Krilogy Financial LLC Trims Holdings in Intuitive Surgical, Inc. $ISRG

Posted by Donna Armstrong on Jun 25th, 2026

Krilogy Financial LLC trimmed its holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 17.3% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,767 shares of the medical equipment provider’s stock after selling 1,416 shares during the quarter. Krilogy Financial LLC’s holdings in Intuitive Surgical were worth $3,100,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors also recently bought and sold shares of the business. Wealth Management Partners LLC lifted its holdings in shares of Intuitive Surgical by 1.7% during the first quarter. Wealth Management Partners LLC now owns 2,134 shares of the medical equipment provider’s stock valued at $984,000 after purchasing an additional 36 shares during the last quarter. Total Clarity Wealth Management Inc. grew its stake in shares of Intuitive Surgical by 6.4% in the 1st quarter. Total Clarity Wealth Management Inc. now owns 1,114 shares of the medical equipment provider’s stock worth $514,000 after buying an additional 67 shares during the last quarter. Signal Advisors Wealth LLC increased its position in Intuitive Surgical by 11.1% during the 1st quarter. Signal Advisors Wealth LLC now owns 9,016 shares of the medical equipment provider’s stock valued at $4,156,000 after buying an additional 904 shares in the last quarter. SVB Wealth LLC increased its position in Intuitive Surgical by 2.5% during the 1st quarter. SVB Wealth LLC now owns 13,718 shares of the medical equipment provider’s stock valued at $6,324,000 after buying an additional 331 shares in the last quarter. Finally, Anchyra Partners LLC raised its stake in Intuitive Surgical by 3.0% during the first quarter. Anchyra Partners LLC now owns 940 shares of the medical equipment provider’s stock valued at $433,000 after buying an additional 27 shares during the last quarter. 83.64% of the stock is owned by hedge funds and other institutional investors.

Intuitive Surgical Stock Performance

Intuitive Surgical stock opened at $401.77 on Thursday. The stock has a market cap of $142.29 billion, a PE ratio of 48.70, a price-to-earnings-growth ratio of 3.28 and a beta of 1.46. Intuitive Surgical, Inc. has a one year low of $396.68 and a one year high of $603.88. The stock has a fifty day moving average of $435.29 and a 200 day moving average of $486.41.

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

Insider Buying and Selling at Intuitive Surgical

In related news, SVP Iman Jeddi sold 5,625 shares of Intuitive Surgical stock in a transaction on Monday, June 1st. The stock was sold at an average price of $420.55, for a total transaction of $2,365,593.75. Following the transaction, the senior vice president directly owned 6,463 shares in the company, valued at approximately $2,718,014.65. The trade was a 46.53% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Gary Loeb sold 400 shares of the business’s stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $424.14, for a total value of $169,656.00. Following the sale, the executive vice president directly owned 5,720 shares of the company’s stock, valued at $2,426,080.80. This represents a 6.54% 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 ninety days, insiders sold 7,169 shares of company stock valued at $3,059,135. Insiders own 0.60% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have commented on the company. UBS Group dropped their target price on Intuitive Surgical from $570.00 to $550.00 and set a “neutral” rating on the stock in a report on Tuesday, March 17th. Piper Sandler reaffirmed an “overweight” rating and issued a $580.00 price target on shares of Intuitive Surgical in a research report on Tuesday, June 2nd. TD Cowen dropped their target price on shares of Intuitive Surgical from $660.00 to $585.00 and set a “buy” rating on the stock in a research note on Wednesday, April 22nd. Citigroup upgraded shares of Intuitive Surgical from a “neutral” rating to a “buy” rating and set a $590.00 price target on the stock in a report on Wednesday, March 11th. Finally, Wall Street Zen upgraded Intuitive Surgical from a “hold” rating to a “buy” rating in a research note on Saturday, June 13th. Nineteen investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $573.42.

Read Our Latest Stock Analysis on Intuitive Surgical

More Intuitive Surgical News

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

Positive Sentiment: Several articles highlight that ISRG still has strong fundamentals, including rising procedure demand, solid revenue growth, and continued AI-driven innovation, which support a constructive long-term view. ISRG vs. ZBH: Which Robotic Surgery Stock Offers Better Upside Now?
Positive Sentiment: Intuitive Surgical recently raised its 2026 outlook, including higher da Vinci procedure growth guidance, signaling management confidence in continued adoption and demand. Is Procedure Growth Broad-Based Enough to Support ISRG’s 2026 Outlook?
Neutral Sentiment: The stock is trending and heavily watched by investors, suggesting elevated attention but not necessarily a clear fundamental catalyst on its own. Intuitive Surgical, Inc. (ISRG) Is a Trending Stock: Facts to Know Before Betting on It
Neutral Sentiment: Some commentary says ISRG can act as a hedge against broader market risk, reinforcing its defensive quality rather than pointing to a near-term catalyst. What Makes Intuitive Surgical (ISRG) a Hedge Against Market Risk?
Negative Sentiment: Deutsche Bank maintained a Sell rating and cut its price target on ISRG to $366 from $440, adding to bearish sentiment around the shares. Deutsche Bank Maintains a Sell Rating on Intuitive Surgical (ISRG), Here’s Why
Negative Sentiment: Jim Cramer also struck a cautious tone, saying ISRG faces “too much competition,” which may be weighing on sentiment despite the company’s strong market position. Jim Cramer on Intuitive Surgical: “Too Much Competition”
Negative Sentiment: Broader coverage notes ISRG has already fallen sharply in 2026, and analysts have recently trimmed expectations, which may be contributing to the stock’s weakness. Goldman Sachs Intuitive Surgical call goes against the grain

Intuitive Surgical 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.