Stephens Inc. AR Increases Holdings in Intuitive Surgical, Inc. $ISRG

Posted by Chris Copeland on May 18th, 2026

Stephens Inc. AR grew its holdings in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 19.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 11,974 shares of the medical equipment provider’s stock after buying an additional 1,964 shares during the quarter. Stephens Inc. AR’s holdings in Intuitive Surgical were worth $6,782,000 at the end of the most recent reporting period.

Other hedge funds have also recently made changes to their positions in the company. Holos Integrated Wealth LLC purchased a new stake in shares of Intuitive Surgical during the 4th quarter valued at about $25,000. Newbridge Financial Services Group Inc. raised its position in shares of Intuitive Surgical by 300.0% during 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 in the last quarter. Greykasell Wealth Strategies Inc. purchased a new stake in shares of Intuitive Surgical during the 3rd quarter valued at about $27,000. Olistico Wealth LLC purchased a new stake in shares of Intuitive Surgical during the 4th quarter valued at about $28,000. Finally, Caitlin John LLC purchased a new stake in shares of Intuitive Surgical during the 3rd quarter valued at about $30,000. 83.64% of the stock is currently owned by hedge funds and other institutional investors.

Intuitive Surgical Stock Performance

Shares of NASDAQ:ISRG opened at $421.12 on Monday. The firm has a market cap of $149.14 billion, a PE ratio of 51.04, a price-to-earnings-growth ratio of 3.36 and a beta of 1.51. The firm’s 50 day simple moving average is $463.63 and its 200-day simple moving average is $513.77. Intuitive Surgical, Inc. has a one year low of $417.74 and a one year high of $603.88.

Intuitive Surgical (NASDAQ:ISRG – Get Free Report) last issued its earnings results on Tuesday, April 21st. The medical equipment provider reported $2.50 EPS 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 analyst estimates of $2.62 billion. Intuitive Surgical had a net margin of 28.15% and a return on equity of 15.98%. The company’s quarterly revenue was up 23.0% compared to the same quarter last year. During the same period last year, the company posted $1.81 earnings per share. Equities research analysts predict that Intuitive Surgical, Inc. will post 8.57 EPS for the current fiscal year.

Key Headlines Impacting Intuitive Surgical

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

Positive Sentiment: Multiple recent articles highlighted Intuitive Surgical as a potential beneficiary of the AI boom in healthcare, arguing that every robotic procedure creates valuable data that can improve surgeon training, intraoperative guidance, and predictive analytics. Surgical Robotics Meets AI: Intuitive Surgical, Medtronic, and Stryker Are the Sleeper Plays of the Healthcare Boom
Positive Sentiment: Analysts at Erste Group Bank nudged up their FY2026 and FY2027 earnings estimates for ISRG, reinforcing expectations that earnings growth can continue above consensus. MarketBeat ISRG coverage
Positive Sentiment: Coverage around da Vinci 5 pointed to strong procedure growth and higher system utilization, suggesting the company’s newest platform is still gaining traction with surgeons and hospitals. Can ISRG’s da Vinci 5 Momentum Sustain Procedure and Utilization Gains?
Neutral Sentiment: Several bullish opinion pieces said the recent selloff has made Intuitive Surgical look more attractive to growth investors, but these were mostly commentary rather than new company-specific catalysts. Intuitive Surgical Has Dropped 20% This Year. Wall Street Says It’s Time to Buy.

Insider Buying and Selling at Intuitive Surgical

In other news, SVP Patricia L. Wadors sold 220 shares of the firm’s stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $499.71, for a total transaction of $109,936.20. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Myriam Curet sold 105 shares of the firm’s stock in a transaction that occurred on Tuesday, March 10th. The stock was sold at an average price of $493.95, for a total transaction of $51,864.75. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 5,647 shares of company stock valued at $2,760,359. 0.60% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on ISRG. Raymond James Financial reduced their price objective on shares of Intuitive Surgical from $615.00 to $577.00 and set an “outperform” rating on the stock in a research report on Wednesday, April 22nd. Argus reduced their price objective on shares of Intuitive Surgical from $630.00 to $560.00 and set a “buy” rating on the stock in a research report on Wednesday, February 4th. The Goldman Sachs Group increased their price objective on shares of Intuitive Surgical from $609.00 to $621.00 and gave the stock a “buy” rating in a research report on Wednesday, April 22nd. JPMorgan Chase & Co. reduced their price objective on shares of Intuitive Surgical from $625.00 to $550.00 and set an “overweight” rating on the stock in a research report on Wednesday, April 22nd. Finally, Jefferies Financial Group reduced their price objective 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. Eighteen research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $581.91.

Check Out Our Latest Stock Report on ISRG

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.