Spire Wealth Management Grows Stock Holdings in Intuitive Surgical, Inc. $ISRG

Spire Wealth Management lifted its stake in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 63.7% during the fourth quarter, HoldingsChannel.com reports. The firm owned 13,153 shares of the medical equipment provider’s stock after purchasing an additional 5,117 shares during the quarter. Spire Wealth Management’s holdings in Intuitive Surgical were worth $7,449,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in ISRG. Vanguard Group Inc. grew its stake in shares of Intuitive Surgical by 0.8% in the third 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 increased its holdings in shares of Intuitive Surgical by 1.2% during the second quarter. State Street Corp now owns 15,552,203 shares of the medical equipment provider’s stock valued at $8,451,223,000 after acquiring an additional 182,871 shares in the last quarter. Capital World Investors raised its position in shares of Intuitive Surgical by 1.5% in the 3rd 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 during the last quarter. Invesco Ltd. raised its position in shares of Intuitive Surgical by 4.8% in the 2nd 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. Finally, Fisher Asset Management LLC boosted its stake in Intuitive Surgical by 1.1% in the 3rd quarter. Fisher Asset Management LLC now owns 3,889,439 shares of the medical equipment provider’s stock worth $1,739,475,000 after purchasing an additional 40,702 shares in the last quarter. Hedge funds and other institutional investors own 83.64% of the company’s stock.

Key Headlines Impacting Intuitive Surgical

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

Wall Street Analysts Forecast Growth

ISRG has been the topic of several recent analyst reports. Sanford C. Bernstein increased their price objective on shares of Intuitive Surgical from $740.00 to $750.00 and gave the company an “outperform” rating in a research report on Friday, January 23rd. BTIG Research reiterated a “buy” rating and issued a $616.00 target price on shares of Intuitive Surgical in a research note on Friday, January 23rd. HSBC increased their price target on shares of Intuitive Surgical from $644.00 to $653.00 and gave the company a “buy” rating in a report on Monday, January 26th. Wells Fargo & Company raised their price target on shares of Intuitive Surgical from $600.00 to $654.00 and gave the company an “overweight” rating in a research report on Friday, December 12th. Finally, Robert W. Baird decreased their price objective on shares of Intuitive Surgical from $655.00 to $645.00 and set an “outperform” rating for the company in a report on Friday, January 23rd. Two analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Intuitive Surgical has a consensus rating of “Moderate Buy” and an average price target of $614.95.

Insider Activity at Intuitive Surgical

In related news, SVP Patricia L. Wadors sold 220 shares of Intuitive Surgical stock in a transaction on Friday, February 27th. The stock was sold at an average price of $499.71, for a total value of $109,936.20. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Mark Brosius sold 645 shares of the company’s stock in a transaction on Monday, March 9th. The shares were 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 trade represents a 28.57% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 32,943 shares of company stock valued at $17,279,568 in the last quarter. 0.60% of the stock is currently owned by corporate insiders.

Intuitive Surgical Stock Performance

Shares of NASDAQ:ISRG opened at $452.66 on Friday. The firm has a market cap of $160.75 billion, a price-to-earnings ratio of 57.37, a price-to-earnings-growth ratio of 3.49 and a beta of 1.66. The business has a 50-day simple moving average of $494.50 and a two-hundred day simple moving average of $513.24. Intuitive Surgical, Inc. has a fifty-two week low of $425.00 and a fifty-two week high of $603.88.

Intuitive Surgical (NASDAQ:ISRG) last announced its quarterly earnings results on Thursday, January 22nd. The medical equipment provider reported $2.53 EPS for the quarter, topping analysts’ consensus estimates of $2.27 by $0.26. The firm had revenue of $2.87 billion during the quarter, compared to analyst estimates of $2.72 billion. Intuitive Surgical had a net margin of 28.38% and a return on equity of 15.06%. The business’s revenue for the quarter was up 18.8% on a year-over-year basis. During the same period in the previous year, the business posted $2.21 earnings per share. As a group, research analysts predict that Intuitive Surgical, Inc. will post 6.43 earnings per share 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.