Xponance LLC Has $51.98 Million Stock Position in Intuitive Surgical, Inc. $ISRG

Posted by George Bondi on Jun 12th, 2026

Xponance LLC raised its holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 5.3% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 91,787 shares of the medical equipment provider’s stock after buying an additional 4,648 shares during the quarter. Xponance LLC’s holdings in Intuitive Surgical were worth $51,984,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Holos Integrated Wealth LLC acquired a new stake in Intuitive Surgical in the 4th quarter valued at approximately $25,000. Newbridge Financial Services Group Inc. grew its holdings in Intuitive Surgical by 300.0% in the 4th quarter. Newbridge Financial Services Group Inc. now owns 44 shares of the medical equipment provider’s stock valued at $25,000 after buying an additional 33 shares during the last quarter. Olistico Wealth LLC bought a new stake in shares of Intuitive Surgical in the 4th quarter worth approximately $28,000. Caitlin John LLC acquired a new stake in shares of Intuitive Surgical during the 3rd quarter worth approximately $30,000. Finally, Laurel Wealth Advisors LLC acquired a new stake in shares of Intuitive Surgical during the 4th quarter worth approximately $31,000. Institutional investors and hedge funds own 83.64% of the company’s stock.

Key Stories Impacting Intuitive Surgical

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

Positive Sentiment: Brokerage coverage remains constructive, with Intuitive Surgical carrying an average “Moderate Buy” rating and several firms reiterating bullish views. Recent commentary also lifted FY2027 EPS estimates, suggesting analysts still see solid long-term earnings growth.
Positive Sentiment: A bullish investor thesis highlighted on social-media-driven coverage points to ongoing growth in robotic-assisted surgery demand, while prior results showed the company beating earnings and revenue expectations, reinforcing its premium growth profile.
Positive Sentiment: Recent analysis says ISRG can offset tariff and input-cost pressure through scale, cost discipline, and rising adoption of the da Vinci 5 system, which supports the margin outlook.
Neutral Sentiment: Two executives sold small amounts of stock under pre-arranged 10b5-1 trading plans. These sales were routine and not necessarily a negative signal, but they may still add to investor caution in the near term. Article: Intuitive Surgical (NASDAQ:ISRG) EVP Sells $169,656.00 in Stock
Neutral Sentiment: Some recent research notes also trimmed price targets, indicating that while analysts remain broadly positive, expectations have been recalibrated lower for valuation and near-term upside.
Negative Sentiment: The stock has been trading below its 50-day and 200-day moving averages, and one recent report noted the shares were down sharply from prior levels, reflecting ongoing valuation and sentiment pressure.

Intuitive Surgical Price Performance

Intuitive Surgical stock opened at $412.90 on Friday. The company has a market capitalization of $146.23 billion, a PE ratio of 50.05, a price-to-earnings-growth ratio of 3.29 and a beta of 1.46. Intuitive Surgical, Inc. has a one year low of $396.68 and a one year high of $603.88. The business has a 50 day simple moving average of $443.95 and a 200 day simple moving average of $496.79.

Intuitive Surgical (NASDAQ:ISRG – Get Free Report) last posted its earnings results on Tuesday, April 21st. The medical equipment provider reported $2.50 EPS for the quarter, topping the consensus estimate of $2.08 by $0.42. The business had revenue of $2.77 billion during 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 was up 23.0% on a year-over-year basis. During the same quarter last year, the company earned $1.81 EPS. Equities analysts anticipate that Intuitive Surgical, Inc. will post 8.57 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, Director Amy L. Ladd sold 500 shares of the firm’s stock in a transaction that occurred on Tuesday, April 28th. The stock was sold at an average price of $473.46, for a total transaction of $236,730.00. Following the completion of the transaction, the director owned 239 shares in the company, valued at $113,156.94. This trade represents a 67.66% decrease in their position. The transaction was disclosed in a filing 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 firm’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $420.55, for a total value of $2,365,593.75. Following the transaction, the senior vice president owned 6,463 shares of the company’s stock, valued at $2,718,014.65. This trade represents a 46.53% decrease in their position. 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 worth $3,048,782 in the last 90 days. 0.60% of the stock is owned by company insiders.

Analysts Set New Price Targets

ISRG has been the topic of several recent research reports. Bank of America decreased their price objective on Intuitive Surgical from $650.00 to $520.00 and set a “buy” rating on the stock in a report on Monday, May 18th. UBS Group decreased their price objective on Intuitive Surgical from $570.00 to $550.00 and set a “neutral” rating on the stock in a report on Tuesday, March 17th. Zacks Research lowered Intuitive Surgical from a “strong-buy” rating to a “hold” rating in a report on Monday, March 30th. TD Cowen decreased their price objective on Intuitive Surgical from $660.00 to $585.00 and set a “buy” rating on the stock in a report on Wednesday, April 22nd. Finally, Jefferies Financial Group decreased 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 equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Intuitive Surgical has an average rating of “Moderate Buy” and an average price target of $573.63.

Check Out Our Latest Research Report on ISRG

Intuitive Surgical Profile

(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.