Whittier Trust Co. of Nevada Inc. Grows Stake in Intuitive Surgical, Inc. $ISRG

Whittier Trust Co. of Nevada Inc. lifted its holdings in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 8.8% during the 3rd quarter, Holdings Channel.com reports. The fund owned 49,093 shares of the medical equipment provider’s stock after buying an additional 3,964 shares during the period. Whittier Trust Co. of Nevada Inc.’s holdings in Intuitive Surgical were worth $22,207,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in the stock. 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 worth $18,115,025,000 after buying an additional 670,302 shares during the last quarter. State Street Corp lifted its position in Intuitive Surgical by 1.2% in the second quarter. State Street Corp now owns 15,552,203 shares of the medical equipment provider’s stock valued at $8,451,223,000 after acquiring an additional 182,871 shares during the last quarter. Geode Capital Management LLC lifted its position in Intuitive Surgical by 1.4% in the second quarter. Geode Capital Management LLC now owns 8,188,685 shares of the medical equipment provider’s stock valued at $4,429,590,000 after acquiring an additional 109,904 shares during the last quarter. Norges Bank acquired a new position in Intuitive Surgical in the second quarter valued at $2,569,260,000. Finally, Invesco Ltd. grew its holdings in shares of Intuitive Surgical by 4.8% during the second quarter. Invesco Ltd. now owns 4,421,133 shares of the medical equipment provider’s stock worth $2,402,488,000 after purchasing an additional 201,159 shares during the last quarter. 83.64% of the stock is currently owned by hedge funds and other institutional investors.

Intuitive Surgical Stock Performance

Shares of ISRG opened at $523.99 on Friday. The stock has a market capitalization of $187.84 billion, a P/E ratio of 66.41, a P/E/G ratio of 4.26 and a beta of 1.67. Intuitive Surgical, Inc. has a 1 year low of $425.00 and a 1 year high of $609.08. The company’s fifty day moving average is $562.32 and its two-hundred day moving average is $511.68.

Intuitive Surgical (NASDAQ:ISRG) last released its earnings results on Thursday, January 22nd. The medical equipment provider reported $2.53 EPS for the quarter, topping the consensus estimate 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 during the quarter, compared to analysts’ expectations of $2.72 billion. During the same quarter last year, the business earned $2.21 EPS. The business’s revenue was up 18.8% on a year-over-year basis. Sell-side analysts predict that Intuitive Surgical, Inc. will post 6.43 EPS for the current year.

Insider Buying and Selling

In other Intuitive Surgical news, SVP Mark Brosius sold 464 shares of the business’s stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $548.49, for a total transaction of $254,499.36. Following the transaction, the senior vice president owned 131 shares in the company, valued at approximately $71,852.19. The trade was a 77.98% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Gary S. Guthart sold 22,806 shares of the firm’s stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $570.89, for a total value of $13,019,717.34. Following the completion of the sale, the insider directly owned 2,694 shares of the company’s stock, valued at $1,537,977.66. This represents a 89.44% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 55,714 shares of company stock worth $31,617,799 in the last three months. Company insiders own 0.70% of the company’s stock.

Key Intuitive Surgical News

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

Analysts Set New Price Targets

A number of research analysts recently issued reports on ISRG shares. HSBC raised their price target on Intuitive Surgical from $595.00 to $644.00 and gave the stock a “buy” rating in a research note on Thursday, October 23rd. BTIG Research reissued a “buy” rating and issued a $616.00 price objective on shares of Intuitive Surgical in a report on Friday. Truist Financial lifted their target price on shares of Intuitive Surgical from $620.00 to $650.00 and gave the company a “buy” rating in a report on Thursday, December 18th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Intuitive Surgical in a research note on Monday, December 29th. Finally, Barclays reissued an “overweight” rating and set a $686.00 price objective (up from $635.00) on shares of Intuitive Surgical in a research report on Wednesday, January 7th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Intuitive Surgical has a consensus rating of “Moderate Buy” and an average target price of $617.57.

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.