UBS Group Issues Pessimistic Forecast for Intuit (NASDAQ:INTU) Stock Price

Intuit (NASDAQ:INTU) had its price objective lowered by equities research analysts at UBS Group from $725.00 to $440.00 in a report released on Friday,MarketScreener reports. The brokerage currently has a “neutral” rating on the software maker’s stock. UBS Group’s price objective would indicate a potential upside of 7.57% from the stock’s current price.

A number of other analysts also recently issued reports on the company. Citigroup reduced their price objective on Intuit from $803.00 to $649.00 and set a “buy” rating on the stock in a research note on Friday. Jefferies Financial Group set a $650.00 price target on shares of Intuit in a research report on Sunday, February 22nd. Weiss Ratings lowered shares of Intuit from a “buy (b-)” rating to a “hold (c)” rating in a research report on Thursday, February 5th. The Goldman Sachs Group dropped their price objective on shares of Intuit from $720.00 to $519.00 and set a “neutral” rating for the company in a research note on Friday. Finally, Stifel Nicolaus lowered their price target on shares of Intuit from $800.00 to $500.00 and set a “buy” rating for the company in a report on Friday. Twenty-three analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $660.07.

Intuit Trading Up 3.7%

Shares of NASDAQ:INTU opened at $409.03 on Friday. The company has a debt-to-equity ratio of 0.28, a quick ratio of 1.39 and a current ratio of 1.39. The stock has a market capitalization of $113.82 billion, a price-to-earnings ratio of 26.49, a PEG ratio of 1.67 and a beta of 1.24. The stock’s 50-day simple moving average is $526.10 and its two-hundred day simple moving average is $617.39. Intuit has a 52-week low of $349.00 and a 52-week high of $813.70.

Intuit (NASDAQ:INTU) last released its quarterly earnings data on Thursday, February 26th. The software maker reported $4.15 EPS for the quarter, beating the consensus estimate of $3.68 by $0.47. The business had revenue of $4.65 billion during the quarter, compared to the consensus estimate of $4.53 billion. Intuit had a net margin of 21.57% and a return on equity of 24.02%. The business’s revenue was up 17.4% on a year-over-year basis. During the same quarter in the prior year, the firm earned $3.32 EPS. Intuit has set its Q3 2026 guidance at 12.450-12.510 EPS and its FY 2026 guidance at 22.980-23.180 EPS. Analysts expect that Intuit will post 14.09 EPS for the current year.

Insiders Place Their Bets

In other news, CFO Sandeep Aujla sold 1,335 shares of the business’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 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 ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Sasan K. Goodarzi sold 41,000 shares of the company’s stock in a transaction dated Wednesday, January 7th. The stock was sold at an average price of $650.10, for a total transaction of $26,654,100.00. Following the completion of the transaction, the chief executive officer owned 13,611 shares in the company, valued at approximately $8,848,511.10. The trade was a 75.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 388,464 shares of company stock valued at $255,514,393 over the last quarter. 2.49% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Intuit

A number of hedge funds have recently added to or reduced their stakes in INTU. Anchor Investment Management LLC increased its position in shares of Intuit by 1.8% during the fourth quarter. Anchor Investment Management LLC now owns 2,633 shares of the software maker’s stock worth $1,744,000 after acquiring an additional 46 shares during the period. BDFS Capital LLC bought a new position in Intuit in the fourth quarter worth approximately $619,000. Sit Investment Associates Inc. grew its stake in Intuit by 2.8% in the fourth quarter. Sit Investment Associates Inc. now owns 34,977 shares of the software maker’s stock worth $23,169,000 after purchasing an additional 965 shares in the last quarter. MidFirst Bank bought a new stake in Intuit during the 4th quarter valued at $393,000. Finally, SG Trading Solutions LLC purchased a new stake in shares of Intuit in the 4th quarter worth $864,000. 83.66% of the stock is currently owned by institutional investors.

Key Stories Impacting Intuit

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Q2 results beat: Intuit reported stronger-than-expected fiscal Q2 results — revenue grew ~17% and EPS topped consensus, and the company reaffirmed its FY26 revenue and EPS framework (FY26 EPS guide ~22.98–23.18). This confirms ongoing growth momentum and investor confidence in underlying businesses. Intuit Tops Q2 Earnings, Reaffirms FY26 Growth Outlook Amid AI Push
• Positive Sentiment: AI positioning: Management and analysts highlight Intuit’s AI investments (TurboTax, QuickBooks, Credit Karma integrations) as a structural tailwind — executives say AI is fueling the next growth phase and should deepen switching costs rather than displace the business. Intuit’s CFO isn’t flinching at AI. He says it’s fueling the company’s next growth phase
• Positive Sentiment: Board signals confidence with dividend: Intuit declared a quarterly cash dividend of $1.20 per share (record April 9, pay April 17), underscoring cash generation and capital return policy. This supports income-oriented investor demand. Intuit Board Declares Cash Dividend, Signals Ongoing Confidence
• Neutral Sentiment: Analyst target updates mixed: Several firms trimmed price targets (Goldman, JPMorgan, Oppenheimer, RBC, others) but most maintained Buy/Outperform/Overweight stances — signaling caution on near-term multiple expansion while still backing the longer-term thesis. Monitor how these revisions affect sentiment and flows. Goldman Sachs adjusts price target on Intuit to $519 from $720; maintains neutral rating
• Negative Sentiment: Soft near-term guidance & higher marketing spend: Intuit’s Q3 guidance was softer than some expected — management flagged elevated marketing investment for peak U.S. tax season that will weigh on near-term margins and profit expectations, which triggered short-term selling pressure across headlines. Intuit Shares Tumble Despite Earnings Beat as Tax Season Outlook Disappoints
• Negative Sentiment: Market reaction: Despite the beat, coverage and write-ups emphasize the softer FQ3 outlook and tax-season margin pressure — multiple headlines note the stock initially slid after hours, reflecting sensitivity to forward guidance versus reported results. Investors should watch guidance execution and marketing ROI. Intuit Logs Higher Second-Quarter Profit, Gives Soft Third-Quarter Outlook

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.