Aptus Capital Advisors LLC Has $25.12 Million Stock Position in Intuit Inc. $INTU

Aptus Capital Advisors LLC increased its holdings in Intuit Inc. (NASDAQ:INTU) by 4.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 36,787 shares of the software maker’s stock after acquiring an additional 1,594 shares during the period. Aptus Capital Advisors LLC’s holdings in Intuit were worth $25,122,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Brighton Jones LLC lifted its position in Intuit by 61.3% in the 4th quarter. Brighton Jones LLC now owns 3,552 shares of the software maker’s stock worth $2,233,000 after buying an additional 1,350 shares in the last quarter. Revolve Wealth Partners LLC raised its holdings in shares of Intuit by 145.6% during the fourth quarter. Revolve Wealth Partners LLC now owns 813 shares of the software maker’s stock worth $511,000 after acquiring an additional 482 shares in the last quarter. Nicholas Hoffman & Company LLC. acquired a new stake in Intuit during the first quarter valued at $785,564,000. Sivia Capital Partners LLC grew its stake in Intuit by 23.1% in the second quarter. Sivia Capital Partners LLC now owns 886 shares of the software maker’s stock valued at $698,000 after purchasing an additional 166 shares in the last quarter. Finally, Pinnacle Wealth Management Advisory Group LLC grew its stake in Intuit by 20.6% in the second quarter. Pinnacle Wealth Management Advisory Group LLC now owns 954 shares of the software maker’s stock valued at $751,000 after purchasing an additional 163 shares in the last quarter. Hedge funds and other institutional investors own 83.66% of the company’s stock.

Insider Buying and Selling at Intuit

In other Intuit news, Director Richard L. Dalzell sold 333 shares of the firm’s stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $659.95, for a total transaction of $219,763.35. Following the completion of the transaction, the director owned 13,476 shares in the company, valued at $8,893,486.20. This trade represents a 2.41% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Sandeep Aujla sold 1,335 shares of the stock in a transaction that occurred 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 completion of the transaction, 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 269,596 shares of company stock worth $178,119,764. Corporate insiders own 2.49% of the company’s stock.

Intuit Price Performance

Shares of Intuit stock opened at $466.79 on Friday. The company has a debt-to-equity ratio of 0.28, a current ratio of 1.32 and a quick ratio of 1.32. The company has a market cap of $129.09 billion, a PE ratio of 30.23, a price-to-earnings-growth ratio of 1.79 and a beta of 1.26. The firm has a fifty day moving average price of $507.32 and a two-hundred day moving average price of $610.47. Intuit Inc. has a fifty-two week low of $349.00 and a fifty-two week high of $813.70.

Intuit (NASDAQ:INTU) last announced its quarterly earnings data 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 net margin of 21.57% and a return on equity of 24.23%. The business had revenue of $4.65 billion during the quarter, compared to analyst estimates of $4.53 billion. During the same quarter in the prior year, the business earned $3.32 earnings per share. The firm’s revenue for the quarter was up 17.4% on a year-over-year basis. 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 Inc. will post 14.09 EPS for the current year.

Intuit Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, April 17th. Shareholders of record on Thursday, April 9th will be paid a dividend of $1.20 per share. The ex-dividend date is Thursday, April 9th. This represents a $4.80 dividend on an annualized basis and a yield of 1.0%. Intuit’s payout ratio is currently 31.09%.

Intuit News Roundup

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Sector rotation into software lifted demand for beaten-down software names, putting Intuit among the S&P 500’s top performers and supporting the stock’s rally. Tech Rotation Swings Back Toward Software
• Positive Sentiment: News coverage says investors are looking past AI-disruption fears and rewarding Intuit for strong fundamentals and attractive valuation, a narrative that directly supports buying interest. Why Intuit (INTU) Stock Is Up Today
• Positive Sentiment: Intuit’s recent earnings beat and raised guidance (Q2 FY2026 results) continue to underpin the bull case — investors cite strong revenue/earnings execution despite sector AI debates. Intuit Inc. (INTU) Posts Strong Earnings Amid Sector-Wide AI Concerns
• Positive Sentiment: Intuit announced a broad AI partnership with Anthropic to build customizable AI agents for mid-market customers — this signals a concrete product roadmap for AI monetization and integration across tax, accounting and SMB tools. Intuit Anthropic AI Agents Aim To Deepen Mid Market Integration
• Positive Sentiment: Analyst upgrades and bullish notes (Argus upgrade to “strong-buy”, others reiterating buy) add support to momentum and investor confidence. Argus Upgrade / Zacks Coverage
• Neutral Sentiment: Partnerships and reseller deals (e.g., Mendelson named reseller of Intuit Enterprise Suite) provide steady commercial expansion but are incremental near-term drivers. Mendelson Consulting Named Official Reseller of Intuit Enterprise Suite
• Negative Sentiment: Multiple brokerages (Daiwa, TD Cowen, Mizuho, JPMorgan, Argus) have trimmed price targets recently — while many maintain Buy ratings, the lower targets signal reduced near-term upside and can cap the stock if earnings or AI execution disappoints. Daiwa Lowers INTU Price Target TD Cowen Cuts Price Target Mizuho Cuts Price Target

Analyst Upgrades and Downgrades

INTU has been the topic of several recent research reports. BNP Paribas Exane cut their price objective on shares of Intuit from $600.00 to $340.00 and set an “underperform” rating on the stock in a research report on Monday, February 23rd. Oppenheimer cut their price target on shares of Intuit from $696.00 to $558.00 and set an “outperform” rating on the stock in a report on Friday, February 27th. Argus decreased their price objective on shares of Intuit from $780.00 to $580.00 and set a “buy” rating for the company in a report on Wednesday. Independent Research set a $875.00 target price on shares of Intuit in a research report on Tuesday, November 18th. Finally, Barclays reduced their price target on Intuit from $785.00 to $540.00 and set an “overweight” rating for the company in a research report on Monday, February 23rd. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $648.73.

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.