Quent Long Short Global Small Cap Fund LP Buys New Stake in Intuit Inc. $INTU

Quent Long Short Global Small Cap Fund LP bought a new stake in Intuit Inc. (NASDAQ:INTU) during the 4th quarter, HoldingsChannel reports. The fund bought 2,263 shares of the software maker’s stock, valued at approximately $1,499,000.

Several other large investors have also recently bought and sold shares of the stock. Cornerstone Advisory LLC acquired a new position in Intuit during the 4th quarter valued at about $201,000. Sage Private Wealth Group LLC increased its stake in Intuit by 2.8% during the 4th quarter. Sage Private Wealth Group LLC now owns 802 shares of the software maker’s stock valued at $531,000 after buying an additional 22 shares during the period. Turtle Creek Wealth Advisors LLC increased its stake in Intuit by 20.0% during the 4th quarter. Turtle Creek Wealth Advisors LLC now owns 17,265 shares of the software maker’s stock valued at $11,436,000 after buying an additional 2,881 shares during the period. Torray Investment Partners LLC acquired a new position in Intuit during the 4th quarter valued at about $14,331,000. Finally, B. Metzler seel. Sohn & Co. AG increased its stake in Intuit by 17.2% during the 4th quarter. B. Metzler seel. Sohn & Co. AG now owns 33,877 shares of the software maker’s stock valued at $22,463,000 after buying an additional 4,977 shares during the period. Institutional investors and hedge funds own 83.66% of the company’s stock.

Key Stories Impacting Intuit

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Street support remains: multiple recent analyst buy/outperform ratings and a median price target near $600 support medium‑term upside, which can limit deeper selloffs. Intuit shares slide as investors weigh AI-driven disruption risks and tax-season exposure
• Positive Sentiment: AI opportunity narrative: Intuit appears on lists of AI-themed names that could capture outsized long‑term growth, a tailwind if management converts AI into durable revenue/price power. 15 AI Stocks That Could Break the Trillion Dollar Barrier
• Neutral Sentiment: Increased investor attention: screening and search activity around INTU rose, which can amplify intra‑day moves but doesn’t by itself change fundamentals. Intuit Inc. (INTU) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Broader AI/tech coverage & content about trustworthy AI may shape sentiment over time but is not an immediate catalyst. Building AI You Can Trust With Your Money
• Negative Sentiment: Market reports note a sharp intraday drop for INTU, reflecting investor selling and headline‑driven flow. This spillover pressure is being reported across multiple outlets. Intuit (INTU) Suffers a Larger Drop Than the General Market: Key Insights
• Negative Sentiment: Analysts and traders point to two key risks pressuring sentiment: 1) AI‑driven pricing/competitive risk that could compress traditional software economics, and 2) seasonality from the tax business that creates post‑filing volatility. These narrative risks are cited as main drivers of today’s selloff. Intuit shares slide as investors weigh AI-driven disruption risks and tax-season exposure
• Negative Sentiment: Insider and institutional flows noted in reporting (large institutional reductions and multiple insider sales) increase perceived supply risk and may amplify downward moves. Intuit shares slide as investors weigh AI-driven disruption risks and tax-season exposure

Analyst Upgrades and Downgrades

Several equities analysts have commented on INTU shares. Barclays reissued an “overweight” rating and set a $540.00 target price on shares of Intuit in a research note on Monday, March 16th. Guggenheim set a $633.00 price target on Intuit in a research report on Monday, March 16th. Rothschild & Co Redburn upgraded Intuit from a “neutral” rating to a “buy” rating and lifted their price target for the company from $670.00 to $700.00 in a research report on Tuesday, March 10th. Susquehanna lowered their price target on Intuit from $819.00 to $720.00 and set a “positive” rating on the stock in a research report on Tuesday, February 24th. Finally, Citigroup lowered their price target on Intuit from $803.00 to $649.00 and set a “buy” rating on the stock in a research report on Friday, February 27th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $636.10.

Intuit Stock Performance

Shares of INTU opened at $383.30 on Friday. The firm’s 50 day moving average is $414.43 and its 200-day moving average is $548.37. The stock has a market capitalization of $106.00 billion, a P/E ratio of 24.83, a P/E/G ratio of 1.64 and a beta of 1.21. The company has a debt-to-equity ratio of 0.28, a current ratio of 1.32 and a quick ratio of 1.32. Intuit Inc. has a 12-month low of $342.11 and a 12-month high of $813.70.

Intuit (NASDAQ:INTU) last announced its quarterly earnings data on Thursday, February 26th. The software maker reported $4.15 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.68 by $0.47. The company had revenue of $4.65 billion for the quarter, compared to analysts’ expectations of $4.53 billion. Intuit had a net margin of 21.57% and a return on equity of 24.23%. The business’s revenue was up 17.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $3.32 EPS. 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 17.44 EPS for the current fiscal year.

Intuit Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, April 17th. Investors of record on Thursday, April 9th were issued a $1.20 dividend. This represents a $4.80 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date was Thursday, April 9th. Intuit’s payout ratio is presently 31.09%.

Insider Activity

In related news, Director Richard L. Dalzell sold 333 shares of Intuit 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 transaction, the director directly owned 13,253 shares in the company, valued at $5,836,621.20. The trade was a 2.45% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. 2.49% of the stock is owned by insiders.

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.