Intuit Inc. $INTU Shares Purchased by Bryn Mawr Trust Advisors LLC

Bryn Mawr Trust Advisors LLC grew its position in shares of Intuit Inc. (NASDAQ:INTU) by 181.4% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 3,340 shares of the software maker’s stock after purchasing an additional 2,153 shares during the quarter. Bryn Mawr Trust Advisors LLC’s holdings in Intuit were worth $2,281,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Tortoise Investment Management LLC boosted its position in shares of Intuit by 540.0% during the 2nd quarter. Tortoise Investment Management LLC now owns 32 shares of the software maker’s stock valued at $25,000 after purchasing an additional 27 shares in the last quarter. Westside Investment Management Inc. lifted its stake in Intuit by 161.5% during the second quarter. Westside Investment Management Inc. now owns 34 shares of the software maker’s stock valued at $27,000 after purchasing an additional 21 shares during the last quarter. Sagard Holdings Management Inc. bought a new stake in Intuit during the second quarter worth approximately $28,000. True Wealth Design LLC grew its position in Intuit by 270.0% in the second quarter. True Wealth Design LLC now owns 37 shares of the software maker’s stock worth $29,000 after buying an additional 27 shares during the last quarter. Finally, LGT Financial Advisors LLC bought a new position in shares of Intuit in the second quarter valued at $32,000. Institutional investors own 83.66% of the company’s stock.

Intuit Price Performance

NASDAQ INTU opened at $498.92 on Friday. The company has a debt-to-equity ratio of 0.28, a current ratio of 1.39 and a quick ratio of 1.39. The firm has a market capitalization of $138.83 billion, a price-to-earnings ratio of 34.10, a price-to-earnings-growth ratio of 2.05 and a beta of 1.25. The company has a 50 day simple moving average of $625.24 and a 200-day simple moving average of $667.99. Intuit Inc. has a 52-week low of $491.72 and a 52-week high of $813.70.

Intuit (NASDAQ:INTU) last released its quarterly earnings data on Thursday, November 20th. The software maker reported $3.34 earnings per share for the quarter, beating the consensus estimate of $3.09 by $0.25. Intuit had a net margin of 21.19% and a return on equity of 23.52%. The firm had revenue of $3.87 billion for the quarter, compared to analyst estimates of $3.76 billion. During the same quarter in the prior year, the business earned $2.50 EPS. The company’s revenue for the quarter was up 18.3% compared to the same quarter last year. Intuit has set its Q2 2026 guidance at 3.630-3.680 EPS. Equities research analysts predict that Intuit Inc. will post 14.09 earnings per share for the current fiscal year.

Intuit Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, January 16th. Investors of record on Friday, January 9th were given a dividend of $1.20 per share. The ex-dividend date of this dividend was Friday, January 9th. This represents a $4.80 dividend on an annualized basis and a yield of 1.0%. Intuit’s dividend payout ratio (DPR) is presently 32.81%.

Insider Transactions at Intuit

In related news, Director Richard L. Dalzell sold 333 shares of the business’s stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $659.95, for a total value of $219,763.35. Following the completion of the sale, the director owned 13,476 shares of the company’s stock, valued at approximately $8,893,486.20. The trade was a 2.41% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CFO Sandeep Aujla sold 1,335 shares of the firm’s stock in a transaction that occurred 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 in the company, valued at approximately $337,390.56. The trade was a 71.35% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 388,464 shares of company stock worth $255,514,393. 2.49% of the stock is owned by company insiders.

Key Intuit News

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Mizuho reiterated an Outperform rating and an $875 price target, calling AI-related tax‑filing worries overblown and defending Intuit’s moat — a bullish analyst anchor that can support a recovery. Mizuho Calls AI Tax Filing Worries Overblown for Intuit (INTU)
• Positive Sentiment: Intuit expanded its AI tax and hiring capabilities — adding TurboTax Stores and integrations with Checkr — which highlights product-led revenue levers and cross‑sell opportunities across TurboTax, QuickBooks and Credit Karma. Intuit Expands AI Tax And Hiring Platform With TurboTax Stores And Checkr
• Neutral Sentiment: Management scheduled Q2 FY2026 results for Feb. 26 (quarter ended Jan. 31); upcoming results and guidance will be the next major catalyst. Intuit to Announce Second-Quarter Fiscal Year 2026 Results on Feb. 26
• Neutral Sentiment: Intuit posted a shareholder/analyst call slideshow that may provide extra detail ahead of earnings; useful for parsing near‑term revenue mix and margin assumptions. Intuit Inc. (INTU) Shareholder/Analyst Call – Slideshow
• Negative Sentiment: A market commentary pointed out Intuit is down ~24% so far in 2026, noting the company still guides to double‑digit fiscal‑2026 growth but at a slower pace than last year — a growth‑multiple compression driver. Intuit Stock Is Down 24% Already In 2026. Time to Buy?
• Negative Sentiment: Shares hit a 52‑week low amid the selloff, reflecting elevated investor concern and lower near‑term sentiment — increases downside risk if next quarter’s results or guide miss expectations. Intuit stock hits 52-week low at 510.0 USD
• Negative Sentiment: Media coverage noted INTU dipping more than the broader market, amplifying momentum selling and short‑term technical pressure. Intuit (INTU) dips more than broader market: What you should know

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on INTU shares. Daiwa Capital Markets raised their price objective on Intuit from $770.00 to $800.00 and gave the stock a “buy” rating in a research note on Wednesday, November 26th. TD Cowen began coverage on Intuit in a research report on Thursday, January 8th. They issued a “buy” rating and a $802.00 price target for the company. Weiss Ratings restated a “buy (b-)” rating on shares of Intuit in a report on Thursday, January 22nd. Wolfe Research decreased their target price on shares of Intuit from $870.00 to $830.00 and set an “outperform” rating for the company in a report on Monday, December 15th. Finally, The Goldman Sachs Group began coverage on shares of Intuit in a report on Monday, January 12th. They set a “neutral” rating and a $720.00 price target on the stock. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $791.73.

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.