UniSuper Management Pty Ltd Sells 51,278 Shares of Intuitive Surgical, Inc. $ISRG

25 Jan 2026, 11:40 by Michael Walen · The Markets Daily

UniSuper Management Pty Ltd lowered its position in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 62.1% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 31,240 shares of the medical equipment provider’s stock after selling 51,278 shares during the quarter. UniSuper Management Pty Ltd’s holdings in Intuitive Surgical were worth $13,971,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Tobam increased its position in Intuitive Surgical by 666.7% during the second quarter. Tobam now owns 46 shares of the medical equipment provider’s stock worth $25,000 after buying an additional 40 shares during the last quarter. Kilter Group LLC acquired a new stake in shares of Intuitive Surgical in the second quarter valued at approximately $27,000. Princeton Global Asset Management LLC bought a new position in shares of Intuitive Surgical during the 2nd quarter worth approximately $30,000. Riggs Asset Managment Co. Inc. increased its holdings in shares of Intuitive Surgical by 84.2% during the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 70 shares of the medical equipment provider’s stock worth $38,000 after acquiring an additional 32 shares during the last quarter. Finally, First Command Advisory Services Inc. raised its stake in Intuitive Surgical by 3,750.0% in the 2nd quarter. First Command Advisory Services Inc. now owns 77 shares of the medical equipment provider’s stock valued at $42,000 after acquiring an additional 75 shares during the period. 83.64% of the stock is currently owned by institutional investors and hedge funds.

More Intuitive Surgical News

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

Positive Sentiment: Q4 results beat Wall Street: Revenue and adjusted EPS topped estimates, backed by higher procedure volumes and system demand — a primary near‑term driver of recurring instrument sales. Reuters: Intuitive Surgical beats quarterly estimates on demand for surgical robots
Positive Sentiment: Analysts boost some targets and reaffirm conviction: Bernstein raised its target sharply (big upside), Raymond James and BTIG reaffirmed/outperform with higher targets — supporting upside potential from elongation of the company’s growth runway. Benzinga: Analysts revise forecasts after Q4
Neutral Sentiment: Guidance is measured: Management expects mid‑teens da Vinci procedure growth (midpoint ~14%) and 2026 gross margin around 67–68%, while flagging higher operating expenses for R&D — signaling steady growth but potential margin/operating‑leverage moderation. MarketBeat: Intuitive Surgical Just Proved the Growth Engine Still Runs
Neutral Sentiment: JURA clinical update and milestone PRs add long‑term optionality: Early imaging data from the JURA feasibility study and a new 20 million‑patient da Vinci milestone reinforce long‑term growth narratives beyond core platforms. TipRanks: JURA feasibility study update GlobeNewswire: 20 Million Patients Benefit from da Vinci Surgery
Negative Sentiment: Tariffs and gross‑margin pressure noted: Management expects tariffs to cut gross margins (about a 1.2% headwind in 2026) and flagged some gross‑margin decline vs. recent quarters — a medium‑term profitability risk. Zacks: Q4 beat but gross margin declines
Negative Sentiment: Mixed analyst moves and a few downgrades: Some firms trimmed targets or moved to in‑line/hold (Evercore, Zacks), creating near‑term debate over valuation vs. growth and muting upside for traders focused on short‑term catalysts. The Fly: Evercore lowers price target

Insider Transactions at Intuitive Surgical

In related news, EVP Myriam Curet sold 7,562 shares of the business’s stock in a transaction dated Tuesday, October 28th. The stock was sold at an average price of $548.43, for a total value of $4,147,227.66. Following the completion of the transaction, the executive vice president owned 353 shares of the company’s stock, valued at $193,595.79. The trade was a 95.54% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Henry L. Charlton sold 13,731 shares of the company’s stock in a transaction dated Wednesday, November 12th. The stock was sold at an average price of $580.00, for a total transaction of $7,963,980.00. Following the sale, the executive vice president directly owned 3,056 shares of the company’s stock, valued at $1,772,480. This represents a 81.80% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 55,714 shares of company stock worth $31,617,799. Corporate insiders own 0.70% of the company’s stock.

Intuitive Surgical Stock Down 0.3%

Shares of NASDAQ:ISRG opened at $523.99 on Friday. Intuitive Surgical, Inc. has a 12-month low of $425.00 and a 12-month high of $609.08. The company’s 50 day moving average price is $562.32 and its two-hundred day moving average price is $511.68. The firm has a market cap of $187.84 billion, a PE ratio of 66.41, a PEG ratio of 4.26 and a beta of 1.67.

Intuitive Surgical (NASDAQ:ISRG – Get Free Report) last released 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. The company had revenue of $2.87 billion during the quarter, compared to the consensus estimate of $2.72 billion. Intuitive Surgical had a net margin of 28.38% and a return on equity of 15.18%. The firm’s quarterly revenue was up 18.8% on a year-over-year basis. During the same period in the previous year, the business earned $2.21 earnings per share. On average, research analysts expect that Intuitive Surgical, Inc. will post 6.43 EPS for the current year.

Analyst Ratings Changes

Several equities research analysts have issued reports on the company. Rothschild & Co Redburn lifted their price objective on shares of Intuitive Surgical from $610.00 to $615.00 and gave the stock a “buy” rating in a research report on Thursday, October 23rd. The Goldman Sachs Group reaffirmed a “buy” rating and set a $714.00 target price on shares of Intuitive Surgical in a report on Friday, January 9th. Truist Financial increased their price target on shares of Intuitive Surgical from $620.00 to $650.00 and gave the company a “buy” rating in a report on Thursday, December 18th. Barclays restated an “overweight” rating and set a $686.00 price objective (up from $635.00) on shares of Intuitive Surgical in a research report on Wednesday, January 7th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Intuitive Surgical in a research report on Monday, December 29th. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $617.57.

Get Our Latest Report on ISRG

Intuitive Surgical Company Profile

(Free Report)

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.