PGGM Investments Buys 10,848 Shares of Intuitive Surgical, Inc. $ISRG

PGGM Investments raised its position in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 21.1% during the third quarter, Holdings Channel reports. The firm owned 62,273 shares of the medical equipment provider’s stock after purchasing an additional 10,848 shares during the period. PGGM Investments’ holdings in Intuitive Surgical were worth $27,850,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in ISRG. Tobam increased its stake in shares of Intuitive Surgical by 666.7% in the 2nd quarter. Tobam now owns 46 shares of the medical equipment provider’s stock valued at $25,000 after acquiring an additional 40 shares in the last quarter. Kilter Group LLC bought a new stake in Intuitive Surgical during the 2nd quarter worth approximately $27,000. Princeton Global Asset Management LLC purchased a new stake in shares of Intuitive Surgical in the second quarter worth approximately $30,000. Riggs Asset Managment Co. Inc. lifted its holdings in shares of Intuitive Surgical by 84.2% in the second quarter. Riggs Asset Managment Co. Inc. now owns 70 shares of the medical equipment provider’s stock valued at $38,000 after purchasing an additional 32 shares in the last quarter. Finally, First Command Advisory Services Inc. boosted its position in shares of Intuitive Surgical by 3,750.0% during the second quarter. First Command Advisory Services Inc. now owns 77 shares of the medical equipment provider’s stock valued at $42,000 after buying an additional 75 shares during the last quarter. 83.64% of the stock is owned by institutional investors and hedge funds.

Intuitive Surgical Stock Down 1.0%

Intuitive Surgical stock opened at $541.34 on Friday. The stock has a market cap of $194.06 billion, a price-to-earnings ratio of 71.61, a PEG ratio of 4.44 and a beta of 1.67. The business has a 50-day simple moving average of $566.82 and a 200 day simple moving average of $512.30. Intuitive Surgical, Inc. has a 52 week low of $425.00 and a 52 week high of $616.00.

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

Insider Activity at Intuitive Surgical

In other news, EVP Myriam Curet sold 104 shares of the firm’s stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $559.90, for a total value of $58,229.60. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Henry L. Charlton sold 13,731 shares of the business’s stock in a transaction dated Wednesday, November 12th. The shares were sold at an average price of $580.00, for a total transaction of $7,963,980.00. Following the transaction, the executive vice president owned 3,056 shares in the company, valued at $1,772,480. This represents a 81.80% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 114,007 shares of company stock valued at $63,533,844 in the last quarter. 0.70% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of research firms recently commented on ISRG. Evercore ISI set a $580.00 price target on Intuitive Surgical in a research report on Monday, January 5th. Piper Sandler upped their price objective on shares of Intuitive Surgical from $595.00 to $610.00 and gave the stock an “overweight” rating in a research report on Wednesday, October 22nd. Weiss Ratings reiterated a “hold (c+)” rating on shares of Intuitive Surgical in a research note on Monday, December 29th. Royal Bank Of Canada boosted their target price on Intuitive Surgical from $625.00 to $650.00 and gave the stock an “outperform” rating in a research note on Wednesday, December 17th. Finally, Rothschild & Co Redburn increased their price target on Intuitive Surgical from $610.00 to $615.00 and gave the company a “buy” rating in a research report on Thursday, October 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Intuitive Surgical presently has an average rating of “Moderate Buy” and a consensus target price of $622.17.

Key Headlines Impacting Intuitive Surgical

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

• Positive Sentiment: Quarterly and full‑year beats — Intuitive reported preliminary Q4 and FY‑2025 results that topped consensus, with procedure growth, revenue and placements coming in ahead of expectations; this underpins the company’s revenue momentum. Intuitive Surgical Crushed Fourth-Quarter Forecasts. So Why Did Shares Dive?
• Positive Sentiment: Analyst support and bullish notes — Multiple firms (including Bernstein and William Blair) are maintaining buy ratings and emphasizing DV5 adoption and the innovation pipeline, which supports upside over the medium term. Bernstein Sticks to Their Buy Rating for Intuitive Surgical (ISRG)
• Positive Sentiment: Clinical pipeline update — A Phase 3 update on IS‑001 (an imaging-driven safety play) could add optionality if results are favorable; this is a longer‑horizon positive catalyst. Intuitive Surgical’s IS-001 Phase 3 Update
• Neutral Sentiment: Investor presentations and disclosures — Management presented at the J.P. Morgan Healthcare Conference and provided slides/transcript that reiterate strategy and product rollout plans; useful for modeling but did not change the near‑term story. Intuitive Surgical Presents at 44th Annual J.P. Morgan Healthcare Conference
• Neutral Sentiment: da Vinci 5 international rollout — The new DV5 expands the addressable market, but adoption overseas could be slowed by pricing, budget and reimbursement hurdles; positive long term but uncertain timing. da Vinci 5 Expands Globally: Can ISRG Beat Overseas Cost Hurdles?
• Negative Sentiment: Softer 2026 outlook — Management’s 2026 guidance and da Vinci growth projection were softer than some investors expected, which prompted the stock pullback despite the Q4 beat. Intuitive Surgical Sets Softer 2026 Outlook
• Negative Sentiment: Valuation and growth concerns — With a high multiple (e.g., elevated P/E) investors are sensitive to any slowdown; commentary and headlines focused on missed growth expectations amplified the sell‑off. Why Intuitive Surgical Stock Dropped Today

Intuitive Surgical 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.