Pure Financial Advisors LLC Increases Stake in Intuit Inc. $INTU

Pure Financial Advisors LLC increased its position in shares of Intuit Inc. (NASDAQ:INTUFree Report) by 196.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,804 shares of the software maker’s stock after purchasing an additional 1,195 shares during the period. Pure Financial Advisors LLC’s holdings in Intuit were worth $1,232,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in INTU. Tortoise Investment Management LLC grew its stake in shares of Intuit by 540.0% during the second quarter. Tortoise Investment Management LLC now owns 32 shares of the software maker’s stock valued at $25,000 after buying an additional 27 shares during the last quarter. Westside Investment Management Inc. boosted its holdings in Intuit by 161.5% during the 2nd quarter. Westside Investment Management Inc. now owns 34 shares of the software maker’s stock valued at $27,000 after acquiring an additional 21 shares during the period. Dogwood Wealth Management LLC grew its position in Intuit by 111.8% in the 2nd quarter. Dogwood Wealth Management LLC now owns 36 shares of the software maker’s stock valued at $28,000 after acquiring an additional 19 shares during the last quarter. Sagard Holdings Management Inc. purchased a new stake in Intuit in the second quarter worth $28,000. Finally, True Wealth Design LLC lifted its position in shares of Intuit by 270.0% during the second quarter. True Wealth Design LLC now owns 37 shares of the software maker’s stock worth $29,000 after purchasing an additional 27 shares during the last quarter. 83.66% of the stock is owned by hedge funds and other institutional investors.

More Intuit News

Here are the key news stories impacting Intuit this week:

  • Positive Sentiment: Rehmann (a mid‑market advisory/accounting firm) has partnered with Intuit to deploy its AI‑native ERP solutions for midsize clients — a sign of enterprise adoption that can expand Intuit’s addressable market and recurring SaaS revenue if rollout scales. Rehmann Teams with Intuit to Provide Services Using AI-native ERP Software Platform
  • Neutral Sentiment: Street consensus remains constructive: analysts give Intuit an average recommendation of “Moderate Buy” — supports longer‑term growth expectations but contains no major catalyst by itself. Intuit Inc. Given Average Recommendation of “Moderate Buy” by Analysts
  • Neutral Sentiment: Cultural/community news (Intuit’s art museum show) surfaced but is unlikely to affect fundamentals or near‑term share movement. Intuit Art Museum Showcases Self-Taught Artists
  • Negative Sentiment: Director Scott D. Cook sold 75,000 INTU shares (≈$673.43 avg price) in a block trade disclosed to the SEC — insider selling can be read negatively by traders even though Cook still holds a large position; monitor for any follow‑on selling or explanation in filings. SEC Form 4: Scott D. Cook Sale

Intuit Price Performance

Shares of INTU opened at $669.79 on Wednesday. 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 50 day moving average price of $660.09 and a 200-day moving average price of $696.75. Intuit Inc. has a fifty-two week low of $532.65 and a fifty-two week high of $813.70. The stock has a market capitalization of $186.38 billion, a PE ratio of 45.78, a PEG ratio of 2.76 and a beta of 1.27.

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

Intuit Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, January 16th. Investors of record on Friday, January 9th will be paid a dividend of $1.20 per share. This represents a $4.80 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Friday, January 9th. Intuit’s dividend payout ratio is 32.81%.

Insider Activity at Intuit

In other news, Director Richard L. Dalzell sold 333 shares of the firm’s 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 sale, the director directly owned 13,476 shares in the company, valued at approximately $8,893,486.20. This trade represents a 2.41% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Scott D. Cook sold 75,000 shares of Intuit stock in a transaction that occurred on Monday, December 29th. The stock was sold at an average price of $673.43, for a total transaction of $50,507,250.00. Following the completion of the transaction, the director directly owned 5,744,584 shares in the company, valued at approximately $3,868,575,203.12. The trade was a 1.29% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 345,897 shares of company stock valued at $227,875,560 over the last quarter. 2.49% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of research analysts have recently commented on the stock. Royal Bank Of Canada restated an “outperform” rating and issued a $850.00 price target on shares of Intuit in a report on Friday, November 21st. Independent Research set a $875.00 target price on shares of Intuit in a research note on Tuesday, November 18th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Intuit in a research report on Wednesday, October 8th. Evercore ISI reiterated an “outperform” rating and issued a $875.00 price target on shares of Intuit in a report on Tuesday, November 18th. Finally, Wolfe Research dropped their price objective on Intuit from $870.00 to $830.00 and set an “outperform” rating on the stock in a research note on Monday, December 15th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $796.60.

View Our Latest Stock Analysis on INTU

Intuit Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Intuit (NASDAQ:INTU)

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