Mn Services Vermogensbeheer B.V. Acquires 2,300 Shares of Intuitive Surgical, Inc. $ISRG

Mn Services Vermogensbeheer B.V. lifted its holdings in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 1.7% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 136,200 shares of the medical equipment provider’s stock after purchasing an additional 2,300 shares during the period. Mn Services Vermogensbeheer B.V.’s holdings in Intuitive Surgical were worth $60,913,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Norges Bank acquired a new position in Intuitive Surgical in the second quarter valued at approximately $2,569,260,000. Rakuten Investment Management Inc. bought a new stake in shares of Intuitive Surgical in the 3rd quarter valued at $388,436,000. Vanguard Group Inc. lifted its position in shares of 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 valued at $18,115,025,000 after acquiring an additional 670,302 shares during the period. Jennison Associates LLC lifted its position in shares of Intuitive Surgical by 20.4% during the 2nd quarter. Jennison Associates LLC now owns 3,122,390 shares of the medical equipment provider’s stock valued at $1,696,738,000 after acquiring an additional 528,359 shares during the period. Finally, Bessemer Group Inc. boosted its stake in Intuitive Surgical by 89.3% during the second quarter. Bessemer Group Inc. now owns 788,328 shares of the medical equipment provider’s stock worth $428,386,000 after acquiring an additional 371,806 shares in the last quarter. Institutional investors and hedge funds own 83.64% of the company’s stock.

Key Headlines Impacting Intuitive Surgical

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

• Positive Sentiment: Q4 results beat Wall Street: Revenue and adjusted EPS topped estimates, backed by higher procedure volumes and system demand — a primary near‑term driver of recurring instrument sales. Reuters: Intuitive Surgical beats quarterly estimates on demand for surgical robots
• Positive Sentiment: Analysts boost some targets and reaffirm conviction: Bernstein raised its target sharply (big upside), Raymond James and BTIG reaffirmed/outperform with higher targets — supporting upside potential from elongation of the company’s growth runway. Benzinga: Analysts revise forecasts after Q4
• Neutral Sentiment: Guidance is measured: Management expects mid‑teens da Vinci procedure growth (midpoint ~14%) and 2026 gross margin around 67–68%, while flagging higher operating expenses for R&D — signaling steady growth but potential margin/operating‑leverage moderation. MarketBeat: Intuitive Surgical Just Proved the Growth Engine Still Runs
• Neutral Sentiment: JURA clinical update and milestone PRs add long‑term optionality: Early imaging data from the JURA feasibility study and a new 20 million‑patient da Vinci milestone reinforce long‑term growth narratives beyond core platforms. TipRanks: JURA feasibility study update GlobeNewswire: 20 Million Patients Benefit from da Vinci Surgery
• Negative Sentiment: Tariffs and gross‑margin pressure noted: Management expects tariffs to cut gross margins (about a 1.2% headwind in 2026) and flagged some gross‑margin decline vs. recent quarters — a medium‑term profitability risk. Zacks: Q4 beat but gross margin declines
• Negative Sentiment: Mixed analyst moves and a few downgrades: Some firms trimmed targets or moved to in‑line/hold (Evercore, Zacks), creating near‑term debate over valuation vs. growth and muting upside for traders focused on short‑term catalysts. The Fly: Evercore lowers price target

Intuitive Surgical Price Performance

ISRG opened at $523.99 on Friday. Intuitive Surgical, Inc. has a 1 year low of $425.00 and a 1 year high of $609.08. The company has a market capitalization of $187.84 billion, a price-to-earnings ratio of 66.41, a P/E/G ratio of 4.28 and a beta of 1.67. The firm’s fifty day moving average price is $562.32 and its two-hundred day moving average price is $511.79.

Intuitive Surgical (NASDAQ:ISRG) last released its quarterly earnings results on Thursday, January 22nd. The medical equipment provider reported $2.53 earnings per share for the quarter, beating analysts’ consensus estimates of $2.27 by $0.26. Intuitive Surgical had a net margin of 28.38% and a return on equity of 15.18%. The company had revenue of $2.87 billion for the quarter, compared to analyst estimates of $2.72 billion. During the same period last year, the firm earned $2.21 earnings per share. The firm’s revenue was up 18.8% on a year-over-year basis. As a group, equities analysts anticipate that Intuitive Surgical, Inc. will post 6.43 EPS for the current year.

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on ISRG. Sanford C. Bernstein upped their price objective on shares of Intuitive Surgical from $740.00 to $750.00 and gave the company an “outperform” rating in a report on Friday. Leerink Partners upped their price target on Intuitive Surgical from $593.00 to $600.00 and gave the stock an “outperform” rating in a research note on Wednesday, October 22nd. HSBC increased their price target on Intuitive Surgical from $595.00 to $644.00 and gave the stock a “buy” rating in a report on Thursday, October 23rd. Daiwa Capital Markets boosted their price objective on Intuitive Surgical from $510.00 to $550.00 and gave the company an “outperform” rating in a report on Friday, October 24th. Finally, Rothschild & Co Redburn increased their target price on Intuitive Surgical from $610.00 to $615.00 and gave the stock a “buy” rating in a report on Thursday, October 23rd. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $617.57.

Insider Transactions at Intuitive Surgical

In related news, EVP Myriam Curet sold 104 shares of the stock in a transaction that occurred on Wednesday, December 10th. The stock was sold at an average price of $559.90, for a total transaction of $58,229.60. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Henry L. Charlton sold 13,731 shares of Intuitive Surgical stock in a transaction on Wednesday, November 12th. The stock was sold at an average price of $580.00, for a total value of $7,963,980.00. Following the sale, the executive vice president owned 3,056 shares in the company, valued at $1,772,480. This trade represents a 81.80% 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 worth $31,617,799. Company insiders own 0.70% of the company’s stock.

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.