1,761 Shares in Intuit Inc. $INTU Acquired by Trivium Point Advisory LLC

Trivium Point Advisory LLC purchased a new position in Intuit Inc. (NASDAQ:INTU) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 1,761 shares of the software maker’s stock, valued at approximately $460,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Betterment LLC increased its stake in shares of Intuit by 2.1% in the third quarter. Betterment LLC now owns 779 shares of the software maker’s stock worth $532,000 after buying an additional 16 shares during the period. PFG Investments LLC grew its holdings in Intuit by 2.0% in the 4th quarter. PFG Investments LLC now owns 915 shares of the software maker’s stock worth $606,000 after acquiring an additional 18 shares during the last quarter. One Capital Management LLC grew its holdings in Intuit by 2.7% in the 3rd quarter. One Capital Management LLC now owns 681 shares of the software maker’s stock worth $465,000 after acquiring an additional 18 shares during the last quarter. Quadcap Wealth Management LLC increased its position in shares of Intuit by 1.0% in the third quarter. Quadcap Wealth Management LLC now owns 1,801 shares of the software maker’s stock valued at $1,230,000 after acquiring an additional 18 shares during the period. Finally, United Asset Strategies Inc. raised its stake in shares of Intuit by 1.0% during the fourth quarter. United Asset Strategies Inc. now owns 2,036 shares of the software maker’s stock valued at $1,349,000 after acquiring an additional 20 shares during the last quarter. Institutional investors own 83.66% of the company’s stock.

Insider Activity at Intuit

In other Intuit news, Director Richard L. Dalzell sold 284 shares of the company’s stock in a transaction on Tuesday, June 23rd. The stock was sold at an average price of $262.32, for a total value of $74,498.88. Following the completion of the sale, the director directly owned 11,758 shares in the company, valued at approximately $3,084,358.56. This represents a 2.36% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Vasant M. Prabhu purchased 500 shares of the company’s stock in a transaction dated Tuesday, May 26th. The shares were purchased at an average cost of $309.71 per share, for a total transaction of $154,855.00. Following the transaction, the director directly owned 1,750 shares in the company, valued at approximately $541,992.50. This represents a 40.00% increase in their position. The SEC filing for this purchase provides additional information. Insiders have sold 1,239 shares of company stock valued at $348,354 in the last ninety days. Insiders own 2.49% of the company’s stock.

More Intuit News

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Intuit expanded its Intuit Intelligence platform with conversational AI and additional capabilities for QuickBooks Online Advanced and Intuit Enterprise Suite. The initiative targets larger businesses, CFOs and accounting firms and could support growth beyond Intuit’s traditional small-business customer base. Intuit Advances Its Mid-Market Platform With Conversational AI, Enterprise Scale, and Deep Industry Workflows for CFOs and Accounting Firms
• Positive Sentiment: Some recent analyst commentary remains bullish, arguing that Intuit’s core QuickBooks and online ecosystem remain resilient, while TurboTax monetization, Credit Karma synergies and AI adoption could help sustain double-digit growth. Upcoming fiscal-year 2027 guidance and management’s AI strategy are viewed as important catalysts. Intuit: Strong Fundamentals Amid AI Fears Make The Stock Attractive
• Neutral Sentiment: Options pricing implies a wide potential trading range rather than a clear directional signal, suggesting elevated uncertainty and the need for investors to manage position sizes carefully. Intuit’s Options Price A Floor Below Anything The Stock Has Touched In A Year
• Negative Sentiment: Several law firms publicized a securities class action against Intuit and certain officers. The complaints allege that the company misled investors about the sustainability of business growth, particularly TurboTax, and failed to disclose competitive and pricing pressures in its tax operations. The allegations have not been proven. Investors in the August 22, 2025–May 20, 2026 class period have until September 8, 2026 to seek lead-plaintiff status. The repeated notices add legal and reputational overhang to the stock. Bronstein, Gewirtz & Grossman LLC Urges Intuit Inc. Investors to Act

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on the stock. Stifel Nicolaus reiterated a “hold” rating and set a $275.00 target price (down from $375.00) on shares of Intuit in a report on Wednesday, June 17th. Wolfe Research reiterated an “outperform” rating and issued a $400.00 price objective on shares of Intuit in a report on Thursday, May 21st. Citigroup cut their price objective on Intuit from $591.00 to $457.00 and set a “buy” rating on the stock in a research report on Thursday. Truist Financial reissued a “hold” rating and set a $350.00 target price (down from $410.00) on shares of Intuit in a research note on Monday, August 3rd. Finally, Wells Fargo & Company decreased their target price on Intuit from $425.00 to $360.00 and set an “equal weight” rating for the company in a report on Thursday, May 21st. Nineteen investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $456.90.

Intuit Price Performance

NASDAQ:INTU opened at $345.66 on Monday. The company has a debt-to-equity ratio of 0.26, a current ratio of 1.45 and a quick ratio of 1.45. The firm’s 50-day moving average price is $292.28 and its 200-day moving average price is $364.67. The company has a market capitalization of $94.55 billion, a PE ratio of 20.94, a P/E/G ratio of 1.09 and a beta of 0.97. Intuit Inc. has a 1-year low of $252.84 and a 1-year high of $721.54.

Intuit (NASDAQ:INTU) last announced its quarterly earnings results on Wednesday, May 20th. The software maker reported $12.80 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $12.57 by $0.23. The firm had revenue of $8.56 billion for the quarter, compared to the consensus estimate of $8.54 billion. Intuit had a net margin of 21.91% and a return on equity of 25.18%. The business’s quarterly revenue was up 10.4% compared to the same quarter last year. During the same quarter last year, the firm posted $11.65 EPS. Intuit has set its Q4 2026 guidance at 3.560-3.620 EPS and its FY 2026 guidance at 23.800-23.850 EPS. On average, equities analysts predict that Intuit Inc. will post 18.18 EPS for the current fiscal year.

Intuit Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, July 17th. Stockholders of record on Thursday, July 9th were given a dividend of $1.20 per share. The ex-dividend date of this dividend was Thursday, July 9th. This represents a $4.80 dividend on an annualized basis and a dividend yield of 1.4%. Intuit’s dividend payout ratio (DPR) is 29.07%.

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.