Intuit Inc. $INTU Stock Position Boosted by Birch Hill Investment Advisors LLC

Birch Hill Investment Advisors LLC grew its stake in shares of Intuit Inc. (NASDAQ:INTU) by 3.8% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 85,493 shares of the software maker’s stock after buying an additional 3,102 shares during the quarter. Intuit comprises 2.5% of Birch Hill Investment Advisors LLC’s holdings, making the stock its 15th biggest position. Birch Hill Investment Advisors LLC’s holdings in Intuit were worth $58,384,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently made changes to their positions in the stock. Norges Bank bought a new stake in Intuit during the second quarter worth approximately $3,268,830,000. Nicholas Hoffman & Company LLC. acquired a new position in shares of Intuit during the 1st quarter valued at $785,564,000. Winslow Capital Management LLC bought a new stake in shares of Intuit in the 2nd quarter worth $782,677,000. Swedbank AB lifted its holdings in shares of Intuit by 575.4% in the third quarter. Swedbank AB now owns 881,555 shares of the software maker’s stock valued at $602,023,000 after buying an additional 751,027 shares during the period. Finally, Invesco Ltd. boosted its stake in Intuit by 13.2% during the second quarter. Invesco Ltd. now owns 3,485,764 shares of the software maker’s stock valued at $2,745,492,000 after buying an additional 407,078 shares in the last quarter. 83.66% of the stock is owned by institutional investors and hedge funds.

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, signaling upside versus current levels and likely attracting buyer interest and institutional flows. Truist Initiates on Intuit
• Positive Sentiment: Recent analysis argues Intuit’s fundamentals keep improving (accelerating margins and recurring revenue from QuickBooks, TurboTax, and payments), supporting premium valuation in spite of being “expensive.” This boosts confidence in longer‑term earnings power. Intuit Is Expensive, But The Business Keeps Getting Better
• Positive Sentiment: Coverage grouping profitable software names highlights winners that combine margin expansion with growth — a narrative that favors Intuit as a high‑quality, cash‑generative software business amid a market rotation toward profitability. These 5 Software Stocks Prove Profitability Beats Growth in 2026
• Positive Sentiment: Intuit announced a quarterly dividend (record/ex‑date timing noted), providing a small income yield and reinforcing cash return to shareholders — a modest supportive factor for investor sentiment. MarketBeat Intuit Overview
• Neutral Sentiment: Seasonal coverage of TurboTax reminds investors of predictable tax‑season revenue spikes; useful context ahead of results but not an immediate new catalyst. Intuit TurboTax 2026
• Neutral Sentiment: Pieces showing strong long‑term shareholder returns and recent outperformance describe momentum but add limited new fundamental information for an intraday move. $1000 Invested In Intuit 10 Years Ago
• Negative Sentiment: CFO Sandeep Aujla sold 1,335 shares (~71% reduction in his direct holding) in early January (disclosed on Form 4). Insider sales can be read negatively by traders even if they’re for diversification or personal reasons, and they likely contributed some downward pressure on sentiment. Intuit CFO Sells Stock

Insider Buying and Selling at Intuit

In related news, CFO Sandeep Aujla sold 1,335 shares of Intuit stock in a transaction on Monday, January 5th. The stock was 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 owned 536 shares of the company’s stock, valued at approximately $337,390.56. This trade represents a 71.35% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Richard L. Dalzell sold 333 shares of the business’s stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $659.95, for a total value of $219,763.35. Following the completion of the transaction, the director owned 13,476 shares in the company, valued at $8,893,486.20. This trade represents a 2.41% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 347,464 shares of company stock valued at $228,860,293 in the last quarter. Company insiders own 2.49% of the company’s stock.

Analyst Upgrades and Downgrades

INTU has been the topic of several research reports. Rothschild & Co Redburn boosted their price target on shares of Intuit from $560.00 to $670.00 and gave the stock a “neutral” rating in a research report on Tuesday, September 23rd. Independent Research set a $875.00 target price on shares of Intuit in a report on Tuesday, November 18th. Wells Fargo & Company reduced their target price on shares of Intuit from $880.00 to $840.00 and set an “overweight” rating for the company in a report on Friday, November 21st. UBS Group set a $739.00 price target on shares of Intuit in a research report on Tuesday. Finally, Daiwa Capital Markets increased their price objective on Intuit from $770.00 to $800.00 and gave the company a “buy” rating in a research report on Wednesday, November 26th. One investment analyst has rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $794.92.

Intuit Stock Up 0.6%

Shares of Intuit stock opened at $651.15 on Thursday. Intuit Inc. has a 1 year low of $532.65 and a 1 year high of $813.70. The company has a market cap of $181.20 billion, a P/E ratio of 44.51, a P/E/G ratio of 2.65 and a beta of 1.25. The company has a current ratio of 1.39, a quick ratio of 1.39 and a debt-to-equity ratio of 0.28. The stock has a 50-day moving average price of $656.82 and a 200 day moving average price of $692.45.

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

Intuit Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, January 16th. Shareholders of record on Friday, January 9th will be given 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 dividend payout ratio is presently 32.81%.

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.