Baldwin Wealth Partners LLC MA Acquires 18,521 Shares of Intuit Inc. $INTU

Baldwin Wealth Partners LLC MA increased its stake in shares of Intuit Inc. (NASDAQ:INTU) by 2,166.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 19,376 shares of the software maker’s stock after purchasing an additional 18,521 shares during the period. Baldwin Wealth Partners LLC MA’s holdings in Intuit were worth $12,835,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in INTU. Brighton Jones LLC raised its holdings in shares of Intuit by 61.3% during the fourth quarter. Brighton Jones LLC now owns 3,552 shares of the software maker’s stock worth $2,233,000 after acquiring an additional 1,350 shares during the period. Revolve Wealth Partners LLC increased its holdings in shares of Intuit by 145.6% in the fourth quarter. Revolve Wealth Partners LLC now owns 813 shares of the software maker’s stock valued at $511,000 after purchasing an additional 482 shares during the last quarter. Nicholas Hoffman & Company LLC. acquired a new stake in Intuit during the 1st quarter worth approximately $785,564,000. Sivia Capital Partners LLC raised its position in shares of 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 buying an additional 166 shares in the last quarter. Finally, Florida Financial Advisors LLC boosted its position in shares of Intuit by 12.2% during the 2nd quarter. Florida Financial Advisors LLC now owns 470 shares of the software maker’s stock worth $370,000 after acquiring an additional 51 shares in the last quarter. Institutional investors and hedge funds own 83.66% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have commented on the company. Susquehanna dropped their target price on Intuit from $819.00 to $720.00 and set a “positive” rating for the company in a research report on Tuesday, February 24th. Wall Street Zen lowered Intuit from a “buy” rating to a “hold” rating in a report on Saturday, February 28th. Rothschild & Co Redburn raised Intuit from a “neutral” rating to a “buy” rating and upped their price target for the company from $670.00 to $700.00 in a research report on Tuesday, March 10th. Citigroup cut their price target on shares of Intuit from $803.00 to $649.00 and set a “buy” rating for the company in a research report on Friday, February 27th. Finally, Truist Financial assumed coverage on shares of Intuit in a research report on Tuesday, January 6th. They set a “buy” rating and a $739.00 price target for the company. 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. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $638.06.

Insider Activity at Intuit

In related news, CEO Sasan K. Goodarzi sold 41,000 shares of the company’s stock in a transaction on Wednesday, January 7th. The shares were 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. This represents a 75.08% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Richard L. Dalzell sold 333 shares of Intuit stock in a transaction 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 completion of the sale, the director owned 13,253 shares in the company, valued at approximately $5,836,621.20. This represents a 2.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 119,403 shares of company stock valued at $79,242,742. Corporate insiders own 2.49% of the company’s stock.

Intuit Stock Performance

NASDAQ:INTU opened at $455.78 on Friday. The stock has a 50-day simple moving average of $463.06 and a two-hundred day simple moving average of $593.34. The firm has a market capitalization of $126.05 billion, a PE ratio of 29.52, a P/E/G ratio of 1.83 and a beta of 1.26. 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 52-week low of $349.00 and a 52-week high of $813.70.

Intuit (NASDAQ:INTU) last released its earnings results on Thursday, February 26th. The software maker reported $4.15 EPS for the quarter, topping 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 company had revenue of $4.65 billion for the quarter, compared to analysts’ expectations of $4.53 billion. During the same quarter last year, the business earned $3.32 EPS. The firm’s 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. Analysts forecast that Intuit Inc. will post 14.09 EPS for the current year.

Intuit Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, April 17th. Investors 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 1.1%. Intuit’s payout ratio is currently 31.09%.

Intuit News Roundup

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: U.S. appeals court tossed an FTC order that had barred Intuit from advertising TurboTax as “free” for simple returns — a material legal win that curtails a major regulatory overhang and potential compliance costs. US appeals court tosses FTC order against Intuit over TurboTax advertising
• Positive Sentiment: Morgan Stanley named Intuit a Top Pick and highlighted fiscal Q3 as a potential catalyst tied to tax-season visibility and growth — analyst endorsements can drive demand and support multiple expansion. Intuit stock rises after Morgan Stanley Top Pick designation
• Positive Sentiment: Ongoing buy-side and sell-side coverage is constructive — several outlets flag INTU as a buy/sales-growth name, reinforcing investor confidence ahead of tax-season results. Wall Street Analysts See Intuit (INTU) as a Buy: Should You Invest?
• Positive Sentiment: Underlying fundamentals remain supportive: Intuit beat last quarter’s EPS and revenue (EPS $4.15 vs. $3.68 est.; revenue $4.65B vs. $4.53B) and provided FY/Q3 guidance — these results and guidance underpin the bullish analyst narratives.
• Neutral Sentiment: CEO Sasan Goodarzi gave interviews addressing canceled insider stock sales; management commentary aims to reassure investors but the coverage is informational rather than a direct catalyst. Watch CNBC’s full interview with Intuit CEO Sasan Goodarzi
• Negative Sentiment: Technical/valuation caveats: the stock is trading below its 50‑day moving average and well off its 12‑month high, and the 50‑day (≈$466.88) vs. 200‑day (≈$594.81) spread highlights recent downward momentum — these factors could limit near-term upside despite positive news.

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.