Intuitive Surgical, Inc. $ISRG Shares Sold by Sei Investments Co.

Sei Investments Co. cut its holdings in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 26.1% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 409,385 shares of the medical equipment provider’s stock after selling 144,502 shares during the quarter. Sei Investments Co.’s holdings in Intuitive Surgical were worth $183,087,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also bought and sold shares of the business. Norges Bank purchased a new position in shares of Intuitive Surgical during the second quarter worth $2,569,260,000. Rakuten Investment Management Inc. purchased a new stake in Intuitive Surgical in the third quarter valued at $388,436,000. Vanguard Group Inc. grew its position in 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 purchasing an additional 670,302 shares during the period. Sands Capital Management LLC grew its position in Intuitive Surgical by 77.0% during the 3rd quarter. Sands Capital Management LLC now owns 1,341,109 shares of the medical equipment provider’s stock worth $599,784,000 after purchasing an additional 583,539 shares during the period. Finally, Victory Capital Management Inc. raised its stake in shares of Intuitive Surgical by 41.3% during the 3rd quarter. Victory Capital Management Inc. now owns 1,941,310 shares of the medical equipment provider’s stock valued at $868,212,000 after buying an additional 567,483 shares during the last quarter. 83.64% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, SVP Mark Brosius sold 2,362 shares of the business’s stock in a transaction on Wednesday, March 4th. The shares were sold at an average price of $498.68, for a total value of $1,177,882.16. Following the completion of the sale, the senior vice president owned 3,554 shares of the company’s stock, valued at approximately $1,772,308.72. The trade was a 39.93% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP Patricia L. Wadors sold 220 shares of the company’s stock in a transaction on Friday, February 27th. The stock was sold at an average price of $499.71, for a total transaction of $109,936.20. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 33,407 shares of company stock valued at $17,534,067. Corporate insiders own 0.70% of the company’s stock.

Intuitive Surgical Stock Down 2.8%

Shares of Intuitive Surgical stock opened at $479.27 on Friday. The firm has a market cap of $170.20 billion, a PE ratio of 60.74, a P/E/G ratio of 3.80 and a beta of 1.66. Intuitive Surgical, Inc. has a twelve month low of $425.00 and a twelve month high of $603.88. The business has a 50-day moving average price of $515.05 and a 200 day moving average price of $512.37.

Intuitive Surgical (NASDAQ:ISRG) last issued its quarterly earnings results on Thursday, January 22nd. The medical equipment provider reported $2.53 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.27 by $0.26. Intuitive Surgical had a return on equity of 15.06% and a net margin of 28.38%.The company had revenue of $2.87 billion for the quarter, compared to the consensus estimate of $2.72 billion. During the same quarter in the prior year, the business posted $2.21 earnings per share. Intuitive Surgical’s revenue for the quarter was up 18.8% on a year-over-year basis. On average, sell-side analysts expect that Intuitive Surgical, Inc. will post 6.43 EPS for the current year.

Key Intuitive Surgical News

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

• Positive Sentiment: Citi upgraded ISRG to Buy with a $590 target, which boosts near‑term sentiment and signals analyst confidence in upside. Citigroup upgrades Intuitive Surgical (ISRG)
• Positive Sentiment: The da Vinci system won FDA clearance for cardiac surgery, opening a much larger TAM (from ~17k to ~160k potential procedures in cleared markets) — a material long‑term growth catalyst if adoption follows. ISRG’s da Vinci Gains FDA Nod for Cardiac Surgery
• Positive Sentiment: Q4 results beat expectations (19% revenue growth, EPS beat) and management highlighted recurring revenue strength — these prints underpin the bullish analyst commentary and recent outperformance days. Intuitive Surgical Inc. stock outperforms competitors
• Neutral Sentiment: Long‑form bulls argue “massive growth ahead” from da Vinci 5, Ion and SP platforms — supportive for the multi‑year case but not a near‑term catalyst. Intuitive Surgical: The Robotic Surgery Leader Still Has Massive Growth Ahead
• Neutral Sentiment: Several valuation pieces note ISRG trades well above historical P/E levels, creating a tension between growth expectations and an elevated multiple — keeps the stock range‑bound absent fresh catalysts. Assessing Intuitive Surgical (ISRG) Valuation
• Negative Sentiment: Management guided for a deceleration in worldwide da Vinci procedure growth in 2026 — a notable near‑term headwind to growth expectations. Intuitive Surgical Stock: Buy, Sell, or Hold?
• Negative Sentiment: Insider selling (multiple senior exec trades in March) is visible and may be fueling profit‑taking and downside pressure despite strong public messaging. SEC filing: Insider Sale Disclosures
• Negative Sentiment: Stock has recently fallen more than the market on low‑volume sessions, indicating short‑term technical weakness and profit‑taking after the post‑earnings run. Intuitive Surgical Suffers a Larger Drop Than the General Market

Analyst Upgrades and Downgrades

ISRG has been the subject of several analyst reports. BTIG Research reissued a “buy” rating and issued a $616.00 price objective on shares of Intuitive Surgical in a report on Friday, January 23rd. Citigroup upgraded Intuitive Surgical from a “neutral” rating to a “buy” rating and set a $590.00 price target for the company in a research report on Wednesday. Sanford C. Bernstein boosted their price target on Intuitive Surgical from $740.00 to $750.00 and gave the company an “outperform” rating in a report on Friday, January 23rd. Zacks Research upgraded Intuitive Surgical from a “hold” rating to a “strong-buy” rating in a research report on Thursday, February 19th. Finally, Raymond James Financial lifted their target price on shares of Intuitive Surgical from $603.00 to $615.00 and gave the company an “outperform” rating in a report on Friday, January 23rd. Two analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Intuitive Surgical presently has a consensus rating of “Moderate Buy” and a consensus price target of $615.86.

Intuitive Surgical Company 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.