Wellspring Financial Advisors LLC Takes Position in Intuitive Surgical, Inc. $ISRG

Posted by Brian Himes on Jun 11th, 2026

Wellspring Financial Advisors LLC bought a new stake in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 2,053 shares of the medical equipment provider’s stock, valued at approximately $1,163,000.

Other hedge funds have also recently added to or reduced their stakes in the company. Holos Integrated Wealth LLC acquired a new position in Intuitive Surgical in the fourth quarter worth approximately $25,000. Newbridge Financial Services Group Inc. increased its holdings in Intuitive Surgical by 300.0% in the fourth quarter. Newbridge Financial Services Group Inc. now owns 44 shares of the medical equipment provider’s stock worth $25,000 after buying an additional 33 shares during the last quarter. Olistico Wealth LLC acquired a new position in Intuitive Surgical in the fourth quarter worth approximately $28,000. Caitlin John LLC acquired a new position in Intuitive Surgical in the third quarter worth approximately $30,000. Finally, Laurel Wealth Advisors LLC acquired a new position in Intuitive Surgical in the fourth quarter worth approximately $31,000. Institutional investors and hedge funds own 83.64% of the company’s stock.

Insiders Place Their Bets

In other Intuitive Surgical news, Director Amy L. Ladd sold 119 shares of the company’s stock in a transaction that occurred on Wednesday, April 29th. The stock was sold at an average price of $463.50, for a total transaction of $55,156.50. Following the completion of the sale, the director owned 120 shares of the company’s stock, valued at $55,620. This represents a 49.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Iman Jeddi sold 5,625 shares of the stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $420.55, for a total value of $2,365,593.75. Following the completion of the sale, the senior vice president directly owned 6,463 shares of the company’s stock, valued at $2,718,014.65. This represents a 46.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 7,144 shares of company stock valued at $3,048,782 over the last 90 days. 0.60% of the stock is currently owned by company insiders.

Intuitive Surgical Stock Down 3.4%

Shares of Intuitive Surgical stock opened at $412.02 on Thursday. The stock has a market capitalization of $145.92 billion, a P/E ratio of 49.94, a PEG ratio of 3.41 and a beta of 1.46. The stock has a 50 day moving average price of $444.91 and a two-hundred day moving average price of $497.84. 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 announced its 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 firm had revenue of $2.77 billion during the quarter, compared to analysts’ expectations of $2.62 billion. Intuitive Surgical had a return on equity of 15.98% and a net margin of 28.15%.The company’s revenue was up 23.0% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.81 earnings per share. Sell-side analysts anticipate that Intuitive Surgical, Inc. will post 8.57 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on the company. BTIG Research restated a “buy” rating and issued a $574.00 price objective on shares of Intuitive Surgical in a report on Wednesday, April 22nd. Truist Financial dropped their price objective on Intuitive Surgical from $650.00 to $580.00 and set a “buy” rating on the stock in a report on Wednesday, April 15th. Wall Street Zen downgraded Intuitive Surgical from a “buy” rating to a “hold” rating in a report on Sunday, May 24th. Robert W. Baird increased their price objective on Intuitive Surgical from $575.00 to $610.00 and gave the stock an “outperform” rating in a report on Wednesday, April 22nd. Finally, Jefferies Financial Group dropped their price objective on Intuitive Surgical from $560.00 to $515.00 and set a “hold” rating on the stock in a report on Wednesday, April 22nd. Nineteen research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Intuitive Surgical has an average rating of “Moderate Buy” and an average price target of $573.63.

View Our Latest Analysis on Intuitive Surgical

Trending Headlines about Intuitive Surgical

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

Positive Sentiment: ISRG was upgraded to a Zacks Rank #2 (Buy), signaling improving earnings expectations and adding a bullish catalyst for the stock.
Positive Sentiment: Analysts say Intuitive Surgical can use its scale, cost discipline, and growing da Vinci 5 adoption to offset tariff and input-cost pressure, which supports the company’s margin outlook.
Positive Sentiment: The stock also recently outperformed the broader market, reflecting continued investor confidence in its growth profile. Article: Intuitive Surgical, Inc. (ISRG) Rises As Market Takes a Dip: Key Facts
Neutral Sentiment: Two executives sold shares under pre-arranged Rule 10b5-1 plans, including EVP Gary Loeb and EVP Mark Brosius. The sales were relatively small and routine, so they may be viewed more as portfolio management than a major red flag.
Neutral Sentiment: Analyst commentary also noted that ISRG’s fair value estimate was reset lower, which suggests some caution remains despite the company’s long-term growth story.

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.