Intuit Inc. $INTU is Wilson Asset Management International PTY Ltd.’s 2nd Largest Position

Wilson Asset Management International PTY Ltd. boosted its stake in Intuit Inc. (NASDAQ:INTU) by 12.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 40,405 shares of the software maker’s stock after purchasing an additional 4,568 shares during the period. Intuit makes up about 6.8% of Wilson Asset Management International PTY Ltd.’s investment portfolio, making the stock its 2nd biggest holding. Wilson Asset Management International PTY Ltd.’s holdings in Intuit were worth $27,593,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently modified their holdings of INTU. Tortoise Investment Management LLC raised its holdings in shares of Intuit by 540.0% during the 2nd quarter. Tortoise Investment Management LLC now owns 32 shares of the software maker’s stock valued at $25,000 after buying an additional 27 shares during the period. Westside Investment Management Inc. raised its stake in shares of Intuit by 161.5% during 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 during the period. Sagard Holdings Management Inc. purchased a new stake in shares of Intuit during the second quarter valued at approximately $28,000. True Wealth Design LLC lifted its position in shares of 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 purchasing an additional 27 shares in the last quarter. Finally, LGT Financial Advisors LLC purchased a new position in shares of Intuit in the second quarter valued at $32,000. Institutional investors and hedge funds own 83.66% of the company’s stock.

Intuit Trading Up 2.0%

Shares of NASDAQ INTU opened at $443.77 on Monday. The company has a quick ratio of 1.39, a current ratio of 1.39 and a debt-to-equity ratio of 0.28. The stock’s 50 day moving average price is $606.28 and its two-hundred day moving average price is $656.36. Intuit Inc. has a 52-week low of $411.11 and a 52-week high of $813.70. The stock has a market capitalization of $123.49 billion, a P/E ratio of 30.33, a PEG ratio of 1.81 and a beta of 1.24.

Intuit (NASDAQ:INTU) last issued its quarterly 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. Intuit had a return on equity of 23.52% and a net margin of 21.19%.The business had revenue of $3.87 billion during the quarter, compared to the consensus estimate of $3.76 billion. During the same period in the previous year, the business earned $2.50 EPS. The business’s quarterly revenue 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, analysts anticipate that Intuit Inc. will post 14.09 earnings per share for the current fiscal year.

Intuit Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, January 16th. Investors of record on Friday, January 9th were given a dividend of $1.20 per share. This represents a $4.80 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend was Friday, January 9th. Intuit’s dividend payout ratio is currently 32.81%.

Insider Buying and Selling at Intuit

In other Intuit news, CEO Sasan K. Goodarzi sold 41,000 shares of Intuit stock in a transaction that occurred on Wednesday, January 7th. The stock was sold at an average price of $650.10, for a total value of $26,654,100.00. Following the completion of the transaction, the chief executive officer directly owned 13,611 shares in the company, valued at $8,848,511.10. The trade was a 75.08% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Scott D. Cook sold 1,402 shares of the company’s stock in a transaction that occurred on Wednesday, December 31st. The shares were sold at an average price of $668.02, for a total value of $936,564.04. Following the transaction, the director directly owned 5,668,182 shares of the company’s stock, valued at $3,786,458,939.64. This trade represents a 0.02% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 388,464 shares of company stock worth $255,514,393 in the last ninety days. Insiders own 2.49% of the company’s stock.

Key Headlines Impacting Intuit

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Intuit is consolidating its accountant-facing products by replacing QuickBooks Online Accountant with a unified Intuit Accountant Suite — a move that could boost retention, simplify upsells to bookkeeping and advisory services, and improve lifetime value of accountant customers. Intuit replacing QuickBooks Online Accountant with Intuit Accountant Suite
• Positive Sentiment: High-profile endorsement: Jim Cramer publicly called Intuit “a very good company,” which can lift retail sentiment and trading flows in the short term. Such endorsements often amplify positive headlines after strong results. Jim Cramer on Intuit: “This Is a Very Good Company”
• Positive Sentiment: Partnership expansion: Intuit’s collaboration with Affirm to support SMB payments could deepen payments and financing revenue streams for TurboTax/QuickBooks customers, helping monetization and cross-sell into small-business flows. How Will SMBs Benefit from Intuit and Affirm’s Partnership?
• Positive Sentiment: Macro tech tailwinds: coverage noting AI is reshaping software cites Intuit among companies positioned to benefit from AI-driven product upgrades and higher software value per customer — a structural positive for long-term revenue and margins. AI Is Eating Software. Just Look at the Stock Market
• Neutral Sentiment: Analyst and independent bullish take: a published bull-case thesis reiterates strengths (recurring revenue, cross-sell) but is analytic rather than news-driving; useful for longer-term thesis but limited immediate price impact. Intuit Inc. (INTU): A Bull Case Theory
• Neutral Sentiment: PR/brand visibility: Intuit hosted a financial literacy forum with celebrity presence at the Super Bowl — good for brand and engagement but limited direct revenue impact. McCaffrey Headlines Intuit Financial Literacy Forum At Super Bowl LX
• Neutral Sentiment: Promotions: TurboTax consumer deals lower acquisition cost for some filers (good for share gains), but seasonal discounts are typical and have modest one-off impact. Taxes aren’t fun, but at least you can save with TurboTax!
• Negative Sentiment: Analyst pressure: Oppenheimer lowered expectations for Intuit, reducing near-term growth/profit forecasts — a catalyst that prompted sell-side reevaluation and heavier trading. Oppenheimer Has Lowered Expectations for Intuit (NASDAQ:INTU) Stock Price
• Negative Sentiment: Downgrade-driven volatility: a separate note reports INTU trading down after an analyst downgrade — this explains near-term selling pressure despite broader positives. Intuit (NASDAQ:INTU) Trading Down 7.3% After Analyst Downgrade
• Negative Sentiment: Product outage risk: a TurboTax issue prevented filing of NY state returns for some users — a customer service problem that could raise short-term reputation and support costs if widespread. Turbo Tax issue prevents filing of NY State returns

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on the stock. Daiwa Securities Group lifted their price target on shares of Intuit from $770.00 to $800.00 and gave the stock a “buy” rating in a research note on Wednesday, November 26th. Wells Fargo & Company reaffirmed an “equal weight” rating and set a $700.00 target price (down from $840.00) on shares of Intuit in a research report on Thursday, January 8th. Wall Street Zen raised Intuit from a “hold” rating to a “buy” rating in a report on Sunday, January 11th. Wolfe Research lowered their price objective on Intuit from $870.00 to $830.00 and set an “outperform” rating for the company in a research note on Monday, December 15th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating on shares of Intuit in a research report on Wednesday, January 28th. Twenty-two investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat.com, Intuit presently has an average rating of “Moderate Buy” and a consensus target price of $785.12.

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.