Intuitive Surgical, Inc. $ISRG Shares Sold by Asset One Wealth Management LLC

Key Points

• Asset One Wealth Management cut its Intuitive Surgical stake by 84.9% in the third quarter, selling 6,232 shares and retaining 1,111 shares valued at about $452,000. Hedge funds and other institutions collectively own 83.64% of the stock.
• Intuitive Surgical beat quarterly earnings and revenue estimates, reporting EPS of $3.00 and revenue of $3.05 billion, up 21.7% year over year. Da Vinci system placements also rose 28% year over year to 546, though analysts cautioned that orders and upgrades may have contributed to the increase.
• Analysts’ consensus rating is “Moderate Buy”, with an average price target of $493.54. Recent insider sales were reported under pre-arranged Rule 10b5-1 plans.

Asset One Wealth Management LLC cut its position in Intuitive Surgical, Inc. (NASDAQ:ISRG - Free Report) by 84.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,111 shares of the medical equipment provider's stock after selling 6,232 shares during the quarter. Asset One Wealth Management LLC's holdings in Intuitive Surgical were worth $452,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently made changes to their positions in ISRG. Beaumont Financial Advisors LLC boosted its stake in Intuitive Surgical by 3.8% during the third quarter. Beaumont Financial Advisors LLC now owns 627 shares of the medical equipment provider's stock valued at $255,000 after buying an additional 23 shares during the period. Hughes Financial Services LLC grew its position in Intuitive Surgical by 40.7% during the third quarter. Hughes Financial Services LLC now owns 83 shares of the medical equipment provider's stock worth $37,000 after buying an additional 24 shares in the last quarter. W.G. Shaheen & Associates DBA Whitney & Co increased its stake in Intuitive Surgical by 1.0% in the 1st quarter. W.G. Shaheen & Associates DBA Whitney & Co now owns 2,542 shares of the medical equipment provider's stock worth $1,172,000 after acquiring an additional 25 shares during the last quarter. Blue Fin Capital Inc. increased its stake in Intuitive Surgical by 0.5% in the 1st quarter. Blue Fin Capital Inc. now owns 4,794 shares of the medical equipment provider's stock worth $2,210,000 after acquiring an additional 25 shares during the last quarter. Finally, Red Spruce Capital LLC increased its stake in Intuitive Surgical by 4.1% in the 2nd quarter. Red Spruce Capital LLC now owns 640 shares of the medical equipment provider's stock worth $255,000 after acquiring an additional 25 shares during the last quarter. 83.64% of the stock is currently owned by hedge funds and other institutional investors.

Intuitive Surgical News Roundup

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

• Positive Sentiment: Da Vinci system placements increased 28% year over year to 546 in the third quarter of 2026, and net placements rose 40%, expanding the installed base and supporting future revenue from instruments and services. Article: ISRG System Placements Rise 28%
• Neutral Sentiment: Analysts caution that the placement jump may have been driven partly by multisystem orders and upgrades, so it does not necessarily signal a broad-based increase in hospital capital spending or guarantee the pace will continue. Article: ISRG System Placements Rise 28%: Is Capital Equipment Demand Rising?
• Neutral Sentiment: Recent Zacks coverage says ISRG is attracting investor attention but, in the information provided, identifies no new fundamental development that would explain a change in the stock’s prospects. Article: ISRG is Attracting Investor Attention
• Negative Sentiment: Directors Gary Guthart and Craig Barratt reported sales of 10,000 and 1,150 shares, respectively. Both transactions were made under pre-arranged Rule 10b5-1 plans, which may lessen their signaling significance, but insider selling can still add a modest sentiment headwind. SEC filing: Gary Guthart transaction SEC filing: Craig Barratt transaction

Intuitive Surgical Price Performance

Shares of NASDAQ ISRG opened at $452.80 on Monday. Intuitive Surgical, Inc. has a one year low of $328.57 and a one year high of $603.88. The firm's 50 day simple moving average is $409.93 and its two-hundred day simple moving average is $431.89. The stock has a market capitalization of $156.96 billion, a P/E ratio of 54.75, a PEG ratio of 3.12 and a beta of 1.45.

Intuitive Surgical (NASDAQ:ISRG - Get Free Report) last posted its quarterly earnings results on Tuesday, October 20th. The medical equipment provider reported $3.00 EPS for the quarter, topping the consensus estimate of $2.65 by $0.35. Intuitive Surgical had a net margin of 25.54% and a return on equity of 18.17%. The firm had revenue of $3.05 billion for the quarter, compared to the consensus estimate of $2.91 billion. During the same period last year, the firm posted $2.40 earnings per share. The business's revenue was up 21.7% compared to the same quarter last year. As a group, equities analysts expect that Intuitive Surgical, Inc. will post 9.37 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Intuitive Surgical news, Director Craig H. Barratt sold 1,150 shares of the company's stock in a transaction dated Friday, October 23rd. The shares were sold at an average price of $443.80, for a total transaction of $510,370.00. Following the completion of the sale, the director directly owned 1,150 shares in the company, valued at $510,370. This represents a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Mark Brosius sold 77 shares of the firm's stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $375.57, for a total value of $28,918.89. Following the transaction, the executive vice president directly owned 881 shares in the company, valued at $330,877.17. This trade represents a 8.04% 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 have sold 49,128 shares of company stock worth $21,614,167 over the last 90 days. Insiders own 0.60% of the company's stock.

Analysts Set New Price Targets

ISRG has been the subject of a number of research analyst reports. Citigroup dropped their price target on Intuitive Surgical from $590.00 to $500.00 and set a "buy" rating for the company in a research report on Friday, July 17th. Wall Street Zen raised Intuitive Surgical from a "hold" rating to a "buy" rating in a report on Saturday, October 31st. JPMorgan Chase & Co. upped their price objective on shares of Intuitive Surgical from $450.00 to $475.00 and gave the stock an "overweight" rating in a research report on Wednesday, October 21st. Sanford C. Bernstein reaffirmed an "outperform" rating on shares of Intuitive Surgical in a research note on Wednesday, August 12th. Finally, UBS Group reiterated a "buy" rating on shares of Intuitive Surgical in a research report on Tuesday, October 13th. One analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $493.54.

Intuitive Surgical Company Profile

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