DSM Capital Partners LLC Boosts Stock Position in Intuit Inc. $INTU

DSM Capital Partners LLC increased its stake in shares of Intuit Inc. (NASDAQ:INTU) by 2.1% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 465,469 shares of the software maker’s stock after acquiring an additional 9,594 shares during the quarter. Intuit comprises approximately 4.5% of DSM Capital Partners LLC’s holdings, making the stock its 8th largest holding. DSM Capital Partners LLC owned 0.17% of Intuit worth $317,874,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC raised its position in Intuit by 61.3% in the fourth quarter. Brighton Jones LLC now owns 3,552 shares of the software maker’s stock worth $2,233,000 after purchasing an additional 1,350 shares in the last quarter. Revolve Wealth Partners LLC boosted its stake in shares of Intuit by 145.6% in the 4th quarter. Revolve Wealth Partners LLC now owns 813 shares of the software maker’s stock valued at $511,000 after purchasing an additional 482 shares in the last quarter. Nicholas Hoffman & Company LLC. bought a new stake in shares of Intuit in the 1st quarter worth about $785,564,000. Caxton Associates LLP bought a new stake in shares of Intuit in the 1st quarter worth about $1,933,000. Finally, Arete Wealth Advisors LLC increased its position in shares of Intuit by 5.0% during the 1st quarter. Arete Wealth Advisors LLC now owns 981 shares of the software maker’s stock worth $602,000 after purchasing an additional 47 shares in the last quarter. 83.66% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Intuit

In other Intuit news, Director Scott D. Cook sold 75,000 shares of the stock in a transaction on Monday, December 29th. The stock was sold at an average price of $673.43, for a total transaction of $50,507,250.00. Following the transaction, the director owned 5,669,584 shares in the company, valued at $3,818,067,953.12. This trade represents a 1.31% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Sandeep Aujla sold 1,335 shares of the business’s stock in a transaction dated Monday, January 5th. The shares were sold at an average price of $629.46, for a total transaction of $840,329.10. Following the completion of the sale, the chief financial officer directly owned 536 shares of the company’s stock, valued at approximately $337,390.56. The trade was a 71.35% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 347,464 shares of company stock worth $228,860,293. Company insiders own 2.49% of the company’s stock.

Intuit Price Performance

NASDAQ:INTU opened at $647.20 on Wednesday. The company has a market cap of $180.10 billion, a P/E ratio of 44.24, a P/E/G ratio of 2.60 and a beta of 1.25. The firm’s fifty day moving average price is $656.92 and its two-hundred day moving average price is $692.74. Intuit Inc. has a one year low of $532.65 and a one year high of $813.70. 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 announced its quarterly earnings results on Thursday, November 20th. The software maker reported $3.34 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 analyst estimates of $3.76 billion. Intuit had a net margin of 21.19% and a return on equity of 23.52%. Intuit’s quarterly revenue was up 18.3% on a year-over-year basis. During the same quarter in the prior year, the business earned $2.50 EPS. Intuit has set its Q2 2026 guidance at 3.630-3.680 EPS. Equities analysts expect that Intuit Inc. will post 14.09 earnings per share for the current year.

Intuit Dividend Announcement

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

Intuit News Summary

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Truist initiated coverage with a “buy” and $739 price target, which signals a ~14% upside from current levels and can attract momentum and institutional interest. Truist Initiates on Intuit
• Neutral Sentiment: Coverage pieces highlighting Intuit’s long-term shareholder returns provide supporting narrative for buy-and-hold investors but are less likely to move the stock intraday. $1000 Invested In Intuit 10 Years Ago
• Neutral Sentiment: Coverage noting Intuit’s recent outperformance in the market (price up) is descriptive of current momentum but doesn’t add new fundamental information. Intuit Laps the Stock Market
• Neutral Sentiment: Seasonal product coverage of TurboTax 2026 reminds investors of Intuit’s recurring revenue and its exposure to tax‑season tailwinds; useful context ahead of fiscal results but not an immediate catalyst by itself. Intuit TurboTax 2026
• Negative Sentiment: CFO Sandeep Aujla sold 1,335 shares (~71% reduction in his direct holding), a sizeable insider sale disclosure that some investors interpret as a near‑term negative signal even though company insiders sell for many reasons. SEC filing: SEC Form 4 – Aujla Sale

Analyst Upgrades and Downgrades

A number of equities analysts have commented on the stock. Royal Bank Of Canada restated an “outperform” rating and issued a $850.00 price target on shares of Intuit in a research report on Friday, November 21st. UBS Group set a $739.00 price target on Intuit in a research report on Tuesday. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Intuit in a report on Wednesday, October 8th. Wall Street Zen lowered Intuit from a “buy” rating to a “hold” rating in a research note on Saturday. Finally, Daiwa Capital Markets raised their price objective on shares of Intuit from $770.00 to $800.00 and gave the company a “buy” rating in a research note on Wednesday, November 26th. One analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $794.92.

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.