Robeco Institutional Asset Management B.V. Sells 24,264 Shares of Intuitive Surgical, Inc. $ISRG

Key Points

• Robeco Institutional Asset Management cut its position in Intuitive Surgical by 16.6%, selling 24,264 shares in Q4 and now holding 121,640 shares valued at about $68.89 million.
• Intuitive beat Q4 expectations with EPS of $2.53 (vs. $2.27) and revenue of $2.87B (up 18.8% YoY); analysts' consensus is a Moderate Buy with a $607 average price target.
• Insiders sold 32,943 shares (~$17.28M) over the quarter even as institutional ownership stays high at 83.64%, and the stock trades around $450 after a roughly 20% year-to-date decline.

Robeco Institutional Asset Management B.V. lowered its stake in Intuitive Surgical, Inc. (NASDAQ:ISRG - Free Report) by 16.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 121,640 shares of the medical equipment provider's stock after selling 24,264 shares during the quarter. Robeco Institutional Asset Management B.V.'s holdings in Intuitive Surgical were worth $68,892,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of ISRG. Holos Integrated Wealth LLC bought a new position in Intuitive Surgical in the fourth quarter valued at approximately $25,000. Newbridge Financial Services Group Inc. lifted its stake in Intuitive Surgical by 300.0% in the 4th quarter. Newbridge Financial Services Group Inc. now owns 44 shares of the medical equipment provider's stock valued at $25,000 after acquiring an additional 33 shares in the last quarter. Greykasell Wealth Strategies Inc. bought a new stake in Intuitive Surgical in the 3rd quarter valued at approximately $27,000. Olistico Wealth LLC bought a new stake in Intuitive Surgical in the 4th quarter valued at approximately $28,000. Finally, Caitlin John LLC bought a new stake in Intuitive Surgical in the 3rd quarter valued at approximately $30,000. Institutional investors own 83.64% of the company's stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on the company. Piper Sandler restated an "overweight" rating and issued a $620.00 target price (up from $610.00) on shares of Intuitive Surgical in a research note on Friday, January 23rd. Wall Street Zen cut Intuitive Surgical from a "buy" rating to a "hold" rating in a research note on Saturday, February 7th. HSBC boosted their target price on Intuitive Surgical from $644.00 to $653.00 and gave the company a "buy" rating in a research note on Monday, January 26th. Weiss Ratings reiterated a "hold (c+)" rating on shares of Intuitive Surgical in a research note on Monday, December 29th. Finally, Royal Bank Of Canada upped their price objective on Intuitive Surgical from $625.00 to $650.00 and gave the stock an "outperform" rating in a research note on Wednesday, December 17th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Intuitive Surgical currently has a consensus rating of "Moderate Buy" and a consensus price target of $607.00.

Insider Transactions at Intuitive Surgical

In other Intuitive Surgical news, VP Fredrik Widman sold 133 shares of the company's stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $494.96, for a total value of $65,829.68. Following the transaction, the vice president directly owned 660 shares of the company's stock, valued at $326,673.60. This represents a 16.77% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, SVP Patricia L. Wadors sold 220 shares of the company's stock in a transaction on Friday, February 27th. The shares were sold at an average price of $499.71, for a total value of $109,936.20. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 32,943 shares of company stock worth $17,279,568. 0.60% of the stock is currently owned by company insiders.

Intuitive Surgical Trading Up 0.0%

ISRG opened at $450.65 on Monday. Intuitive Surgical, Inc. has a 1-year low of $427.84 and a 1-year high of $603.88. The stock's fifty day simple moving average is $481.15 and its 200 day simple moving average is $514.65. The stock has a market cap of $160.04 billion, a PE ratio of 57.12, a price-to-earnings-growth ratio of 3.52 and a beta of 1.68.

Intuitive Surgical (NASDAQ:ISRG - Get Free Report) last posted its quarterly earnings results on Thursday, January 22nd. The medical equipment provider reported $2.53 earnings per share for the quarter, beating analysts' consensus estimates of $2.27 by $0.26. Intuitive Surgical had a return on equity of 15.06% and a net margin of 28.38%.The business had revenue of $2.87 billion for the quarter, compared to analysts' expectations of $2.72 billion. During the same quarter in the prior year, the business earned $2.21 EPS. The firm's revenue for the quarter was up 18.8% on a year-over-year basis. Equities analysts forecast that Intuitive Surgical, Inc. will post 6.43 earnings per share for the current year.

Intuitive Surgical News Summary

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

• Positive Sentiment: BTIG reaffirmed a "buy" on ISRG and set a $616 price target (~36.7% above the recent price), giving investors a clear upside thesis tied to continued procedure growth and platform expansion. BTIG research note
• Positive Sentiment: Hedge-fund veteran Israel Englander has been increasing exposure to ISRG, signaling conviction from a long-term institutional holder and potentially supporting demand for the shares. Intuitive Surgical Inc. (ISRG): Israel Englander Is Loading Up on This Stock
• Positive Sentiment: Company commentary and analyst notes emphasize reaffirmed double-digit da Vinci procedure growth guidance and investment in new platforms (like Ion), which underpin recurring revenue from instruments & services and longer-term margin expansion. Reaffirmed da Vinci Growth Guidance and New Platforms Could Be A Game Changer For Intuitive Surgical (ISRG)
• Neutral Sentiment: Analysts highlight 13–15% procedure growth forecast for 2026 — a sign of durable demand — but warn that macro or policy shifts could pressure ISRG’s premium valuation. This is supportive long term but creates debate over near-term multiple compression. Can 13-15% Procedure Growth in 2026 Sustain ISRG's Premium Valuation?
• Neutral Sentiment: Recent intraday moves included a modest rally that still underperformed broader markets, reflecting mixed investor positioning ahead of earnings. Intuitive Surgical, Inc. (ISRG) Advances But Underperforms Market: Key Facts
• Negative Sentiment: ISRG is down sharply YTD (near ~20% per coverage) as investors mark down the stock from a premium multiple amid concerns about near-term upside and broader macro pressures — a major factor driving today’s weakness. ISRG Stock Down Nearly 20% YTD: Should You Buy, Hold or Sell?
• Negative Sentiment: Erste Group (and related notes) trimmed FY estimates / has a weaker outlook for FY2027, signaling some analyst caution that could translate into lower near-term expectations. Erste Group Bank Has Weak Estimate for ISRG FY2027 Earnings

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.

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