J.W. Cole Advisors Inc. Trims Stock Holdings in Intuitive Surgical, Inc. $ISRG

J.W. Cole Advisors Inc. lowered its position in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 7.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 19,983 shares of the medical equipment provider’s stock after selling 1,627 shares during the quarter. J.W. Cole Advisors Inc.’s holdings in Intuitive Surgical were worth $10,794,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Holos Integrated Wealth LLC purchased a new stake in Intuitive Surgical in the fourth quarter valued at approximately $25,000. Newbridge Financial Services Group Inc. lifted its stake in Intuitive Surgical by 300.0% in the fourth 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 during the last quarter. Olistico Wealth LLC purchased a new stake in Intuitive Surgical in the fourth quarter valued at approximately $28,000. Caitlin John LLC purchased a new stake in Intuitive Surgical in the third quarter valued at approximately $30,000. Finally, Laurel Wealth Advisors LLC purchased a new stake in Intuitive Surgical in the fourth quarter valued at approximately $31,000. Hedge funds and other institutional investors 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: Recent commentary highlighted Intuitive Surgical’s AI-driven digital roadmap and the long-term growth potential of its da Vinci ecosystem, which could support future revenue from surgical data, software, and robotics adoption.
• Neutral Sentiment: Intuitive Surgical promoted Taylor Patton to Chief Commercial and Marketing Officer, signaling a sharper focus on global growth and commercial execution, but this is more of a strategic leadership update than an immediate earnings catalyst. Article Title
• Neutral Sentiment: Analysts remain divided overall: some firms maintain bullish ratings and high price targets, while others have trimmed targets or kept a cautious stance, reflecting uncertainty about how much growth is already priced into the stock.
• Negative Sentiment: Medtronic is seeking clearance for more indications for its Hugo surgical robot, which could intensify competition in major robotic surgery markets and challenge Intuitive Surgical’s leadership position. Article Title
• Negative Sentiment: Investor concern remains elevated after multiple pieces noted that ISRG has fallen sharply in 2026, with commentary questioning whether the recent weakness reflects a broader rerating after a strong prior run.
• Negative Sentiment: SVP Iman Jeddi sold 5,625 shares in a pre-arranged 10b5-1 transaction, which may still weigh on sentiment because insider selling can be read as a lack of near-term confidence. Article Title

Insider Activity

In related news, EVP Myriam Curet sold 105 shares of the company’s stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $493.95, for a total transaction of $51,864.75. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, Director Amy L. Ladd sold 500 shares of the company’s stock in a transaction on Tuesday, April 28th. The stock was sold at an average price of $473.46, for a total value of $236,730.00. Following the transaction, the director directly owned 239 shares in the company, valued at $113,156.94. This represents a 67.66% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 7,448 shares of company stock valued at $3,224,404 over the last three months. 0.60% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on ISRG. The Goldman Sachs Group set a $558.00 price objective on Intuitive Surgical in a research note on Wednesday, May 27th. Wall Street Zen cut Intuitive Surgical from a “buy” rating to a “hold” rating in a research note on Sunday, May 24th. Truist Financial cut their price target on Intuitive Surgical from $650.00 to $580.00 and set a “buy” rating for the company in a research note on Wednesday, April 15th. Citigroup upgraded Intuitive Surgical from a “neutral” rating to a “buy” rating and set a $590.00 price target for the company in a research note on Wednesday, March 11th. Finally, Bank of America cut their price target on Intuitive Surgical from $650.00 to $520.00 and set a “buy” rating for the company in a research note on Monday, May 18th. Nineteen investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $573.63.

Intuitive Surgical Price Performance

Intuitive Surgical stock opened at $418.82 on Friday. Intuitive Surgical, Inc. has a 12 month low of $396.68 and a 12 month high of $603.88. The business has a 50 day simple moving average of $448.20 and a 200-day simple moving average of $501.58. The stock has a market capitalization of $148.33 billion, a PE ratio of 50.77, a price-to-earnings-growth ratio of 3.25 and a beta of 1.46.

Intuitive Surgical (NASDAQ:ISRG) last announced 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. Intuitive Surgical had a return on equity of 15.98% and a net margin of 28.15%.The firm had revenue of $2.77 billion for the quarter, compared to analyst estimates of $2.62 billion. During the same quarter in the prior year, the company posted $1.81 earnings per share. Intuitive Surgical’s quarterly revenue was up 23.0% on a year-over-year basis. As a group, equities research analysts anticipate that Intuitive Surgical, Inc. will post 8.57 EPS for the current year.

Intuitive Surgical Profile

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.