Dara Capital US Inc. Invests $1.22 Million in Intuit Inc. $INTU

Dara Capital US Inc. purchased a new position in shares of Intuit Inc. (NASDAQ:INTU) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 1,837 shares of the software maker’s stock, valued at approximately $1,217,000. Intuit accounts for approximately 1.1% of Dara Capital US Inc.’s investment portfolio, making the stock its 22nd biggest position.

Several other hedge funds have also recently modified their holdings of INTU. MTM Investment Management LLC lifted its holdings in shares of Intuit by 135.0% during the third quarter. MTM Investment Management LLC now owns 47 shares of the software maker’s stock worth $32,000 after purchasing an additional 27 shares during the period. Total Investment Management Inc. acquired a new stake in shares of Intuit during the second quarter worth $33,000. Pin Oak Investment Advisors Inc. acquired a new stake in shares of Intuit during the third quarter worth $33,000. Richardson Financial Services Inc. lifted its holdings in shares of Intuit by 70.0% during the third quarter. Richardson Financial Services Inc. now owns 51 shares of the software maker’s stock worth $35,000 after purchasing an additional 21 shares during the period. Finally, TruNorth Capital Management LLC acquired a new stake in shares of Intuit during the third quarter worth $36,000. 83.66% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Intuit

In other news, Director Richard L. Dalzell sold 333 shares of the firm’s stock in a transaction on Thursday, March 12th. The stock was sold at an average price of $440.40, for a total value of $146,653.20. Following the completion of the transaction, the director owned 13,253 shares in the company, valued at $5,836,621.20. This trade represents a 2.45% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 2.49% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on INTU shares. Truist Financial started coverage on Intuit in a report on Tuesday, January 6th. They set a “buy” rating and a $739.00 price target for the company. Rothschild & Co Redburn raised Intuit from a “neutral” rating to a “buy” rating and increased their price target for the stock from $670.00 to $700.00 in a report on Tuesday, March 10th. Wolfe Research set a $550.00 price target on Intuit and gave the stock an “outperform” rating in a report on Thursday, March 12th. Deutsche Bank Aktiengesellschaft decreased their price target on Intuit from $850.00 to $600.00 and set a “buy” rating for the company in a report on Friday, February 27th. Finally, TD Cowen reissued a “buy” rating on shares of Intuit in a report on Monday, March 16th. One analyst has rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $638.06.

Trending Headlines about Intuit

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: FedNow certification strengthens Intuit’s product moat for SMBs by enabling instant payments and faster cash flow on QuickBooks and related products—this could deepen bank partnerships and improve customer stickiness. Intuit Completes FedNow® Service Certification
• Positive Sentiment: Street support and fundamentals: multiple analysts still rate INTU overweight/buy and median price targets remain well above current levels; recent quarterly results showed revenue and EPS beats, which underpins the longer‑term growth case. QuiverQuant: INTU opinions
• Neutral Sentiment: Valuation is being reassessed: after the sharp pullback INTU now trades at much lower multiples versus recent highs, prompting buy/hold/sell debates — some see a discounted entry, others want more clarity on AI impact into the tax season. Intuit Stock Trades at a Discount
• Negative Sentiment: AI‑related competitive fears: launch of Anthropic’s Managed Agents and advances from other AI providers have sparked concerns that autonomous agents could displace seat‑based SaaS revenue (TurboTax, QuickBooks seat/licensing models), triggering a sectorwide selloff that hit INTU hard. Anthropic model shocks software stocks
• Negative Sentiment: Price action and flows: shares have fallen to multi‑year/52‑week lows on heavy volume, accompanied by notable insider sales and large institutional reductions at some firms—heightening technical and sentiment pressure. Intuit hits 52-week low
• Negative Sentiment: Analyst/pricing resets: a handful of models and fair‑value estimates have been trimmed as analysts incorporate AI risk and near‑term tax‑season uncertainty, which could limit near‑term upside despite intact long‑term fundamentals. Narrative shifting with AI risks

Intuit Price Performance

Intuit stock opened at $350.94 on Friday. Intuit Inc. has a one year low of $342.11 and a one year high of $813.70. The company has a debt-to-equity ratio of 0.28, a quick ratio of 1.32 and a current ratio of 1.32. The business has a fifty day moving average of $422.30 and a two-hundred day moving average of $566.17. The company has a market cap of $97.05 billion, a P/E ratio of 22.73, a price-to-earnings-growth ratio of 1.41 and a beta of 1.21.

Intuit (NASDAQ:INTU) last released its earnings results on Thursday, February 26th. The software maker reported $4.15 EPS for the quarter, beating analysts’ consensus estimates of $3.68 by $0.47. Intuit had a return on equity of 24.23% and a net margin of 21.57%.The company had revenue of $4.65 billion during the quarter, compared to the consensus estimate of $4.53 billion. During the same quarter last year, the company earned $3.32 earnings per share. Intuit’s quarterly revenue 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. As a group, analysts predict that Intuit Inc. will post 14.09 earnings per share for the current fiscal year.

Intuit Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, April 17th. Shareholders of record on Thursday, April 9th will be issued a $1.20 dividend. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $4.80 dividend on an annualized basis and a yield of 1.4%. Intuit’s dividend payout ratio (DPR) is 31.09%.

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.