Mediolanum International Funds Ltd Reduces Stock Position in Intuit Inc. $INTU

Mediolanum International Funds Ltd lowered its stake in Intuit Inc. (NASDAQ:INTU) by 29.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 95,508 shares of the software maker’s stock after selling 39,277 shares during the period. Intuit makes up approximately 0.7% of Mediolanum International Funds Ltd’s investment portfolio, making the stock its 24th biggest position. Mediolanum International Funds Ltd’s holdings in Intuit were worth $66,348,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of INTU. Sequoia Financial Advisors LLC grew its stake in Intuit by 9.0% in the 2nd quarter. Sequoia Financial Advisors LLC now owns 17,279 shares of the software maker’s stock worth $13,609,000 after acquiring an additional 1,433 shares in the last quarter. MUFG Securities EMEA plc purchased a new stake in Intuit during the second quarter worth $1,733,000. Mirae Asset Global Investments Co. Ltd. lifted its stake in shares of Intuit by 11.9% during the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 145,211 shares of the software maker’s stock worth $99,166,000 after purchasing an additional 15,471 shares during the last quarter. Wilmington Savings Fund Society FSB lifted its position in shares of Intuit by 19.9% during the third quarter. Wilmington Savings Fund Society FSB now owns 29,553 shares of the software maker’s stock valued at $20,182,000 after buying an additional 4,913 shares during the last quarter. Finally, Liberty One Investment Management LLC lifted its position in Intuit by 31.8% during the third quarter. Liberty One Investment Management LLC now owns 9,635 shares of the software maker’s stock valued at $6,580,000 after acquiring an additional 2,326 shares during the last quarter. Institutional investors own 83.66% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on INTU shares. KeyCorp decreased their price target on Intuit from $825.00 to $750.00 and set an “overweight” rating for the company in a research note on Friday, January 23rd. Truist Financial initiated coverage on shares of Intuit in a research note on Tuesday, January 6th. They issued a “buy” rating and a $739.00 price objective on the stock. BMO Capital Markets dropped their target price on Intuit from $870.00 to $810.00 and set an “outperform” rating on the stock in a report on Friday, November 21st. Royal Bank Of Canada restated an “outperform” rating on shares of Intuit in a research report on Wednesday. Finally, Wall Street Zen raised Intuit from a “hold” rating to a “buy” rating in a report on Sunday, January 11th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $791.73.

Key Intuit News

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Mizuho reiterated an Outperform rating and an $875 price target, calling AI-related tax‑filing worries overblown and defending Intuit’s moat — a bullish analyst anchor that can support a recovery. Mizuho Calls AI Tax Filing Worries Overblown for Intuit (INTU)
• Positive Sentiment: Intuit expanded its AI tax and hiring capabilities — adding TurboTax Stores and integrations with Checkr — which highlights product-led revenue levers and cross‑sell opportunities across TurboTax, QuickBooks and Credit Karma. Intuit Expands AI Tax And Hiring Platform With TurboTax Stores And Checkr
• Neutral Sentiment: Management scheduled Q2 FY2026 results for Feb. 26 (quarter ended Jan. 31); upcoming results and guidance will be the next major catalyst. Intuit to Announce Second-Quarter Fiscal Year 2026 Results on Feb. 26
• Neutral Sentiment: Intuit posted a shareholder/analyst call slideshow that may provide extra detail ahead of earnings; useful for parsing near‑term revenue mix and margin assumptions. Intuit Inc. (INTU) Shareholder/Analyst Call – Slideshow
• Negative Sentiment: A market commentary pointed out Intuit is down ~24% so far in 2026, noting the company still guides to double‑digit fiscal‑2026 growth but at a slower pace than last year — a growth‑multiple compression driver. Intuit Stock Is Down 24% Already In 2026. Time to Buy?
• Negative Sentiment: Shares hit a 52‑week low amid the selloff, reflecting elevated investor concern and lower near‑term sentiment — increases downside risk if next quarter’s results or guide miss expectations. Intuit stock hits 52-week low at 510.0 USD
• Negative Sentiment: Media coverage noted INTU dipping more than the broader market, amplifying momentum selling and short‑term technical pressure. Intuit (INTU) dips more than broader market: What you should know

Insider Activity at Intuit

In other news, CFO Sandeep Aujla sold 1,335 shares of Intuit 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 completion of the sale, the chief financial officer directly owned 536 shares of the company’s stock, valued at approximately $337,390.56. The trade was a 71.35% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, Director Richard L. Dalzell sold 333 shares of Intuit stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $659.95, for a total value of $219,763.35. Following the completion of the transaction, the director directly owned 13,476 shares of the company’s stock, valued at approximately $8,893,486.20. This represents a 2.41% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 388,464 shares of company stock worth $255,514,393. 2.49% of the stock is owned by corporate insiders.

Intuit Price Performance

INTU stock opened at $498.92 on Friday. The company has a debt-to-equity ratio of 0.28, a current ratio of 1.39 and a quick ratio of 1.39. The business has a 50 day simple moving average of $625.24 and a 200-day simple moving average of $667.99. The firm has a market capitalization of $138.83 billion, a PE ratio of 34.10, a price-to-earnings-growth ratio of 2.05 and a beta of 1.25. Intuit Inc. has a 1 year low of $491.72 and a 1 year high of $813.70.

Intuit (NASDAQ:INTU) last announced its quarterly earnings results on Thursday, November 20th. The software maker reported $3.34 earnings per share for the quarter, beating the consensus estimate of $3.09 by $0.25. Intuit had a net margin of 21.19% and a return on equity of 23.52%. The firm had revenue of $3.87 billion for the quarter, compared to analysts’ expectations of $3.76 billion. During the same quarter in the previous year, the company posted $2.50 EPS. The company’s revenue was up 18.3% compared to the same quarter last year. Intuit has set its Q2 2026 guidance at 3.630-3.680 EPS. Equities research analysts anticipate that Intuit Inc. will post 14.09 earnings per share for the current fiscal year.

Intuit Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, January 16th. Stockholders of record on Friday, January 9th were issued a dividend of $1.20 per share. The ex-dividend date was Friday, January 9th. This represents a $4.80 dividend on an annualized basis and a dividend yield of 1.0%. Intuit’s dividend payout ratio is currently 32.81%.

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.