KMG Fiduciary Partners LLC Purchases 1,098 Shares of Intuitive Surgical, Inc. $ISRG

KMG Fiduciary Partners LLC increased its position in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 7.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 15,563 shares of the medical equipment provider’s stock after buying an additional 1,098 shares during the period. KMG Fiduciary Partners LLC’s holdings in Intuitive Surgical were worth $6,960,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Norges Bank bought a new stake in shares of Intuitive Surgical in the 2nd quarter valued at about $2,569,260,000. Vanguard Group Inc. raised its stake in Intuitive Surgical by 2.1% in the second quarter. Vanguard Group Inc. now owns 33,335,833 shares of the medical equipment provider’s stock worth $18,115,025,000 after buying an additional 670,302 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in Intuitive Surgical by 20.1% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 3,393,951 shares of the medical equipment provider’s stock worth $1,680,922,000 after buying an additional 566,979 shares during the period. Jennison Associates LLC boosted its position in Intuitive Surgical by 20.4% during the 2nd quarter. Jennison Associates LLC now owns 3,122,390 shares of the medical equipment provider’s stock valued at $1,696,738,000 after acquiring an additional 528,359 shares in the last quarter. Finally, Bessemer Group Inc. increased its holdings in shares of Intuitive Surgical by 89.3% in the 2nd quarter. Bessemer Group Inc. now owns 788,328 shares of the medical equipment provider’s stock valued at $428,386,000 after acquiring an additional 371,806 shares during the period. 83.64% of the stock is currently owned by institutional investors.

Intuitive Surgical News Summary

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

• Positive Sentiment: Truist raised its price target to $650 and maintains a Buy rating — the upgrade gives visible upside and likely underpins analyst-driven buying interest. Read More. Read More.
• Positive Sentiment: RBC publishes a bullish forecast and RBC Capital keeps an Outperform rating — another large broker calling for strong price appreciation, supporting momentum. Read More. Read More.
• Positive Sentiment: Robert W. Baird reaffirmed its Buy rating — adds to the cluster of brokerages staying constructive, which can sustain inflows. Read More.
• Positive Sentiment: ISRG received a mention on CNBC’s “Final Trades” — media highlights can drive short-term retail/intraday interest. Read More.
• Neutral Sentiment: Company reorganized its digital and AI leadership (effective Jan 1) — signals focus on software/AI strategy but execution and timing are uncertain. Read More.
• Neutral Sentiment: ISRG plans to move to direct distribution in Southern Europe in 2026 to capture distributor economics — could lift margins if executed well, but the analyst note flags execution risk. Read More.
• Neutral Sentiment: Analyst consensus remains a “Moderate Buy” across brokerages — broad support, but not unanimous conviction; reinforces the view of steady analyst backing. Read More.
• Negative Sentiment: Valuation questions after a ~27% three‑month share-price climb — coverage is asking whether ISRG is still undervalued, raising the risk of short-term profit-taking given elevated multiples. Read More.

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on ISRG shares. Robert W. Baird set a $655.00 price objective on Intuitive Surgical in a research report on Wednesday, October 22nd. Royal Bank Of Canada raised their price target on shares of Intuitive Surgical from $625.00 to $650.00 and gave the company an “outperform” rating in a report on Wednesday. HSBC boosted their price objective on shares of Intuitive Surgical from $595.00 to $644.00 and gave the stock a “buy” rating in a research note on Thursday, October 23rd. Hsbc Global Res upgraded shares of Intuitive Surgical to a “strong-buy” rating in a research note on Thursday, October 23rd. Finally, Zacks Research raised shares of Intuitive Surgical from a “hold” rating to a “strong-buy” rating in a report on Friday, October 24th. Two analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $611.08.

Insider Transactions at Intuitive Surgical

In other news, insider Gary S. Guthart sold 22,806 shares of the company’s stock in a transaction on Monday, December 1st. The shares were sold at an average price of $570.89, for a total value of $13,019,717.34. Following the sale, the insider directly owned 2,694 shares of the company’s stock, valued at $1,537,977.66. This represents a 89.44% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Henry L. Charlton sold 13,731 shares of the stock in a transaction on Wednesday, November 12th. The stock was sold at an average price of $580.00, for a total transaction of $7,963,980.00. Following the completion of the sale, the executive vice president owned 3,056 shares in the company, valued at $1,772,480. The trade was a 81.80% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 114,007 shares of company stock valued at $63,533,844 over the last quarter. Company insiders own 0.70% of the company’s stock.

Intuitive Surgical Price Performance

Shares of ISRG opened at $572.47 on Friday. The company’s fifty day moving average price is $541.48 and its 200-day moving average price is $506.30. Intuitive Surgical, Inc. has a 1-year low of $425.00 and a 1-year high of $616.00. The firm has a market capitalization of $205.22 billion, a PE ratio of 75.72, a price-to-earnings-growth ratio of 5.16 and a beta of 1.68.

Intuitive Surgical (NASDAQ:ISRG) last issued its earnings results on Tuesday, October 21st. The medical equipment provider reported $2.40 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.99 by $0.41. The company had revenue of $2.51 billion during the quarter, compared to analyst estimates of $2.41 billion. Intuitive Surgical had a return on equity of 15.08% and a net margin of 28.58%.The firm’s quarterly revenue was up 22.9% on a year-over-year basis. During the same quarter last year, the business posted $1.84 EPS. As a group, research analysts anticipate that Intuitive Surgical, Inc. will post 6.43 EPS for the current fiscal year.

About Intuitive Surgical

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.