Cyndeo Wealth Partners LLC Reduces Position in Intuitive Surgical, Inc. $ISRG

Cyndeo Wealth Partners LLC trimmed its position in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 31.6% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 6,996 shares of the medical equipment provider’s stock after selling 3,231 shares during the quarter. Cyndeo Wealth Partners LLC’s holdings in Intuitive Surgical were worth $3,129,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of the business. Aaron Wealth Advisors LLC boosted its position in shares of Intuitive Surgical by 0.8% during the 2nd quarter. Aaron Wealth Advisors LLC now owns 2,528 shares of the medical equipment provider’s stock worth $1,374,000 after acquiring an additional 19 shares in the last quarter. Evergreen Capital Management LLC lifted its stake in Intuitive Surgical by 0.5% during the first quarter. Evergreen Capital Management LLC now owns 4,288 shares of the medical equipment provider’s stock worth $2,124,000 after purchasing an additional 20 shares during the last quarter. Rise Advisors LLC lifted its stake in Intuitive Surgical by 5.6% during the first quarter. Rise Advisors LLC now owns 378 shares of the medical equipment provider’s stock worth $187,000 after purchasing an additional 20 shares during the last quarter. Pinnacle Bancorp Inc. boosted its holdings in Intuitive Surgical by 4.1% in the second quarter. Pinnacle Bancorp Inc. now owns 532 shares of the medical equipment provider’s stock valued at $289,000 after purchasing an additional 21 shares in the last quarter. Finally, Vertex Planning Partners LLC increased its stake in Intuitive Surgical by 2.3% in the second quarter. Vertex Planning Partners LLC now owns 917 shares of the medical equipment provider’s stock valued at $498,000 after purchasing an additional 21 shares during the last quarter. Hedge funds and other institutional investors own 83.64% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on ISRG. Argus boosted their price objective on shares of Intuitive Surgical from $600.00 to $630.00 in a research report on Monday, October 27th. Evercore ISI boosted their price target on shares of Intuitive Surgical from $450.00 to $540.00 in a research report on Wednesday, October 22nd. Zacks Research raised Intuitive Surgical from a “hold” rating to a “strong-buy” rating in a report on Friday, October 24th. HSBC lifted their target price on Intuitive Surgical from $595.00 to $644.00 and gave the stock a “buy” rating in a research report on Thursday, October 23rd. Finally, UBS Group set a $600.00 target price on Intuitive Surgical and gave the company a “neutral” rating in a research report on Thursday, October 23rd. Two research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Intuitive Surgical currently has a consensus rating of “Moderate Buy” and an average price target of $611.08.

Intuitive Surgical News Roundup

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

• Positive Sentiment: Truist raised its price target to $650 and maintains a Buy rating — the upgrade gives visible upside and likely underpins analyst-driven buying interest. Read More. Read More.
• Positive Sentiment: RBC publishes a bullish forecast and RBC Capital keeps an Outperform rating — another large broker calling for strong price appreciation, supporting momentum. Read More. Read More.
• Positive Sentiment: Robert W. Baird reaffirmed its Buy rating — adds to the cluster of brokerages staying constructive, which can sustain inflows. Read More.
• Positive Sentiment: ISRG received a mention on CNBC’s “Final Trades” — media highlights can drive short-term retail/intraday interest. Read More.
• Neutral Sentiment: Company reorganized its digital and AI leadership (effective Jan 1) — signals focus on software/AI strategy but execution and timing are uncertain. Read More.
• Neutral Sentiment: ISRG plans to move to direct distribution in Southern Europe in 2026 to capture distributor economics — could lift margins if executed well, but the analyst note flags execution risk. Read More.
• Neutral Sentiment: Analyst consensus remains a “Moderate Buy” across brokerages — broad support, but not unanimous conviction; reinforces the view of steady analyst backing. Read More.
• Negative Sentiment: Valuation questions after a ~27% three‑month share-price climb — coverage is asking whether ISRG is still undervalued, raising the risk of short-term profit-taking given elevated multiples. Read More.

Insider Activity

In related news, EVP Henry L. Charlton sold 13,731 shares of Intuitive Surgical stock in a transaction on Wednesday, November 12th. The shares were sold at an average price of $580.00, for a total value of $7,963,980.00. Following the transaction, the executive vice president directly owned 3,056 shares in the company, valued at $1,772,480. This trade represents a 81.80% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Myriam Curet sold 104 shares of the company’s stock in a transaction on Wednesday, December 10th. The stock was sold at an average price of $559.90, for a total transaction of $58,229.60. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 114,007 shares of company stock valued at $63,533,844. 0.70% of the stock is currently owned by company insiders.

Intuitive Surgical Stock Up 1.9%

NASDAQ ISRG opened at $572.47 on Friday. Intuitive Surgical, Inc. has a 52-week low of $425.00 and a 52-week high of $616.00. The business’s 50-day moving average price is $541.48 and its 200 day moving average price is $505.98. The firm has a market cap of $205.22 billion, a P/E ratio of 75.72, a P/E/G ratio of 5.26 and a beta of 1.68.

Intuitive Surgical (NASDAQ:ISRG) last posted its quarterly earnings data on Tuesday, October 21st. The medical equipment provider reported $2.40 EPS for the quarter, beating the consensus estimate of $1.99 by $0.41. Intuitive Surgical had a return on equity of 15.08% and a net margin of 28.58%.The firm had revenue of $2.51 billion during the quarter, compared to the consensus estimate of $2.41 billion. During the same period in the prior year, the business earned $1.84 EPS. The firm’s revenue was up 22.9% compared to the same quarter last year. As a group, analysts anticipate that Intuitive Surgical, Inc. will post 6.43 earnings per share for the current 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.