Beacon Investment Advisory Services Inc. Reduces Stake in Intuitive Surgical, Inc. $ISRG

Key Points

• Beacon Investment Advisory Services Inc. reduced its stake in Intuitive Surgical by 4.4% in Q4 to 54,951 shares (about $31.12M), representing 1.3% of the fund and its 21st-largest holding.
• Analysts remain broadly positive with a consensus rating of "Moderate Buy" and a consensus target of $614.95, while individual price targets range from $550 to $750 and most firms rate the stock Buy or Strong Buy.
• Intuitive beat Q4 expectations, reporting $2.53 EPS vs. $2.27 expected and revenue of $2.87B (up 18.8% year-over-year), showing continued top-line momentum.

Beacon Investment Advisory Services Inc. lowered its stake in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG - Free Report) by 4.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 54,951 shares of the medical equipment provider's stock after selling 2,522 shares during the period. Intuitive Surgical accounts for 1.3% of Beacon Investment Advisory Services Inc.'s investment portfolio, making the stock its 21st biggest holding. Beacon Investment Advisory Services Inc.'s holdings in Intuitive Surgical were worth $31,122,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently modified their holdings of the stock. Holos Integrated Wealth LLC purchased a new position in Intuitive Surgical in the fourth quarter valued at approximately $25,000. Kilter Group LLC purchased a new stake in Intuitive Surgical in the second quarter worth $27,000. Greykasell Wealth Strategies Inc. bought a new stake in shares of Intuitive Surgical in the third quarter valued at $27,000. Olistico Wealth LLC bought a new stake in shares of Intuitive Surgical in the fourth quarter valued at $28,000. Finally, Caitlin John LLC purchased a new position in shares of Intuitive Surgical during the 3rd quarter valued at $30,000. Institutional investors own 83.64% of the company's stock.

Analysts Set New Price Targets

Several research analysts have recently weighed in on the company. Sanford C. Bernstein increased their price target on Intuitive Surgical from $740.00 to $750.00 and gave the stock an "outperform" rating in a research note on Friday, January 23rd. Evercore dropped their price objective on shares of Intuitive Surgical from $580.00 to $550.00 and set an "in-line" rating on the stock in a report on Friday, January 23rd. Truist Financial increased their target price on shares of Intuitive Surgical from $620.00 to $650.00 and gave the stock a "buy" rating in a research report on Thursday, December 18th. Zacks Research upgraded shares of Intuitive Surgical from a "hold" rating to a "strong-buy" rating in a research note on Thursday, February 19th. Finally, The Goldman Sachs Group reissued a "buy" rating and issued a $714.00 price target on shares of Intuitive Surgical in a research report on Friday, January 9th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus target price of $614.95.

Insider Activity

In other news, EVP Myriam Curet sold 105 shares of the firm's stock in a transaction that occurred on Tuesday, March 10th. The shares were sold at an average price of $493.95, for a total value of $51,864.75. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Fredrik Widman sold 133 shares of the business's stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $494.96, for a total transaction of $65,829.68. Following the transaction, the vice president directly owned 660 shares of the company's stock, valued at approximately $326,673.60. This represents a 16.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 32,943 shares of company stock valued at $17,279,568. Corporate insiders own 0.60% of the company's stock.

Intuitive Surgical News Roundup

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

• Positive Sentiment: Investment note praising ISRG’s leadership — RiverPark’s Q4 2025 investor letter underscores Intuitive’s dominant position in robotic-assisted surgery and durable growth prospects, reinforcing a long-term bullish thesis for system and consumable revenue. What Makes Intuitive Surgical (ISRG) a Clear Leader in Robotic-Assisted Surgery?
• Positive Sentiment: Bullish coverage highlighting ISRG as a top pure-play robotics name — Financial write-ups continue to label Intuitive as a leading pure-play in surgical robotics based on its installed base and recurring-revenue model, supporting investor confidence in medium-term growth. Is Intuitive Surgical Inc. (ISRG) the best pure-play robotics stock to buy now?
• Positive Sentiment: Competitive moat emphasized by former executive — A former Intuitive exec points to training and surgeon relationships as core, durable advantages that limit competition and support pricing power for systems and consumables. Intuitive Surgical stock moat lies in training, former exec says
• Neutral Sentiment: Mention in broader “cash-heavy” screeners — ISRG appears in coverage of cash-rich companies, which can be reassuring for balance-sheet stability but doesn’t materially change near-term demand or margin outlook. 2 Cash-Heavy Stocks with Solid Fundamentals and 1 Facing Headwinds
• Negative Sentiment: Market-wide geopolitical shock driving selling — Shares fell as indexes weakened on escalating U.S.–Iran tensions and related oil/uncertainty concerns; this is a macro-driven headwind that can pressure even fundamentally strong names like ISRG in the short term. Artivion, Intuitive Surgical, GE HealthCare, LeMaitre, and Globus Medical Shares Plummet, What You Need To Know
• Negative Sentiment: Small analyst EPS trim — Erste Group marginally reduced its FY2027 EPS forecast for ISRG (tiny cut), a reminder analysts are watching margin and growth cadence — the revision is small but contributes to short-term pressure when combined with macro risk. Intuitive Surgical (ISRG) — MarketBeat coverage

Intuitive Surgical Stock Performance

NASDAQ:ISRG opened at $452.66 on Monday. Intuitive Surgical, Inc. has a 52-week low of $425.00 and a 52-week high of $603.88. The firm has a market cap of $160.75 billion, a price-to-earnings ratio of 57.37, a PEG ratio of 3.49 and a beta of 1.66. The business's fifty day moving average is $494.50 and its 200 day moving average is $513.68.

Intuitive Surgical (NASDAQ:ISRG - Get Free Report) last issued its quarterly earnings data on Thursday, January 22nd. The medical equipment provider reported $2.53 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.27 by $0.26. The business had revenue of $2.87 billion for the quarter, compared to analysts' expectations of $2.72 billion. Intuitive Surgical had a return on equity of 15.06% and a net margin of 28.38%.The firm's quarterly revenue was up 18.8% on a year-over-year basis. During the same quarter in the prior year, the firm posted $2.21 EPS. Equities analysts predict that Intuitive Surgical, Inc. will post 6.43 EPS for the current fiscal year.

About Intuitive Surgical

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.

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