Meitav Investment House Ltd. Buys 50,954 Shares of Intuitive Surgical, Inc. $ISRG

Meitav Investment House Ltd. boosted its stake in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 131.1% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 89,806 shares of the medical equipment provider’s stock after purchasing an additional 50,954 shares during the quarter. Meitav Investment House Ltd.’s holdings in Intuitive Surgical were worth $40,056,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in ISRG. Vanguard Group Inc. increased its position in shares of Intuitive Surgical by 2.1% during the 2nd quarter. Vanguard Group Inc. now owns 33,335,833 shares of the medical equipment provider’s stock worth $18,115,025,000 after purchasing an additional 670,302 shares in the last quarter. State Street Corp raised its stake in shares of Intuitive Surgical by 1.2% in the second quarter. State Street Corp now owns 15,552,203 shares of the medical equipment provider’s stock valued at $8,451,223,000 after acquiring an additional 182,871 shares during the last quarter. Geode Capital Management LLC boosted its holdings in shares of Intuitive Surgical by 1.4% in the 2nd quarter. Geode Capital Management LLC now owns 8,188,685 shares of the medical equipment provider’s stock worth $4,429,590,000 after acquiring an additional 109,904 shares in the last quarter. Norges Bank bought a new stake in Intuitive Surgical during the 2nd quarter worth approximately $2,569,260,000. Finally, Invesco Ltd. grew its position in Intuitive Surgical by 4.8% during the 2nd quarter. Invesco Ltd. now owns 4,421,133 shares of the medical equipment provider’s stock worth $2,402,488,000 after acquiring an additional 201,159 shares during the last quarter. 83.64% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several brokerages have issued reports on ISRG. Zacks Research upgraded Intuitive Surgical from a “hold” rating to a “strong-buy” rating in a research report on Friday, October 24th. UBS Group reaffirmed a “neutral” rating on shares of Intuitive Surgical in a report on Thursday. Daiwa Capital Markets upped their price target on shares of Intuitive Surgical from $510.00 to $550.00 and gave the stock an “outperform” rating in a research report on Friday, October 24th. BTIG Research reissued a “buy” rating and set a $616.00 price objective (up previously from $589.00) on shares of Intuitive Surgical in a report on Wednesday, January 7th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $740.00 target price (up from $700.00) on shares of Intuitive Surgical in a research note on Friday, January 9th. Two analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $622.17.

Insider Transactions at Intuitive Surgical

In other Intuitive Surgical news, insider Gary S. Guthart sold 28,800 shares of the firm’s stock in a transaction dated Friday, October 24th. The stock was sold at an average price of $547.56, for a total transaction of $15,769,728.00. Following the transaction, the insider owned 27,027 shares in the company, valued at approximately $14,798,904.12. This trade represents a 51.59% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Myriam Curet sold 7,562 shares of the company’s stock in a transaction dated Tuesday, October 28th. The shares were sold at an average price of $548.43, for a total value of $4,147,227.66. Following the completion of the sale, the executive vice president directly owned 353 shares of the company’s stock, valued at approximately $193,595.79. This trade represents a 95.54% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 114,007 shares of company stock valued at $63,533,844. Corporate insiders own 0.70% of the company’s stock.

Intuitive Surgical Price Performance

Shares of NASDAQ ISRG opened at $535.00 on Friday. Intuitive Surgical, Inc. has a fifty-two week low of $425.00 and a fifty-two week high of $616.00. The firm has a market capitalization of $191.79 billion, a P/E ratio of 70.77, a P/E/G ratio of 4.35 and a beta of 1.67. The company’s 50 day simple moving average is $566.32 and its 200 day simple moving average is $512.06.

Intuitive Surgical (NASDAQ:ISRG) last issued its earnings results on Tuesday, October 21st. The medical equipment provider reported $2.40 EPS for the quarter, beating the consensus estimate of $1.99 by $0.41. The company had revenue of $2.51 billion during the quarter, compared to analysts’ expectations of $2.41 billion. Intuitive Surgical had a net margin of 28.58% and a return on equity of 15.08%. The business’s revenue for the quarter was up 22.9% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.84 EPS. Sell-side analysts expect that Intuitive Surgical, Inc. will post 6.43 EPS for the current fiscal year.

Intuitive Surgical News Summary

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

• Positive Sentiment: Phase?3 update on IS?001 imaging drug — Intuitive advanced its Phase?3 study aimed at reducing ureter injuries in robotic colorectal surgery, a safety-focused adjoint that could expand the company’s addressable offering and reinforce surgical?safety differentiation. Intuitive Surgical Advances Phase 3 Imaging Drug
• Positive Sentiment: daVinci systems demand highlighted — Company commentary and industry coverage say system performance “exceeded expectations” and Intuitive is pushing for more placements, supporting procedure growth and recurring consumable revenue. Intuitive says daVinci systems ‘exceeded expectations,’ it wants more
• Positive Sentiment: Analyst support remains — At least some brokers (e.g., Bernstein) have reiterated buy ratings, signaling continued sell?side conviction in ISRG’s long?term growth profile despite near?term noise. Bernstein Sticks to Their Buy Rating for Intuitive Surgical (ISRG)
• Positive Sentiment: Investor take: “buying the dip” narratives are emerging — Several bullish commentaries argue the pullback is an entry point given Intuitive’s wide moat, recurring consumables and procedure tailwinds. Intuitive Surgical: Buying The Dip On This Wide-Moat Compounder
• Neutral Sentiment: Analysts preparing for Q4 — Preview pieces outline the metrics (procedures, system placements, ASPs, margin drivers) that will matter when full Q4 results and guidance details arrive; these previews can amplify volatility around the print. Intuitive Surgical (ISRG) Q4 Earnings on the Horizon
• Neutral Sentiment: Brokerage commentary roundup — Coverage pieces remind investors that analyst ratings and model changes often move shares; they’re useful context but not a definitive signal by themselves. Brokers Suggest Investing in Intuitive Surgical (ISRG)
• Negative Sentiment: Preliminary Q4 revenue reaction — Although Intuitive reported strong preliminary Q4 and full?year revenue growth, shares dipped as investors parsed procedure trends, margin dynamics and what management said about demand cadence. That disconnect between a beat and stock action is a key reason for the pullback. Intuitive Surgical Stock Dips on Q4 Preliminary Revenue Results
• Negative Sentiment: Softer 2026 outlook flagged — Company commentary and reporting point to a softer 2026 outlook that trimmed forward expectations, which is the primary negative driver behind today’s weakness. Intuitive Surgical Sets Softer 2026 Outlook
• Negative Sentiment: Market reaction analysis — Coverage asking “why did shares dive?” notes investors punished the stock for guidance/trajectory concerns despite the beat, illustrating that forward commentary and margin clarity matter more than one?time beats. Intuitive Surgical Crushed Fourth-Quarter Forecasts. So Why Did Shares Dive?

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.