Captrust Financial Advisors Has $62.23 Million Stock Position in Intuit Inc. $INTU

Captrust Financial Advisors increased its holdings in shares of Intuit Inc. (NASDAQ:INTU) by 10.9% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 91,117 shares of the software maker’s stock after purchasing an additional 8,923 shares during the period. Captrust Financial Advisors’ holdings in Intuit were worth $62,225,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Sagard Holdings Management Inc. acquired a new stake in shares of Intuit in the second quarter valued at approximately $28,000. MTM Investment Management LLC increased its holdings in shares of Intuit by 135.0% during the 3rd quarter. MTM Investment Management LLC now owns 47 shares of the software maker’s stock worth $32,000 after acquiring an additional 27 shares during the last quarter. Total Investment Management Inc. acquired a new position in shares of Intuit during the 2nd quarter worth approximately $33,000. Pin Oak Investment Advisors Inc. bought a new stake in Intuit in the 3rd quarter valued at $33,000. Finally, Kilter Group LLC bought a new stake in Intuit in the 2nd quarter valued at $35,000. Institutional investors own 83.66% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have commented on INTU shares. BNP Paribas Exane raised shares of Intuit from an “underperform” rating to a “neutral” rating and set a $463.00 price objective for the company in a research report on Monday. The Goldman Sachs Group dropped their price objective on shares of Intuit from $720.00 to $519.00 and set a “neutral” rating on the stock in a research report on Friday, February 27th. Mizuho cut their target price on shares of Intuit from $675.00 to $600.00 and set an “outperform” rating for the company in a research note on Monday, March 2nd. Citigroup reduced their target price on shares of Intuit from $803.00 to $649.00 and set a “buy” rating for the company in a report on Friday, February 27th. Finally, Oppenheimer decreased their price target on shares of Intuit from $696.00 to $558.00 and set an “outperform” rating on the stock in a research note on Friday, February 27th. One research analyst has rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat, Intuit presently has an average rating of “Moderate Buy” and a consensus target price of $638.06.

Intuit Trading Down 2.7%

Shares of Intuit stock opened at $446.79 on Thursday. The company has a quick ratio of 1.32, a current ratio of 1.32 and a debt-to-equity ratio of 0.28. Intuit Inc. has a 12-month low of $349.00 and a 12-month high of $813.70. The company has a market capitalization of $123.56 billion, a price-to-earnings ratio of 28.94, a PEG ratio of 1.85 and a beta of 1.26. The firm’s 50-day moving average price is $470.83 and its two-hundred day moving average price is $595.79.

Intuit (NASDAQ:INTU) last issued its earnings results on Thursday, February 26th. The software maker reported $4.15 EPS for the quarter, beating the consensus estimate of $3.68 by $0.47. Intuit had a net margin of 21.57% and a return on equity of 24.23%. The company had revenue of $4.65 billion during the quarter, compared to analysts’ expectations of $4.53 billion. During the same period in the previous year, the company earned $3.32 EPS. The business’s revenue for the quarter was up 17.4% compared to the same quarter last year. Intuit has set its Q3 2026 guidance at 12.450-12.510 EPS and its FY 2026 guidance at 22.980-23.180 EPS. On average, analysts forecast that Intuit Inc. will post 14.09 earnings per share for the current fiscal year.

Intuit Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, April 17th. Shareholders of record on Thursday, April 9th will be given a dividend of $1.20 per share. This represents a $4.80 annualized dividend and a yield of 1.1%. The ex-dividend date is Thursday, April 9th. Intuit’s payout ratio is currently 31.09%.

Insiders Place Their Bets

In other Intuit news, CFO Sandeep Aujla sold 1,335 shares of the firm’s stock in a transaction on Monday, January 5th. The stock was sold at an average price of $629.46, for a total value of $840,329.10. Following 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 position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Sasan K. Goodarzi sold 41,000 shares of Intuit stock in a transaction on Wednesday, January 7th. The shares were 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 owned 13,611 shares in the company, valued at approximately $8,848,511.10. The trade was a 75.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 120,501 shares of company stock valued at $79,983,892 over the last ninety days. Company insiders own 2.49% of the company’s stock.

Key Stories Impacting Intuit

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Management halted planned insider stock sales and increased buybacks, reducing near-term share supply and signaling confidence from leadership. Intuit leaders cancel stock sales Intuit steps up share buybacks
• Positive Sentiment: Broker support: BNP Paribas Exane upgraded Intuit and Wall Street analysts remain generally constructive, which can help sentiment and buying interest. Intuit Stock Rating Upgraded by BNP Paribas Exane Wall Street Analysts See Intuit (INTU) as a Buy
• Neutral Sentiment: Seasonal promotions for TurboTax (tax-season deals) may help near-term consumer demand but are unlikely to change the longer-term revenue trajectory materially. TurboTax deals: Tax day is almost here!
• Neutral Sentiment: Company messaging: Intuit is publicly pushing back against AI disruption narratives—arguing customers “buy confidence” rather than software—an attempt to calm investors but not an immediate earnings catalyst. Why Intuit says it is insulated from AI disruption
• Negative Sentiment: QuickBooks Desktop sunset is accelerating and rivals (notably Xero via Xendoo/Q2X) are actively targeting migrations; this raises retention and market-share risk for Intuit’s small-business franchise. Intuit Desktop Exit Tests Customer Loyalty
• Negative Sentiment: Policy risk: Senator Warren’s Direct File Act would create a free government-run tax filing option, a longer-term structural threat to TurboTax revenue if enacted and adopted. This is a headline risk investors are watching. Direct File Act of 2026 (QuiverQuant)
• Negative Sentiment: Sector/credit pressure and AI fears: software names have been under pressure from AI disruption concerns and debt-market de-risking, which is spilling over to Intuit despite its earnings strength—investors are repricing growth and risk across the group. Analysis: Debt investors offloading exposure to software

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.