2,795 Intuitive Surgical, Inc. $ISRG Shares Sold by Leeward Financial Partners LLC

Leeward Financial Partners LLC lessened its stake in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 84.2% in the third quarter, Holdings Channel reports. The institutional investor owned 526 shares of the medical equipment provider’s stock after selling 2,795 shares during the quarter. Leeward Financial Partners LLC’s holdings in Intuitive Surgical were worth $214,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. North Point Portfolio Managers Corp OH acquired a new position in Intuitive Surgical during the 3rd quarter worth $27,000. Compass Wealth Management LLC bought a new stake in shares of Intuitive Surgical in the 3rd quarter worth about $29,000. Main Street Group LTD acquired a new stake in shares of Intuitive Surgical in the 1st quarter valued at about $30,000. Compass Financial Management LLC acquired a new stake in shares of Intuitive Surgical in the 2nd quarter valued at about $30,000. Finally, Evergreen Advisors LLC bought a new position in shares of Intuitive Surgical during the first quarter worth about $35,000. Institutional investors own 83.64% of the company’s stock.

Insider Buying and Selling

In other news, Director Amy L. Ladd sold 400 shares of the stock in a transaction that occurred on Monday, August 10th. The stock was sold at an average price of $379.00, for a total transaction of $151,600.00. Following the sale, the director directly owned 251 shares in the company, valued at approximately $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 can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Fredrik Widman sold 1,089 shares of the firm’s stock in a transaction that occurred on Tuesday, September 15th. The stock was sold at an average price of $374.44, for a total value of $407,765.16. Following the completion of the sale, the vice president directly owned 1,026 shares in the company, valued at approximately $384,175.44. This trade represents a 51.49% 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 a total of 12,342 shares of company stock valued at $4,882,357 over the last 90 days. 0.60% of the stock is owned by corporate insiders.

Intuitive Surgical Stock Performance

NASDAQ ISRG opened at $452.29 on Monday. Intuitive Surgical, Inc. has a one year low of $328.57 and a one year high of $603.88. The company has a 50-day simple moving average of $395.50 and a 200-day simple moving average of $408.83. The firm has a market capitalization of $156.78 billion, a PE ratio of 54.69, a price-to-earnings-growth ratio of 3.12 and a beta of 1.46.

Intuitive Surgical (NASDAQ:ISRG) last released its quarterly earnings data on Tuesday, October 20th. The medical equipment provider reported $3.00 earnings per share for the quarter, topping the consensus estimate of $2.65 by $0.35. Intuitive Surgical had a net margin of 25.54% and a return on equity of 18.17%. The firm had revenue of $3.05 billion for the quarter, compared to analyst estimates of $2.91 billion. During the same quarter in the prior year, the business earned $2.40 earnings per share. Intuitive Surgical’s quarterly revenue was up 21.7% on a year-over-year basis. Equities analysts forecast that Intuitive Surgical, Inc. will post 9.37 earnings per share for the current year.

Key Headlines Impacting Intuitive Surgical

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

• Positive Sentiment: Intuitive Surgical reported third-quarter revenue of approximately $3.05 billion, up more than 20% year over year, while earnings exceeded consensus expectations. The company also highlighted continued international expansion and adoption of its robotic-surgery systems. Intuitive Surgical Stock: Margin Hit Masks Strong Q3 Growth Story
• Positive Sentiment: Several firms remain constructive: BTIG, Stifel Nicolaus, Piper Sandler, and Oppenheimer reaffirmed or maintained Buy ratings. Baird also raised its price target, while Erste Group upgraded the stock to Buy. ISRG was added to the Zacks Rank #1 Strong Buy list. New Strong Buy Stocks for October 23rd
• Neutral Sentiment: The quarter included roughly $450 million of costs tied to an antitrust settlement, along with pricing-related pressure, which reduced margins. These items appear largely nonrecurring, but investors are assessing their effect on near-term profitability. Intuitive Surgical Reports Q3 2026 Earnings Impacted by $450M Antitrust Settlement
• Negative Sentiment: The key concern is that U.S. da Vinci procedure growth slowed to its lowest level since the COVID period. Investors worry that decelerating domestic demand could make it harder for Intuitive Surgical to sustain its premium valuation, which remains above 50 times earnings. Intuitive Surgical Sinks as U.S. da Vinci Growth Slows
• Negative Sentiment: RBC lowered its expectations for ISRG, and an analyst downgrade contributed to a gap lower in the shares. The market is emphasizing forward growth and valuation rather than the headline earnings beat. Intuitive Surgical Shares Gap Down Following Analyst Downgrade

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on ISRG shares. Leerink Partners set a $503.00 price objective on Intuitive Surgical and gave the company an “outperform” rating in a report on Wednesday. Mizuho decreased their target price on Intuitive Surgical from $415.00 to $400.00 and set a “neutral” rating for the company in a research report on Wednesday, October 21st. Wall Street Zen downgraded Intuitive Surgical from a “buy” rating to a “hold” rating in a report on Sunday, September 20th. Truist Financial dropped their price target on Intuitive Surgical from $580.00 to $510.00 and set a “buy” rating on the stock in a research report on Thursday, July 16th. Finally, Citigroup reduced their price objective on Intuitive Surgical from $590.00 to $500.00 and set a “buy” rating on the stock in a research note on Friday, July 17th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $493.54.

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.