Curated Wealth Partners LLC Sells 156,197 Shares of Intuitive Surgical, Inc. $ISRG

Key Points

• Curated Wealth Partners LLC cut its Intuitive Surgical stake by 98.6%, selling 156,197 shares and retaining 2,234 shares valued at approximately $908,000. Institutional investors collectively own 83.64% of the company.
• Intuitive Surgical reported quarterly earnings of $2.80 per share, exceeding the $2.48 consensus estimate, while revenue rose 18.4% year over year to $2.89 billion.
• Analysts maintain a broadly positive view, with a consensus “Moderate Buy” rating and a $498.83 target price, though the stock’s roughly 49 price-to-earnings ratio raises valuation concerns.

Curated Wealth Partners LLC cut its stake in Intuitive Surgical, Inc. (NASDAQ:ISRG - Free Report) by 98.6% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,234 shares of the medical equipment provider's stock after selling 156,197 shares during the period. Curated Wealth Partners LLC's holdings in Intuitive Surgical were worth $908,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. Main Street Group LTD acquired a new stake in Intuitive Surgical in the 1st quarter valued at $30,000. North Point Portfolio Managers Corp OH bought a new stake in Intuitive Surgical in the third quarter valued at $27,000. Vermillion Wealth Management Inc. grew its position in Intuitive Surgical by 58.1% in the first quarter. Vermillion Wealth Management Inc. now owns 68 shares of the medical equipment provider's stock valued at $31,000 after acquiring an additional 25 shares during the period. Evergreen Advisors LLC acquired a new position in Intuitive Surgical during the first quarter worth $35,000. Finally, Compass Financial Management LLC acquired a new position in Intuitive Surgical during the second quarter worth $30,000. Institutional investors own 83.64% of the company's stock.

Intuitive Surgical Price Performance

ISRG stock opened at $427.86 on Friday. The business has a fifty day moving average price of $390.47 and a 200 day moving average price of $409.62. Intuitive Surgical, Inc. has a fifty-two week low of $328.57 and a fifty-two week high of $603.88. The stock has a market capitalization of $151.15 billion, a price-to-earnings ratio of 49.01, a P/E/G ratio of 3.17 and a beta of 1.46.

Intuitive Surgical (NASDAQ:ISRG - Get Free Report) last posted its quarterly earnings data on Thursday, July 16th. The medical equipment provider reported $2.80 EPS for the quarter, topping analysts' consensus estimates of $2.48 by $0.32. The company had revenue of $2.89 billion for the quarter, compared to analyst estimates of $2.83 billion. Intuitive Surgical had a return on equity of 16.91% and a net margin of 28.45%. The business's revenue was up 18.4% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.81 earnings per share. On average, equities analysts expect that Intuitive Surgical, Inc. will post 8.87 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

ISRG has been the subject of a number of analyst reports. Mizuho set a $415.00 price objective on Intuitive Surgical in a report on Tuesday. Oppenheimer raised shares of Intuitive Surgical from a "market perform" rating to an "outperform" rating and set a $500.00 target price on the stock in a report on Wednesday, August 12th. Sanford C. Bernstein reaffirmed an "outperform" rating on shares of Intuitive Surgical in a report on Wednesday, August 12th. JPMorgan Chase & Co. dropped their target price on shares of Intuitive Surgical from $550.00 to $450.00 and set an "overweight" rating for the company in a research report on Friday, July 17th. Finally, Piper Sandler reiterated an "overweight" rating on shares of Intuitive Surgical in a research report on Friday, August 21st. One analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat, Intuitive Surgical has a consensus rating of "Moderate Buy" and a consensus target price of $498.83.

Insider Buying and Selling

In other news, EVP Gary Loeb sold 400 shares of the firm's stock in a transaction on Monday, August 10th. The stock was sold at an average price of $379.00, for a total value of $151,600.00. Following the completion of the sale, the executive vice president directly owned 5,320 shares in the company, valued at approximately $2,016,280. This trade represents a 6.99% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Fredrik Widman sold 1,089 shares of Intuitive Surgical stock in a transaction dated Tuesday, September 15th. The shares were sold at an average price of $374.44, for a total value of $407,765.16. Following the completion of the transaction, the vice president directly owned 1,026 shares of the company's stock, valued at $384,175.44. This represents a 51.49% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 12,370 shares of company stock valued at $4,891,989 in the last 90 days. 0.60% of the stock is owned by corporate insiders.

Intuitive Surgical News Summary

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

• Positive Sentiment: Intuitive Surgical outperformed the broader market in the latest session, supported by its long-term growth profile and investor interest ahead of earnings. The company’s most recent quarterly results also showed strong momentum, with earnings and revenue exceeding analyst expectations and revenue rising 18.4% year over year. Intuitive Surgical Beats Stock Market Upswing
• Positive Sentiment: Analysts are watching da Vinci 5 adoption, Ion procedures, surgical-system placements and recurring instrument and accessory revenue as potential indicators of another strong quarter. These operating metrics could provide more insight than revenue and earnings per share alone. Countdown to Intuitive Surgical Q3 Earnings
• Positive Sentiment: Erste Group Bank marginally raised its fiscal 2026 earnings forecast to $8.94 per share, above the approximately $8.87 consensus estimate, signaling modestly improved expectations for profitability.
• Neutral Sentiment: Intuitive Surgical has gained nearly 12% over the past month, making the upcoming earnings release an important catalyst for whether the recent rally can continue. Analysts also highlight the company as a sales-growth stock, with strong projected revenue expansion for 2026. ISRG Gains Nearly 12% in a Month
• Negative Sentiment: Valuation remains a concern: ISRG trades at roughly 49 times earnings, and one analysis estimates the shares could be about 31% overvalued even after an improved earnings outlook. Any weaker-than-expected Q3 metrics or cautious guidance could pressure the stock. Intuitive Surgical Could Be 31% Overvalued

Intuitive Surgical Profile

Intuitive Surgical, Inc develops and commercializes robotic-assisted systems and related technologies designed to support minimally invasive medical procedures. The company's products are intended to help surgeons perform operations through small incisions while providing enhanced visualization, precision, and control.

Its principal product is the da Vinci Surgical System, a platform used across a range of specialties, including general surgery, urology, gynecology, thoracic surgery, and cardiac procedures.

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