Dimensional Fund Advisors LP Has $297.41 Million Stock Holdings in Intuitive Surgical, Inc. $ISRG

Dimensional Fund Advisors LP grew its holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 3.6% in the 1st quarter, HoldingsChannel.com reports. The fund owned 645,181 shares of the medical equipment provider’s stock after purchasing an additional 22,595 shares during the quarter. Dimensional Fund Advisors LP’s holdings in Intuitive Surgical were worth $297,411,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of the business. Norges Bank acquired a new stake in shares of Intuitive Surgical in the 4th quarter valued at $2,856,987,000. J. Stern & Co. LLP increased its position in Intuitive Surgical by 18,504.6% during the fourth quarter. J. Stern & Co. LLP now owns 2,127,248 shares of the medical equipment provider’s stock worth $1,204,788,000 after buying an additional 2,115,814 shares during the last quarter. Northwestern Mutual Wealth Management Co. raised its holdings in Intuitive Surgical by 1,043.3% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,342,121 shares of the medical equipment provider’s stock valued at $760,124,000 after buying an additional 1,224,734 shares in the last quarter. Polen Capital Management LLC bought a new position in Intuitive Surgical during the fourth quarter valued at about $477,225,000. Finally, Amundi lifted its position in shares of Intuitive Surgical by 29.7% in the third quarter. Amundi now owns 3,227,472 shares of the medical equipment provider’s stock worth $1,451,362,000 after buying an additional 739,444 shares during the last quarter. Institutional investors and hedge funds own 83.64% of the company’s stock.

Intuitive Surgical News Roundup

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

• Positive Sentiment: Analysts still point to strong procedure growth, recurring revenue from instruments/services, a solid cash position, and new catalysts such as da Vinci 5, Ion lung biopsy, SP, and AI-driven software tools that could support long-term growth. Article title
• Positive Sentiment: Some commentary says margin gains, AI software expansion, and global growth could help Intuitive Surgical maintain its premium valuation despite slower U.S. procedure growth. Article title
• Positive Sentiment: One analysis argued the stock may already be pricing in a slowdown, noting ISRG’s growth rate has recently exceeded what is implied by its valuation, which could appeal to long-term investors. Article title
• Neutral Sentiment: Several recent articles frame the stock as a “strong business, but higher-risk valuation” story, with the company still growing but facing margin pressure from tariffs, product mix shifts, and softer demand in some areas. Article title
• Neutral Sentiment: Intuitive Surgical’s latest earnings were described as impressive, which helps support the bull case, but the market has already shifted to debating whether the stock can sustain its premium after the report. Article title
• Negative Sentiment: Analysts have trimmed fair value estimates and price targets, citing a reset in expectations tied to slower procedure growth, Affordable Care Act-related volume uncertainty, and lower MedTech valuation multiples. Article title
• Negative Sentiment: Competitive pressure is also building after Johnson & Johnson received U.S. authorization for its robotic surgery device, adding another rival in a market long dominated by ISRG’s da Vinci system. Article title
• Negative Sentiment: Multiple reports note the stock has fallen sharply this year and recently hit a new 1-year low after an analyst downgrade, underscoring continued investor concern over valuation and near-term growth. Article title

Intuitive Surgical Stock Performance

Intuitive Surgical stock opened at $340.69 on Thursday. Intuitive Surgical, Inc. has a 52 week low of $340.61 and a 52 week high of $603.88. The firm has a market capitalization of $120.66 billion, a PE ratio of 39.03, a PEG ratio of 2.54 and a beta of 1.46. The business’s 50-day simple moving average is $410.47 and its 200-day simple moving average is $462.47.

Intuitive Surgical (NASDAQ:ISRG) last announced its earnings results on Thursday, July 16th. The medical equipment provider reported $2.80 earnings per share for the quarter, beating the consensus estimate of $2.48 by $0.32. The firm had revenue of $2.89 billion during the quarter, compared to the consensus estimate of $2.83 billion. Intuitive Surgical had a return on equity of 17.09% and a net margin of 28.45%.The firm’s revenue for the quarter was up 18.4% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.81 EPS. Research analysts forecast that Intuitive Surgical, Inc. will post 8.84 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on ISRG shares. Truist Financial lowered their price objective on Intuitive Surgical from $580.00 to $510.00 and set a “buy” rating on the stock in a report on Thursday, July 16th. Robert W. Baird reduced their target price on Intuitive Surgical from $525.00 to $500.00 and set an “outperform” rating for the company in a report on Friday, July 17th. Citigroup lowered their price target on Intuitive Surgical from $590.00 to $500.00 and set a “buy” rating on the stock in a report on Friday, July 17th. Zacks Research lowered shares of Intuitive Surgical from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 30th. Finally, Wall Street Zen upgraded shares of Intuitive Surgical from a “hold” rating to a “buy” rating in a research note on Saturday, June 13th. Twenty-one equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $523.46.

Insider Activity

In other news, EVP Gary Loeb sold 400 shares of the stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $424.14, for a total value of $169,656.00. Following the completion of the sale, the executive vice president directly owned 5,720 shares of the company’s stock, valued at approximately $2,426,080.80. This represents a 6.54% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Iman Jeddi sold 5,625 shares of the firm’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $420.55, for a total transaction of $2,365,593.75. Following the completion of the sale, the senior vice president owned 6,463 shares in the company, valued at approximately $2,718,014.65. The trade was a 46.53% 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. Over the last three months, insiders sold 7,169 shares of company stock valued at $3,059,135. 0.60% of the stock is owned by company insiders.

Intuitive Surgical 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.