W.G. Shaheen & Associates DBA Whitney & Co Raises Stock Position in Intuitive Surgical, Inc. $ISRG

W.G. Shaheen & Associates DBA Whitney & Co boosted its holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 327.3% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 2,517 shares of the medical equipment provider’s stock after buying an additional 1,928 shares during the period. W.G. Shaheen & Associates DBA Whitney & Co’s holdings in Intuitive Surgical were worth $1,426,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the company. Fagan Associates Inc. purchased a new position in shares of Intuitive Surgical during the fourth quarter valued at about $219,000. Simplicity Wealth LLC grew its position in shares of Intuitive Surgical by 5.6% during the fourth quarter. Simplicity Wealth LLC now owns 1,670 shares of the medical equipment provider’s stock valued at $946,000 after purchasing an additional 88 shares in the last quarter. Turning Point Benefit Group Inc. grew its position in shares of Intuitive Surgical by 833.3% during the fourth quarter. Turning Point Benefit Group Inc. now owns 56 shares of the medical equipment provider’s stock valued at $32,000 after purchasing an additional 50 shares in the last quarter. Interchange Capital Partners LLC grew its position in shares of Intuitive Surgical by 13.1% during the fourth quarter. Interchange Capital Partners LLC now owns 1,616 shares of the medical equipment provider’s stock valued at $915,000 after purchasing an additional 187 shares in the last quarter. Finally, Aries Wealth Management grew its position in shares of Intuitive Surgical by 21.7% during the fourth quarter. Aries Wealth Management now owns 785 shares of the medical equipment provider’s stock valued at $445,000 after purchasing an additional 140 shares in the last quarter. Hedge funds and other institutional investors own 83.64% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have recently weighed in on ISRG. Barclays set a $651.00 price objective on Intuitive Surgical and gave the company an “overweight” rating in a research report on Thursday, April 23rd. Evercore dropped their price target on Intuitive Surgical from $550.00 to $480.00 and set a “neutral” rating for the company in a research report on Monday, April 6th. JPMorgan Chase & Co. dropped their price target on Intuitive Surgical from $625.00 to $550.00 and set an “overweight” rating for the company in a research report on Wednesday, April 22nd. Mizuho set a $525.00 price target on Intuitive Surgical and gave the stock a “neutral” rating in a research report on Monday, April 13th. Finally, Raymond James Financial dropped their price target on Intuitive Surgical from $615.00 to $577.00 and set an “outperform” rating for the company in a research report on Wednesday, April 22nd. Eighteen investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $581.91.

Intuitive Surgical Stock Performance

Intuitive Surgical stock opened at $453.83 on Thursday. The company has a 50 day moving average price of $475.70 and a 200-day moving average price of $516.39. Intuitive Surgical, Inc. has a fifty-two week low of $427.84 and a fifty-two week high of $603.88. The company has a market capitalization of $160.73 billion, a PE ratio of 55.01, a P/E/G ratio of 3.79 and a beta of 1.68.

Intuitive Surgical (NASDAQ:ISRG) last issued its quarterly earnings data on Tuesday, April 21st. The medical equipment provider reported $2.50 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.08 by $0.42. The company had revenue of $2.77 billion for the quarter, compared to analyst estimates of $2.62 billion. Intuitive Surgical had a net margin of 28.15% and a return on equity of 15.98%. Intuitive Surgical’s revenue was up 23.0% compared to the same quarter last year. During the same period last year, the company posted $1.81 earnings per share. On average, analysts forecast that Intuitive Surgical, Inc. will post 8.5 earnings per share for the current year.

Insider Activity at Intuitive Surgical

In related news, VP Fredrik Widman sold 133 shares of Intuitive Surgical stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $494.96, for a total transaction 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 trade represents a 16.77% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, SVP Patricia L. Wadors sold 220 shares of Intuitive Surgical stock in a transaction on Friday, February 27th. The stock was sold at an average price of $499.71, for a total transaction of $109,936.20. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 5,906 shares of company stock valued at $2,907,726 over the last quarter. 0.60% of the stock is owned by insiders.

Key Headlines Impacting Intuitive Surgical

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

• Positive Sentiment: Erste Group raised its EPS forecasts (FY2026 to $8.56 and FY2027 to $9.83), signaling rising analyst confidence in Intuitive’s profitability outlook — this supports longer-term upside versus consensus.
• Positive Sentiment: Strong Q1 results and completed buyback — Intuitive reported better-than-expected Q1 revenue and EPS and finished a multi-year $9.08B repurchase (29.44M shares), boosting EPS via a smaller share count and demonstrating shareholder-return focus. How Strong Q1 2026 Results and Completed Buyback Will Impact Intuitive Surgical (ISRG) Investors
• Neutral Sentiment: Director Amy L. Ladd sold shares under a pre-arranged Rule 10b5-1 plan (transactions at ~$463–$473); scheduled plan sales limit the informational value of the trades but can add short-term supply. SEC Filing — Insider Sale
• Neutral Sentiment: International mix: analysts note stronger overall OUS growth but some pressure in China and delays in Japan that could temper international upside relative to the U.S. momentum. Is ISRG’s International Weakness a Temporary Drag or Structural Risk?
• Negative Sentiment: FDA early alert about removal of certain 8mm SureForm 30 gray reloads (curved-tip staplers) re-focused investor attention on product-safety/regulatory risk; that notice, combined with profit-taking after a post-earnings rally, is the proximate cause of today’s pullback. Intuitive Surgical slips as investors weigh recent FDA stapler notice and post-earnings expectations
• Negative Sentiment: Valuation sensitivity after the strong post-earnings rally — some investors and at least one bank have trimmed price targets or tempered projections, making the stock vulnerable to short-term profit-taking despite solid fundamentals.

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.