Intuitive Surgical, Inc. $ISRG Stake Raised by Integrated Wealth Concepts LLC

Posted by on Sep 12th, 2026

Integrated Wealth Concepts LLC grew its holdings in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 37.4% in the second quarter, HoldingsChannel reports. The fund owned 14,038 shares of the medical equipment provider’s stock after buying an additional 3,822 shares during the period. Integrated Wealth Concepts LLC’s holdings in Intuitive Surgical were worth $5,583,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently modified their holdings of ISRG. Deutsche Bank AG boosted its stake in Intuitive Surgical by 9.6% in the 4th quarter. Deutsche Bank AG now owns 1,522,191 shares of the medical equipment provider’s stock worth $862,108,000 after purchasing an additional 132,966 shares during the period. Jag Capital Management LLC acquired a new stake in Intuitive Surgical during the 4th quarter valued at $18,771,000. Plato Investment Management Ltd acquired a new stake in Intuitive Surgical during the 2nd quarter valued at $4,315,000. Sycomore Asset Management purchased a new stake in shares of Intuitive Surgical in the fourth quarter valued at $10,730,000. Finally, Hikari Power Ltd purchased a new stake in shares of Intuitive Surgical in the second quarter valued at $5,619,000. Institutional investors own 83.64% of the company’s stock.

Intuitive Surgical Price Performance

ISRG stock opened at $369.15 on Friday. Intuitive Surgical, Inc. has a 52-week low of $328.57 and a 52-week high of $603.88. The company has a 50-day moving average of $376.27 and a two-hundred day moving average of $423.82. The stock has a market capitalization of $130.41 billion, a price-to-earnings ratio of 42.29, a price-to-earnings-growth ratio of 2.72 and a beta of 1.47.

Intuitive Surgical (NASDAQ:ISRG – Get Free Report) last issued its quarterly earnings results on Thursday, July 16th. The medical equipment provider reported $2.80 earnings per share for the quarter, beating analysts’ consensus estimates of $2.48 by $0.32. The firm had revenue of $2.89 billion during the quarter, compared to the consensus estimate of $2.83 billion. Intuitive Surgical had a net margin of 28.45% and a return on equity of 16.91%. The business’s revenue was up 18.4% on a year-over-year basis. During the same period in the prior year, the firm earned $1.81 EPS. Equities analysts expect that Intuitive Surgical, Inc. will post 8.87 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several research firms have weighed in on ISRG. Evercore set a $430.00 target price on Intuitive Surgical in a research note on Monday, July 6th. BMO Capital Markets restated an “outperform” rating on shares of Intuitive Surgical in a report on Monday, July 20th. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $487.00 price target (down from $654.00) on shares of Intuitive Surgical in a research note on Friday, July 17th. Oppenheimer upgraded Intuitive Surgical from a “market perform” rating to an “outperform” rating and set a $500.00 price objective for the company in a report on Wednesday, August 12th. Finally, Leerink Partners reduced their price objective on Intuitive Surgical from $573.00 to $454.00 and set an “outperform” rating for the company in a research report on Friday, July 17th. Twenty-two research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $508.68.

View Our Latest Stock Analysis on Intuitive Surgical

Insider Buying and Selling

In related news, EVP Mark Brosius sold 77 shares of the firm’s stock in a transaction on Friday, August 21st. The stock was sold at an average price of $375.57, for a total transaction of $28,918.89. Following the completion of the sale, the executive vice president directly owned 881 shares of the company’s stock, valued at $330,877.17. This trade represents a 8.04% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Amy L. Ladd sold 400 shares of the company’s stock in a transaction dated Monday, August 10th. The stock was sold at an average price of $379.00, for a total transaction of $151,600.00. Following the transaction, the director owned 251 shares in the company, valued at approximately $95,129. This trade represents a 61.44% 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 three months, insiders have sold 11,281 shares of company stock valued at $4,484,224. 0.60% of the stock is owned by insiders.

Intuitive Surgical Profile

(Free Report)

Intuitive Surgical, Inc is a medical technology company that develops and manufactures robotic-assisted surgical systems and related products. Its technology is designed to support surgeons during minimally invasive procedures by providing enhanced visualization, instrument control and dexterity.

The company’s principal product is the da Vinci Surgical System, which is used across a range of specialties, including general surgery, urology, gynecology, cardiothoracic surgery and other procedures.

Featured Articles

Want to see what other hedge funds are holding ISRG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report).

Institutional Ownership by Quarter for Intuitive Surgical (NASDAQ:ISRG)

Receive News & Ratings for Intuitive Surgical Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Intuitive Surgical and related companies with MarketBeat.com's FREE daily email newsletter.