4,448 Intuitive Surgical, Inc. $ISRG Shares Bought by Quadrant Capital Group LLC

Quadrant Capital Group LLC grew its holdings in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 50.4% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 13,267 shares of the medical equipment provider’s stock after purchasing an additional 4,448 shares during the period. Quadrant Capital Group LLC’s holdings in Intuitive Surgical were worth $5,599,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently made changes to their positions in ISRG. Bank of New York Mellon Corp acquired a new stake in Intuitive Surgical during the 2nd quarter worth about $1,335,753,000. Arrowstreet Capital Limited Partnership lifted its stake in Intuitive Surgical by 95.3% during the first quarter. Arrowstreet Capital Limited Partnership now owns 2,105,544 shares of the medical equipment provider’s stock valued at $970,635,000 after buying an additional 1,027,475 shares in the last quarter. Assenagon Asset Management S.A. lifted its stake in Intuitive Surgical by 55.8% during the third quarter. Assenagon Asset Management S.A. now owns 1,557,940 shares of the medical equipment provider’s stock valued at $633,505,000 after buying an additional 558,099 shares in the last quarter. Amundi boosted its holdings in shares of Intuitive Surgical by 8.6% in the first quarter. Amundi now owns 2,428,356 shares of the medical equipment provider’s stock worth $1,119,448,000 after buying an additional 193,096 shares during the period. Finally, Temasek Holdings Private Ltd boosted its holdings in shares of Intuitive Surgical by 416.4% in the first quarter. Temasek Holdings Private Ltd now owns 227,211 shares of the medical equipment provider’s stock worth $104,742,000 after buying an additional 183,211 shares during the period. Institutional investors own 83.64% of the company’s stock.

Key Headlines Impacting Intuitive Surgical

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

• Positive Sentiment: Q3 results exceeded expectations: Revenue rose 21.7% year over year to $3.05 billion, above the approximately $2.91 billion consensus, while adjusted earnings reached $3.00 per share versus estimates of roughly $2.61–$2.65. Intuitive Surgical Q3 Earnings and Revenues Top Estimates
• Positive Sentiment: Underlying demand remained healthy: Worldwide procedures increased approximately 15%, including 14% growth for da Vinci procedures and 31% for Ion procedures. Intuitive placed 546 robotic systems, up from 427 a year earlier. Intuitive Announces Third Quarter Earnings
• Positive Sentiment: Potentially broader adoption: Intuitive plans to extend instrument life and reduce per-procedure costs in 2027. Although this could pressure near-term revenue per procedure, management views it as a way to make robotic surgery more affordable and expand the installed base. Why ISRG Is Lowering Instrument Costs Despite Strong Profitability
• Neutral Sentiment: Leasing is supporting placements: Operating leases represented 54% of second-quarter da Vinci placements, up from 49% a year earlier. Leasing may accelerate hospital adoption, but it can also make Intuitive’s returns more dependent on future procedure volume. Does Leasing Make Growth More Durable or More Capital Intensive?
• Negative Sentiment: Large antitrust settlement charge hurt GAAP earnings: Intuitive recorded a $450 million pre-tax charge, or $347 million after tax, related to a proposed settlement. GAAP net income fell to $523 million, or $1.49 per share, from $704 million, or $1.95 per share, a year earlier; court approval is still required. Antitrust Settlement Charge Overshadows Strong Q3 Growth
• Negative Sentiment: 2026 procedure-growth guidance was narrowed to 14%–15%: The tighter outlook, along with planned pricing actions targeting a 3%–5% reduction in instrument and accessory costs per procedure, raised concerns that growth and margins may moderate. Intuitive Narrows 2026 Procedure Growth Outlook

Intuitive Surgical Price Performance

NASDAQ ISRG opened at $438.00 on Wednesday. The firm has a market capitalization of $154.74 billion, a price-to-earnings ratio of 50.17, a price-to-earnings-growth ratio of 3.27 and a beta of 1.46. The company has a 50 day simple moving average of $392.96 and a 200-day simple moving average of $409.06. Intuitive Surgical, Inc. has a 52-week low of $328.57 and a 52-week high of $603.88.

Intuitive Surgical (NASDAQ:ISRG) last announced its quarterly earnings data on Tuesday, October 20th. The medical equipment provider reported $3.00 EPS for the quarter, beating analysts’ consensus estimates of $2.65 by $0.35. The firm had revenue of $3.05 billion for the quarter, compared to the consensus estimate of $2.91 billion. Intuitive Surgical had a net margin of 28.45% and a return on equity of 16.91%. The firm’s revenue was up 21.7% on a year-over-year basis. During the same period in the previous year, the firm posted $2.40 earnings per share. On average, analysts predict that Intuitive Surgical, Inc. will post 8.87 EPS for the current year.

Insider Activity at Intuitive Surgical

In other Intuitive Surgical news, Director Gary Guthart sold 10,000 shares of Intuitive Surgical stock in a transaction on Tuesday, August 11th. The shares were sold at an average price of $400.00, for a total transaction of $4,000,000.00. Following the completion of the sale, the director owned 1,245,679 shares of the company’s stock, valued at $498,271,600. This trade represents a 0.80% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Gary Loeb sold 400 shares of the business’s stock in a transaction on Monday, August 10th. The shares were sold at an average price of $379.00, for a total transaction of $151,600.00. Following the transaction, the executive vice president owned 5,320 shares in the company, valued at approximately $2,016,280. This represents a 6.99% 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. Over the last ninety days, insiders have sold 12,370 shares of company stock worth $4,891,989. 0.60% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on ISRG shares. Barclays restated an “overweight” rating on shares of Intuitive Surgical in a report on Wednesday. Raymond James Financial reaffirmed an “outperform” rating and issued a $480.00 price objective on shares of Intuitive Surgical in a research note on Wednesday. TD Cowen reiterated a “buy” rating on shares of Intuitive Surgical in a research report on Monday. KeyCorp reiterated an “overweight” rating on shares of Intuitive Surgical in a research report on Wednesday, August 12th. Finally, HSBC downgraded shares of Intuitive Surgical from a “buy” rating to a “hold” rating and set a $391.00 target price on the stock. in a research note on Thursday, July 30th. Twenty-five investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $498.72.

Intuitive Surgical Company Profile

Intuitive Surgical, Inc develops and manufactures robotic-assisted systems and related technologies for minimally invasive surgery. Its products are designed to help surgeons perform procedures through small incisions while providing enhanced visualization, precision and control. The company’s primary platform is the da Vinci Surgical System, which is used across a range of specialties, including urology, gynecology, general surgery, cardiothoracic surgery and other procedures.

The company also offers the Ion endoluminal system, which is designed to support minimally invasive lung biopsy procedures.