Aptus Capital Advisors LLC Grows Stock Position in Intuitive Surgical, Inc. $ISRG

Aptus Capital Advisors LLC increased its stake in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 8.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 58,028 shares of the medical equipment provider’s stock after buying an additional 4,649 shares during the quarter. Aptus Capital Advisors LLC’s holdings in Intuitive Surgical were worth $25,952,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of the company. Integrity Advisory Solutions LLC bought a new stake in shares of Intuitive Surgical in the 3rd quarter worth about $369,000. One Wealth Capital Management LLC raised its position in Intuitive Surgical by 13.3% in the 3rd quarter. One Wealth Capital Management LLC now owns 589 shares of the medical equipment provider’s stock worth $263,000 after purchasing an additional 69 shares during the period. United Capital Management of KS Inc. lifted its stake in Intuitive Surgical by 4.5% in the third quarter. United Capital Management of KS Inc. now owns 12,296 shares of the medical equipment provider’s stock worth $5,499,000 after purchasing an additional 534 shares during the last quarter. Crossmark Global Holdings Inc. lifted its stake in Intuitive Surgical by 5.5% in the third quarter. Crossmark Global Holdings Inc. now owns 23,549 shares of the medical equipment provider’s stock worth $10,532,000 after purchasing an additional 1,234 shares during the last quarter. Finally, KCM Investment Advisors LLC boosted its position in shares of Intuitive Surgical by 10.8% during the third quarter. KCM Investment Advisors LLC now owns 1,829 shares of the medical equipment provider’s stock valued at $818,000 after buying an additional 178 shares during the period. Institutional investors own 83.64% of the company’s stock.

Insider Buying and Selling

In related news, SVP Mark Brosius sold 4,500 shares of the company’s stock in a transaction on Friday, December 12th. The stock was sold at an average price of $547.36, for a total transaction of $2,463,120.00. Following the completion of the sale, the senior vice president directly owned 907 shares in the company, valued at $496,455.52. This represents a 83.23% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, Director Gary S. Guthart sold 24,500 shares of the firm’s stock in a transaction dated Tuesday, January 27th. The shares were sold at an average price of $530.10, for a total value of $12,987,450.00. Following the sale, the director directly owned 3,694 shares in the company, valued at approximately $1,958,189.40. The trade was a 86.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 37,261 shares of company stock valued at $19,690,721. 0.70% of the stock is currently owned by insiders.

Intuitive Surgical News Summary

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

• Positive Sentiment: FDA clearance expands da Vinci 5 use to certain cardiac surgeries — broadens approved U.S. indications and could drive procedure volume and system utilization over time. Intuitive Surgical’s European Push And Cardiac Clearance Tested By Lofty Valuation
• Positive Sentiment: Direct operational expansion in Southern Europe (acquiring da Vinci and Ion distribution in Italy, Spain and Portugal) — could improve service, shorten sales cycles and capture more back-end revenue in key markets. Intuitive Surgical Expands Direct Operational Presence in Europe
• Positive Sentiment: My Intuitive+ could become a paid subscription in 2026 — potential new recurring, software-driven revenue stream that would diversify beyond systems and consumables. Can Digital Subscriptions Become ISRG’s New Revenue Stream in 2026?
• Neutral Sentiment: Positive publicity event: company rang the Nasdaq opening bell — PR visibility but limited direct financial impact. LIVE: Intuitive Surgical, Inc. Rings the Opening Bell
• Positive Sentiment: Analyst coverage: Zacks features ISRG as a top medical stock / strong-buy pick — analyst support can help sentiment and attract buyers. This Top Medical Stock is a #1 (Strong Buy)
• Negative Sentiment: Insider selling: Senior VP Mark Brosius sold multiple blocks of ISRG shares on Mar 3–5 (totaling several thousand shares and proceeds in the high six figures to low seven figures), materially reducing his holdings — can pressure sentiment when combined with other catalysts. SEC Filing – Insider Sales
• Negative Sentiment: Valuation concern flagged by coverage: some analysts note a “lofty valuation” that could limit upside despite product and geographic progress — makes the stock sensitive to execution and growth misses. Intuitive Surgical’s European Push And Cardiac Clearance Tested By Lofty Valuation

Intuitive Surgical Stock Performance

Shares of ISRG opened at $496.70 on Friday. The company has a 50 day moving average price of $523.39 and a 200-day moving average price of $511.99. Intuitive Surgical, Inc. has a fifty-two week low of $425.00 and a fifty-two week high of $603.88. The stock has a market capitalization of $176.39 billion, a PE ratio of 62.95, a PEG ratio of 3.86 and a beta of 1.66.

Intuitive Surgical (NASDAQ:ISRG) last issued its quarterly earnings data on Thursday, January 22nd. The medical equipment provider reported $2.53 EPS for the quarter, topping analysts’ consensus estimates of $2.27 by $0.26. The company had revenue of $2.87 billion during the quarter, compared to the consensus estimate of $2.72 billion. Intuitive Surgical had a net margin of 28.38% and a return on equity of 15.06%. Intuitive Surgical’s revenue for the quarter was up 18.8% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.21 earnings per share. Equities research analysts forecast that Intuitive Surgical, Inc. will post 6.43 EPS for the current year.

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on ISRG shares. Wells Fargo & Company raised their price target on Intuitive Surgical from $600.00 to $654.00 and gave the stock an “overweight” rating in a research note on Friday, December 12th. Raymond James Financial upped their price objective on Intuitive Surgical from $603.00 to $615.00 and gave the company an “outperform” rating in a research report on Friday, January 23rd. Evercore decreased their target price on Intuitive Surgical from $580.00 to $550.00 and set an “in-line” rating for the company in a research report on Friday, January 23rd. Truist Financial boosted their target price on shares of Intuitive Surgical from $620.00 to $650.00 and gave the company a “buy” rating in a research note on Thursday, December 18th. Finally, Sanford C. Bernstein upped their price target on shares of Intuitive Surgical from $740.00 to $750.00 and gave the stock an “outperform” rating in a report on Friday, January 23rd. Two research analysts have rated the stock with a Strong Buy rating, fifteen have given 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 company presently has an average rating of “Moderate Buy” and an average target price of $615.86.

About Intuitive Surgical

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.