Stephens Inc. AR Acquires 1,964 Shares of Intuitive Surgical, Inc. $ISRG

Posted by Donna Armstrong on May 18th, 2026

Stephens Inc. AR increased its holdings in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 19.6% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 11,974 shares of the medical equipment provider’s stock after purchasing an additional 1,964 shares during the period. Stephens Inc. AR’s holdings in Intuitive Surgical were worth $6,782,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of ISRG. Holos Integrated Wealth LLC bought a new position in shares of Intuitive Surgical during the fourth quarter valued at approximately $25,000. Newbridge Financial Services Group Inc. boosted its stake in shares of Intuitive Surgical by 300.0% during the fourth quarter. Newbridge Financial Services Group Inc. now owns 44 shares of the medical equipment provider’s stock valued at $25,000 after purchasing an additional 33 shares in the last quarter. Greykasell Wealth Strategies Inc. bought a new position in shares of Intuitive Surgical during the third quarter valued at approximately $27,000. Olistico Wealth LLC bought a new position in shares of Intuitive Surgical during the fourth quarter valued at approximately $28,000. Finally, Caitlin John LLC acquired a new stake in Intuitive Surgical in the third quarter valued at approximately $30,000. 83.64% of the stock is currently owned by institutional investors.

Intuitive Surgical Stock Performance

NASDAQ:ISRG opened at $421.12 on Monday. Intuitive Surgical, Inc. has a 12 month low of $417.74 and a 12 month high of $603.88. The firm has a fifty day simple moving average of $463.63 and a 200-day simple moving average of $513.77. The company has a market capitalization of $149.14 billion, a P/E ratio of 51.04, a PEG ratio of 3.36 and a beta of 1.51.

Intuitive Surgical (NASDAQ:ISRG – Get Free Report) last posted its quarterly earnings data on Tuesday, April 21st. The medical equipment provider reported $2.50 EPS for the quarter, topping the consensus estimate of $2.08 by $0.42. Intuitive Surgical had a net margin of 28.15% and a return on equity of 15.98%. The business had revenue of $2.77 billion during the quarter, compared to the consensus estimate of $2.62 billion. During the same period in the previous year, the firm posted $1.81 earnings per share. The business’s revenue for the quarter was up 23.0% compared to the same quarter last year. Equities analysts forecast that Intuitive Surgical, Inc. will post 8.57 EPS for the current year.

Key Headlines Impacting Intuitive Surgical

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

Positive Sentiment: Multiple recent articles highlighted Intuitive Surgical as a potential beneficiary of the AI boom in healthcare, arguing that every robotic procedure creates valuable data that can improve surgeon training, intraoperative guidance, and predictive analytics. Surgical Robotics Meets AI: Intuitive Surgical, Medtronic, and Stryker Are the Sleeper Plays of the Healthcare Boom
Positive Sentiment: Analysts at Erste Group Bank nudged up their FY2026 and FY2027 earnings estimates for ISRG, reinforcing expectations that earnings growth can continue above consensus. MarketBeat ISRG coverage
Positive Sentiment: Coverage around da Vinci 5 pointed to strong procedure growth and higher system utilization, suggesting the company’s newest platform is still gaining traction with surgeons and hospitals. Can ISRG’s da Vinci 5 Momentum Sustain Procedure and Utilization Gains?
Neutral Sentiment: Several bullish opinion pieces said the recent selloff has made Intuitive Surgical look more attractive to growth investors, but these were mostly commentary rather than new company-specific catalysts. Intuitive Surgical Has Dropped 20% This Year. Wall Street Says It’s Time to Buy.

Insider Buying and Selling at Intuitive Surgical

In other news, EVP Gary Loeb sold 400 shares of Intuitive Surgical stock in a transaction on Monday, May 11th. The shares were sold at an average price of $446.95, for a total transaction of $178,780.00. Following the completion of the sale, the executive vice president directly owned 6,120 shares in the company, valued at approximately $2,735,334. The trade was a 6.13% decrease in their ownership of the stock. The transaction 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, 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 SEC filing for this sale provides additional information. In the last ninety days, insiders sold 5,647 shares of company stock valued at $2,760,359. Company insiders own 0.60% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have weighed in on ISRG. Sanford C. Bernstein raised their target price on shares of Intuitive Surgical from $740.00 to $750.00 and gave the company an “outperform” rating in a research note on Friday, January 23rd. Argus lowered their target price on shares of Intuitive Surgical from $630.00 to $560.00 and set a “buy” rating for the company in a research note on Wednesday, February 4th. Raymond James Financial lowered their target price on shares of Intuitive Surgical from $615.00 to $577.00 and set an “outperform” rating for the company in a research note on Wednesday, April 22nd. Jefferies Financial Group lowered their target price on shares of Intuitive Surgical from $560.00 to $515.00 and set a “hold” rating for the company in a research note on Wednesday, April 22nd. Finally, Citigroup upgraded shares of Intuitive Surgical from a “neutral” rating to a “buy” rating and set a $590.00 target price for the company in a research note on Wednesday, March 11th. Eighteen analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $581.91.

View 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.

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.