Intuitive (ISRG) reported third-quarter 2026 revenue of $3.05 billion, up 22% from a year earlier. GAAP net income attributable to Intuitive Surgical was $523 million, or $1.49 per diluted share, compared with $704 million, or $1.95 per diluted share, in the prior-year quarter.
The company recorded a $450 million pre-tax charge related to a proposed antitrust class-action settlement. Worldwide da Vinci and Ion procedures combined grew approximately 15% from the third quarter of 2025.
- Placed 546 da Vinci surgical systems, including 315 da Vinci 5 systems, versus 427 da Vinci systems a year earlier.
- Placed 56 Ion endoluminal systems, compared with 50 in the prior-year quarter.
- Repurchased 7.8 million common shares for $2.94 billion during the quarter.
- Ended the quarter with $6.80 billion in cash, cash equivalents and investments.
- Maintained its 2026 outlook for worldwide da Vinci procedure growth of approximately 14% to 15%.
$ISRG Insider Trading Activity
$ISRG insiders have traded $ISRG stock on the open market 34 times in the past 6 months. Of those trades, 0 have been purchases and 34 have been sales.
Here’s a breakdown of recent trading of $ISRG stock by insiders over the last 6 months:
- GARY S GUTHART sold 10,000 shares for an estimated $4,000,000
- IMAN JEDDI (SVP & GM da Vinci Platforms &) sold 5,625 shares for an estimated $2,365,593
- AMY L LADD has made 0 purchases and 4 sales selling 1,091 shares for an estimated $471,789.
- FREDRIK WIDMAN (VP Corporate Controller) has made 0 purchases and 2 sales selling 1,089 shares for an estimated $407,765.
- MARK BROSIUS (EVP & Chief Mfg and Supply Cha) has made 0 purchases and 24 sales selling 849 shares for an estimated $329,868.
- GARY LOEB (EVP & Chief Legal and Complian) has made 0 purchases and 2 sales selling 800 shares for an estimated $321,256.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$ISRG Hedge Fund Activity
We have seen 1,063 institutional investors add shares of $ISRG stock to their portfolio, and 1,090 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- INVESCO LTD. added 8,106,133 shares (+216.9%) to their portfolio in Q2 2026, for an estimated $3,223,646,971
- JPMORGAN CHASE & CO added 4,231,033 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,682,597,203
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 2,802,568 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,114,525,242
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 1,638,953 shares (+77.8%) to their portfolio in Q2 2026, for an estimated $651,778,829
- PRICE T ROWE ASSOCIATES INC /MD/ removed 1,263,437 shares (-10.1%) from their portfolio in Q2 2026, for an estimated $502,443,626
- FMR LLC removed 1,226,104 shares (-22.4%) from their portfolio in Q2 2026, for an estimated $487,597,038
- WINSLOW CAPITAL MANAGEMENT, LLC removed 1,152,910 shares (-99.4%) from their portfolio in Q2 2026, for an estimated $458,489,248
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
