Hilltop Holdings Inc. Trims Position in Intuit Inc. $INTU

Hilltop Holdings Inc. decreased its holdings in shares of Intuit Inc. (NASDAQ:INTU) by 65.5% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm owned 1,955 shares of the software maker’s stock after selling 3,716 shares during the period. Hilltop Holdings Inc.’s holdings in Intuit were worth $845,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in INTU. GC Wealth Management RIA LLC raised its stake in Intuit by 18.3% during the 1st quarter. GC Wealth Management RIA LLC now owns 11,391 shares of the software maker’s stock valued at $4,925,000 after acquiring an additional 1,765 shares during the last quarter. Klingman & Associates LLC grew its stake in shares of Intuit by 11.5% in the 1st quarter. Klingman & Associates LLC now owns 669 shares of the software maker’s stock valued at $289,000 after purchasing an additional 69 shares during the last quarter. Arrowstreet Capital Limited Partnership grew its stake in shares of Intuit by 102.5% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 3,896,561 shares of the software maker’s stock valued at $1,684,795,000 after purchasing an additional 1,972,719 shares during the last quarter. Oak Associates Ltd. OH acquired a new position in shares of Intuit in the first quarter valued at approximately $7,556,000. Finally, Caxton Associates LLP purchased a new stake in shares of Intuit during the first quarter worth approximately $9,420,000. Institutional investors and hedge funds own 83.66% of the company’s stock.

Insiders Place Their Bets

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

Intuit Price Performance

Intuit stock opened at $296.33 on Monday. Intuit Inc. has a 52 week low of $252.84 and a 52 week high of $813.70. The company has a quick ratio of 1.45, a current ratio of 1.45 and a debt-to-equity ratio of 0.26. The firm’s 50-day simple moving average is $293.64 and its 200 day simple moving average is $391.92. The firm has a market capitalization of $81.06 billion, a PE ratio of 17.95, a P/E/G ratio of 1.09 and a beta of 1.00.

Intuit (NASDAQ:INTU) last announced its earnings results on Wednesday, May 20th. The software maker reported $12.80 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 analysts’ expectations of $8.54 billion. Intuit had a return on equity of 25.18% and a net margin of 21.91%.Intuit’s quarterly revenue was up 10.4% on a year-over-year basis. During the same quarter in the prior year, the firm earned $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 research analysts predict that Intuit Inc. will post 18.18 EPS for the current fiscal year.

Intuit Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, July 17th. Shareholders of record on Thursday, July 9th were paid a $1.20 dividend. This represents a $4.80 annualized dividend and a yield of 1.6%. The ex-dividend date of this dividend was Thursday, July 9th. Intuit’s payout ratio is presently 29.07%.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on INTU shares. Citigroup decreased their price target on Intuit from $649.00 to $591.00 and set a “buy” rating for the company in a report on Thursday, May 21st. BMO Capital Markets cut their price objective on shares of Intuit from $550.00 to $412.00 and set an “outperform” rating for the company in a research report on Thursday, May 21st. Argus lowered their target price on shares of Intuit from $580.00 to $480.00 and set a “buy” rating on the stock in a report on Friday, May 22nd. Truist Financial dropped their price target on shares of Intuit from $500.00 to $410.00 and set a “buy” rating on the stock in a research note on Thursday, May 21st. Finally, Barclays reduced their price objective on shares of Intuit from $540.00 to $443.00 and set an “overweight” rating for the company in a research report on Thursday, May 21st. Twenty-one analysts have rated the stock with a Buy rating, eight have given a Hold rating and three have issued a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $468.84.

Key Stories Impacting Intuit

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Intuit highlighted its AI roadmap for surgical care at the Society of Robotic Surgery conference, including a framework built on data from more than 20 million da Vinci procedures and a live telesurgery demonstration. The message reinforces Intuit’s long-term innovation story and could help investor confidence around future product capabilities. Article Title
• Positive Sentiment: The company also launched a business credit card that syncs with QuickBooks, which supports ecosystem expansion and could deepen customer adoption across Intuit’s small-business platform. Article Title
• Neutral Sentiment: Analysts are still looking for double-digit earnings growth in Intuit’s upcoming quarterly report, suggesting investors are watching closely for confirmation of continued momentum. Article Title
• Negative Sentiment: Multiple law firms announced or promoted securities fraud class-action claims against Intuit, alleging misstatements about TurboTax growth, revenue outlook, and pricing issues. These legal actions are a clear drag on sentiment and may be pressuring the stock. Article Title
• Negative Sentiment: Additional lawsuits and deadline reminders around the September 8 lead-plaintiff date keep the litigation overhang in focus, adding uncertainty for investors. Article Title

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.