WealthPlan Investment Management LLC Raises Stake in Intuitive Surgical, Inc. $ISRG

WealthPlan Investment Management LLC grew its stake in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 91.5% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 3,593 shares of the medical equipment provider’s stock after purchasing an additional 1,717 shares during the period. WealthPlan Investment Management LLC’s holdings in Intuitive Surgical were worth $2,035,000 at the end of the most recent reporting period.

Several other institutional investors also recently made changes to their positions in the stock. Riversedge Advisors LLC boosted its position in shares of Intuitive Surgical by 1.9% during the 4th quarter. Riversedge Advisors LLC now owns 901 shares of the medical equipment provider’s stock worth $510,000 after purchasing an additional 17 shares in the last quarter. Fiduciary Financial Group LLC raised its stake in Intuitive Surgical by 2.1% in the 4th quarter. Fiduciary Financial Group LLC now owns 920 shares of the medical equipment provider’s stock valued at $521,000 after purchasing an additional 19 shares during the last quarter. Prosperity Consulting Group LLC raised its stake in Intuitive Surgical by 0.5% in the 3rd quarter. Prosperity Consulting Group LLC now owns 4,033 shares of the medical equipment provider’s stock valued at $1,804,000 after purchasing an additional 19 shares during the last quarter. Rossmore Private Capital raised its stake in Intuitive Surgical by 2.0% in the 3rd quarter. Rossmore Private Capital now owns 998 shares of the medical equipment provider’s stock valued at $446,000 after purchasing an additional 20 shares during the last quarter. Finally, Activest Wealth Management raised its stake in Intuitive Surgical by 21.7% in the 3rd quarter. Activest Wealth Management now owns 112 shares of the medical equipment provider’s stock valued at $50,000 after purchasing an additional 20 shares during the last quarter. 83.64% of the stock is currently owned by hedge funds and other institutional investors.

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.

Analysts Set New Price Targets

ISRG has been the subject of several analyst reports. Barclays set a $651.00 target price on shares of Intuitive Surgical and gave the company an “overweight” rating in a research note on Thursday, April 23rd. The Goldman Sachs Group boosted their target price on shares of Intuitive Surgical from $609.00 to $621.00 and gave the company a “buy” rating in a research note on Wednesday, April 22nd. TD Cowen cut their target price on shares of Intuitive Surgical from $660.00 to $585.00 and set a “buy” rating for the company in a research note on Wednesday, April 22nd. Evercore cut their target price on shares of Intuitive Surgical from $550.00 to $480.00 and set a “neutral” rating for the company in a research note on Monday, April 6th. Finally, JPMorgan Chase & Co. cut their target price on shares of Intuitive Surgical from $625.00 to $550.00 and set an “overweight” rating for the company in a research note on Wednesday, April 22nd. Eighteen analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $581.91.

Insider Transactions at Intuitive Surgical

In related news, SVP Mark Brosius sold 2,362 shares of Intuitive Surgical stock in a transaction on Wednesday, March 4th. The stock was sold at an average price of $498.68, for a total value of $1,177,882.16. Following the transaction, the senior vice president owned 3,554 shares in the company, valued at approximately $1,772,308.72. This trade represents a 39.93% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Patricia L. Wadors sold 220 shares of the firm’s stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $499.71, for a total value of $109,936.20. The SEC filing for this sale provides additional information. Insiders have sold 5,647 shares of company stock valued at $2,760,359 in the last ninety days. Company insiders own 0.60% of the company’s stock.

Intuitive Surgical Stock Performance

Shares of ISRG stock opened at $421.12 on Monday. The firm has a market capitalization of $149.14 billion, a price-to-earnings ratio of 51.04, a price-to-earnings-growth ratio of 3.36 and a beta of 1.51. Intuitive Surgical, Inc. has a one year low of $417.74 and a one year high of $603.88. The company has a 50 day moving average price of $463.63 and a 200 day moving average price of $513.77.

Intuitive Surgical (NASDAQ:ISRG) last announced its quarterly earnings results on Tuesday, April 21st. The medical equipment provider reported $2.50 earnings per share for the quarter, beating analysts’ consensus estimates 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 for the quarter was up 23.0% on a year-over-year basis. During the same quarter last year, the business earned $1.81 EPS. As a group, equities analysts forecast that Intuitive Surgical, Inc. will post 8.57 EPS for the current fiscal year.

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.