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Wealth Enhancement Advisory Services LLC Purchases 5,206 Shares of Intuitive Surgical, Inc. $ISRG

Intuitive Surgical logo with Medical background
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Key Points

  • Wealth Enhancement Advisory Services LLC increased its stake in Intuitive Surgical by 3.8% in Q4, buying 5,206 shares to hold 140,963 shares valued at about $84.15 million.
  • Intuitive posted an earnings beat with revenue up 18.8% and retains a strong growth narrative, but faces near‑term risks from an FDA safety flag and a reported death tied to stapler devices, plus cybersecurity/recall scrutiny and a recent technical "death cross."
  • Analyst sentiment is broadly positive (consensus "Moderate Buy" with a $614.95 average target) and institutional ownership is high (~83.6%), though insiders have been net sellers (32,943 shares sold in the last 90 days).
  • Interested in Intuitive Surgical? Here are five stocks we like better.

Wealth Enhancement Advisory Services LLC lifted its position in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG - Free Report) by 3.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 140,963 shares of the medical equipment provider's stock after buying an additional 5,206 shares during the period. Wealth Enhancement Advisory Services LLC's holdings in Intuitive Surgical were worth $84,149,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of ISRG. Vanguard Group Inc. boosted its position in Intuitive Surgical by 0.8% during the 3rd quarter. Vanguard Group Inc. now owns 33,599,661 shares of the medical equipment provider's stock worth $15,026,776,000 after acquiring an additional 263,828 shares during the last quarter. State Street Corp lifted its position in shares of Intuitive Surgical by 1.2% in the second quarter. State Street Corp now owns 15,552,203 shares of the medical equipment provider's stock worth $8,451,223,000 after purchasing an additional 182,871 shares in the last quarter. Capital World Investors lifted its position in shares of Intuitive Surgical by 1.5% in the third quarter. Capital World Investors now owns 7,728,492 shares of the medical equipment provider's stock worth $3,456,223,000 after purchasing an additional 116,034 shares in the last quarter. Norges Bank acquired a new position in Intuitive Surgical during the second quarter worth $2,569,260,000. Finally, Invesco Ltd. boosted its holdings in Intuitive Surgical by 4.8% during the second quarter. Invesco Ltd. now owns 4,421,133 shares of the medical equipment provider's stock worth $2,402,488,000 after purchasing an additional 201,159 shares during the last quarter. 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: Fundamentals remain strong — Intuitive reported an earnings beat and double‑digit revenue growth in its latest quarter, supporting the company's long‑term growth thesis and valuation premium. Bull of the Day: Intuitive Surgical (ISRG)
  • Positive Sentiment: Prominent bullish mentions — coverage including a "Bull of the Day" piece and a Jim Cramer mention keep ISRG on the buy/hold radar for growth investors, which can support buying interest after negative headlines. Jim Cramer Analyzed 5 Stocks
  • Neutral Sentiment: Comparative analyses and sector commentary (head‑to‑head pieces) provide context but no immediate catalyst; these may influence longer‑term positioning rather than intraday moves. Head‑To‑Head Analysis: Lombard Medical & Intuitive Surgical
  • Negative Sentiment: FDA safety flag on stapler devices — regulators have flagged safety concerns and advised halting affected devices, which is a near‑term operational and reputational risk that likely pressured the stock. FDA Flags Safety Concern Over Intuitive Surgical Stapler
  • Negative Sentiment: Company warning and reported death related to stapler reloads — Intuitive issued warnings after at least one reported death, increasing legal, recall and adoption‑risk concerns for affected products. Intuitive warns on surgical stapler reloads with one death reported
  • Negative Sentiment: Broader quality and cybersecurity scrutiny — reporting highlights recalls and other operational snags (including cyber incidents), which amplify investor uncertainty about near‑term execution and regulatory exposure. From Cyber Criminals to Recalls: Inside Intuitive Surgical’s Newest Snag
  • Negative Sentiment: Technical weakness — the stock recently formed a "death cross" (50‑day moving average crossing below the 200‑day), which can trigger momentum selling from technical traders even if fundamentals remain solid. Intuitive Surgical Stock Just Flashed A Death Cross

Analyst Ratings Changes

Several brokerages have issued reports on ISRG. UBS Group lowered their price target on shares of Intuitive Surgical from $570.00 to $550.00 and set a "neutral" rating on the stock in a research note on Tuesday, March 17th. TD Cowen upgraded Intuitive Surgical to a "strong-buy" rating in a report on Tuesday, January 27th. Wells Fargo & Company lifted their target price on Intuitive Surgical from $600.00 to $654.00 and gave the company an "overweight" rating in a research report on Friday, December 12th. Citigroup upgraded Intuitive Surgical from a "neutral" rating to a "buy" rating and set a $590.00 target price on the stock in a report on Wednesday, March 11th. Finally, Zacks Research raised Intuitive Surgical from a "hold" rating to a "strong-buy" rating in a research report on Thursday, February 19th. Two analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, six have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Intuitive Surgical presently has an average rating of "Moderate Buy" and a consensus price target of $614.95.

Read Our Latest Analysis on Intuitive Surgical

Insiders Place Their Bets

In other news, SVP Patricia L. Wadors sold 220 shares of the firm's stock in a transaction dated Friday, February 27th. The shares were sold at an average price of $499.71, for a total transaction of $109,936.20. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Mark Brosius sold 645 shares of the business's stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $485.01, for a total value of $312,831.45. Following the sale, the senior vice president owned 1,613 shares of the company's stock, valued at approximately $782,321.13. This represents a 28.57% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 32,943 shares of company stock worth $17,279,568 over the last ninety days. 0.60% of the stock is currently owned by corporate insiders.

Intuitive Surgical Price Performance

Shares of ISRG stock opened at $477.76 on Monday. The company has a fifty day moving average price of $502.83 and a two-hundred day moving average price of $513.46. Intuitive Surgical, Inc. has a one year low of $425.00 and a one year high of $603.88. The stock has a market cap of $169.67 billion, a P/E ratio of 60.55, a P/E/G ratio of 3.69 and a beta of 1.66.

Intuitive Surgical (NASDAQ:ISRG - Get Free Report) last released its quarterly earnings data on Thursday, January 22nd. The medical equipment provider reported $2.53 earnings per share for the quarter, topping the consensus estimate of $2.27 by $0.26. Intuitive Surgical had a net margin of 28.38% and a return on equity of 15.06%. The company had revenue of $2.87 billion for the quarter, compared to analyst estimates of $2.72 billion. During the same period in the previous year, the business earned $2.21 EPS. Intuitive Surgical's revenue for the quarter was up 18.8% compared to the same quarter last year. As a group, equities research analysts anticipate that Intuitive Surgical, Inc. will post 6.43 EPS for the current fiscal year.

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.

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Institutional Ownership by Quarter for Intuitive Surgical (NASDAQ:ISRG)

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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