive Surgical and gave the stock an “overweight” rating in a research report on Thursday, April 23rd. Jefferies Financial Group decreased their target price on shares of Intuitive Surgical from $560.00 to $515.00 and set a “hold” rating on the stock in a report on Wednesday, April 22nd. 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 report on Wednesday, February 4th. Finally, TD Cowen decreased their target price on shares of Intuitive Surgical from $660.00 to $585.00 and set a “buy” rating on the stock in a report on Wednesday, April 22nd. Eighteen equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Intuitive Surgical presently has an average rating of “Moderate Buy” and an average target price of $581.91.

Intuitive Surgical Stock Up 0.8%

ISRG stock opened at $457.61 on Friday. Intuitive Surgical, Inc. has a 12 month low of $427.84 and a 12 month high of $603.88. The firm has a market cap of $162.07 billion, a P/E ratio of 55.47, a P/E/G ratio of 3.64 and a beta of 1.68. The company’s 50-day moving average price is $474.86 and its two-hundred day moving average price is $515.98.

Intuitive Surgical (NASDAQ:ISRG) last released its earnings results on Tuesday, April 21st. The medical equipment provider reported $2.50 EPS for the quarter, beating the consensus estimate of $2.08 by $0.42. Intuitive Surgical had a net margin of 28.15% and a return on equity of 15.98%. The firm had revenue of $2.77 billion for the quarter, compared to analyst estimates of $2.62 billion. During the same period last year, the firm earned $1.81 EPS. The business’s quarterly revenue was up 23.0% compared to the same quarter last year. Equities analysts predict that Intuitive Surgical, Inc. will post 8.53 EPS for the current year.

Trending Headlines about Intuitive Surgical

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

• Positive Sentiment: Erste Group raised its EPS forecasts for ISRG (FY2026 to $8.56 and FY2027 to $9.83), reflecting increased analyst confidence in Intuitive’s multi-year profit trajectory and supporting upside versus consensus.
• Positive Sentiment: Strong Q1 and buyback tailwind — recent quarterly results beat revenue and EPS expectations and management completed a large share repurchase program, which improves EPS and supports shareholder returns. How Strong Q1 2026 Results and Completed Buyback Will Impact Intuitive Surgical (ISRG) Investors
• Neutral Sentiment: Director stock sales disclosed — Director Amy L. Ladd executed sales under a pre-arranged Rule 10b5‑1 plan (transactions ~ $463–$473). Scheduled plan sales reduce informational content but can add short-term supply. SEC Filing — Insider Sale
• Neutral Sentiment: Mixed international trends — analysts flag solid out‑of‑U.S. growth overall but note near‑term pressure in China and procedure delays in Japan that could temper international expansion versus strong U.S. momentum. Is ISRG’s International Weakness a Temporary Drag or Structural Risk?
• Negative Sentiment: FDA early alert on certain SureForm stapler reloads refocused investor attention on product safety/regulatory risk; that notice — coupled with recent profit‑taking after the post‑earnings rally — is cited as a proximate cause of near‑term weakness. Intuitive Surgical slips as investors weigh recent FDA stapler notice and post-earnings expectations
• Negative Sentiment: Valuation sensitivity — after a sharp post‑earnings run, some analysts trimmed price targets and investors are taking profits, increasing short‑term downside risk despite solid fundamentals.

Insider Transactions at Intuitive Surgical

In related news, VP Fredrik Widman sold 133 shares of Intuitive Surgical stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $494.96, for a total transaction of $65,829.68. Following the sale, the vice president directly owned 660 shares of the company’s stock, valued at approximately $326,673.60. The trade was a 16.77% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Amy L. Ladd sold 500 shares of Intuitive Surgical stock in a transaction that occurred on Tuesday, April 28th. The shares were sold at an average price of $473.46, for a total transaction of $236,730.00. Following the sale, the director directly owned 239 shares in the company, valued at $113,156.94. This trade represents a 67.66% 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. Over the last quarter, insiders sold 5,906 shares of company stock worth $2,907,726. Corporate insiders own 0.60% of the company’s stock.

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.