Intuitive Surgical, Inc. $ISRG Shares Sold by Howland Capital Management LLC

Howland Capital Management LLC lowered its stake in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 26.6% during the third quarter, Holdings Channel reports. The firm owned 3,421 shares of the medical equipment provider’s stock after selling 1,240 shares during the period. Howland Capital Management LLC’s holdings in Intuitive Surgical were worth $1,391,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Main Street Group LTD bought a new stake in Intuitive Surgical during the first quarter worth about $30,000. North Point Portfolio Managers Corp OH acquired a new stake in Intuitive Surgical during the third quarter worth about $27,000. Evergreen Advisors LLC bought a new position in Intuitive Surgical in the 1st quarter valued at about $35,000. Compass Financial Management LLC bought a new position in Intuitive Surgical in the 2nd quarter valued at about $30,000. Finally, Pin Oak Investment Advisors Inc. bought a new position in Intuitive Surgical in the 2nd quarter valued at about $35,000. Institutional investors and hedge funds own 83.64% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have recently commented on ISRG shares. Citigroup cut their price target on shares of Intuitive Surgical from $590.00 to $500.00 and set a “buy” rating for the company in a report on Friday, July 17th. Royal Bank Of Canada reduced their price target on shares of Intuitive Surgical from $575.00 to $550.00 and set an “outperform” rating on the stock in a research report on Wednesday. Wall Street Zen cut shares of Intuitive Surgical from a “buy” rating to a “hold” rating in a research note on Sunday, September 20th. BNP Paribas Exane upgraded shares of Intuitive Surgical to an “outperform” rating in a research report on Tuesday, July 28th. Finally, Robert W. Baird upped their target price on Intuitive Surgical from $513.00 to $550.00 and gave the stock an “outperform” rating in a research note on Wednesday. Twenty-four investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $495.71.

Insider Buying and Selling at Intuitive Surgical

In related news, Director Amy Ladd sold 400 shares of the stock in a transaction that occurred on Monday, August 10th. The shares were sold at an average price of $379.00, for a total value of $151,600.00. Following the completion of the transaction, the director owned 251 shares of the company’s stock, valued at $95,129. This represents a 61.44% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Gary Loeb sold 400 shares of the firm’s stock in a transaction that occurred 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 completion of the sale, the executive vice president owned 5,320 shares in the company, valued at $2,016,280. This represents a 6.99% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 12,370 shares of company stock worth $4,891,989 over the last 90 days. 0.60% of the stock is owned by corporate insiders.

Intuitive Surgical Trading Up 3.7%

Shares of NASDAQ ISRG opened at $443.85 on Friday. The company has a market cap of $156.80 billion, a price-to-earnings ratio of 53.67, a PEG ratio of 3.23 and a beta of 1.46. Intuitive Surgical, Inc. has a 12 month low of $328.57 and a 12 month high of $603.88. The stock has a 50-day moving average price of $394.35 and a two-hundred day moving average price of $408.83.

Intuitive Surgical (NASDAQ:ISRG) last posted its quarterly earnings results on Tuesday, October 20th. The medical equipment provider reported $3.00 earnings per share for the quarter, beating analysts’ consensus estimates of $2.65 by $0.35. The company 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 25.54% and a return on equity of 18.17%. The firm’s quarterly revenue was up 21.7% compared to the same quarter last year. During the same period last year, the company posted $2.40 EPS. On average, sell-side analysts predict that Intuitive Surgical, Inc. will post 8.87 earnings per share for the current year.

Intuitive Surgical News Summary

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

• Positive Sentiment: Third-quarter revenue rose roughly 22% year over year to about $3.05 billion, while adjusted earnings of $3.00 per share exceeded the $2.65 consensus estimate. Revenue growth was supported by 546 da Vinci system placements, higher procedure volumes and continued international adoption. Intuitive Surgical’s Q3 Earnings Beat Estimates on Strong System Sales
• Positive Sentiment: Management maintained a constructive longer-term outlook, highlighting global growth, extended-use instruments and a 2027 product pipeline. Analysts at Stifel Nicolaus, Oppenheimer and Piper Sandler reaffirmed Buy ratings, while JPMorgan raised its price target to $475 and Bank of America maintained a $470 target. Intuitive Surgical Strong Q3 Beat and 2027 Pipeline
• Positive Sentiment: Investor sentiment also benefited from the stock regaining its 200-day moving average, which some technical investors view as a sign of improving long-term momentum. ISRG Crossed Above the 200-Day Moving Average
• Neutral Sentiment: ISRG’s valuation remains demanding, with a price-to-earnings ratio above 50. That leaves the stock sensitive to any signs that growth or procedure momentum could fall short of elevated expectations.
• Negative Sentiment: Quarterly profitability was reduced by a $450 million antitrust settlement charge. In addition, planned instrument and accessory price reductions are expected to lower revenue per procedure by approximately 3% to 5%, creating near-term margin and revenue pressure. Intuitive Surgical Reports Q3 Earnings Impacted by Antitrust Settlement
• Negative Sentiment: The company narrowed its 2026 global da Vinci procedure-growth outlook to roughly 14%–15%, and analysts flagged slowing U.S. procedure growth as a risk to 2027 momentum. RBC nevertheless retained an Outperform rating but reduced its price target to $550, while Mizuho cut its target to $400 and kept a Neutral rating.

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.