Mn Services Vermogensbeheer B.V. Boosts Holdings in Intuitive Surgical, Inc. $ISRG

Mn Services Vermogensbeheer B.V. raised its stake in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 1.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 136,200 shares of the medical equipment provider’s stock after acquiring an additional 2,300 shares during the quarter. Mn Services Vermogensbeheer B.V.’s holdings in Intuitive Surgical were worth $60,913,000 as of its most recent filing with the Securities & Exchange Commission.

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

Intuitive Surgical News Summary

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

• Positive Sentiment: Q4 results beat Wall Street: Revenue and adjusted EPS topped estimates, backed by higher procedure volumes and system demand — a primary near‑term driver of recurring instrument sales. Reuters: Intuitive Surgical beats quarterly estimates on demand for surgical robots
• Positive Sentiment: Analysts boost some targets and reaffirm conviction: Bernstein raised its target sharply (big upside), Raymond James and BTIG reaffirmed/outperform with higher targets — supporting upside potential from elongation of the company’s growth runway. Benzinga: Analysts revise forecasts after Q4
• Neutral Sentiment: Guidance is measured: Management expects mid‑teens da Vinci procedure growth (midpoint ~14%) and 2026 gross margin around 67–68%, while flagging higher operating expenses for R&D — signaling steady growth but potential margin/operating‑leverage moderation. MarketBeat: Intuitive Surgical Just Proved the Growth Engine Still Runs
• Neutral Sentiment: JURA clinical update and milestone PRs add long‑term optionality: Early imaging data from the JURA feasibility study and a new 20 million‑patient da Vinci milestone reinforce long‑term growth narratives beyond core platforms. TipRanks: JURA feasibility study update GlobeNewswire: 20 Million Patients Benefit from da Vinci Surgery
• Negative Sentiment: Tariffs and gross‑margin pressure noted: Management expects tariffs to cut gross margins (about a 1.2% headwind in 2026) and flagged some gross‑margin decline vs. recent quarters — a medium‑term profitability risk. Zacks: Q4 beat but gross margin declines
• Negative Sentiment: Mixed analyst moves and a few downgrades: Some firms trimmed targets or moved to in‑line/hold (Evercore, Zacks), creating near‑term debate over valuation vs. growth and muting upside for traders focused on short‑term catalysts. The Fly: Evercore lowers price target

Analyst Ratings Changes

Several equities research analysts have commented on the stock. Raymond James Financial upped their price objective on shares of Intuitive Surgical from $603.00 to $615.00 and gave the company an “outperform” rating in a report on Friday. Wells Fargo & Company boosted their price target on shares of Intuitive Surgical from $600.00 to $654.00 and gave the company an “overweight” rating in a research report on Friday, December 12th. Jefferies Financial Group upped their price target on shares of Intuitive Surgical from $550.00 to $560.00 and gave the company a “hold” rating in a research note on Wednesday, October 22nd. Truist Financial lifted their price objective on shares of Intuitive Surgical from $620.00 to $650.00 and gave the company a “buy” rating in a research note on Thursday, December 18th. Finally, Citigroup restated a “neutral” rating and set a $590.00 target price (down previously from $635.00) on shares of Intuitive Surgical in a research report on Friday. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, nine have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Intuitive Surgical currently has an average rating of “Moderate Buy” and an average target price of $617.57.

Insiders Place Their Bets

In other Intuitive Surgical news, EVP Henry L. Charlton sold 13,731 shares of the firm’s stock in a transaction dated Wednesday, November 12th. The stock was sold at an average price of $580.00, for a total value of $7,963,980.00. Following the sale, the executive vice president owned 3,056 shares of the company’s stock, valued at $1,772,480. This trade represents a 81.80% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Myriam Curet sold 7,562 shares of Intuitive Surgical stock in a transaction dated Tuesday, October 28th. The shares were sold at an average price of $548.43, for a total value of $4,147,227.66. Following the sale, the executive vice president owned 353 shares of the company’s stock, valued at approximately $193,595.79. This trade represents a 95.54% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 55,714 shares of company stock worth $31,617,799. 0.70% of the stock is owned by corporate insiders.

Intuitive Surgical Price Performance

Shares of NASDAQ:ISRG opened at $523.99 on Friday. The firm has a fifty day moving average price of $562.32 and a two-hundred day moving average price of $511.79. The company has a market cap of $187.84 billion, a price-to-earnings ratio of 66.41, a PEG ratio of 4.28 and a beta of 1.67. Intuitive Surgical, Inc. has a one year low of $425.00 and a one year high of $609.08.

Intuitive Surgical (NASDAQ:ISRG) last released its quarterly earnings results on Thursday, January 22nd. The medical equipment provider reported $2.53 earnings per share for the quarter, topping the consensus estimate of $2.27 by $0.26. The firm had revenue of $2.87 billion for 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 15.18%. The business’s quarterly revenue was up 18.8% on a year-over-year basis. During the same quarter in the prior year, the firm posted $2.21 earnings per share. Equities research analysts expect that Intuitive Surgical, Inc. will post 6.43 EPS for the current fiscal year.

Intuitive Surgical Company 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.