Intuitive Surgical, Inc. $ISRG Stock Holdings Lifted by China Universal Asset Management Co. Ltd.

China Universal Asset Management Co. Ltd. boosted its stake in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 11.6% in the third quarter, Holdings Channel reports. The firm owned 14,685 shares of the medical equipment provider’s stock after purchasing an additional 1,521 shares during the quarter. China Universal Asset Management Co. Ltd.’s holdings in Intuitive Surgical were worth $6,053,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the company. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new position in Intuitive Surgical in the second quarter valued at approximately $14,316,000. Plato Investment Management Ltd bought a new stake in Intuitive Surgical during the second quarter worth $4,315,000. Hikari Power Ltd acquired a new stake in shares of Intuitive Surgical in the 2nd quarter valued at $5,619,000. NewEdge Advisors LLC boosted its holdings in shares of Intuitive Surgical by 19.1% in the 2nd quarter. NewEdge Advisors LLC now owns 50,825 shares of the medical equipment provider’s stock valued at $20,212,000 after purchasing an additional 8,142 shares in the last quarter. Finally, Nykredit A S bought a new position in shares of Intuitive Surgical in the 2nd quarter valued at $48,464,000. Institutional investors own 83.64% of the company’s stock.

Analyst Upgrades and Downgrades

ISRG has been the subject of a number of research analyst reports. Piper Sandler reissued an “overweight” rating on shares of Intuitive Surgical in a report on Friday, August 21st. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Intuitive Surgical in a research note on Friday, August 14th. Wall Street Zen cut Intuitive Surgical from a “buy” rating to a “hold” rating in a research report on Sunday, September 20th. Leerink Partners set a $503.00 target price on Intuitive Surgical and gave the company an “outperform” rating in a research report on Wednesday, October 21st. Finally, Citigroup lowered their target price on Intuitive Surgical from $590.00 to $500.00 and set a “buy” rating for the company in a research note on Friday, July 17th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $493.54.

Intuitive Surgical Trading Up 1.0%

NASDAQ:ISRG opened at $448.76 on Friday. The stock’s 50-day moving average is $400.39 and its 200-day moving average is $434.76. Intuitive Surgical, Inc. has a 1-year low of $328.57 and a 1-year high of $603.88. The stock has a market cap of $155.56 billion, a P/E ratio of 54.26, a price-to-earnings-growth ratio of 3.06 and a beta of 1.46.

Intuitive Surgical (NASDAQ:ISRG) last issued its quarterly earnings data on Tuesday, October 20th. The medical equipment provider reported $3.00 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.65 by $0.35. The business had revenue of $3.05 billion during the quarter, compared to analyst estimates of $2.91 billion. Intuitive Surgical had a net margin of 25.54% and a return on equity of 18.17%. The firm’s quarterly revenue was up 21.7% on a year-over-year basis. During the same quarter last year, the business earned $2.40 EPS. As a group, equities analysts forecast that Intuitive Surgical, Inc. will post 9.37 EPS for the current year.

Insider Activity

In other Intuitive Surgical news, EVP Mark Brosius sold 61 shares of the business’s stock in a transaction that occurred on Wednesday, October 28th. The shares were sold at an average price of $441.60, for a total transaction of $26,937.60. Following the sale, the executive vice president directly owned 581 shares of the company’s stock, valued at $256,569.60. The trade was a 9.50% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Gary Guthart sold 20,095 shares of the company’s stock in a transaction that occurred on Friday, October 23rd. The shares were sold at an average price of $451.61, for a total transaction of $9,075,102.95. Following the completion of the transaction, the director owned 1,204,530 shares of the company’s stock, valued at approximately $543,977,793.30. This trade represents a 1.64% 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. Over the last ninety days, insiders sold 38,778 shares of company stock worth $16,814,967. Company insiders own 0.60% of the company’s stock.

More Intuitive Surgical News

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

• Positive Sentiment: Intuitive Surgical reported quarterly revenue of $3.05 billion, above the $2.91 billion consensus estimate, and earnings of $3.00 per share versus expectations of $2.65. The earnings beat supports the long-term growth outlook for its robotic-surgery platforms. ISRG Sales Growth Article
• Positive Sentiment: Analyst sentiment remains favorable. ISRG carries a “Moderate Buy” consensus rating, with an average price target of $493.54; Baird raised its target to $550 and maintained an outperform rating, while other firms reiterated bullish views.
• Positive Sentiment: Institutional ownership is high at 83.64%, and several large investors—including Bank of America, Amundi, Arrowstreet Capital and Janus Henderson—recently increased their positions, providing a supportive ownership backdrop.
• Neutral Sentiment: Investors are weighing whether ISRG’s premium valuation is justified. The stock has rebounded over the past one to three months but remains below its prior-year level, leaving the sustainability of procedure growth and earnings estimates as key issues.
• Negative Sentiment: Profitability remains a concern: commentary pointed to lower net income and earnings per share despite higher revenue, indicating margin pressure. With the shares trading at a high earnings multiple, any slowdown in procedures, pricing or margins could create volatility.
• Negative Sentiment: Several insiders reported sales, including former CEO Gary Guthart, Fredrik Widman and EVP Mark Brosius. Brosius sold shares in two transactions, while Guthart’s sale was substantially larger. The trades were conducted under pre-arranged Rule 10b5-1 plans, reducing their signaling value, but the selling may weigh modestly on sentiment. ISRG Insider Sales

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.