Caisse Des Depots ET Consignations Raises Stock Holdings in Intuit Inc. $INTU

Caisse Des Depots ET Consignations increased its stake in shares of Intuit Inc. (NASDAQ:INTU) by 373.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,219 shares of the software maker’s stock after purchasing an additional 3,328 shares during the quarter. Caisse Des Depots ET Consignations’ holdings in Intuit were worth $2,881,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its holdings in shares of Intuit by 1.4% during the second quarter. Vanguard Group Inc. now owns 27,707,966 shares of the software maker’s stock worth $21,823,625,000 after buying an additional 377,657 shares in the last quarter. State Street Corp lifted its stake in shares of Intuit by 1.0% during the second quarter. State Street Corp now owns 12,724,323 shares of the software maker’s stock valued at $10,022,059,000 after buying an additional 125,990 shares during the period. Geode Capital Management LLC boosted its position in Intuit by 1.8% during the second quarter. Geode Capital Management LLC now owns 6,423,636 shares of the software maker’s stock worth $5,042,107,000 after acquiring an additional 115,721 shares during the last quarter. Norges Bank acquired a new stake in Intuit during the second quarter worth approximately $3,268,830,000. Finally, Invesco Ltd. grew its stake in Intuit by 13.2% in the 2nd quarter. Invesco Ltd. now owns 3,485,764 shares of the software maker’s stock worth $2,745,492,000 after acquiring an additional 407,078 shares during the period. Institutional investors and hedge funds own 83.66% of the company’s stock.

Trending Headlines about Intuit

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Intuit launched an AI‑powered Construction Edition for its Intuit Enterprise Suite aimed at mid‑market construction companies — a new vertical product that could drive incremental ARR and upsell opportunities. Intuit Launches New AI‑Powered Construction Edition for Intuit Enterprise Suite
• Positive Sentiment: Intuit rolled out a new Firm Hub as a replacement for QBOA, improving product positioning for accounting firms and supporting professional‑channel growth. Intuit launches new firm hub as QBOA replacement
• Positive Sentiment: Mailchimp added advanced, data‑driven ecommerce marketing features and expanded SMS into new markets — product enhancements that aim to lift monetization and cross‑sell within Intuit’s marketing stack. Intuit Mailchimp Unlocks a New Era of Profitable Ecommerce Marketing
• Positive Sentiment: Media personalities expressed bullish views: Jim Cramer said he’d buy Intuit at current levels, which can attract short‑term buyers and retail interest. Jim Cramer on Intuit: “I’d Be a Buyer Right Here, Right Now”
• Neutral Sentiment: Barron’s and other strategists flagged that heavy short interest in software could set up a short squeeze if sentiment stabilizes — market‑level context that could create volatility in INTU. Software Stocks Look Primed for a Short Squeeze
• Neutral Sentiment: Analysts and strategists (Reuters, Morgan Stanley coverage) say AI disruption fears have pressured software stocks but may present buying opportunities in high‑quality names like Intuit. AI disruption fears create buying chance in US software stocks, strategists say
• Neutral Sentiment: Coverage pieces comparing Intuit with peers (CRM vs INTU) provide valuation context for value investors but contain mixed conclusions rather than a clear near‑term catalyst. CRM vs. INTU: Which Stock Should Value Investors Buy Now?
• Neutral Sentiment: Short‑interest snippets in the feed show anomalous zero values and unreliable data — current days‑to‑cover metrics are not informative from these entries.
• Negative Sentiment: Intuit shares hit a 52‑week low, reflecting recent sector weakness and selling pressure that can prompt stop‑losses and margin selling. Intuit stock hits 52‑week low at $410.59
• Negative Sentiment: An employee filed a lawsuit alleging a manager called her a “DEI hire,” a reputational/legal overhang that could draw further scrutiny and distraction. Employee sues Intuit alleging manager branded her a ‘DEI hire’
• Negative Sentiment: BMO lowered its price target on INTU from $810 to $624 — a downgrade in modeled upside that can weigh on investor expectations despite an “outperform” rating. Intuit price target lowered at BMO Capital Markets
• Negative Sentiment: Market commentary (Zacks) notes INTU has recently dropped more than the broader market — emphasizing downside momentum that traders may view as confirmation of the selloff. Intuit Suffers a Larger Drop Than the General Market

Intuit Price Performance

Intuit stock opened at $399.31 on Thursday. The firm has a fifty day moving average of $593.15 and a 200-day moving average of $649.61. Intuit Inc. has a 52-week low of $392.38 and a 52-week high of $813.70. 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 firm has a market capitalization of $111.12 billion, a P/E ratio of 27.29, a PEG ratio of 1.72 and a beta of 1.24.

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

Intuit Dividend Announcement

The business also recently declared 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. The ex-dividend date of this dividend was Friday, January 9th. This represents a $4.80 annualized dividend and a yield of 1.2%. Intuit’s payout ratio is 32.81%.

Analysts Set New Price Targets

A number of research analysts have weighed in on the company. Wall Street Zen raised Intuit from a “hold” rating to a “buy” rating in a research note on Sunday, January 11th. Oppenheimer reduced their target price on Intuit from $868.00 to $696.00 and set an “outperform” rating on the stock in a research report on Tuesday, February 3rd. The Goldman Sachs Group started coverage on Intuit in a research note on Monday, January 12th. They issued a “neutral” rating and a $720.00 price target on the stock. Weiss Ratings downgraded shares of Intuit from a “buy (b-)” rating to a “hold (c)” rating in a research note on Thursday, February 5th. Finally, Evercore reiterated an “outperform” rating and set a $875.00 price objective on shares of Intuit in a report on Tuesday, November 18th. Twenty-two equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $772.42.

Insider Buying and Selling

In other news, Director Richard L. Dalzell sold 333 shares of the business’s stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $659.95, for a total transaction of $219,763.35. Following the transaction, the director directly owned 13,476 shares of the company’s stock, 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 document filed with the SEC, which is available at this hyperlink. Also, CFO Sandeep Aujla sold 1,335 shares of the firm’s stock in a transaction on Monday, January 5th. The shares were sold at an average price of $629.46, for a total transaction of $840,329.10. Following 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 388,464 shares of company stock valued at $255,514,393. Insiders own 2.49% of the company’s stock.

Intuit 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.