Intuitive Surgical, Inc. $ISRG Shares Purchased by AE Wealth Management LLC

AE Wealth Management LLC increased its position in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 18.9% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 11,556 shares of the medical equipment provider’s stock after purchasing an additional 1,836 shares during the quarter. AE Wealth Management LLC’s holdings in Intuitive Surgical were worth $5,168,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently modified their holdings of the company. Norges Bank acquired a new stake in Intuitive Surgical during the 2nd quarter valued at approximately $2,569,260,000. Rakuten Investment Management Inc. purchased a new position in shares of Intuitive Surgical during the 3rd quarter valued at approximately $388,436,000. Vanguard Group Inc. grew its position in shares of Intuitive Surgical by 2.1% during the second quarter. Vanguard Group Inc. now owns 33,335,833 shares of the medical equipment provider’s stock worth $18,115,025,000 after buying an additional 670,302 shares in the last quarter. Jennison Associates LLC increased its stake in shares of Intuitive Surgical by 20.4% in the second quarter. Jennison Associates LLC now owns 3,122,390 shares of the medical equipment provider’s stock worth $1,696,738,000 after buying an additional 528,359 shares during the last quarter. Finally, Bessemer Group Inc. raised its holdings in Intuitive Surgical by 89.3% in the second quarter. Bessemer Group Inc. now owns 788,328 shares of the medical equipment provider’s stock valued at $428,386,000 after acquiring an additional 371,806 shares in the last quarter. 83.64% of the stock is currently owned by institutional investors and hedge funds.

Key Intuitive Surgical News

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

• Positive Sentiment: TD Cowen upgraded ISRG and said the company’s long‑run growth is likely underestimated, supporting a higher multi‑year earnings outlook and raising optimism among growth investors. Intuitive Surgical Inc.’s (ISRG) long-run growth underestimated, says TD Cowen
• Positive Sentiment: Q4/earnings-call takeaways: analysts pressed management on growth drivers and margin outlook, but the quarter showed solid revenue and EPS beats that underpin the company’s recurring parts & services revenue model. That confirms continued demand for da Vinci systems and supports forward estimates. 5 Revealing Analyst Questions From Intuitive Surgical’s Q4 Earnings Call
• Positive Sentiment: Regulatory/product progress: coverage of cardiac clearance work and the rollout of the da Vinci 5 platform suggests new procedure types and market expansion that could lift system sales and higher‑margin consumables over time. Intuitive Surgical’s Cardiac Clearance Tests Valuation As da Vinci 5 Expands
• Positive Sentiment: Analyst/bull commentary: sector bulls and outlets (e.g., Zacks) remain positive on the da Vinci franchise and recurring revenue stream, reinforcing investor conviction on long‑term durability. Bull of the Day: Intuitive Surgical (ISRG)
• Neutral Sentiment: Valuation debate persists: retail analyst pieces note 2025 results were strong but warn the stock’s premium valuation is the main risk — strong fundamentals vs. expensive multiples keeps investor views mixed. Should You Buy Shares of Intuitive Surgical In February?
• Negative Sentiment: Insider selling: EVP Myriam Curet sold small blocks of ISRG shares in recent transactions (e.g., 126 shares at ~$520). The amounts are modest but such filings can create short‑term selling pressure or signal personal diversification. Intuitive Surgical (NASDAQ:ISRG) EVP Myriam Curet Sells 126 Shares

Wall Street Analysts Forecast Growth

ISRG has been the subject of several recent analyst reports. Robert W. Baird decreased their price objective on shares of Intuitive Surgical from $655.00 to $645.00 and set an “outperform” rating for the company in a report on Friday, January 23rd. TD Cowen raised Intuitive Surgical to a “strong-buy” rating in a report on Tuesday, January 27th. Argus increased their target price on Intuitive Surgical from $600.00 to $630.00 in a report on Monday, October 27th. BTIG Research reiterated a “buy” rating and issued a $616.00 price target on shares of Intuitive Surgical in a report on Friday, January 23rd. Finally, Jefferies Financial Group raised their price objective on Intuitive Surgical from $550.00 to $560.00 and gave the stock a “hold” rating in a research note on Wednesday, October 22nd. Two research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Intuitive Surgical has an average rating of “Moderate Buy” and a consensus target price of $620.41.

Insider Activity at Intuitive Surgical

In related news, SVP Mark Brosius sold 464 shares of the firm’s stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $548.49, for a total value of $254,499.36. Following the sale, the senior vice president directly owned 131 shares in the company, valued at $71,852.19. This trade represents a 77.98% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Craig H. Barratt sold 750 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 $435,000.00. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 75,683 shares of company stock valued at $42,066,425. Company insiders own 0.70% of the company’s stock.

Intuitive Surgical Stock Performance

Shares of ISRG opened at $504.22 on Friday. The firm has a fifty day moving average of $558.64 and a 200-day moving average of $511.63. The company has a market cap of $180.75 billion, a price-to-earnings ratio of 63.91, a price-to-earnings-growth ratio of 3.92 and a beta of 1.67. Intuitive Surgical, Inc. has a 1 year low of $425.00 and a 1 year high of $609.08.

Intuitive Surgical (NASDAQ:ISRG) last issued its quarterly earnings data on Thursday, January 22nd. The medical equipment provider reported $2.53 earnings per share for the quarter, beating the consensus estimate of $2.27 by $0.26. The firm had revenue of $2.87 billion for 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 quarterly revenue was up 18.8% compared to the same quarter last year. During the same period last year, the firm posted $2.21 EPS. Analysts predict that Intuitive Surgical, Inc. will post 6.43 EPS for the current year.

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.