Adelphi Trust Co Invests $1.53 Million in Intuit Inc. $INTU

Adelphi Trust Co bought a new position in shares of Intuit Inc. (NASDAQ:INTU) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 2,311 shares of the software maker’s stock, valued at approximately $1,531,000. Intuit makes up about 1.2% of Adelphi Trust Co’s holdings, making the stock its 20th biggest holding.

A number of other large investors have also modified their holdings of INTU. MTM Investment Management LLC grew its holdings in shares of Intuit by 135.0% in the third quarter. MTM Investment Management LLC now owns 47 shares of the software maker’s stock valued at $32,000 after purchasing an additional 27 shares during the period. Pin Oak Investment Advisors Inc. purchased a new stake in shares of Intuit in the third quarter valued at about $33,000. Richardson Financial Services Inc. grew its holdings in shares of Intuit by 70.0% in the third quarter. Richardson Financial Services Inc. now owns 51 shares of the software maker’s stock valued at $35,000 after purchasing an additional 21 shares during the period. TruNorth Capital Management LLC purchased a new stake in shares of Intuit in the third quarter valued at about $36,000. Finally, Barnes Dennig Private Wealth Management LLC grew its holdings in shares of Intuit by 54.3% in the fourth quarter. Barnes Dennig Private Wealth Management LLC now owns 54 shares of the software maker’s stock valued at $36,000 after purchasing an additional 19 shares during the period. Hedge funds and other institutional investors own 83.66% of the company’s stock.

Intuit Trading Up 6.2%

NASDAQ INTU opened at $389.72 on Thursday. The firm has a 50 day simple moving average of $417.48 and a 200-day simple moving average of $559.46. The company has a debt-to-equity ratio of 0.28, a quick ratio of 1.32 and a current ratio of 1.32. Intuit Inc. has a one year low of $342.11 and a one year high of $813.70. The firm has a market cap of $107.78 billion, a price-to-earnings ratio of 25.24, a PEG ratio of 1.47 and a beta of 1.21.

Intuit (NASDAQ:INTU) last posted 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 analyst estimates of $4.53 billion. Intuit had a net margin of 21.57% and a return on equity of 24.23%. The business’s revenue for the quarter was up 17.4% compared to the same quarter last year. During the same quarter last year, the firm posted $3.32 earnings per share. Intuit has set its Q3 2026 guidance at 12.450-12.510 EPS and its FY 2026 guidance at 22.980-23.180 EPS. Equities research analysts anticipate that Intuit Inc. will post 14.09 EPS for the current fiscal year.

Intuit Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, April 17th. Shareholders of record on Thursday, April 9th will be issued a dividend of $1.20 per share. 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 1.2%. Intuit’s dividend payout ratio (DPR) is presently 31.09%.

Insiders Place Their Bets

In other Intuit news, Director Richard L. Dalzell sold 333 shares of the firm’s stock in a transaction that occurred on Thursday, March 12th. The shares were sold at an average price of $440.40, for a total transaction of $146,653.20. Following the sale, the director owned 13,253 shares of the company’s stock, valued at approximately $5,836,621.20. This trade represents a 2.45% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 2.49% of the company’s stock.

Trending Headlines about Intuit

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Analyst & product-driven growth thesis — coverage highlights Intuit’s AI + human-intelligence (HI) strategy as a driver of higher automation, accuracy and “done-for-you” workflows that can expand monetization across tax, small business and personal finance products. Intuit’s AI & HI Integration: Will It Drive Future Growth?
• Positive Sentiment: Buy-the-dip narrative — several value-oriented writeups argue INTU is materially cheaper after a large share-price drawdown despite double‑digit revenue growth and recent earnings beats, encouraging bargain-hunters and contributing to today’s buying pressure. Same Intuit, Half Price. What’s Actually Happening?
• Positive Sentiment: Analyst/idea lists favor Intuit — multiple screeners and “oversold blue chip” lists include INTU, signaling potential institutional interest from value and dividend/quality-focused investors. 5 Oversold Blue Chip Stocks to Buy According to Analysts
• Neutral Sentiment: Relative-value comparisons — pieces weighing INTU vs. peers (e.g., PRGS) highlight valuation trade-offs and growth differentials; useful for positioning but not an immediate catalyst. Same Intuit, Half the Price. What’s Actually Going On?
• Neutral Sentiment: Macro consumer signal — a broad survey shows high consumer financial insecurity; this is a mixed signal for Intuit: could boost demand for tax/refund advances and budgeting tools but potentially pressure small-business spending. 78% of Americans Feel Financially Insecure for 2 Key Reasons
• Neutral Sentiment: Policy/bill updates — proposed legislation (e.g., voter-registration requirements for preparers) and ongoing policy debate around tax-filing models may require product/UX updates but are unlikely to shift fundamentals quickly. New Bill: Representative Bonnie Watson Coleman introduces H.R. 8130
• Negative Sentiment: Reputational/regulatory risk resurfaced — investigative reporting recounts how Intuit and competitors lobbied against an IRS pilot (Direct File) that offered free government tax filing, framing a long‑running policy win for incumbents; this could attract regulatory scrutiny and negative headlines, a near‑term headwind to sentiment. How a free tax filing system from the government went from 296,000 users to zero in just one year

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on INTU shares. Mizuho dropped their price objective on shares of Intuit from $675.00 to $600.00 and set an “outperform” rating for the company in a report on Monday, March 2nd. Citigroup dropped their price objective 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. Barclays reissued an “overweight” rating and issued a $540.00 price objective on shares of Intuit in a report on Monday, March 16th. Susquehanna dropped their price objective on shares of Intuit from $819.00 to $720.00 and set a “positive” rating for the company in a report on Tuesday, February 24th. Finally, Scotiabank set a $575.00 target price on shares of Intuit in a research note on Friday, March 6th. One research analyst has rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $638.06.

About Intuit

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.