Intuitive Surgical, Inc. $ISRG Stock: Verdence Capital Advisors LLC Raises Holdings

Posted by Brian Himes on Oct 28th, 2026

Verdence Capital Advisors LLC lifted its stake in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 209.3% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 6,886 shares of the medical equipment provider’s stock after purchasing an additional 4,660 shares during the quarter. Verdence Capital Advisors LLC’s holdings in Intuitive Surgical were worth $2,800,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also made changes to their positions in the stock. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new position in Intuitive Surgical during the second quarter valued at about $14,316,000. Plato Investment Management Ltd bought a new stake in shares of Intuitive Surgical during the 2nd quarter worth about $4,315,000. Hikari Power Ltd bought a new stake in shares of Intuitive Surgical during the 2nd quarter worth about $5,619,000. NewEdge Advisors LLC increased its holdings in shares of Intuitive Surgical by 19.1% during the 2nd quarter. NewEdge Advisors LLC now owns 50,825 shares of the medical equipment provider’s stock valued at $20,212,000 after acquiring an additional 8,142 shares during the last quarter. Finally, Nykredit A S acquired a new position in shares of Intuitive Surgical during the 2nd quarter valued at about $48,464,000. 83.64% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Intuitive Surgical

In related news, Director Craig H. Barratt sold 1,150 shares of Intuitive Surgical stock in a transaction dated Friday, October 23rd. The shares were sold at an average price of $443.80, for a total transaction of $510,370.00. Following the completion of the sale, the director owned 1,150 shares of the company’s stock, valued at approximately $510,370. The trade was a 50.00% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Gary S. Guthart sold 20,095 shares of the company’s stock in a transaction dated Friday, October 23rd. The shares were sold at an average price of $451.61, for a total transaction of $9,075,102.95. Following the completion of the transaction, the director owned 1,204,530 shares in the company, valued at approximately $543,977,793.30. This trade represents a 1.64% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 38,684 shares of company stock valued at $16,770,301. Corporate insiders own 0.60% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on ISRG. Erste Group Bank raised Intuitive Surgical from a “hold” rating to a “buy” rating in a research note on Wednesday, October 21st. Oppenheimer reaffirmed an “outperform” rating and set a $500.00 target price on shares of Intuitive Surgical in a research report on Wednesday, October 21st. KeyCorp reiterated an “overweight” rating on shares of Intuitive Surgical in a report on Wednesday, August 12th. Wall Street Zen downgraded Intuitive Surgical from a “buy” rating to a “hold” rating in a report on Sunday, September 20th. Finally, Zacks Research raised shares of Intuitive Surgical from a “hold” rating to a “strong-buy” rating in a research report on Thursday, October 22nd. One research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, five have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Intuitive Surgical presently has a consensus rating of “Moderate Buy” and a consensus target price of $493.54.

Get Our Latest Stock Report on ISRG

Intuitive Surgical News Summary

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

Positive Sentiment: Wall Street remains broadly constructive: the average brokerage recommendation is equivalent to a Buy, while the reported consensus price target of $493.54 is above recent trading levels. However, the article cautions that sell-side ratings can be overly optimistic. Wall Street bullish views on ISRG
Positive Sentiment: Analysts have been raising earnings estimates, and Zacks highlighted ISRG’s growth profile. The company’s latest quarterly results provide fundamental support, with revenue up 21.7% year over year to $3.05 billion and earnings of $3.00 per share versus a $2.65 consensus estimate. Higher earnings estimates
Neutral Sentiment: ISRG is attracting substantial investor attention, which may increase trading activity but does not necessarily signal a change in business fundamentals. Reported short interest of zero shares and a zero-day days-to-cover ratio also appear inconsistent with the description of a significant increase, limiting the data’s usefulness. ISRG trending-stock analysis
Negative Sentiment: Several insiders sold shares under pre-arranged Rule 10b5-1 plans. Director Gary Guthart sold approximately $9.1 million, while a vice president, senior vice president and another director also reduced their holdings. Although planned sales are not necessarily bearish, the cluster may weigh on sentiment. ISRG insider selling
Negative Sentiment: Valuation remains a key risk. ISRG trades at roughly 54 times earnings and a PEG ratio above 3, leaving limited room for execution disappointments. The stock’s decline below its 200-day moving average may also indicate near-term technical weakness.

Intuitive Surgical Price Performance

ISRG stock opened at $445.88 on Wednesday. Intuitive Surgical, Inc. has a 1-year low of $328.57 and a 1-year high of $603.88. The business’s 50 day simple moving average is $398.31 and its 200 day simple moving average is $436.15.

Intuitive Surgical (NASDAQ:ISRG – Get Free Report) last announced its quarterly earnings results on Tuesday, October 20th. The medical equipment provider reported $3.00 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.65 by $0.35. The business had revenue of $3.05 billion for the quarter, compared to analyst estimates of $2.91 billion. During the same period in the prior year, the business earned $2.40 EPS. The company’s revenue for the quarter was up 21.7% compared to the same quarter last year. As a group, analysts anticipate that Intuitive Surgical, Inc. will post 9.37 earnings per share for the current fiscal year.

Intuitive Surgical Profile

(Free Report)

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.