Intuitive Surgical, Inc. $ISRG Stock Purchased by Diversify Advisory Services LLC

Diversify Advisory Services LLC lifted its stake in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 6.3% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 27,479 shares of the medical equipment provider’s stock after buying an additional 1,640 shares during the period. Diversify Advisory Services LLC’s holdings in Intuitive Surgical were worth $11,757,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. North Point Portfolio Managers Corp OH bought a new position in shares of Intuitive Surgical in the 3rd quarter valued at $27,000. Main Street Group LTD acquired a new stake in shares of Intuitive Surgical during the 1st quarter valued at $30,000. Compass Financial Management LLC bought a new stake in Intuitive Surgical during the 2nd quarter worth $30,000. Vermillion Wealth Management Inc. grew its position in Intuitive Surgical by 58.1% during the 1st quarter. Vermillion Wealth Management Inc. now owns 68 shares of the medical equipment provider’s stock worth $31,000 after acquiring an additional 25 shares during the last quarter. Finally, Evergreen Advisors LLC bought a new stake in Intuitive Surgical during the 1st quarter worth $35,000. 83.64% of the stock is currently owned by institutional investors and hedge funds.

Key Intuitive Surgical News

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

• Positive Sentiment: Q3 revenue increased approximately 22% year over year to $3.05 billion, exceeding the roughly $2.91 billion analyst consensus. Non-GAAP earnings were $3.00 per share, well above estimates near $2.61–$2.65 and up from $2.40 a year earlier. Intuitive Surgical Q3 Earnings and Revenues Top Estimates
• Positive Sentiment: Underlying demand remained robust: worldwide procedures grew about 15%, da Vinci procedures rose roughly 14%, Ion procedures increased about 31%, and da Vinci placements climbed to 546 from 427 a year earlier. These trends support the company’s recurring instruments, accessories and service revenue. Intuitive Announces Third Quarter Earnings
• Positive Sentiment: Management plans to extend instrument life beginning in 2027, potentially lowering hospitals’ procedure costs and broadening robotic-surgery adoption, although this may support longer-term growth more than near-term revenue. Why ISRG Is Lowering Instrument Costs
• Neutral Sentiment: Operating leases represented 54% of second-quarter da Vinci placements, up from 49% a year earlier. Leasing may accelerate hospital adoption, but it also means Intuitive funds equipment upfront and collects returns over time. Does Leasing Make Growth More Durable or More Capital Intensive?
• Negative Sentiment: GAAP net income fell to $523 million, or $1.49 per share, from $704 million, or $1.95, after Intuitive recorded a $450 million pre-tax, or $347 million after-tax, charge tied to a proposed antitrust settlement. Court approval is still required, adding uncertainty. Antitrust Settlement Charge Overshadows Q3 Growth
• Negative Sentiment: The company narrowed its 2026 da Vinci procedure-growth outlook, prompting concerns that growth could moderate despite the quarterly beat. The legal charge and guidance update overshadowed otherwise strong results. Intuitive Surgical Stock Slides Despite Earnings Beat

Insider Buying and Selling at Intuitive Surgical

In other Intuitive Surgical news, EVP Gary Loeb sold 400 shares of the company’s stock in a transaction on Monday, August 10th. The shares were sold at an average price of $379.00, for a total transaction of $151,600.00. Following the sale, the executive vice president owned 5,320 shares of the company’s stock, valued at approximately $2,016,280. This represents a 6.99% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Amy Ladd sold 72 shares of the stock in a transaction dated Tuesday, August 11th. The stock was sold at an average price of $393.10, for a total value of $28,303.20. Following the sale, the director owned 179 shares of the company’s stock, valued at approximately $70,364.90. The trade was a 28.69% decrease in their ownership of the stock. 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 ninety days, insiders have sold 12,370 shares of company stock valued at $4,891,989. 0.60% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

ISRG has been the subject of a number of recent research reports. Royal Bank Of Canada lowered their target price on Intuitive Surgical from $650.00 to $600.00 and set an “outperform” rating for the company in a report on Monday, July 13th. Weiss Ratings reissued a “hold (c)” rating on shares of Intuitive Surgical in a research note on Friday, August 14th. Oppenheimer raised Intuitive Surgical from a “market perform” rating to an “outperform” rating and set a $500.00 price target on the stock in a research note on Wednesday, August 12th. Stifel Nicolaus reduced their price target on Intuitive Surgical from $670.00 to $550.00 and set a “buy” rating on the stock in a report on Friday, July 17th. Finally, Truist Financial reduced their price target on Intuitive Surgical from $580.00 to $510.00 and set a “buy” rating on the stock in a report on Thursday, July 16th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, six have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $498.83.

Intuitive Surgical Trading Up 1.1%

Shares of ISRG stock opened at $438.00 on Wednesday. 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 $154.74 billion, a price-to-earnings ratio of 51.88, a PEG ratio of 3.27 and a beta of 1.46. The stock has a 50-day moving average of $392.96 and a 200-day moving average of $409.06.

Intuitive Surgical (NASDAQ:ISRG) last posted its quarterly earnings data on Tuesday, October 20th. The medical equipment provider reported $3.00 earnings per share for the quarter, topping the consensus estimate of $2.65 by $0.35. Intuitive Surgical had a net margin of 28.45% and a return on equity of 16.91%. The company had revenue of $3.05 billion during the quarter, compared to analysts’ expectations of $2.91 billion. During the same period in the prior year, the company posted $2.40 earnings per share. Intuitive Surgical’s revenue for the quarter was up 21.7% compared to the same quarter last year. Sell-side analysts forecast that Intuitive Surgical, Inc. will post 8.87 earnings per share for the current year.

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.