CCLA Investment Management Grows Position in Intuit Inc. $INTU

CCLA Investment Management grew its holdings in Intuit Inc. (NASDAQ:INTU) by 2.8% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 204,558 shares of the software maker’s stock after buying an additional 5,540 shares during the period. Intuit accounts for about 2.2% of CCLA Investment Management’s holdings, making the stock its 20th biggest holding. CCLA Investment Management owned 0.07% of Intuit worth $139,649,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Tortoise Investment Management LLC raised its holdings in Intuit by 540.0% in the 2nd quarter. Tortoise Investment Management LLC now owns 32 shares of the software maker’s stock valued at $25,000 after acquiring an additional 27 shares during the last quarter. Westside Investment Management Inc. grew its position in shares of Intuit by 161.5% in the second quarter. Westside Investment Management Inc. now owns 34 shares of the software maker’s stock valued at $27,000 after purchasing an additional 21 shares in the last quarter. Dogwood Wealth Management LLC increased its holdings in shares of Intuit by 111.8% in the second quarter. Dogwood Wealth Management LLC now owns 36 shares of the software maker’s stock valued at $28,000 after purchasing an additional 19 shares during the last quarter. Sagard Holdings Management Inc. acquired a new stake in shares of Intuit in the second quarter valued at approximately $28,000. Finally, True Wealth Design LLC lifted its position in Intuit by 270.0% during the second quarter. True Wealth Design LLC now owns 37 shares of the software maker’s stock worth $29,000 after buying an additional 27 shares in the last quarter. 83.66% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

INTU has been the subject of several analyst reports. Independent Research set a $875.00 target price on Intuit in a report on Tuesday, November 18th. Daiwa Capital Markets upped their price objective on shares of Intuit from $770.00 to $800.00 and gave the company a “buy” rating in a report on Wednesday, November 26th. Wall Street Zen upgraded shares of Intuit from a “hold” rating to a “buy” rating in a research report on Sunday, October 12th. Evercore ISI reaffirmed an “outperform” rating and set a $875.00 target price on shares of Intuit in a research note on Tuesday, November 18th. Finally, BMO Capital Markets dropped their price target on shares of Intuit from $870.00 to $810.00 and set an “outperform” rating for the company in a research note on Friday, November 21st. One analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $796.60.

Insider Activity

In other Intuit news, Director Richard L. Dalzell sold 333 shares of Intuit stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $659.95, for a total value of $219,763.35. Following the completion of the transaction, the director directly owned 13,476 shares of the company’s stock, valued at $8,893,486.20. The trade was a 2.41% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CFO Sandeep Aujla sold 1,098 shares of the business’s stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $675.00, for a total transaction of $741,150.00. Following the sale, the chief financial officer owned 197 shares in the company, valued at $132,975. This trade represents a 84.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 270,897 shares of company stock valued at $177,368,310. 2.49% of the stock is currently owned by corporate insiders.

Intuit Trading Up 0.4%

Shares of INTU stock opened at $671.46 on Monday. Intuit Inc. has a 1-year low of $532.65 and a 1-year high of $813.70. The firm has a market cap of $186.85 billion, a PE ratio of 45.90, a price-to-earnings-growth ratio of 2.75 and a beta of 1.27. The company has a 50-day moving average of $657.99 and a two-hundred day moving average of $701.19. The company has a debt-to-equity ratio of 0.28, a current ratio of 1.39 and a quick ratio of 1.39.

Intuit (NASDAQ:INTU) last released its quarterly earnings results on Thursday, November 20th. The software maker reported $3.34 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.09 by $0.25. The business had revenue of $3.87 billion for the quarter, compared to the consensus estimate of $3.76 billion. Intuit had a net margin of 21.19% and a return on equity of 23.52%. The business’s revenue was up 18.3% on a year-over-year basis. During the same period in the previous year, the firm earned $2.50 EPS. Intuit has set its Q2 2026 guidance at 3.630-3.680 EPS. On average, analysts predict that Intuit Inc. will post 14.09 EPS for the current year.

Intuit Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, January 16th. Stockholders of record on Friday, January 9th will be given a dividend of $1.20 per share. This represents a $4.80 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Friday, January 9th. Intuit’s dividend payout ratio (DPR) is currently 32.81%.

Key Intuit News

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Multi‑year Circle partnership: Intuit will integrate USDC/stablecoin infrastructure into TurboTax, QuickBooks, Credit Karma and Mailchimp to enable faster settlements, lower costs and programmable money rails — a strategic move that can deepen platform stickiness and unlock new payment flows. Intuit & Circle Team Up for Smarter Money Movement With Stablecoins
• Positive Sentiment: Market reaction: coverage and sector peers (e.g., Circle/CRCL) climbed on the deal, and analysts/market writeups note INTU’s move as credible product innovation that could accelerate payments volume and lower backend costs. Intuit & Circle Stocks Jump on New Stablecoin Collaboration
• Positive Sentiment: Brand and consumer product momentum: Intuit launched the next phase of its “Now This Is Taxes” campaign tying TurboTax and Credit Karma with AI and expert services — supports user acquisition and monetization for consumer-facing rails that could leverage the new stablecoin functionality. Intuit’s Consumer Platform Powers the Future of Tax Filing
• Neutral Sentiment: Strategic analysis: commentators note stablecoins could deepen Intuit’s moat but warn the company’s high valuation leaves less room for execution missteps — strategic upside tempered by elevated multiples. As Intuit Jumps Into Stablecoin Business, Should You Buy, Sell, Or Hold INTU Stock?
• Neutral Sentiment: Positive long‑term takes: some fintech stock screens and coverage list INTU as a top fintech buy for 2026 based on platform scale and hedge fund interest — supportive context but not immediate catalysts. Is Intuit the Best FinTech Stock to Buy in 2026?
• Negative Sentiment: Analyst price‑target cut: Wolfe Research trimmed its INTU target, signaling some analyst skepticism on near‑term upside and valuation resilience after recent strategic updates. Wolfe Research Cuts Intuit Price Target
• Negative Sentiment: Guidance/margin caution: coverage highlights investor sensitivity to softer margin guidance and the need for execution on AI and payments initiatives; if costs rise or adoption of stablecoin rails is slower than expected, stock downside is possible. How Investors May Respond To Intuit AI Partnership Progress And Softer Margin Guidance

Intuit Company Profile

Intuit Inc (NASDAQ: INTU) is a financial software company headquartered in Mountain View, California, that develops and sells cloud-based financial management and compliance products for individuals, small businesses, self-employed workers and accounting professionals. Founded in 1983 by Scott Cook and Tom Proulx, the company has grown from desktop tax and accounting software into a diversified provider of online financial tools. As of my latest update, Sasan Goodarzi serves as Chief Executive Officer.

Intuit’s product portfolio includes QuickBooks, its flagship accounting and business-management platform that offers bookkeeping, payroll, payments and invoicing capabilities; TurboTax, a tax-preparation and filing service aimed at individual taxpayers; and Mint, a consumer personal-finance and budgeting app.