UBS Group Cuts Intuit (NASDAQ:INTU) Price Target to $440.00

Intuit (NASDAQ:INTU) had its price objective cut by UBS Group from $725.00 to $440.00 in a report published on Friday morning,MarketScreener reports. They currently have a neutral rating on the software maker’s stock.

A number of other research analysts have also recently weighed in on INTU. Citigroup dropped their price objective on shares of Intuit from $803.00 to $649.00 and set a “buy” rating for the company in a research note on Friday. BMO Capital Markets decreased their price target on shares of Intuit from $624.00 to $550.00 and set an “outperform” rating on the stock in a report on Friday. Mizuho set a $675.00 price target on shares of Intuit in a report on Thursday, February 19th. Weiss Ratings downgraded Intuit from a “buy (b-)” rating to a “hold (c)” rating in a report on Thursday, February 5th. Finally, Evercore restated an “outperform” rating and set a $875.00 target price on shares of Intuit in a research note on Tuesday, November 18th. Twenty-three 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’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $660.07.

Intuit Stock Performance

Shares of INTU stock opened at $409.03 on Friday. Intuit has a 52 week low of $349.00 and a 52 week high of $813.70. The stock has a market capitalization of $113.82 billion, a PE ratio of 26.49, a P/E/G ratio of 1.67 and a beta of 1.27. The company has a quick ratio of 1.32, a current ratio of 1.32 and a debt-to-equity ratio of 0.28. The firm has a 50 day moving average of $526.10 and a two-hundred day moving average of $616.73.

Intuit (NASDAQ:INTU) last posted its quarterly earnings data on Thursday, February 26th. The software maker reported $4.15 EPS for the quarter, beating analysts’ consensus estimates of $3.68 by $0.47. Intuit had a net margin of 21.57% and a return on equity of 24.23%. The company had revenue of $4.65 billion for the quarter, compared to analyst estimates of $4.53 billion. During the same period in the previous year, the business posted $3.32 earnings per share. Intuit’s quarterly revenue was up 17.4% on a year-over-year basis. 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, research analysts predict that Intuit will post 14.09 EPS for the current fiscal year.

Intuit Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, April 17th. Investors of record on Thursday, April 9th will be issued a dividend of $1.20 per share. This represents a $4.80 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Thursday, April 9th. Intuit’s dividend payout ratio is currently 31.09%.

Insider Activity at Intuit

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

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of the business. Norges Bank bought a new position in shares of Intuit during the fourth quarter worth $3,058,407,000. Alliancebernstein L.P. raised its holdings in shares of Intuit by 183.8% in the third quarter. Alliancebernstein L.P. now owns 1,999,737 shares of the software maker’s stock valued at $1,365,640,000 after purchasing an additional 1,295,199 shares during the last quarter. Nicholas Hoffman & Company LLC. bought a new position in shares of Intuit in the 1st quarter valued at about $785,564,000. Winslow Capital Management LLC bought a new stake in shares of Intuit during the 2nd quarter worth approximately $782,677,000. Finally, Vanguard Group Inc. lifted its stake in Intuit by 3.3% in the 3rd quarter. Vanguard Group Inc. now owns 28,621,990 shares of the software maker’s stock valued at $19,546,243,000 after purchasing an additional 914,024 shares during the last quarter. Institutional investors own 83.66% of the company’s stock.

Intuit News Summary

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

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.