Diversified Trust Co. Has $6.01 Million Holdings in Intuit Inc. $INTU

Diversified Trust Co. trimmed its position in shares of Intuit Inc. (NASDAQ:INTU) by 11.5% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 9,068 shares of the software maker’s stock after selling 1,174 shares during the quarter. Diversified Trust Co.’s holdings in Intuit were worth $6,007,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the company. Brighton Jones LLC grew its holdings in shares of Intuit by 61.3% during 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 during the last quarter. Revolve Wealth Partners LLC raised its holdings in shares of Intuit by 145.6% in the 4th quarter. Revolve Wealth Partners LLC now owns 813 shares of the software maker’s stock worth $511,000 after acquiring an additional 482 shares during the last quarter. Nicholas Hoffman & Company LLC. acquired a new stake in shares of Intuit in the 1st quarter worth about $785,564,000. Sivia Capital Partners LLC lifted its position in 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 acquiring an additional 166 shares in the last quarter. Finally, Florida Financial Advisors LLC lifted its position in Intuit by 12.2% in the 2nd quarter. Florida Financial Advisors LLC now owns 470 shares of the software maker’s stock valued at $370,000 after acquiring an additional 51 shares in the last quarter. 83.66% of the stock is currently owned by institutional investors.

Intuit Price Performance

Shares of NASDAQ INTU opened at $457.45 on Tuesday. Intuit Inc. has a twelve month low of $349.00 and a twelve month high of $813.70. The stock’s 50 day moving average price is $459.50 and its 200-day moving average price is $590.84. The company has a market capitalization of $126.51 billion, a PE ratio of 29.63, a PEG ratio of 1.83 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.

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

Intuit Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, April 17th. Stockholders of record on Thursday, April 9th will be given a dividend of $1.20 per share. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $4.80 annualized dividend and a dividend yield of 1.0%. Intuit’s dividend payout ratio (DPR) is currently 31.09%.

Wall Street Analyst Weigh In

A number of analysts have commented on INTU shares. Jefferies Financial Group set a $650.00 price objective on Intuit in a report on Sunday, February 22nd. BMO Capital Markets dropped their target price on Intuit from $624.00 to $550.00 and set an “outperform” rating on the stock in a report on Friday, February 27th. Wolfe Research set a $550.00 target price on Intuit and gave the company an “outperform” rating in a research report on Thursday, March 12th. Deutsche Bank Aktiengesellschaft decreased their price target on Intuit from $850.00 to $600.00 and set a “buy” rating for the company in a report on Friday, February 27th. Finally, Citigroup dropped their price objective on Intuit from $803.00 to $649.00 and set a “buy” rating on the stock in a research note on Friday, February 27th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $638.06.

More Intuit News

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: A federal court ruled for Intuit, lifting prior restrictions on how TurboTax advertises “free” filings — a win that reduces regulatory/legal risk and should let Intuit more aggressively market TurboTax to regain share and cut customer-acquisition friction. Intuit beats FTC in court, ending restrictions on “free” TurboTax ads
• Positive Sentiment: WSJ coverage highlights CEO Sasan Goodarzi’s AI push — investors view Intuit’s AI investments as a multi-year growth lever (improving product stickiness, cross-sell and pricing power). That narrative supports sentiment despite near-term execution questions. Inside Intuit CEO Sasan Goodarzi’s AI Bet
• Positive Sentiment: Analyst consensus and research notes point to meaningful upside vs. current levels — Zacks highlights a mean price-target implying ~37% upside, which can attract buyers seeking analyst-driven gains. Does Intuit (INTU) Have the Potential to Rally 37.73% as Wall Street Analysts Expect?
• Positive Sentiment: Intuit continues to be cited as a mobile-payments/digital-payments play alongside banks and payments firms, reinforcing its positioning in secular digital-payment and SMB-fintech trends that support longer-term growth expectations. Buy 3 Giant Mobile Payments Stocks With Solid Short-Term Price Upside
• Neutral Sentiment: Coverage notes “mixed signals” from the Street — BNP Paribas bumped Intuit to Neutral from Underperform but set a modest $463 target, reflecting cautious conviction: analysts praise growth but remain concerned about valuation and near-term returns. Why Street Sends Mixed Signals on Intuit Inc. (INTU)
• Neutral Sentiment: Policy and media discussion about what “free” means in ads provides context for the legal dispute — useful background but less of an incremental catalyst now that the court lifted restrictions. What does ‘free’ mean, exactly?
• Neutral Sentiment: Survey reporting that many Americans feel financially literate but lack tax confidence is a broader demand signal for tax-prep services; it’s background demand support but not an immediate catalyst. Most Americans feel financially literate, but tax confidence and education gaps persist

Insiders Place Their Bets

In related news, Director Scott D. Cook sold 1,402 shares of the firm’s stock in a transaction dated Wednesday, December 31st. The shares were sold at an average price of $668.02, for a total transaction of $936,564.04. Following the completion of the sale, the director owned 5,668,182 shares in the company, valued at approximately $3,786,458,939.64. This trade represents a 0.02% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Richard L. Dalzell sold 333 shares of the business’s stock in a transaction dated Thursday, March 12th. The shares were sold at an average price of $440.40, for a total transaction of $146,653.20. Following the completion of the transaction, the director owned 13,253 shares in the company, valued at approximately $5,836,621.20. The trade was a 2.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 119,403 shares of company stock valued at $79,242,742. 2.49% of the stock is owned by company insiders.

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.