Goelzer Investment Management Inc. Makes New Investment in Intuit Inc. $INTU

Goelzer Investment Management Inc. acquired a new stake in Intuit Inc. (NASDAQ:INTU) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 2,203 shares of the software maker’s stock, valued at approximately $1,459,000.

Several other institutional investors and hedge funds have also modified their holdings of INTU. Spire Wealth Management boosted its position in Intuit by 2.7% during the fourth quarter. Spire Wealth Management now owns 4,365 shares of the software maker’s stock worth $2,891,000 after acquiring an additional 116 shares during the last quarter. Baron Wealth Management LLC grew its stake in Intuit by 8.9% in the 4th quarter. Baron Wealth Management LLC now owns 319 shares of the software maker’s stock worth $211,000 after acquiring an additional 26 shares during the period. Barnes Dennig Private Wealth Management LLC raised its holdings in Intuit by 54.3% in the 4th quarter. Barnes Dennig Private Wealth Management LLC now owns 54 shares of the software maker’s stock valued at $36,000 after acquiring an additional 19 shares during the last quarter. Cypress Wealth Services LLC purchased a new position in shares of Intuit during the 4th quarter worth $280,000. Finally, Eastern Bank lifted its stake in shares of Intuit by 22.4% during the 4th quarter. Eastern Bank now owns 1,318 shares of the software maker’s stock worth $873,000 after purchasing an additional 241 shares during the period. Hedge funds and other institutional investors own 83.66% of the company’s stock.

Key Stories Impacting Intuit

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Intuit reported a solid quarter: $4.15 EPS vs. $3.68 expected and $4.65B revenue vs. $4.53B expected; revenue +17.4% YoY and management set FY26 and Q3 2026 EPS ranges that imply continued profitability and growth. This beat/guidance supports medium-term fundamentals and underpins buy-the-dip narratives.
• Positive Sentiment: Some analysts and commentators view the recent share decline as a buying window—arguing the pullback prices in optimistic long-term AI/cloud monetization while offering an entry for investors focused on recurring revenue and cash flow. Intuit’s Collapse Created A Rare Buying Window
• Neutral Sentiment: Heightened retail and search interest around INTU suggests the name is in focus—higher attention can raise intraday volatility and trading volume as investors react to headlines and headlines-driven flows. Investors Heavily Search Intuit Inc. (INTU): Here is What You Need to Know
• Neutral Sentiment: Recent write-ups are dissecting Intuit’s valuation after sharp recent swings—some see undervaluation vs. long-term AI-driven opportunity, others flag that short-term multiples may still look rich relative to near-term growth deceleration. Assessing Intuit (INTU) Valuation After Recent Share Price Swings And Undervaluation Debate
• Neutral Sentiment: Comparisons to peers (e.g., Block) highlight a competitive fintech landscape where Intuit’s AI ecosystem and tax/SMB franchises are strengths but require continued execution vs. fast-growing rivals. This shapes relative investor preference rather than a binary buy/sell trigger. Block vs Intuit: Which Fintech Stock is the Better Buy Now?
• Negative Sentiment: Broader weakness in software and tech/AI rotation is pressuring Intuit shares; sector de-risking and hardware-driven market moves have pulled down software multiples and triggered short-term selling. Software Stocks Fall, Hardware Falls Harder. What to Know in the Stock Market’s AI Era.
• Negative Sentiment: Price momentum metrics show meaningful recent weakness (large multi-month declines and volatility), which can attract additional technical selling and weigh on sentiment until conviction on growth/AI monetization re-accelerates.

Wall Street Analyst Weigh In

A number of brokerages have recently commented on INTU. Susquehanna lowered their price objective on Intuit from $819.00 to $720.00 and set a “positive” rating for the company in a research report on Tuesday, February 24th. KeyCorp reduced their target price on Intuit from $750.00 to $520.00 and set an “overweight” rating on the stock in a research report on Friday, February 27th. JPMorgan Chase & Co. decreased their price target on Intuit from $750.00 to $605.00 and set an “overweight” rating on the stock in a research note on Friday, February 27th. Mizuho lowered their price target on Intuit from $675.00 to $600.00 and set an “outperform” rating for the company in a report on Monday, March 2nd. Finally, The Goldman Sachs Group cut their price objective on shares of Intuit from $720.00 to $519.00 and set a “neutral” rating on the stock in a report on Friday, February 27th. One 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. Based on data from MarketBeat.com, Intuit currently has a consensus rating of “Moderate Buy” and an average price target of $638.06.

Insider Buying and Selling at Intuit

In other Intuit news, Director Richard L. Dalzell sold 333 shares of Intuit stock in a transaction that occurred on Thursday, March 12th. The shares were sold at an average price of $440.40, for a total transaction of $146,653.20. Following the transaction, the director directly owned 13,253 shares of the company’s stock, valued at $5,836,621.20. The trade was a 2.45% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, Director Scott D. Cook sold 1,402 shares of the business’s stock in a transaction that occurred on Wednesday, December 31st. The stock was sold at an average price of $668.02, for a total transaction of $936,564.04. Following the sale, the director owned 5,668,182 shares of the company’s stock, valued at approximately $3,786,458,939.64. This represents a 0.02% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 44,403 shares of company stock valued at $28,735,492. 2.49% of the stock is currently owned by corporate insiders.

Intuit Price Performance

Shares of Intuit stock opened at $416.44 on Monday. Intuit Inc. has a twelve month low of $349.00 and a twelve month high of $813.70. The stock has a market capitalization of $115.17 billion, a P/E ratio of 26.97, a PEG ratio of 1.67 and a beta of 1.27. The company has a current ratio of 1.32, a quick ratio of 1.32 and a debt-to-equity ratio of 0.28. The business’s fifty day moving average price is $448.23 and its 200 day moving average price is $584.06.

Intuit (NASDAQ:INTU) last announced its quarterly earnings results on Thursday, February 26th. The software maker reported $4.15 EPS for the quarter, topping the consensus estimate 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 return on equity of 24.23% and a net margin of 21.57%.The firm’s revenue was up 17.4% on a year-over-year basis. During the same period in the prior year, the firm 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. As a group, research analysts anticipate that Intuit Inc. will post 14.09 earnings per share for the current year.

Intuit Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, April 17th. Investors of record on Thursday, April 9th will be issued a $1.20 dividend. The ex-dividend date is Thursday, April 9th. This represents a $4.80 annualized dividend and a yield of 1.2%. Intuit’s dividend payout ratio (DPR) is presently 31.09%.

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.