Dakota Wealth Management Increases Stock Position in Intuitive Surgical, Inc. $ISRG

Dakota Wealth Management lifted its position in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 32.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 6,203 shares of the medical equipment provider’s stock after purchasing an additional 1,511 shares during the period. Dakota Wealth Management’s holdings in Intuitive Surgical were worth $3,513,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in ISRG. Holos Integrated Wealth LLC bought a new position in shares of Intuitive Surgical during the 4th quarter worth approximately $25,000. Kilter Group LLC purchased a new position in shares of Intuitive Surgical in the 2nd quarter worth approximately $27,000. Greykasell Wealth Strategies Inc. bought a new position in shares of Intuitive Surgical in the third quarter valued at approximately $27,000. Olistico Wealth LLC bought a new position in shares of Intuitive Surgical in the fourth quarter valued at approximately $28,000. Finally, Caitlin John LLC purchased a new stake in shares of Intuitive Surgical during the third quarter valued at approximately $30,000. 83.64% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of analysts recently commented on ISRG shares. Robert W. Baird dropped their price target on Intuitive Surgical from $655.00 to $645.00 and set an “outperform” rating on the stock in a report on Friday, January 23rd. Piper Sandler restated an “overweight” rating and issued a $620.00 price objective (up from $610.00) on shares of Intuitive Surgical in a research note on Friday, January 23rd. Truist Financial raised their target price on Intuitive Surgical from $620.00 to $650.00 and gave the company a “buy” rating in a research report on Thursday, December 18th. Wall Street Zen cut Intuitive Surgical from a “buy” rating to a “hold” rating in a research note on Saturday, February 7th. Finally, HSBC boosted their price target on shares of Intuitive Surgical from $644.00 to $653.00 and gave the stock a “buy” rating in a report on Monday, January 26th. Two analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $614.95.

Intuitive Surgical Trading Down 3.4%

Intuitive Surgical stock opened at $452.66 on Friday. Intuitive Surgical, Inc. has a 12 month low of $425.00 and a 12 month high of $603.88. The business’s 50 day simple moving average is $494.50 and its 200 day simple moving average is $512.92. The company has a market cap of $160.75 billion, a price-to-earnings ratio of 57.37, a PEG ratio of 3.62 and a beta of 1.66.

Intuitive Surgical (NASDAQ:ISRG) last released its earnings results on Thursday, January 22nd. The medical equipment provider reported $2.53 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.27 by $0.26. The business had revenue of $2.87 billion during the quarter, compared to the consensus estimate of $2.72 billion. Intuitive Surgical had a return on equity of 15.06% and a net margin of 28.38%.The business’s revenue for the quarter was up 18.8% on a year-over-year basis. During the same period last year, the business posted $2.21 earnings per share. As a group, equities research analysts forecast that Intuitive Surgical, Inc. will post 6.43 earnings per share for the current fiscal year.

Trending Headlines about Intuitive Surgical

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

• Positive Sentiment: Investment note praising ISRG’s leadership — RiverPark’s Q4 2025 investor letter underscores Intuitive’s dominant position in robotic-assisted surgery and durable growth prospects, reinforcing a long-term bullish thesis for system and consumable revenue. What Makes Intuitive Surgical (ISRG) a Clear Leader in Robotic-Assisted Surgery?
• Positive Sentiment: Bullish coverage highlighting ISRG as a top pure-play robotics name — Financial write-ups continue to label Intuitive as a leading pure-play in surgical robotics based on its installed base and recurring-revenue model, supporting investor confidence in medium-term growth. Is Intuitive Surgical Inc. (ISRG) the best pure-play robotics stock to buy now?
• Positive Sentiment: Competitive moat emphasized by former executive — A former Intuitive exec points to training and surgeon relationships as core, durable advantages that limit competition and support pricing power for systems and consumables. Intuitive Surgical stock moat lies in training, former exec says
• Neutral Sentiment: Mention in broader “cash-heavy” screeners — ISRG appears in coverage of cash-rich companies, which can be reassuring for balance-sheet stability but doesn’t materially change near-term demand or margin outlook. 2 Cash-Heavy Stocks with Solid Fundamentals and 1 Facing Headwinds
• Negative Sentiment: Market-wide geopolitical shock driving selling — Shares fell as indexes weakened on escalating U.S.–Iran tensions and related oil/uncertainty concerns; this is a macro-driven headwind that can pressure even fundamentally strong names like ISRG in the short term. Artivion, Intuitive Surgical, GE HealthCare, LeMaitre, and Globus Medical Shares Plummet, What You Need To Know
• Negative Sentiment: Small analyst EPS trim — Erste Group marginally reduced its FY2027 EPS forecast for ISRG (tiny cut), a reminder analysts are watching margin and growth cadence — the revision is small but contributes to short-term pressure when combined with macro risk. Intuitive Surgical (ISRG) — MarketBeat coverage

Insider Activity at Intuitive Surgical

In related news, SVP Mark Brosius sold 2,362 shares of the business’s stock in a transaction dated 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 sale, the senior vice president directly owned 3,554 shares in the company, valued at approximately $1,772,308.72. The trade was a 39.93% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, VP Fredrik Widman sold 133 shares of the company’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $494.96, for a total transaction of $65,829.68. Following the sale, the vice president directly owned 660 shares in the company, valued at approximately $326,673.60. This trade represents a 16.77% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 32,943 shares of company stock worth $17,279,568 in the last three months. Corporate insiders own 0.60% of the company’s stock.

Intuitive Surgical 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.