Intuit Inc. $INTU Stock Holdings Increased by Vanguard Personalized Indexing Management LLC

Vanguard Personalized Indexing Management LLC raised its holdings in shares of Intuit Inc. (NASDAQ:INTU) by 5.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 45,076 shares of the software maker’s stock after acquiring an additional 2,393 shares during the period. Vanguard Personalized Indexing Management LLC’s holdings in Intuit were worth $29,859,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. Joseph Group Capital Management bought a new stake in Intuit during the 4th quarter valued at $25,000. Intesa Sanpaolo Wealth Management acquired a new position in shares of Intuit during the 4th quarter valued at $25,000. Pin Oak Investment Advisors Inc. acquired a new position in shares of Intuit during the 3rd quarter valued at $33,000. Barnes Dennig Private Wealth Management LLC increased its position in shares of Intuit by 54.3% during the 4th quarter. Barnes Dennig Private Wealth Management LLC now owns 54 shares of the software maker’s stock valued at $36,000 after purchasing an additional 19 shares during the period. Finally, Steph & Co. increased its position in shares of Intuit by 346.2% during the 4th quarter. Steph & Co. now owns 58 shares of the software maker’s stock valued at $38,000 after purchasing an additional 45 shares during the period. Institutional investors own 83.66% of the company’s stock.

Insiders Place Their Bets

In related news, Director Richard L. Dalzell sold 338 shares of Intuit stock in a transaction on Thursday, June 11th. The stock was sold at an average price of $279.86, for a total transaction of $94,592.68. Following the completion of the sale, the director owned 12,326 shares of the company’s stock, valued at approximately $3,449,554.36. This trade represents a 2.67% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Vasant M. Prabhu acquired 500 shares of Intuit stock in a transaction that occurred on Tuesday, May 26th. The shares were purchased at an average cost of $309.71 per share, with a total value of $154,855.00. Following the transaction, the director owned 1,750 shares of the company’s stock, valued at approximately $541,992.50. The trade was a 40.00% increase in their position. The SEC filing for this purchase provides additional information. 2.49% of the stock is currently owned by company insiders.

Intuit News Summary

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Intuit recently raised $1.75 billion through a senior notes offering, which strengthens liquidity and gives the company more financial flexibility. Intuit Raises $1.75 Billion Through Senior Notes Offering
• Positive Sentiment: Recent commentary points to solid underlying business trends, including 19% revenue growth in online business solutions, which supports the bull case after the stock’s sharp decline. Intuit reports strong 19% revenue growth in online business solutions
• Neutral Sentiment: Intuit launched new QuickBooks Payroll tools and services in the UK, a product update that supports the long-term growth story but is not likely to move the stock much in the near term. Intuit launches new QuickBooks Payroll tools and services to help UK businesses pay their teams with confidence
• Neutral Sentiment: Intuit’s Q3 2026 earnings call transcript attracted attention, but it does not appear to add materially new information beyond the recently reported results and guidance. Intuit Reports Q3 2026 Results: Full Earnings Call Transcript
• Negative Sentiment: Director Richard L. Dalzell sold shares in recent transactions, and while the trades were made under a 10b5-1 plan, insider selling can still weigh on sentiment. Richard L. Dalzell insider transactions
• Negative Sentiment: Multiple investor-alert and law-firm investigations into Intuit’s pricing practices and possible securities issues are creating legal overhang and may be pressuring the shares. Investor alert: Pomerantz investigates claims on behalf of investors of Intuit
• Negative Sentiment: Commentary also highlights investor concern about AI monetization and competitive disruption, reinforcing worries behind the recent weakness in INTU. Intuit slid amid market skepticism over AI monetization and disruption

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on INTU. Bank of America began coverage on Intuit in a research report on Wednesday, May 27th. They set a “buy” rating and a $400.00 price target on the stock. Daiwa Securities Group lowered their price target on Intuit from $640.00 to $500.00 and set a “buy” rating on the stock in a research report on Wednesday, May 27th. Wolfe Research reiterated an “outperform” rating and set a $400.00 price target on shares of Intuit in a research report on Thursday, May 21st. Oppenheimer lowered their price target on Intuit from $558.00 to $406.00 and set an “outperform” rating on the stock in a research report on Thursday, May 21st. Finally, Stifel Nicolaus lowered their price target on Intuit from $500.00 to $375.00 and set a “buy” rating on the stock in a research report on Thursday, May 21st. Twenty-four equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, Intuit has an average rating of “Moderate Buy” and a consensus target price of $514.58.

Intuit Stock Performance

Shares of Intuit stock opened at $276.73 on Monday. The stock has a market cap of $75.70 billion, a PE ratio of 16.76, a price-to-earnings-growth ratio of 1.01 and a beta of 0.98. The business has a fifty day simple moving average of $363.60 and a 200-day simple moving average of $472.74. The company has a quick ratio of 1.45, a current ratio of 1.45 and a debt-to-equity ratio of 0.26. Intuit Inc. has a 12 month low of $268.01 and a 12 month high of $813.70.

Intuit (NASDAQ:INTU) last issued its earnings results on Wednesday, May 20th. The software maker reported $12.80 EPS for the quarter, topping the consensus estimate of $12.57 by $0.23. The business had revenue of $8.56 billion during the quarter, compared to analysts’ expectations of $8.54 billion. Intuit had a return on equity of 25.18% and a net margin of 21.91%.Intuit’s revenue was up 10.4% compared to the same quarter last year. During the same quarter last year, the firm posted $11.65 earnings per share. 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, sell-side analysts anticipate that Intuit Inc. will post 18.18 EPS for the current fiscal year.

Intuit Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 17th. Investors of record on Thursday, July 9th will be given a dividend of $1.20 per share. The ex-dividend date of this dividend is Thursday, July 9th. This represents a $4.80 dividend on an annualized basis and a yield of 1.7%. Intuit’s dividend payout ratio (DPR) is presently 29.07%.

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.