Intuitive Surgical, Inc. $ISRG Stock Bought by Roberts Wealth Advisors LLC

Roberts Wealth Advisors LLC raised its holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 19.0% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 11,345 shares of the medical equipment provider’s stock after purchasing an additional 1,809 shares during the quarter. Intuitive Surgical accounts for 1.0% of Roberts Wealth Advisors LLC’s holdings, making the stock its 29th largest holding. Roberts Wealth Advisors LLC’s holdings in Intuitive Surgical were worth $4,613,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Plato Investment Management Ltd purchased a new stake in Intuitive Surgical in the 2nd quarter valued at about $4,315,000. Hikari Power Ltd acquired a new position in Intuitive Surgical in the second quarter valued at about $5,619,000. VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new position in Intuitive Surgical in the second quarter valued at about $14,316,000. S&CO Inc. purchased a new position in Intuitive Surgical during the second quarter worth about $2,036,000. Finally, Nykredit A S purchased a new position in Intuitive Surgical during the second quarter worth about $48,464,000. Institutional investors and hedge funds own 83.64% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on ISRG shares. Stifel Nicolaus dropped their price target on shares of Intuitive Surgical from $670.00 to $550.00 and set a “buy” rating for the company in a research report on Friday, July 17th. Royal Bank Of Canada reduced their price target on shares of Intuitive Surgical from $650.00 to $600.00 and set an “outperform” rating on the stock in a research note on Monday, July 13th. Sanford C. Bernstein restated an “outperform” rating on shares of Intuitive Surgical in a report on Wednesday, August 12th. Raymond James Financial restated an “outperform” rating and issued a $483.00 price objective (down from $577.00) on shares of Intuitive Surgical in a report on Friday, July 17th. Finally, Leerink Partners lowered their price objective on shares of Intuitive Surgical from $573.00 to $454.00 and set an “outperform” rating for the company in a research report on Friday, July 17th. One analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Intuitive Surgical presently has an average rating of “Moderate Buy” and an average price target of $498.83.

Insider Buying and Selling

In other news, VP Fredrik Widman sold 1,089 shares of the stock in a transaction dated Tuesday, September 15th. The shares were sold at an average price of $374.44, for a total transaction of $407,765.16. Following the sale, the vice president owned 1,026 shares of the company’s stock, valued at approximately $384,175.44. This represents a 51.49% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Mark Brosius sold 77 shares of the firm’s stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $375.57, for a total transaction of $28,918.89. Following the completion of the transaction, the executive vice president directly owned 881 shares of the company’s stock, valued at approximately $330,877.17. The trade was a 8.04% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 12,370 shares of company stock worth $4,891,989 over the last 90 days. 0.60% of the stock is owned by insiders.

Intuitive Surgical Trading Down 1.3%

ISRG stock opened at $422.06 on Wednesday. The company has a market capitalization of $149.11 billion, a PE ratio of 48.35, a P/E/G ratio of 3.23 and a beta of 1.46. Intuitive Surgical, Inc. has a 12-month low of $328.57 and a 12-month high of $603.88. The business’s fifty day moving average price is $388.49 and its 200 day moving average price is $410.14.

Intuitive Surgical (NASDAQ:ISRG) last posted its earnings results on Thursday, July 16th. The medical equipment provider reported $2.80 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.48 by $0.32. Intuitive Surgical had a return on equity of 16.91% and a net margin of 28.45%. The firm had revenue of $2.89 billion for the quarter, compared to analyst estimates of $2.83 billion. During the same quarter in the prior year, the company earned $1.81 EPS. Intuitive Surgical’s revenue was up 18.4% on a year-over-year basis. Research analysts predict that Intuitive Surgical, Inc. will post 8.87 EPS for the current fiscal year.

More Intuitive Surgical News

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

• Positive Sentiment: Erste Group Bank raised its FY2026 EPS forecast for Intuitive Surgical to $8.94 from $8.93, above the consensus estimate of $8.87. The firm also increased its FY2027 forecast to $10.09 from $10.06, indicating modestly improving expectations for long-term profitability. MarketBeat Intuitive Surgical analyst estimates
• Positive Sentiment: Zacks upgraded ISRG to a Rank #2, or “Buy,” citing improving earnings prospects. UBS also reiterated its Buy rating and maintained a $500 price target, pointing to the company’s long-term robotic-surgery growth runway. Zacks upgrade article UBS Buy rating article
• Positive Sentiment: Intuitive Surgical’s submission of a next-generation robotic endoscope to the FDA could expand the company beyond surgical procedures into gastrointestinal care. Approval would create an additional growth opportunity, although the timing and outcome remain uncertain. ISRG GI opportunity article
• Neutral Sentiment: Investor attention remains elevated ahead of the company’s expected quarterly earnings release. Recent coverage highlights ISRG’s strong sales growth, cash generation and debt-free balance sheet, but also notes that the shares trade at a substantially higher valuation than some healthcare peers.
• Negative Sentiment: BTIG lowered its price target to $454 from $469 while retaining a Buy rating. The reduction suggests more limited near-term upside despite continued confidence in the business. BTIG price target article
• Negative Sentiment: One valuation analysis argues that ISRG could be about 31% overvalued following its earnings-outlook upgrade. With a price-to-earnings ratio near 48 based on the supplied market data, strong execution may already be reflected in the stock price.

Intuitive Surgical Profile

Intuitive Surgical, Inc develops and commercializes robotic-assisted systems and related technologies designed to support minimally invasive medical procedures. The company’s products are intended to help surgeons perform operations through small incisions while providing enhanced visualization, precision, and control.

Its principal product is the da Vinci Surgical System, a platform used across a range of specialties, including general surgery, urology, gynecology, thoracic surgery, and cardiac procedures.