Intuit Inc. $INTU Stake Raised by Bradley Foster & Sargent Inc. CT

Bradley Foster & Sargent Inc. CT grew its holdings in shares of Intuit Inc. (NASDAQ:INTU) by 5.5% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 104,676 shares of the software maker’s stock after purchasing an additional 5,486 shares during the period. Intuit makes up 1.1% of Bradley Foster & Sargent Inc. CT’s portfolio, making the stock its 25th biggest holding. Bradley Foster & Sargent Inc. CT’s holdings in Intuit were worth $71,484,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in the business. Brighton Jones LLC increased its holdings in shares of Intuit by 61.3% in the fourth quarter. Brighton Jones LLC now owns 3,552 shares of the software maker’s stock valued at $2,233,000 after buying an additional 1,350 shares in the last quarter. Revolve Wealth Partners LLC raised its position in shares of Intuit by 145.6% during the fourth quarter. Revolve Wealth Partners LLC now owns 813 shares of the software maker’s stock worth $511,000 after purchasing an additional 482 shares during the period. Nicholas Hoffman & Company LLC. purchased a new stake in shares of Intuit during the first quarter valued at $785,564,000. Sivia Capital Partners LLC boosted its position in shares of Intuit by 23.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 886 shares of the software maker’s stock valued at $698,000 after purchasing an additional 166 shares during the period. Finally, Pinnacle Wealth Management Advisory Group LLC boosted its position in shares of Intuit by 20.6% in the 2nd quarter. Pinnacle Wealth Management Advisory Group LLC now owns 954 shares of the software maker’s stock valued at $751,000 after purchasing an additional 163 shares during the period. 83.66% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of analysts have commented on the stock. Wall Street Zen raised shares of Intuit from a “hold” rating to a “buy” rating in a research note on Sunday, January 11th. Wells Fargo & Company cut their price target on shares of Intuit from $700.00 to $425.00 and set an “equal weight” rating on the stock in a report on Tuesday. Jefferies Financial Group set a $650.00 price objective on shares of Intuit in a research note on Sunday. Wolfe Research cut their target price on shares of Intuit from $870.00 to $830.00 and set an “outperform” rating on the stock in a research note on Monday, December 15th. Finally, Oppenheimer decreased their target price on Intuit from $868.00 to $696.00 and set an “outperform” rating for the company in a research report on Tuesday, February 3rd. Twenty-two equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $726.18.

Insider Transactions at Intuit

In related news, Director Richard L. Dalzell sold 333 shares of the 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 transaction, the director owned 13,476 shares in the company, valued at approximately $8,893,486.20. This represents a 2.41% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible 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.

Trending Headlines about Intuit

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Anthropic partnership — Intuit announced a multi-year tie-up with AI firm Anthropic to build customizable AI agents for QuickBooks/TurboTax and to embed Intuit financial tools into Anthropic products; this deal is being framed as a meaningful step in Intuit’s AI roadmap and helped lift the stock earlier in the session. TipRanks: Intuit Stock Jumps
• Positive Sentiment: Partnership coverage and rollout timing — Coverage reports (PYMNTS, CNBC) add that the companies will start rolling out AI agent experiences in the spring and that Anthropic’s broader partner announcements are lifting software sector sentiment. This supports Intuit’s strategy to accelerate AI features across its ecosystem. PYMNTS: Intuit and Anthropic
• Positive Sentiment: Analyst bullishness — William Blair reiterated a Buy rating, saying the Anthropic partnership strengthens Intuit’s AI roadmap and competitive moat; that institutional endorsement helps underpin the recent uptick. TipRanks: Analyst Note
• Neutral Sentiment: Q2 earnings setup — Analysts expect double‑digit revenue growth for fiscal Q2 with continued momentum across QuickBooks, TurboTax and Credit Karma; upcoming earnings could be a catalyst either way depending on guidance and AI monetization comments. Zacks: Q2 Preview
• Neutral Sentiment: Sector framing — Market commentary argues the software sell-off is separating AI winners from losers; Intuit is cited as a software leader with durable moats, but the piece is more thematic than company‑specific near‑term guidance. MarketBeat: Late-Stage Bull Market
• Negative Sentiment: Analyst price-target cuts — Several firms trimmed Intuit price targets (Wells Fargo to $425, Barclays to $540, BNP Paribas to $340, Susquehanna to $720), reflecting lower near-term expectations and contributing to selling pressure. MarketScreener: Wells Fargo PT
• Negative Sentiment: Technical/valuation stress — The stock recently touched a 52‑week low amid the broader software correction; high short-term volatility and a price now well below recent highs increase downside risk until earnings or clear AI monetization evidence arrives. Investing.com: 52-Week Low

Intuit Trading Down 0.2%

Intuit stock opened at $358.71 on Wednesday. Intuit Inc. has a 12 month low of $349.00 and a 12 month high of $813.70. The company has a quick ratio of 1.39, a current ratio of 1.39 and a debt-to-equity ratio of 0.28. The stock has a market cap of $99.82 billion, a P/E ratio of 24.52, a P/E/G ratio of 1.47 and a beta of 1.24. The company’s fifty day simple moving average is $542.43 and its 200-day simple moving average is $623.39.

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.