Intuitive Surgical, Inc. $ISRG Shares Sold by STF Management LP

STF Management LP reduced its position in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 63.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,929 shares of the medical equipment provider’s stock after selling 3,354 shares during the period. Intuitive Surgical makes up about 1.0% of STF Management LP’s investment portfolio, making the stock its 22nd largest position. STF Management LP’s holdings in Intuitive Surgical were worth $1,093,000 at the end of the most recent quarter.

A number of other hedge funds have also recently bought and sold shares of ISRG. Riversedge Advisors LLC increased its position in shares of Intuitive Surgical by 1.9% in the 4th quarter. Riversedge Advisors LLC now owns 901 shares of the medical equipment provider’s stock valued at $510,000 after buying an additional 17 shares in the last quarter. Prosperity Consulting Group LLC grew its stake in shares of Intuitive Surgical by 0.5% in the third quarter. Prosperity Consulting Group LLC now owns 4,033 shares of the medical equipment provider’s stock valued at $1,804,000 after buying an additional 19 shares in the last quarter. Fiduciary Financial Group LLC grew its stake in shares of Intuitive Surgical by 2.1% in the fourth quarter. Fiduciary Financial Group LLC now owns 920 shares of the medical equipment provider’s stock valued at $521,000 after buying an additional 19 shares in the last quarter. Rossmore Private Capital grew its stake in shares of Intuitive Surgical by 2.0% in the third quarter. Rossmore Private Capital now owns 998 shares of the medical equipment provider’s stock valued at $446,000 after buying an additional 20 shares in the last quarter. Finally, Activest Wealth Management grew its holdings in Intuitive Surgical by 21.7% during the third quarter. Activest Wealth Management now owns 112 shares of the medical equipment provider’s stock worth $50,000 after purchasing an additional 20 shares during the period. 83.64% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Intuitive Surgical news, SVP Mark Brosius sold 2,362 shares of the company’s stock in a transaction on Wednesday, March 4th. The shares were sold at an average price of $498.68, for a total value of $1,177,882.16. Following the completion of the transaction, the senior vice president directly owned 3,554 shares in the company, valued at approximately $1,772,308.72. This represents a 39.93% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Amy L. Ladd sold 500 shares of the company’s stock in a transaction on Tuesday, April 28th. The stock was sold at an average price of $473.46, for a total transaction of $236,730.00. Following the completion of the transaction, the director owned 239 shares of the company’s stock, valued at $113,156.94. This trade represents a 67.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 5,647 shares of company stock worth $2,760,359. Company insiders own 0.60% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on ISRG shares. Leerink Partners cut their price target on Intuitive Surgical from $622.00 to $573.00 and set an “outperform” rating for the company in a research note on Wednesday, April 22nd. Wall Street Zen upgraded shares of Intuitive Surgical from a “hold” rating to a “buy” rating in a report on Saturday. UBS Group dropped their price target on Intuitive Surgical from $570.00 to $550.00 and set a “neutral” rating on the stock in a research note on Tuesday, March 17th. The Goldman Sachs Group upped their price target on Intuitive Surgical from $609.00 to $621.00 and gave the stock a “buy” rating in a research note on Wednesday, April 22nd. Finally, TD Cowen reduced their price objective on Intuitive Surgical from $660.00 to $585.00 and set a “buy” rating for the company in a report on Wednesday, April 22nd. Eighteen equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $581.91.

Key Intuitive Surgical News

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

• Positive Sentiment: Multiple recent articles highlighted Intuitive Surgical as a potential beneficiary of the AI boom in healthcare, arguing that every robotic procedure creates valuable data that can improve surgeon training, intraoperative guidance, and predictive analytics. Surgical Robotics Meets AI: Intuitive Surgical, Medtronic, and Stryker Are the Sleeper Plays of the Healthcare Boom
• Positive Sentiment: Analysts at Erste Group Bank nudged up their FY2026 and FY2027 earnings estimates for ISRG, reinforcing expectations that earnings growth can continue above consensus. MarketBeat ISRG coverage
• Positive Sentiment: Coverage around da Vinci 5 pointed to strong procedure growth and higher system utilization, suggesting the company’s newest platform is still gaining traction with surgeons and hospitals. Can ISRG’s da Vinci 5 Momentum Sustain Procedure and Utilization Gains?
• Neutral Sentiment: Several bullish opinion pieces said the recent selloff has made Intuitive Surgical look more attractive to growth investors, but these were mostly commentary rather than new company-specific catalysts. Intuitive Surgical Has Dropped 20% This Year. Wall Street Says It’s Time to Buy.

Intuitive Surgical Price Performance

ISRG opened at $421.12 on Friday. The business has a 50 day simple moving average of $463.63 and a two-hundred day simple moving average of $514.04. The firm has a market capitalization of $149.14 billion, a price-to-earnings ratio of 51.04, a PEG ratio of 3.36 and a beta of 1.51. Intuitive Surgical, Inc. has a one year low of $417.74 and a one year high of $603.88.

Intuitive Surgical (NASDAQ:ISRG) last released its quarterly earnings results on Tuesday, April 21st. The medical equipment provider reported $2.50 EPS for the quarter, beating analysts’ consensus estimates of $2.08 by $0.42. Intuitive Surgical had a return on equity of 15.98% and a net margin of 28.15%.The business had revenue of $2.77 billion during the quarter, compared to analyst estimates of $2.62 billion. During the same quarter in the prior year, the company posted $1.81 EPS. Intuitive Surgical’s quarterly revenue was up 23.0% compared to the same quarter last year. As a group, sell-side analysts expect that Intuitive Surgical, Inc. will post 8.57 EPS for the current fiscal year.

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.