Loring Wolcott & Coolidge Fiduciary Advisors LLP MA Purchases 96,938 Shares of Intuitive Surgical, Inc. $ISRG

Key Points

• Loring Wolcott & Coolidge Fiduciary Advisors increased its Intuitive Surgical position by 235.8%, purchasing 96,938 shares to hold 138,050 shares worth approximately $56.1 million. Institutional investors collectively own 83.64% of ISRG.
• Intuitive Surgical reported quarterly EPS of $3.00 and revenue of $3.05 billion, beating analyst expectations, with revenue up 21.7% year over year.
• Despite strong results and a “Moderate Buy” consensus rating, investors remain concerned about slowing U.S. da Vinci procedure growth, margin pressure from pricing and a roughly $450 million antitrust settlement, and the stock’s premium valuation above 50 times earnings.

Loring Wolcott & Coolidge Fiduciary Advisors LLP MA lifted its position in Intuitive Surgical, Inc. (NASDAQ:ISRG - Free Report) by 235.8% in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 138,050 shares of the medical equipment provider's stock after acquiring an additional 96,938 shares during the quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA's holdings in Intuitive Surgical were worth $56,135,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. North Point Portfolio Managers Corp OH purchased a new position in Intuitive Surgical during the 3rd quarter worth approximately $27,000. Compass Wealth Management LLC acquired a new stake in Intuitive Surgical during the 3rd quarter valued at $29,000. Main Street Group LTD acquired a new stake in Intuitive Surgical during the 1st quarter valued at $30,000. Compass Financial Management LLC purchased a new stake in shares of Intuitive Surgical in the second quarter valued at $30,000. Finally, Evergreen Advisors LLC purchased a new stake in shares of Intuitive Surgical in the first quarter valued at $35,000. Institutional investors and hedge funds own 83.64% of the company's stock.

Intuitive Surgical Stock Performance

Shares of ISRG opened at $452.29 on Monday. The company has a market capitalization of $156.78 billion, a PE ratio of 54.69, a PEG ratio of 3.12 and a beta of 1.46. The company's 50 day moving average price is $395.50 and its 200 day moving average price is $408.83. Intuitive Surgical, Inc. has a 52 week low of $328.57 and a 52 week high of $603.88.

Intuitive Surgical (NASDAQ:ISRG - Get Free Report) last released its earnings results on Tuesday, October 20th. The medical equipment provider reported $3.00 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.65 by $0.35. The company had revenue of $3.05 billion during 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 company's revenue was up 21.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.40 EPS. On average, equities analysts forecast that Intuitive Surgical, Inc. will post 9.37 earnings per share for the current fiscal year.

Insider Buying and Selling at Intuitive Surgical

In other news, EVP Mark Brosius sold 77 shares of the company's stock in a transaction on Friday, August 21st. The shares were sold at an average price of $375.57, for a total value of $28,918.89. Following the transaction, the executive vice president directly owned 881 shares of the company's stock, valued at approximately $330,877.17. This represents a 8.04% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Amy Ladd sold 400 shares of the company's stock in a transaction 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 completion of the transaction, the director directly owned 251 shares in the company, valued at $95,129. This trade represents a 61.44% 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 12,342 shares of company stock worth $4,882,357 over the last 90 days. 0.60% of the stock is currently owned by insiders.

Trending Headlines about 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

ISRG has been the subject of several recent analyst reports. UBS Group reaffirmed a "buy" rating on shares of Intuitive Surgical in a research report on Tuesday, October 13th. KeyCorp reissued an "overweight" rating on shares of Intuitive Surgical in a research report on Wednesday, August 12th. TD Cowen reissued a "buy" rating and set a $485.00 price target on shares of Intuitive Surgical in a research report on Monday, October 19th. Robert W. Baird increased their price objective on Intuitive Surgical from $513.00 to $550.00 and gave the stock an "outperform" rating in a research note on Wednesday, October 21st. Finally, Truist Financial decreased their price objective on Intuitive Surgical from $580.00 to $510.00 and set a "buy" rating for the company in a research report on Thursday, July 16th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Intuitive Surgical has a consensus rating of "Moderate Buy" and a consensus target price 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.

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