Lyell Wealth Management LP Acquires 1,409 Shares of Intuit Inc. $INTU

Lyell Wealth Management LP grew its holdings in Intuit Inc. (NASDAQ:INTU) by 4.4% in the third quarter, HoldingsChannel reports. The institutional investor owned 33,084 shares of the software maker’s stock after acquiring an additional 1,409 shares during the period. Intuit makes up 1.7% of Lyell Wealth Management LP’s portfolio, making the stock its 14th biggest position. Lyell Wealth Management LP’s holdings in Intuit were worth $22,593,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Cookson Peirce & Co. Inc. lifted its stake in Intuit by 15.4% during the third quarter. Cookson Peirce & Co. Inc. now owns 2,251 shares of the software maker’s stock worth $1,537,000 after purchasing an additional 300 shares during the period. Lafayette Investments Inc. lifted its position in shares of Intuit by 9.6% during the 3rd quarter. Lafayette Investments Inc. now owns 549 shares of the software maker’s stock worth $375,000 after buying an additional 48 shares during the period. Abich Financial Wealth Management LLC acquired a new stake in Intuit in the 3rd quarter valued at $127,000. Assetmark Inc. grew its position in Intuit by 2.7% in the third quarter. Assetmark Inc. now owns 68,347 shares of the software maker’s stock valued at $46,675,000 after acquiring an additional 1,812 shares during the period. Finally, Capital Investment Counsel LLC raised its stake in Intuit by 8.2% during the third quarter. Capital Investment Counsel LLC now owns 526 shares of the software maker’s stock worth $359,000 after acquiring an additional 40 shares in the last quarter. 83.66% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Intuit

In other news, Director Scott D. Cook sold 1,402 shares of the stock in a transaction on Wednesday, December 31st. The stock was sold at an average price of $668.02, for a total value of $936,564.04. Following the transaction, the director owned 5,668,182 shares of the company’s stock, valued at $3,786,458,939.64. This represents a 0.02% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Sasan K. Goodarzi sold 41,000 shares of the company’s stock in a transaction dated Wednesday, January 7th. The shares were sold at an average price of $650.10, for a total value of $26,654,100.00. Following the completion of the sale, the chief executive officer owned 13,611 shares of the company’s stock, valued at $8,848,511.10. This represents a 75.08% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 388,464 shares of company stock worth $255,514,393. 2.49% of the stock is currently owned by insiders.

Intuit Stock Up 0.4%

Shares of INTU opened at $399.40 on Friday. The business’s fifty day moving average price is $582.36 and its two-hundred day moving average price is $645.09. The firm has a market capitalization of $111.14 billion, a price-to-earnings ratio of 27.30, a PEG ratio of 1.63 and a beta of 1.24. Intuit Inc. has a 52 week low of $389.32 and a 52 week high of $813.70. The company has a debt-to-equity ratio of 0.28, a quick ratio of 1.39 and a current ratio of 1.39.

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

Intuit Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, January 16th. Shareholders of record on Friday, January 9th were paid a $1.20 dividend. The ex-dividend date of this dividend was Friday, January 9th. This represents a $4.80 dividend on an annualized basis and a yield of 1.2%. Intuit’s dividend payout ratio (DPR) is presently 32.81%.

Analyst Ratings Changes

Several research firms have recently weighed in on INTU. Wolfe Research lowered their target price on shares of Intuit from $870.00 to $830.00 and set an “outperform” rating on the stock in a report on Monday, December 15th. UBS Group set a $739.00 price objective on shares of Intuit in a research note on Tuesday, January 6th. TD Cowen cut their target price on shares of Intuit from $802.00 to $658.00 and set a “buy” rating for the company in a research note on Monday, February 9th. Wall Street Zen raised Intuit from a “hold” rating to a “buy” rating in a report on Sunday, January 11th. Finally, Truist Financial began coverage on Intuit in a research report on Tuesday, January 6th. They issued a “buy” rating and a $739.00 price objective for the company. Twenty-two investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Intuit has a consensus rating of “Moderate Buy” and an average price target of $772.42.

More Intuit News

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Intuit launched a new AI-powered “Construction Edition” for its Intuit Enterprise Suite aimed at mid-sized construction firms — a targeted vertical push that could expand enterprise bookings and stickier ARR. Article Title Article Title
• Positive Sentiment: Industry commentary argues Intuit is well-positioned to survive the so‑called “SaaS‑pocalypse,” supporting a longer-term bull case on durable subscription cash flows and AI-driven product differentiation. Article Title
• Neutral Sentiment: BMO Capital kept an Outperform rating on INTU but reduced its price target significantly (reported coverage and commentary); the maintained rating is supportive, but the lower target signals tempered near‑term upside expectations. Article Title
• Neutral Sentiment: Several market pieces (Zacks, Motley Fool) debate whether Intuit is a buying opportunity or overhyped — useful context for sentiment-driven flows but not immediate catalysts. Article Title Article Title
• Neutral Sentiment: Short‑interest data feeds show anomalous “0 shares / NaN” values for February — likely a reporting/data error rather than a real change in short positioning, but noisy headlines can stoke volatility.
• Negative Sentiment: Unusual options activity: traders bought ~184k put contracts in a single session (a very large spike vs. average), indicating elevated bearish hedging/speculation that can pressure the stock via sentiment and gamma trading dynamics.
• Negative Sentiment: Analyst downgrades and lower price targets have coincided with Intuit sliding to a new 52‑week low in recent sessions — explicit near‑term negative catalyst that likely amplified selling pressure. Article Title Article Title
• Negative Sentiment: Legal/headline risk: an employee lawsuit alleging discriminatory labeling over DEI hiring adds reputational and potential legal risk that can weigh on sentiment if it escalates. Article Title

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.