Intuitive Surgical, Inc. $ISRG Position Boosted by Bleakley Financial Group LLC

Posted by Francis Steltz on Jul 14th, 2026

Bleakley Financial Group LLC increased its position in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 42.4% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 19,543 shares of the medical equipment provider’s stock after purchasing an additional 5,819 shares during the period. Bleakley Financial Group LLC’s holdings in Intuitive Surgical were worth $9,009,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Norges Bank bought a new position in Intuitive Surgical during the 4th quarter worth approximately $2,856,987,000. J. Stern & Co. LLP increased its holdings in shares of Intuitive Surgical by 18,504.6% in the 4th quarter. J. Stern & Co. LLP now owns 2,127,248 shares of the medical equipment provider’s stock valued at $1,204,788,000 after acquiring an additional 2,115,814 shares during the last quarter. Northwestern Mutual Wealth Management Co. increased its holdings in shares of Intuitive Surgical by 1,043.3% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,342,121 shares of the medical equipment provider’s stock valued at $760,124,000 after acquiring an additional 1,224,734 shares during the last quarter. Polen Capital Management LLC acquired a new stake in shares of Intuitive Surgical during the 4th quarter valued at approximately $477,225,000. Finally, Assenagon Asset Management S.A. raised its position in shares of Intuitive Surgical by 106.6% during the 4th quarter. Assenagon Asset Management S.A. now owns 1,533,771 shares of the medical equipment provider’s stock valued at $868,667,000 after acquiring an additional 791,516 shares in the last quarter. 83.64% of the stock is owned by institutional investors.

Key Intuitive Surgical News

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

Positive Sentiment: TD Cowen kept a Buy rating on Intuitive Surgical while trimming its price target from $585 to $520, signaling that the analyst still sees upside despite a more conservative valuation view. TD Cowen lowers ISRG price target to $520
Positive Sentiment: Royal Bank of Canada also lowered its target, from $650 to $600, but maintained an Outperform rating, reinforcing a constructive outlook ahead of earnings. RBC lowers ISRG price target to $600
Positive Sentiment: Multiple articles highlighted Intuitive Surgical as a leading robotics and automation name for the second half of 2026, with investors viewing the company as a beneficiary of AI-enabled surgical robotics growth. Zacks robotics stock list mentions ISRG
Positive Sentiment: Bearish recent performance has made the stock look more attractive to some analysts, with coverage pieces arguing ISRG could offer roughly 35% upside before earnings if management confirms solid demand and margins. 247WallSt ISRG upside article
Neutral Sentiment: Intuitive Surgical is expected to report second-quarter EPS of about $2.50 on revenue near $2.82 billion after the close on July 16, with investors likely waiting for results and guidance before making a bigger move. ISRG earnings preview
Negative Sentiment: The main negative takeaway is that both TD Cowen and RBC reduced their price targets, which suggests analysts are becoming a bit more cautious on valuation even while staying bullish overall.

Intuitive Surgical Stock Performance

Shares of ISRG opened at $407.12 on Tuesday. The firm has a fifty day moving average of $421.09 and a 200-day moving average of $472.71. The company has a market cap of $144.19 billion, a price-to-earnings ratio of 49.35, a price-to-earnings-growth ratio of 3.31 and a beta of 1.46. Intuitive Surgical, Inc. has a 1 year low of $396.68 and a 1 year high of $603.88.

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

Wall Street Analyst Weigh In

A number of equities analysts have commented on the stock. TD Cowen decreased their price objective on shares of Intuitive Surgical from $585.00 to $520.00 and set a “buy” rating for the company in a report on Monday. The Goldman Sachs Group set a $558.00 target price on shares of Intuitive Surgical in a report on Wednesday, May 27th. Jefferies Financial Group reduced their price target on shares of Intuitive Surgical from $560.00 to $515.00 and set a “hold” rating on the stock in a research report on Wednesday, April 22nd. Royal Bank Of Canada decreased their price target on shares of Intuitive Surgical from $650.00 to $600.00 and set an “outperform” rating for the company in a report on Monday. Finally, Leerink Partners lowered their price objective on shares of Intuitive Surgical from $622.00 to $573.00 and set an “outperform” rating for the company in a research report on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $562.12.

Check Out Our Latest Research Report on ISRG

Insiders Place Their Bets

In other Intuitive Surgical news, SVP Iman Jeddi sold 5,625 shares of the company’s stock in a transaction dated 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 transaction, the senior vice president owned 6,463 shares in the company, valued at approximately $2,718,014.65. This represents a 46.53% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Amy L. Ladd sold 500 shares of the firm’s stock in a transaction that occurred on Tuesday, April 28th. The shares were sold at an average price of $473.46, for a total transaction of $236,730.00. Following the completion of the sale, the director owned 239 shares in the company, valued at $113,156.94. The trade was 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. In the last 90 days, insiders sold 7,169 shares of company stock worth $3,059,135. Insiders own 0.60% of the company’s stock.

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.