OP Asset Management Ltd Buys Shares of 36,274 Intuitive Surgical, Inc. $ISRG

OP Asset Management Ltd bought a new stake in Intuitive Surgical, Inc. (NASDAQ:ISRG) during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 36,274 shares of the medical equipment provider’s stock, valued at approximately $16,722,000.

Other large investors have also modified their holdings of the company. Brighton Jones LLC boosted its holdings in shares of Intuitive Surgical by 24.9% in the fourth quarter. Brighton Jones LLC now owns 3,672 shares of the medical equipment provider’s stock valued at $1,916,000 after acquiring an additional 731 shares in the last quarter. Sivia Capital Partners LLC increased its stake in shares of Intuitive Surgical by 3.8% during the second quarter. Sivia Capital Partners LLC now owns 928 shares of the medical equipment provider’s stock worth $504,000 after acquiring an additional 34 shares during the period. Schnieders Capital Management LLC. raised its holdings in Intuitive Surgical by 38.0% during the second quarter. Schnieders Capital Management LLC. now owns 973 shares of the medical equipment provider’s stock worth $529,000 after purchasing an additional 268 shares in the last quarter. Osterweis Capital Management Inc. acquired a new stake in Intuitive Surgical in the second quarter valued at about $200,000. Finally, Main Street Financial Solutions LLC lifted its position in Intuitive Surgical by 92.4% in the second quarter. Main Street Financial Solutions LLC now owns 2,929 shares of the medical equipment provider’s stock valued at $1,592,000 after purchasing an additional 1,407 shares during the period. Hedge funds and other institutional investors own 83.64% of the company’s stock.

Intuitive Surgical News Roundup

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

• Positive Sentiment: Several articles highlight that ISRG still has strong fundamentals, including rising procedure demand, solid revenue growth, and continued AI-driven innovation, which support a constructive long-term view. ISRG vs. ZBH: Which Robotic Surgery Stock Offers Better Upside Now?
• Positive Sentiment: Intuitive Surgical recently raised its 2026 outlook, including higher da Vinci procedure growth guidance, signaling management confidence in continued adoption and demand. Is Procedure Growth Broad-Based Enough to Support ISRG’s 2026 Outlook?
• Neutral Sentiment: The stock is trending and heavily watched by investors, suggesting elevated attention but not necessarily a clear fundamental catalyst on its own. Intuitive Surgical, Inc. (ISRG) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Some commentary says ISRG can act as a hedge against broader market risk, reinforcing its defensive quality rather than pointing to a near-term catalyst. What Makes Intuitive Surgical (ISRG) a Hedge Against Market Risk?
• Negative Sentiment: Deutsche Bank maintained a Sell rating and cut its price target on ISRG to $366 from $440, adding to bearish sentiment around the shares. Deutsche Bank Maintains a Sell Rating on Intuitive Surgical (ISRG), Here’s Why
• Negative Sentiment: Jim Cramer also struck a cautious tone, saying ISRG faces “too much competition,” which may be weighing on sentiment despite the company’s strong market position. Jim Cramer on Intuitive Surgical: “Too Much Competition”
• Negative Sentiment: Broader coverage notes ISRG has already fallen sharply in 2026, and analysts have recently trimmed expectations, which may be contributing to the stock’s weakness. Goldman Sachs Intuitive Surgical call goes against the grain

Analyst Ratings Changes

ISRG has been the topic of a number of analyst reports. Truist Financial lowered their price objective on Intuitive Surgical from $650.00 to $580.00 and set a “buy” rating on the stock in a report on Wednesday, April 15th. Wall Street Zen raised Intuitive Surgical from a “hold” rating to a “buy” rating in a report on Saturday, June 13th. Weiss Ratings restated a “hold (c)” rating on shares of Intuitive Surgical in a research note on Tuesday, May 19th. Mizuho set a $525.00 price objective on Intuitive Surgical and gave the stock a “neutral” rating in a report on Monday, April 13th. Finally, Evercore cut their price objective on Intuitive Surgical from $550.00 to $480.00 and set a “neutral” rating for the company in a research report on Monday, April 6th. Nineteen research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $573.42.

Insider Buying and Selling at Intuitive Surgical

In related news, EVP Gary Loeb sold 400 shares of the business’s stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $424.14, for a total value of $169,656.00. Following the sale, the executive vice president directly owned 5,720 shares in the company, valued at $2,426,080.80. The trade was a 6.54% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Iman Jeddi sold 5,625 shares of the stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $420.55, for a total transaction of $2,365,593.75. Following the completion of the sale, the senior vice president directly owned 6,463 shares in the company, valued at approximately $2,718,014.65. The trade was a 46.53% 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. Over the last 90 days, insiders have sold 7,169 shares of company stock valued at $3,059,135. Insiders own 0.60% of the company’s stock.

Intuitive Surgical Price Performance

ISRG opened at $401.77 on Thursday. The stock has a market cap of $142.29 billion, a P/E ratio of 48.70, a P/E/G ratio of 3.28 and a beta of 1.46. The stock’s 50 day simple moving average is $435.29 and its 200 day simple moving average is $486.41. Intuitive Surgical, Inc. has a 1-year low of $396.68 and a 1-year high of $603.88.

Intuitive Surgical (NASDAQ:ISRG) last released its quarterly earnings data on Tuesday, April 21st. The medical equipment provider reported $2.50 earnings per share for the quarter, beating the consensus estimate of $2.08 by $0.42. The firm had revenue of $2.77 billion during the quarter, compared to the consensus estimate of $2.62 billion. Intuitive Surgical had a return on equity of 15.98% and a net margin of 28.15%.Intuitive Surgical’s quarterly revenue was up 23.0% on a year-over-year basis. During the same period last year, the business posted $1.81 EPS. Research analysts expect that Intuitive Surgical, Inc. will post 8.57 EPS for the current fiscal year.

About Intuitive Surgical

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.