Intuitive Surgical, Inc. $ISRG Stock: Fifth Third Wealth Advisors LLC Decreases Stake

Fifth Third Wealth Advisors LLC cut its position in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 28.1% in the third quarter, HoldingsChannel.com reports. The firm owned 11,395 shares of the medical equipment provider’s stock after selling 4,456 shares during the period. Fifth Third Wealth Advisors LLC’s holdings in Intuitive Surgical were worth $4,634,000 as of its most recent SEC filing.

Other hedge funds have also recently modified their holdings of the company. Bank of New York Mellon Corp acquired a new stake in Intuitive Surgical during the 2nd quarter worth about $1,335,753,000. Arrowstreet Capital Limited Partnership boosted its stake in shares of Intuitive Surgical by 95.3% in the first quarter. Arrowstreet Capital Limited Partnership now owns 2,105,544 shares of the medical equipment provider’s stock worth $970,635,000 after buying an additional 1,027,475 shares during the last quarter. Assenagon Asset Management S.A. boosted its stake in shares of Intuitive Surgical by 55.8% in the third quarter. Assenagon Asset Management S.A. now owns 1,557,940 shares of the medical equipment provider’s stock worth $633,505,000 after buying an additional 558,099 shares during the last quarter. Amundi grew its holdings in Intuitive Surgical by 8.6% during the first quarter. Amundi now owns 2,428,356 shares of the medical equipment provider’s stock worth $1,119,448,000 after acquiring an additional 193,096 shares during the period. Finally, Temasek Holdings Private Ltd grew its holdings in Intuitive Surgical by 416.4% during the first quarter. Temasek Holdings Private Ltd now owns 227,211 shares of the medical equipment provider’s stock worth $104,742,000 after acquiring an additional 183,211 shares during the period. Institutional investors and hedge funds own 83.64% of the company’s stock.

Intuitive Surgical Trading Up 1.9%

Shares of ISRG opened at $452.29 on Friday. The firm has a market cap of $156.78 billion, a P/E ratio of 54.69, a PEG ratio of 3.31 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 stock’s 50 day moving average is $395.50 and its two-hundred day moving average is $409.13.

Intuitive Surgical (NASDAQ:ISRG) last announced its earnings results on Tuesday, October 20th. The medical equipment provider reported $3.00 earnings per share for the quarter, topping the consensus estimate of $2.65 by $0.35. Intuitive Surgical had a return on equity of 18.17% and a net margin of 25.54%. The business had revenue of $3.05 billion during the quarter, compared to the consensus estimate of $2.91 billion. During the same period in the prior year, the company posted $2.40 EPS. The business’s quarterly revenue was up 21.7% on a year-over-year basis. Equities research analysts forecast that Intuitive Surgical, Inc. will post 8.87 EPS for the current year.

Insider Buying and Selling

In other Intuitive Surgical news, Director Gary Guthart sold 10,000 shares of the company’s stock in a transaction on Tuesday, August 11th. The shares were sold at an average price of $400.00, for a total transaction of $4,000,000.00. Following the completion of the transaction, the director directly owned 1,245,679 shares in the company, valued at approximately $498,271,600. This represents a 0.80% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Mark Brosius sold 77 shares of the stock in a transaction 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 transaction, the executive vice president directly owned 881 shares in the company, valued at approximately $330,877.17. The trade was a 8.04% 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. Insiders have sold 12,370 shares of company stock worth $4,891,989 in the last 90 days. 0.60% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on ISRG. Weiss Ratings reiterated a “hold (c)” rating on shares of Intuitive Surgical in a research report on Friday, August 14th. Raymond James Financial restated an “outperform” rating and issued a $480.00 price objective on shares of Intuitive Surgical in a research report on Wednesday. Robert W. Baird raised their price objective on shares of Intuitive Surgical from $513.00 to $550.00 and gave the stock an “outperform” rating in a research note on Wednesday. BNP Paribas Exane upgraded shares of Intuitive Surgical to an “outperform” rating in a research note on Tuesday, July 28th. Finally, HSBC cut shares of Intuitive Surgical from a “buy” rating to a “hold” rating and set a $391.00 target price for the company. in a research note on Thursday, July 30th. Twenty-three analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Intuitive Surgical has an average rating of “Moderate Buy” and an average price target of $493.54.

Key Intuitive Surgical News

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

• Positive Sentiment: Intuitive Surgical reported third-quarter revenue of approximately $3.05 billion, up more than 20% year over year, while earnings exceeded consensus expectations. The company also highlighted continued international expansion and adoption of its robotic-surgery systems. Intuitive Surgical Stock: Margin Hit Masks Strong Q3 Growth Story
• Positive Sentiment: Several firms remain constructive: BTIG, Stifel Nicolaus, Piper Sandler, and Oppenheimer reaffirmed or maintained Buy ratings. Baird also raised its price target, while Erste Group upgraded the stock to Buy. ISRG was added to the Zacks Rank #1 Strong Buy list. New Strong Buy Stocks for October 23rd
• Neutral Sentiment: The quarter included roughly $450 million of costs tied to an antitrust settlement, along with pricing-related pressure, which reduced margins. These items appear largely nonrecurring, but investors are assessing their effect on near-term profitability. Intuitive Surgical Reports Q3 2026 Earnings Impacted by $450M Antitrust Settlement
• Negative Sentiment: The key concern is that U.S. da Vinci procedure growth slowed to its lowest level since the COVID period. Investors worry that decelerating domestic demand could make it harder for Intuitive Surgical to sustain its premium valuation, which remains above 50 times earnings. Intuitive Surgical Sinks as U.S. da Vinci Growth Slows
• Negative Sentiment: RBC lowered its expectations for ISRG, and an analyst downgrade contributed to a gap lower in the shares. The market is emphasizing forward growth and valuation rather than the headline earnings beat. Intuitive Surgical Shares Gap Down Following Analyst Downgrade

Intuitive Surgical Company Profile

Intuitive Surgical, Inc develops and manufactures robotic-assisted systems and related technologies for minimally invasive surgery. Its products are designed to help surgeons perform procedures through small incisions while providing enhanced visualization, precision and control. The company’s primary platform is the da Vinci Surgical System, which is used across a range of specialties, including urology, gynecology, general surgery, cardiothoracic surgery and other procedures.

The company also offers the Ion endoluminal system, which is designed to support minimally invasive lung biopsy procedures.