Thrivent Financial for Lutherans Decreases Holdings in Intuitive Surgical, Inc. $ISRG

Thrivent Financial for Lutherans decreased its stake in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 14.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 380,739 shares of the medical equipment provider’s stock after selling 61,744 shares during the quarter. Thrivent Financial for Lutherans’ holdings in Intuitive Surgical were worth $170,278,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of ISRG. Vanguard Group Inc. lifted its position in shares of 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 valued at $18,115,025,000 after acquiring an additional 670,302 shares in the last quarter. State Street Corp raised its stake in Intuitive Surgical by 1.2% in the 2nd quarter. State Street Corp now owns 15,552,203 shares of the medical equipment provider’s stock valued at $8,451,223,000 after purchasing an additional 182,871 shares during the last quarter. Geode Capital Management LLC boosted its stake in Intuitive Surgical by 1.4% during the 2nd quarter. Geode Capital Management LLC now owns 8,188,685 shares of the medical equipment provider’s stock worth $4,429,590,000 after purchasing an additional 109,904 shares during the last quarter. Norges Bank purchased a new stake in shares of Intuitive Surgical during the second quarter worth $2,569,260,000. Finally, Invesco Ltd. raised its position in shares of Intuitive Surgical by 4.8% in the second quarter. Invesco Ltd. now owns 4,421,133 shares of the medical equipment provider’s stock valued at $2,402,488,000 after buying an additional 201,159 shares during the last quarter. Institutional investors and hedge funds own 83.64% of the company’s stock.

Intuitive Surgical News Roundup

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

• Positive Sentiment: TD Cowen upgraded ISRG and said the company’s long‑run growth is likely underestimated, supporting a higher multi‑year earnings outlook and raising optimism among growth investors. Intuitive Surgical Inc.’s (ISRG) long-run growth underestimated, says TD Cowen
• Positive Sentiment: Q4/earnings-call takeaways: analysts pressed management on growth drivers and margin outlook, but the quarter showed solid revenue and EPS beats that underpin the company’s recurring parts & services revenue model. That confirms continued demand for da Vinci systems and supports forward estimates. 5 Revealing Analyst Questions From Intuitive Surgical’s Q4 Earnings Call
• Positive Sentiment: Regulatory/product progress: coverage of cardiac clearance work and the rollout of the da Vinci 5 platform suggests new procedure types and market expansion that could lift system sales and higher‑margin consumables over time. Intuitive Surgical’s Cardiac Clearance Tests Valuation As da Vinci 5 Expands
• Positive Sentiment: Analyst/bull commentary: sector bulls and outlets (e.g., Zacks) remain positive on the da Vinci franchise and recurring revenue stream, reinforcing investor conviction on long‑term durability. Bull of the Day: Intuitive Surgical (ISRG)
• Neutral Sentiment: Valuation debate persists: retail analyst pieces note 2025 results were strong but warn the stock’s premium valuation is the main risk — strong fundamentals vs. expensive multiples keeps investor views mixed. Should You Buy Shares of Intuitive Surgical In February?
• Negative Sentiment: Insider selling: EVP Myriam Curet sold small blocks of ISRG shares in recent transactions (e.g., 126 shares at ~$520). The amounts are modest but such filings can create short‑term selling pressure or signal personal diversification. Intuitive Surgical (NASDAQ:ISRG) EVP Myriam Curet Sells 126 Shares

Intuitive Surgical Trading Down 0.7%

Shares of ISRG opened at $504.22 on Friday. The company’s 50-day moving average price is $558.64 and its 200 day moving average price is $511.63. Intuitive Surgical, Inc. has a 12-month low of $425.00 and a 12-month high of $609.08. The firm has a market cap of $180.75 billion, a P/E ratio of 63.91, a price-to-earnings-growth ratio of 3.92 and a beta of 1.67.

Intuitive Surgical (NASDAQ:ISRG) last announced its quarterly earnings results on Thursday, January 22nd. The medical equipment provider reported $2.53 earnings per share for the quarter, beating analysts’ consensus estimates of $2.27 by $0.26. The business had revenue of $2.87 billion during the quarter, compared to analysts’ expectations of $2.72 billion. Intuitive Surgical had a net margin of 28.38% and a return on equity of 15.06%. The business’s revenue for the quarter was up 18.8% on a year-over-year basis. During the same period last year, the business earned $2.21 earnings per share. Equities research analysts forecast that Intuitive Surgical, Inc. will post 6.43 earnings per share for the current year.

Insider Buying and Selling

In other Intuitive Surgical news, Director Craig H. Barratt sold 750 shares of the company’s stock in a transaction on Wednesday, November 12th. The stock was sold at an average price of $580.00, for a total transaction of $435,000.00. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, Director Gary S. Guthart sold 24,500 shares of the firm’s stock in a transaction on Tuesday, January 27th. The stock was sold at an average price of $530.10, for a total value of $12,987,450.00. Following the transaction, the director owned 3,694 shares of the company’s stock, valued at approximately $1,958,189.40. This represents a 86.90% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 75,683 shares of company stock valued at $42,066,425 over the last quarter. 0.70% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on ISRG shares. Daiwa Capital Markets upped their price objective on shares of Intuitive Surgical from $510.00 to $550.00 and gave the company an “outperform” rating in a research note on Friday, October 24th. Argus upped their price target on Intuitive Surgical from $600.00 to $630.00 in a research report on Monday, October 27th. Hsbc Global Res upgraded Intuitive Surgical to a “strong-buy” rating in a research report on Thursday, October 23rd. Weiss Ratings reissued a “hold (c+)” rating on shares of Intuitive Surgical in a research note on Monday, December 29th. Finally, Rothschild & Co Redburn raised their target price on Intuitive Surgical from $610.00 to $615.00 and gave the stock a “buy” rating in a research note on Thursday, October 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $620.41.

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.