Andra AP fonden Acquires 16,800 Shares of Intuit Inc. $INTU

Andra AP fonden grew its holdings in shares of Intuit Inc. (NASDAQ:INTU) by 96.9% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 34,144 shares of the software maker’s stock after buying an additional 16,800 shares during the period. Andra AP fonden’s holdings in Intuit were worth $23,317,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in INTU. Brighton Jones LLC raised its holdings in Intuit by 61.3% in the 4th quarter. Brighton Jones LLC now owns 3,552 shares of the software maker’s stock worth $2,233,000 after purchasing an additional 1,350 shares in the last quarter. Revolve Wealth Partners LLC increased 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 valued at $511,000 after buying an additional 482 shares during the period. Nicholas Hoffman & Company LLC. bought a new position in Intuit in the first quarter worth about $785,564,000. Sivia Capital Partners LLC raised its stake in Intuit by 23.1% in the second quarter. Sivia Capital Partners LLC now owns 886 shares of the software maker’s stock worth $698,000 after buying an additional 166 shares in the last quarter. Finally, Pinnacle Wealth Management Advisory Group LLC boosted its position in Intuit by 20.6% during the 2nd quarter. Pinnacle Wealth Management Advisory Group LLC now owns 954 shares of the software maker’s stock valued at $751,000 after acquiring an additional 163 shares in the last quarter. Hedge funds and other institutional investors own 83.66% of the company’s stock.

Intuit Trading Up 3.7%

Shares of NASDAQ INTU opened at $409.03 on Friday. The firm’s 50 day moving average price is $526.10 and its 200-day moving average price is $618.06. Intuit Inc. has a 52-week low of $349.00 and a 52-week high of $813.70. The company has a debt-to-equity ratio of 0.28, a quick ratio of 1.39 and a current ratio of 1.39. The company has a market cap of $113.82 billion, a PE ratio of 26.49, a P/E/G ratio of 1.61 and a beta of 1.24.

Intuit (NASDAQ:INTU) last announced its quarterly earnings data on Thursday, February 26th. The software maker reported $4.15 earnings per share for the quarter, topping analysts’ consensus estimates of $3.68 by $0.47. The company had revenue of $4.65 billion during the quarter, compared to analyst estimates of $4.53 billion. Intuit had a net margin of 21.57% and a return on equity of 24.02%. The firm’s revenue for the quarter was up 17.4% on a year-over-year basis. During the same period in the previous year, the business earned $3.32 EPS. Intuit has set its Q3 2026 guidance at 12.450-12.510 EPS and its FY 2026 guidance at 22.980-23.180 EPS. On average, equities research analysts expect that Intuit Inc. will post 14.09 EPS for the current fiscal year.

Intuit Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, April 17th. Stockholders of record on Thursday, April 9th will be issued a dividend of $1.20 per share. This represents a $4.80 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend is Thursday, April 9th. Intuit’s dividend payout ratio is presently 32.81%.

Insiders Place Their Bets

In related news, CFO Sandeep Aujla sold 1,335 shares of Intuit stock in a transaction dated Monday, January 5th. The stock was sold at an average price of $629.46, for a total value of $840,329.10. Following the completion of the sale, the chief financial officer directly owned 536 shares in the company, valued at approximately $337,390.56. This trade represents a 71.35% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Richard L. Dalzell sold 333 shares of the company’s stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $659.95, for a total transaction of $219,763.35. Following the transaction, the director owned 13,476 shares in the company, valued at $8,893,486.20. This represents a 2.41% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 388,464 shares of company stock valued at $255,514,393. 2.49% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on INTU shares. UBS Group set a $739.00 target price on Intuit in a research report on Tuesday, January 6th. BMO Capital Markets reduced their price target on Intuit from $624.00 to $550.00 and set an “outperform” rating on the stock in a research note on Friday. Wall Street Zen lowered Intuit from a “buy” rating to a “hold” rating in a research report on Saturday. Independent Research set a $875.00 target price on shares of Intuit in a report on Tuesday, November 18th. Finally, Citigroup decreased their price target on shares of Intuit from $803.00 to $649.00 and set a “buy” rating for the company in a research note on Friday. Twenty-two investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $681.11.

Key Headlines Impacting Intuit

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Q2 results beat: Intuit reported stronger-than-expected fiscal Q2 results — revenue grew ~17% and EPS topped consensus, and the company reaffirmed its FY26 revenue and EPS framework (FY26 EPS guide ~22.98–23.18). This confirms ongoing growth momentum and investor confidence in underlying businesses. Intuit Tops Q2 Earnings, Reaffirms FY26 Growth Outlook Amid AI Push
• Positive Sentiment: AI positioning: Management and analysts highlight Intuit’s AI investments (TurboTax, QuickBooks, Credit Karma integrations) as a structural tailwind — executives say AI is fueling the next growth phase and should deepen switching costs rather than displace the business. Intuit’s CFO isn’t flinching at AI. He says it’s fueling the company’s next growth phase
• Positive Sentiment: Board signals confidence with dividend: Intuit declared a quarterly cash dividend of $1.20 per share (record April 9, pay April 17), underscoring cash generation and capital return policy. This supports income-oriented investor demand. Intuit Board Declares Cash Dividend, Signals Ongoing Confidence
• Neutral Sentiment: Analyst target updates mixed: Several firms trimmed price targets (Goldman, JPMorgan, Oppenheimer, RBC, others) but most maintained Buy/Outperform/Overweight stances — signaling caution on near-term multiple expansion while still backing the longer-term thesis. Monitor how these revisions affect sentiment and flows. Goldman Sachs adjusts price target on Intuit to $519 from $720; maintains neutral rating
• Negative Sentiment: Soft near-term guidance & higher marketing spend: Intuit’s Q3 guidance was softer than some expected — management flagged elevated marketing investment for peak U.S. tax season that will weigh on near-term margins and profit expectations, which triggered short-term selling pressure across headlines. Intuit Shares Tumble Despite Earnings Beat as Tax Season Outlook Disappoints
• Negative Sentiment: Market reaction: Despite the beat, coverage and write-ups emphasize the softer FQ3 outlook and tax-season margin pressure — multiple headlines note the stock initially slid after hours, reflecting sensitivity to forward guidance versus reported results. Investors should watch guidance execution and marketing ROI. Intuit Logs Higher Second-Quarter Profit, Gives Soft Third-Quarter Outlook

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.