Diversified Trust Co. cut its holdings in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 11.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 9,068 shares of the software maker’s stock after selling 1,174 shares during the period. Diversified Trust Co.’s holdings in Intuit were worth $6,007,000 at the end of the most recent quarter.
A number of other institutional investors have also recently added to or reduced their stakes in INTU. Sagard Holdings Management Inc. bought a new position in shares of Intuit during the second quarter valued at $28,000. Total Investment Management Inc. acquired a new position in shares of Intuit during the second quarter worth $33,000. Kilter Group LLC bought a new stake in shares of Intuit in the second quarter worth $35,000. MTM Investment Management LLC grew its stake 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 worth $32,000 after purchasing an additional 27 shares during the last quarter. Finally, Pin Oak Investment Advisors Inc. acquired a new stake in Intuit in the third quarter valued at $33,000. 83.66% of the stock is owned by institutional investors.
Insider Activity at Intuit
In related news, CFO Sandeep Aujla sold 1,335 shares of the stock in a transaction on Monday, January 5th. The shares were sold at an average price of $629.46, for a total transaction of $840,329.10. Following the transaction, the chief financial officer directly owned 536 shares of the company’s stock, valued at $337,390.56. This represents a 71.35% 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 the SEC website. Also, CEO Sasan K. Goodarzi sold 41,000 shares of the firm’s stock in a transaction on Wednesday, January 7th. The stock was sold at an average price of $650.10, for a total transaction of $26,654,100.00. Following the completion of the sale, the chief executive officer owned 13,611 shares of the company’s stock, valued at $8,848,511.10. The trade was a 75.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 119,403 shares of company stock worth $79,242,742. 2.49% of the stock is owned by insiders.
Analyst Ratings Changes
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Trending Headlines about Intuit
Here are the key news stories impacting Intuit this week:
- Positive Sentiment: A federal court ruled for Intuit, lifting prior restrictions on how TurboTax advertises “free” filings — a win that reduces regulatory/legal risk and should let Intuit more aggressively market TurboTax to regain share and cut customer-acquisition friction. Intuit beats FTC in court, ending restrictions on “free” TurboTax ads
- Positive Sentiment: WSJ coverage highlights CEO Sasan Goodarzi’s AI push — investors view Intuit’s AI investments as a multi-year growth lever (improving product stickiness, cross-sell and pricing power). That narrative supports sentiment despite near-term execution questions. Inside Intuit CEO Sasan Goodarzi’s AI Bet
- Positive Sentiment: Analyst consensus and research notes point to meaningful upside vs. current levels — Zacks highlights a mean price-target implying ~37% upside, which can attract buyers seeking analyst-driven gains. Does Intuit (INTU) Have the Potential to Rally 37.73% as Wall Street Analysts Expect?
- Positive Sentiment: Intuit continues to be cited as a mobile-payments/digital-payments play alongside banks and payments firms, reinforcing its positioning in secular digital-payment and SMB-fintech trends that support longer-term growth expectations. Buy 3 Giant Mobile Payments Stocks With Solid Short-Term Price Upside
- Neutral Sentiment: Coverage notes “mixed signals” from the Street — BNP Paribas bumped Intuit to Neutral from Underperform but set a modest $463 target, reflecting cautious conviction: analysts praise growth but remain concerned about valuation and near-term returns. Why Street Sends Mixed Signals on Intuit Inc. (INTU)
- Neutral Sentiment: Policy and media discussion about what “free” means in ads provides context for the legal dispute — useful background but less of an incremental catalyst now that the court lifted restrictions. What does ‘free’ mean, exactly?
- Neutral Sentiment: Survey reporting that many Americans feel financially literate but lack tax confidence is a broader demand signal for tax-prep services; it’s background demand support but not an immediate catalyst. Most Americans feel financially literate, but tax confidence and education gaps persist
Intuit Stock Up 0.4%
Shares of NASDAQ:INTU opened at $457.45 on Tuesday. Intuit Inc. has a 1 year low of $349.00 and a 1 year high of $813.70. 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 business’s 50-day moving average is $459.50 and its 200-day moving average is $590.84. The company has a market capitalization of $126.51 billion, a price-to-earnings ratio of 29.63, a P/E/G ratio of 1.83 and a beta of 1.27.
Intuit (NASDAQ:INTU – Get Free Report) last released its earnings results on Thursday, February 26th. The software maker reported $4.15 EPS for the quarter, topping the consensus estimate of $3.68 by $0.47. The business had revenue of $4.65 billion during the quarter, compared to analysts’ expectations of $4.53 billion. Intuit had a return on equity of 24.23% and a net margin of 21.57%.The firm’s revenue was up 17.4% on a year-over-year basis. 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 predict that Intuit Inc. will post 14.09 earnings per share for the current year.
Intuit Announces Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Friday, April 17th. Stockholders of record on Thursday, April 9th will be given a dividend of $1.20 per share. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $4.80 annualized dividend and a dividend yield of 1.0%. Intuit’s dividend payout ratio (DPR) is 31.09%.
Intuit 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.
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