Intuitive Surgical, Inc. $ISRG Shares Acquired by Icon Wealth Advisors LLC

Posted by Francis Steltz on Jun 14th, 2026

Icon Wealth Advisors LLC grew its position in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 111.4% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 6,459 shares of the medical equipment provider’s stock after purchasing an additional 3,403 shares during the period. Icon Wealth Advisors LLC’s holdings in Intuitive Surgical were worth $3,630,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of ISRG. Brighton Jones LLC boosted its stake in shares of Intuitive Surgical by 24.9% in the fourth quarter. Brighton Jones LLC now owns 3,672 shares of the medical equipment provider’s stock worth $1,916,000 after buying an additional 731 shares during the last quarter. Sivia Capital Partners LLC boosted its stake in shares of Intuitive Surgical by 3.8% in the second quarter. Sivia Capital Partners LLC now owns 928 shares of the medical equipment provider’s stock worth $504,000 after buying an additional 34 shares during the last quarter. Schnieders Capital Management LLC. boosted its stake in shares of Intuitive Surgical by 38.0% in the second quarter. Schnieders Capital Management LLC. now owns 973 shares of the medical equipment provider’s stock worth $529,000 after buying an additional 268 shares during the last quarter. Osterweis Capital Management Inc. purchased a new stake in shares of Intuitive Surgical in the second quarter worth about $200,000. Finally, Main Street Financial Solutions LLC boosted its stake in shares of Intuitive Surgical by 92.4% in the second quarter. Main Street Financial Solutions LLC now owns 2,929 shares of the medical equipment provider’s stock worth $1,592,000 after buying an additional 1,407 shares during the last quarter. 83.64% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

ISRG has been the topic of a number of recent research reports. Truist Financial lowered their target price on Intuitive Surgical from $650.00 to $580.00 and set a “buy” rating on the stock in a research note on Wednesday, April 15th. Robert W. Baird upped their target price on Intuitive Surgical from $575.00 to $610.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 22nd. Evercore lowered their target price on Intuitive Surgical from $550.00 to $480.00 and set a “neutral” rating on the stock in a research note on Monday, April 6th. The Goldman Sachs Group set a $558.00 target price on Intuitive Surgical in a research note on Wednesday, May 27th. Finally, Zacks Research downgraded Intuitive Surgical from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 30th. Nineteen research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $571.28.

Check Out Our Latest Stock Analysis on Intuitive Surgical

Intuitive Surgical News Summary

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

Positive Sentiment: Analyst coverage remains broadly constructive, with brokerage sentiment still at a “Moderate Buy” and recent EPS estimate increases signaling confidence in Intuitive Surgical’s growth outlook.
Positive Sentiment: Recent commentary highlights that the company’s scale, cost discipline, and adoption of the da Vinci 5 platform could help protect margins even if tariffs and input costs remain a concern.
Neutral Sentiment: Investor attention has increased around ISRG, which can support trading activity, but this appears more like watchlist interest than a fresh business catalyst.
Neutral Sentiment: BofA trimmed its price target slightly to $515 from $520, which still implies upside but signals a bit less optimism than before. Article: BofA adjusts price target on Intuitive Surgical to $515 from $520
Neutral Sentiment: Two executives sold shares under pre-arranged 10b5-1 plans, including EVP Gary Loeb and EVP Mark Brosius. The sales were relatively small and routine, so they are unlikely to be a major fundamental concern.
Negative Sentiment: One recent research note was notably bearish, with Deutsche Bank cutting its target to $366 and maintaining a sell rating, reinforcing concerns that valuation may still be too rich despite the company’s strong operating performance.
Negative Sentiment: Seeking Alpha published a view calling Intuitive Surgical an “excellent business, unattractive stock,” reflecting ongoing investor caution around the valuation. Article: Intuitive Surgical: Excellent Business, Unattractive Stock

Insiders Place Their Bets

In other Intuitive Surgical news, EVP Gary Loeb sold 400 shares of the stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $424.14, for a total transaction of $169,656.00. Following the transaction, the executive vice president owned 5,720 shares in the company, valued at approximately $2,426,080.80. This represents a 6.54% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Amy L. Ladd sold 500 shares of the stock in a transaction that occurred on Tuesday, April 28th. The stock was sold at an average price of $473.46, for a total value of $236,730.00. Following the transaction, the director owned 239 shares in the company, valued at $113,156.94. This represents a 67.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 7,169 shares of company stock worth $3,059,135. 0.60% of the stock is owned by corporate insiders.

Intuitive Surgical Trading Down 0.4%

Shares of ISRG stock opened at $411.06 on Friday. The company has a market capitalization of $145.58 billion, a P/E ratio of 49.83, a P/E/G ratio of 3.28 and a beta of 1.46. The business’s 50 day moving average is $442.88 and its two-hundred day moving average is $496.19. Intuitive Surgical, Inc. has a 12-month low of $396.68 and a 12-month high of $603.88.

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

About Intuitive Surgical

(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.