Intuitive Surgical, Inc. $ISRG Shares Purchased by Roberts Wealth Advisors LLC

Roberts Wealth Advisors LLC raised its position in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 19.0% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 11,345 shares of the medical equipment provider’s stock after buying an additional 1,809 shares during the period. Intuitive Surgical comprises about 1.0% of Roberts Wealth Advisors LLC’s portfolio, making the stock its 29th largest holding. Roberts Wealth Advisors LLC’s holdings in Intuitive Surgical were worth $4,613,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of ISRG. Plato Investment Management Ltd acquired a new stake in Intuitive Surgical during the 2nd quarter worth $4,315,000. Hikari Power Ltd purchased a new stake in shares of Intuitive Surgical during the second quarter worth $5,619,000. VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new stake in shares of Intuitive Surgical during the second quarter worth $14,316,000. S&CO Inc. acquired a new stake in shares of Intuitive Surgical in the second quarter valued at about $2,036,000. Finally, Nykredit A S acquired a new stake in shares of Intuitive Surgical in the second quarter valued at about $48,464,000. 83.64% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Intuitive Surgical

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

• Positive Sentiment: Erste Group Bank raised its FY2026 EPS forecast for Intuitive Surgical to $8.94 from $8.93, above the consensus estimate of $8.87. The firm also increased its FY2027 forecast to $10.09 from $10.06, indicating modestly improving expectations for long-term profitability. MarketBeat Intuitive Surgical analyst estimates
• Positive Sentiment: Zacks upgraded ISRG to a Rank #2, or “Buy,” citing improving earnings prospects. UBS also reiterated its Buy rating and maintained a $500 price target, pointing to the company’s long-term robotic-surgery growth runway. Zacks upgrade article UBS Buy rating article
• Positive Sentiment: Intuitive Surgical’s submission of a next-generation robotic endoscope to the FDA could expand the company beyond surgical procedures into gastrointestinal care. Approval would create an additional growth opportunity, although the timing and outcome remain uncertain. ISRG GI opportunity article
• Neutral Sentiment: Investor attention remains elevated ahead of the company’s expected quarterly earnings release. Recent coverage highlights ISRG’s strong sales growth, cash generation and debt-free balance sheet, but also notes that the shares trade at a substantially higher valuation than some healthcare peers.
• Negative Sentiment: BTIG lowered its price target to $454 from $469 while retaining a Buy rating. The reduction suggests more limited near-term upside despite continued confidence in the business. BTIG price target article
• Negative Sentiment: One valuation analysis argues that ISRG could be about 31% overvalued following its earnings-outlook upgrade. With a price-to-earnings ratio near 48 based on the supplied market data, strong execution may already be reflected in the stock price.

Insider Activity

In related news, Director Amy Ladd sold 400 shares of the company’s stock in a transaction dated Monday, August 10th. The shares were sold at an average price of $379.00, for a total value of $151,600.00. Following the completion of the sale, the director owned 251 shares of the company’s stock, valued at approximately $95,129. This represents a 61.44% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Fredrik Widman sold 1,089 shares of the company’s stock in a transaction dated Tuesday, September 15th. The shares were sold at an average price of $374.44, for a total transaction of $407,765.16. Following the completion of the sale, the vice president directly owned 1,026 shares of the company’s stock, valued at $384,175.44. This represents a 51.49% 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. In the last 90 days, insiders have sold 12,370 shares of company stock worth $4,891,989. Insiders own 0.60% of the company’s stock.

Intuitive Surgical Stock Performance

NASDAQ ISRG opened at $422.06 on Wednesday. The stock’s fifty day moving average is $388.49 and its two-hundred day moving average is $410.14. The firm has a market capitalization of $149.11 billion, a P/E ratio of 48.35, a price-to-earnings-growth ratio of 3.23 and a beta of 1.46. Intuitive Surgical, Inc. has a fifty-two week low of $328.57 and a fifty-two week high of $603.88.

Intuitive Surgical (NASDAQ:ISRG) last issued its earnings results on Thursday, July 16th. The medical equipment provider reported $2.80 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.48 by $0.32. Intuitive Surgical had a return on equity of 16.91% and a net margin of 28.45%. The company had revenue of $2.89 billion during the quarter, compared to analysts’ expectations of $2.83 billion. During the same period in the prior year, the business earned $1.81 EPS. The firm’s quarterly revenue was up 18.4% on a year-over-year basis. As a group, sell-side analysts forecast that Intuitive Surgical, Inc. will post 8.87 EPS for the current year.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on ISRG. Leerink Partners decreased their price target on shares of Intuitive Surgical from $573.00 to $454.00 and set an “outperform” rating on the stock in a research note on Friday, July 17th. Stifel Nicolaus lowered their price target on shares of Intuitive Surgical from $670.00 to $550.00 and set a “buy” rating on the stock in a research report on Friday, July 17th. Royal Bank Of Canada dropped their price objective on shares of Intuitive Surgical from $650.00 to $600.00 and set an “outperform” rating for the company in a research note on Monday, July 13th. TD Cowen cut shares of Intuitive Surgical from a “buy” rating to a “hold” rating in a research note on Tuesday, July 28th. Finally, KeyCorp reiterated an “overweight” rating on shares of Intuitive Surgical in a report on Wednesday, August 12th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $498.83.

Intuitive Surgical Company Profile

Intuitive Surgical, Inc develops and commercializes robotic-assisted systems and related technologies designed to support minimally invasive medical procedures. The company’s products are intended to help surgeons perform operations through small incisions while providing enhanced visualization, precision, and control.

Its principal product is the da Vinci Surgical System, a platform used across a range of specialties, including general surgery, urology, gynecology, thoracic surgery, and cardiac procedures.