Teacher Retirement System of Texas Sells 10,652 Shares of Intuitive Surgical, Inc. $ISRG

Teacher Retirement System of Texas decreased its holdings in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 6.9% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 144,494 shares of the medical equipment provider’s stock after selling 10,652 shares during the period. Teacher Retirement System of Texas’ holdings in Intuitive Surgical were worth $81,836,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in ISRG. Brighton Jones LLC boosted its holdings in shares of Intuitive Surgical by 24.9% in the 4th quarter. Brighton Jones LLC now owns 3,672 shares of the medical equipment provider’s stock worth $1,916,000 after purchasing an additional 731 shares in the last quarter. Sivia Capital Partners LLC boosted its holdings in shares of Intuitive Surgical by 3.8% in the 2nd quarter. Sivia Capital Partners LLC now owns 928 shares of the medical equipment provider’s stock worth $504,000 after purchasing an additional 34 shares in the last quarter. Schnieders Capital Management LLC. boosted its holdings in shares of Intuitive Surgical by 38.0% in the 2nd quarter. Schnieders Capital Management LLC. now owns 973 shares of the medical equipment provider’s stock worth $529,000 after purchasing an additional 268 shares in the last quarter. Osterweis Capital Management Inc. purchased a new position in shares of Intuitive Surgical in the 2nd quarter worth about $200,000. Finally, Main Street Financial Solutions LLC boosted its holdings in shares of Intuitive Surgical by 92.4% in the 2nd quarter. Main Street Financial Solutions LLC now owns 2,929 shares of the medical equipment provider’s stock worth $1,592,000 after purchasing an additional 1,407 shares in the last quarter. Institutional investors own 83.64% of the company’s stock.

Insider Activity at Intuitive Surgical

In related news, Director Gary S. Guthart sold 24,500 shares of the business’s stock in a transaction dated Tuesday, January 27th. The stock was sold at an average price of $530.10, for a total transaction of $12,987,450.00. Following the transaction, the director owned 3,694 shares in the company, valued at $1,958,189.40. The trade was a 86.90% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, SVP Mark Brosius sold 2,362 shares of the business’s stock in a transaction dated Wednesday, March 4th. The shares were sold at an average price of $498.68, for a total value of $1,177,882.16. Following the transaction, the senior vice president owned 3,554 shares in the company, valued at approximately $1,772,308.72. This represents a 39.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 32,943 shares of company stock worth $17,279,568 over the last 90 days. 0.60% of the stock is owned by insiders.

Wall Street Analyst Weigh In

ISRG has been the subject of a number of research reports. Barclays set a $712.00 price objective on Intuitive Surgical and gave the stock an “overweight” rating in a report on Monday, January 26th. UBS Group cut their price objective on Intuitive Surgical from $570.00 to $550.00 and set a “neutral” rating for the company in a report on Tuesday, March 17th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Intuitive Surgical in a report on Monday, December 29th. Wall Street Zen cut Intuitive Surgical from a “buy” rating to a “hold” rating in a report on Saturday, February 7th. Finally, Argus lowered their target price on Intuitive Surgical from $630.00 to $560.00 and set a “buy” rating for the company in a research note on Wednesday, February 4th. Eighteen analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Intuitive Surgical currently has an average rating of “Moderate Buy” and a consensus price target of $586.70.

Intuitive Surgical Trading Up 7.2%

NASDAQ ISRG opened at $483.62 on Thursday. Intuitive Surgical, Inc. has a 1-year low of $427.84 and a 1-year high of $603.88. The stock has a 50-day moving average of $477.54 and a 200-day moving average of $515.41. The firm has a market cap of $171.75 billion, a PE ratio of 58.62, a price-to-earnings-growth ratio of 3.52 and a beta of 1.68.

Intuitive Surgical (NASDAQ:ISRG) last released its earnings results on Tuesday, April 21st. The medical equipment provider reported $2.50 earnings per share for the quarter, beating analysts’ consensus estimates of $2.08 by $0.42. Intuitive Surgical had a return on equity of 15.96% and a net margin of 28.15%.The company had revenue of $2.77 billion during the quarter, compared to analyst estimates of $2.62 billion. During the same quarter in the previous year, the company posted $1.81 EPS. Intuitive Surgical’s revenue for the quarter was up 23.0% on a year-over-year basis. As a group, equities research analysts forecast that Intuitive Surgical, Inc. will post 8.16 earnings per share for the current fiscal year.

Intuitive Surgical News Roundup

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

• Positive Sentiment: Q1 results materially beat expectations — revenue $2.77B (+23% y/y) and non?GAAP EPS $2.50 vs. consensus ~$2.08; company raised its full?year procedure growth guidance, which underpins upside to recurring instrument/consumable sales. Why Intuitive Surgical (ISRG) Stock Is Up Today
• Positive Sentiment: Procedure and platform adoption remain the growth engine: da Vinci procedures grew ~16%, Ion procedures ~39%, and management highlighted placements/usage for the new da Vinci 5 — supporting longer?term recurring revenue. Intuitive Announces First Quarter Earnings
• Positive Sentiment: Analysts reacted by raising some forecasts and price targets (Goldman, Baird among those nudging targets higher), and several firms reiterated Buy/Outperform ratings after the beat — providing further near?term support. Intuitive Surgical Analysts Boost Their Forecasts After Upbeat Q1 Earnings
• Positive Sentiment: Management emphasized expansion of digital and AI?enabled surgical capabilities and secured new FDA clearances — strategic catalytic items for long?term TAM expansion and higher?margin software/services revenue. Intuitive Surgical Balances Growth In AI Surgery With Cybersecurity Lessons
• Neutral Sentiment: Earnings call color: management raised its 2026 da Vinci procedure growth guide (roughly 13.5%–15.5%) and described international headwinds as manageable — positive directional detail but partly conservative on full?year trajectory. Intuitive Surgical Earnings Call Signals Robust Growth
• Negative Sentiment: The company disclosed a recent cyber incident described as contained with remediation underway — a reputational and operational risk that investors will watch for any customer or regulatory fallout. Intuitive Surgical Balances Growth In AI Surgery With Cybersecurity Lessons
• Negative Sentiment: Valuation and caution remain: several firms trimmed price targets or tempered estimates (Jefferies, TD Cowen and others adjusted targets), and some commentators warn investors not to overpay despite high?quality growth — keeping volatility likely. TD Cowen Adjusts Price Target on Intuitive Surgical

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.