2,228 Shares in Intuitive Surgical, Inc. $ISRG Purchased by Ninety One UK Ltd

Ninety One UK Ltd acquired a new stake in Intuitive Surgical, Inc. (NASDAQ:ISRG) in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 2,228 shares of the medical equipment provider’s stock, valued at approximately $906,000.

Other hedge funds have also recently added to or reduced their stakes in the company. Plato Investment Management Ltd bought a new stake in shares of Intuitive Surgical in the 2nd quarter valued at about $4,315,000. Hikari Power Ltd acquired a new stake in shares of Intuitive Surgical in the second quarter valued at about $5,619,000. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new position in shares of Intuitive Surgical during the second quarter worth about $14,316,000. Nykredit A S bought a new position in shares of Intuitive Surgical during the second quarter worth about $48,464,000. Finally, S&CO Inc. bought a new position in shares of Intuitive Surgical during the second quarter worth about $2,036,000. Institutional investors and hedge funds own 83.64% of the company’s stock.

Key Intuitive Surgical News

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

• Positive Sentiment: Intuitive Surgical outperformed the broader market in the latest session, supported by its long-term growth profile and investor interest ahead of earnings. The company’s most recent quarterly results also showed strong momentum, with earnings and revenue exceeding analyst expectations and revenue rising 18.4% year over year. Intuitive Surgical Beats Stock Market Upswing
• Positive Sentiment: Analysts are watching da Vinci 5 adoption, Ion procedures, surgical-system placements and recurring instrument and accessory revenue as potential indicators of another strong quarter. These operating metrics could provide more insight than revenue and earnings per share alone. Countdown to Intuitive Surgical Q3 Earnings
• Positive Sentiment: Erste Group Bank marginally raised its fiscal 2026 earnings forecast to $8.94 per share, above the approximately $8.87 consensus estimate, signaling modestly improved expectations for profitability.
• Neutral Sentiment: Intuitive Surgical has gained nearly 12% over the past month, making the upcoming earnings release an important catalyst for whether the recent rally can continue. Analysts also highlight the company as a sales-growth stock, with strong projected revenue expansion for 2026. ISRG Gains Nearly 12% in a Month
• Negative Sentiment: Valuation remains a concern: ISRG trades at roughly 49 times earnings, and one analysis estimates the shares could be about 31% overvalued even after an improved earnings outlook. Any weaker-than-expected Q3 metrics or cautious guidance could pressure the stock. Intuitive Surgical Could Be 31% Overvalued

Insider Transactions at Intuitive Surgical

In related news, EVP Mark Brosius sold 77 shares of the company’s stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $375.57, for a total value of $28,918.89. Following the sale, the executive vice president owned 881 shares in the company, valued at $330,877.17. This represents a 8.04% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Gary S. Guthart sold 10,000 shares of the business’s stock in a transaction that occurred on Tuesday, August 11th. The stock was sold at an average price of $400.00, for a total value of $4,000,000.00. Following the sale, the director directly owned 1,245,679 shares of the company’s stock, valued at $498,271,600. This represents a 0.80% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 12,370 shares of company stock valued at $4,891,989. Corporate insiders own 0.60% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on ISRG shares. HSBC lowered Intuitive Surgical from a “buy” rating to a “hold” rating and set a $391.00 price objective on the stock. in a research note on Thursday, July 30th. TD Cowen lowered shares of Intuitive Surgical from a “buy” rating to a “hold” rating in a report on Tuesday, July 28th. KeyCorp restated an “overweight” rating on shares of Intuitive Surgical in a research report on Wednesday, August 12th. Piper Sandler reaffirmed an “overweight” rating on shares of Intuitive Surgical in a research note on Friday, August 21st. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Intuitive Surgical in a research note on Friday, August 14th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Intuitive Surgical has an average rating of “Moderate Buy” and an average price target of $498.83.

Intuitive Surgical Stock Up 1.8%

Shares of NASDAQ:ISRG opened at $427.86 on Friday. Intuitive Surgical, Inc. has a twelve month low of $328.57 and a twelve month high of $603.88. The stock’s 50 day moving average is $390.47 and its 200-day moving average is $409.62. The firm has a market capitalization of $151.15 billion, a price-to-earnings ratio of 49.01, a PEG ratio of 3.17 and a beta of 1.46.

Intuitive Surgical (NASDAQ:ISRG) last posted its quarterly earnings results on Thursday, July 16th. The medical equipment provider reported $2.80 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.48 by $0.32. Intuitive Surgical had a net margin of 28.45% and a return on equity of 16.91%. The business had revenue of $2.89 billion during the quarter, compared to the consensus estimate of $2.83 billion. During the same quarter last year, the firm posted $1.81 EPS. Intuitive Surgical’s revenue was up 18.4% compared to the same quarter last year. Equities research analysts anticipate that Intuitive Surgical, Inc. will post 8.87 earnings per share for the current fiscal year.

Intuitive Surgical Company Profile

Intuitive Surgical, Inc develops and commercializes robotic-assisted systems and related technologies designed to support minimally invasive medical procedures. The company’s products are intended to help surgeons perform operations through small incisions while providing enhanced visualization, precision, and control.

Its principal product is the da Vinci Surgical System, a platform used across a range of specialties, including general surgery, urology, gynecology, thoracic surgery, and cardiac procedures.