Intuit Inc. $INTU Shares Purchased by Cerity Partners LLC

Cerity Partners LLC raised its holdings in Intuit Inc. (NASDAQ:INTU) by 8.4% in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 207,045 shares of the software maker’s stock after acquiring an additional 15,979 shares during the period. Cerity Partners LLC owned 0.07% of Intuit worth $141,393,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Tribridge Partners Financial LLC acquired a new position in shares of Intuit during the 3rd quarter valued at about $1,874,000. Eads & Heald Wealth Management increased its position in Intuit by 0.7% during the third quarter. Eads & Heald Wealth Management now owns 2,891 shares of the software maker’s stock worth $1,974,000 after purchasing an additional 20 shares during the last quarter. Hennion & Walsh Asset Management Inc. raised its stake in Intuit by 1.8% during the third quarter. Hennion & Walsh Asset Management Inc. now owns 10,026 shares of the software maker’s stock worth $6,847,000 after purchasing an additional 181 shares during the period. Robeco Institutional Asset Management B.V. boosted its holdings in shares of Intuit by 21.8% in the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 300,029 shares of the software maker’s stock valued at $204,893,000 after purchasing an additional 53,791 shares during the last quarter. Finally, KG&L Capital Management LLC purchased a new stake in shares of Intuit during the 3rd quarter valued at $736,000. Hedge funds and other institutional investors own 83.66% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on INTU. UBS Group set a $739.00 target price on Intuit in a research report on Tuesday. Rothschild & Co Redburn upped their price target on Intuit from $560.00 to $670.00 and gave the stock a “neutral” rating in a research note on Tuesday, September 23rd. Independent Research set a $875.00 price objective on Intuit in a research note on Tuesday, November 18th. Truist Financial assumed coverage on Intuit in a report on Tuesday. They set a “buy” rating and a $739.00 target price for the company. Finally, Wells Fargo & Company cut their price target on shares of Intuit from $880.00 to $840.00 and set an “overweight” rating on the stock in a report on Friday, November 21st. One investment analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $794.92.

Intuit Price Performance

INTU stock opened at $647.20 on Wednesday. The firm has a market cap of $180.10 billion, a P/E ratio of 44.24, a price-to-earnings-growth ratio of 2.60 and a beta of 1.25. The company has a debt-to-equity ratio of 0.28, a quick ratio of 1.39 and a current ratio of 1.39. Intuit Inc. has a 1 year low of $532.65 and a 1 year high of $813.70. The stock has a 50-day simple moving average of $656.92 and a 200-day simple moving average of $692.74.

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

Intuit Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, January 16th. Shareholders of record on Friday, January 9th will be issued a $1.20 dividend. The ex-dividend date is Friday, January 9th. This represents a $4.80 dividend on an annualized basis and a yield of 0.7%. Intuit’s payout ratio is currently 32.81%.

Intuit News Roundup

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

Insider Buying and Selling at Intuit

In related news, Director Richard L. Dalzell sold 333 shares of the business’s 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 transaction, the director owned 13,476 shares in the company, valued at approximately $8,893,486.20. The trade was a 2.41% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO Sandeep Aujla sold 1,335 shares of the stock in a transaction dated Monday, January 5th. The shares were sold at an average price of $629.46, for a total value of $840,329.10. Following the completion of the transaction, the chief financial officer directly owned 536 shares of the company’s stock, valued at $337,390.56. This represents a 71.35% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 347,464 shares of company stock valued at $228,860,293 in the last ninety days. Insiders own 2.49% of the company’s stock.

About Intuit

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.