NatWest Group plc Sells 3,591 Shares of Intuit Inc. $INTU

NatWest Group plc cut its holdings in shares of Intuit Inc. (NASDAQ:INTU) by 25.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 10,415 shares of the software maker’s stock after selling 3,591 shares during the quarter. Intuit comprises 1.6% of NatWest Group plc’s investment portfolio, making the stock its 23rd largest holding. NatWest Group plc’s holdings in Intuit were worth $6,899,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of the business. Fort Sheridan Advisors LLC increased its position in Intuit by 2.1% during the second quarter. Fort Sheridan Advisors LLC now owns 722 shares of the software maker’s stock worth $569,000 after acquiring an additional 15 shares during the period. BetterWealth LLC boosted its holdings in Intuit by 3.8% in the 3rd quarter. BetterWealth LLC now owns 412 shares of the software maker’s stock valued at $281,000 after purchasing an additional 15 shares during the period. Sachetta LLC grew its position in Intuit by 23.8% in the 3rd quarter. Sachetta LLC now owns 78 shares of the software maker’s stock worth $53,000 after purchasing an additional 15 shares during the last quarter. Vance Wealth LLC grew its position in Intuit by 1.5% in the 2nd quarter. Vance Wealth LLC now owns 1,116 shares of the software maker’s stock worth $879,000 after purchasing an additional 16 shares during the last quarter. Finally, PUREfi Wealth LLC increased its holdings in shares of Intuit by 4.5% during the 3rd quarter. PUREfi Wealth LLC now owns 369 shares of the software maker’s stock worth $252,000 after purchasing an additional 16 shares during the period. 83.66% of the stock is owned by institutional investors.

Insider Buying and Selling

In related news, Director Richard L. Dalzell sold 333 shares of the business’s stock in a transaction on Thursday, March 12th. The stock was sold at an average price of $440.40, for a total value of $146,653.20. Following the sale, the director owned 13,253 shares of the company’s stock, valued at $5,836,621.20. The trade was a 2.45% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Sasan K. Goodarzi sold 41,000 shares of the company’s stock in a transaction on 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 in the company, valued at $8,848,511.10. This trade represents a 75.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 119,403 shares of company stock worth $79,242,742 over the last 90 days. Corporate insiders own 2.49% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on the stock. TD Cowen reiterated a “buy” rating on shares of Intuit in a research note on Monday, March 16th. Northcoast Research upgraded Intuit from a “neutral” rating to a “buy” rating and set a $575.00 price target on the stock in a research note on Friday, March 6th. Jefferies Financial Group set a $650.00 price target on Intuit in a report on Sunday, February 22nd. Rothschild & Co Redburn raised Intuit from a “neutral” rating to a “buy” rating and lifted their price objective for the stock from $670.00 to $700.00 in a report on Tuesday, March 10th. Finally, Royal Bank Of Canada lowered their price objective on Intuit from $850.00 to $600.00 and set an “outperform” rating on the stock in a research report 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. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $638.06.

Key Headlines Impacting Intuit

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Retail and research interest has spiked for Intuit recently—higher search and engagement can draw incremental flows and amplify short-term demand. Investors Heavily Search Intuit Inc. (INTU)
• Positive Sentiment: Comparisons with peers highlight Intuit’s AI-driven ecosystem (QuickBooks, TurboTax) as a competitive edge vs. other fintech/software names — a narrative investors favor for durable revenue/monetization. Block vs Intuit: Which Fintech Stock is the Better Buy Now?
• Neutral Sentiment: Analyst notes show Intuit’s “investment story” is shifting: modest upward tweaks to fair value and strong AI hopes are tempered by questions on competition and how much upside remains in guidance. This is background for longer-term positioning rather than an immediate trigger. How The Intuit (INTU) Investment Story Is Shifting With AI Hopes And Valuation Reset
• Neutral Sentiment: Valuation analyses highlight recent volatility (mixed short- and medium-term returns) — investors are debating whether recent gains reflect a durable re-rate or a short-lived momentum move. Assessing Intuit (INTU) Valuation After Recent Share Price Swings And Undervaluation Debate
• Neutral Sentiment: Tax-refund coverage notes mixed signals on refund sizes this year—any material downside to refund volumes could pressure TurboTax seasonality, but headlines say outcomes may differ from expectations. Monitor seasonality/filing trends. Most Americans Expect Lower Tax Refunds in 2026 — but Here’s Why Many Will Get More
• Negative Sentiment: Broader software-sector weakness and rotation in the AI era has pressured many software names; analysts urge more selective picks — this macro/sector pressure can cap multiple expansion for Intuit even if fundamentals remain solid. Software Stocks Fall, Hardware Falls Harder. What to Know in the Stock Market’s AI Era.

Intuit Price Performance

Shares of Intuit stock opened at $432.55 on Friday. The firm has a market cap of $119.62 billion, a P/E ratio of 28.01, a price-to-earnings-growth ratio of 1.72 and a beta of 1.26. The firm’s 50-day simple moving average is $450.81 and its 200-day simple moving average is $586.94. Intuit Inc. has a twelve month low of $349.00 and a twelve month high of $813.70. The company has a debt-to-equity ratio of 0.28, a quick ratio of 1.32 and a current ratio of 1.32.

Intuit (NASDAQ:INTU) last posted its quarterly earnings results on Thursday, February 26th. The software maker reported $4.15 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.68 by $0.47. The firm had revenue of $4.65 billion during the quarter, compared to analyst estimates of $4.53 billion. Intuit had a net margin of 21.57% and a return on equity of 24.23%. The company’s quarterly revenue was up 17.4% compared to the same quarter last year. During the same quarter in the prior 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. As a group, research analysts expect that Intuit Inc. will post 14.09 EPS for the current fiscal year.

Intuit Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, April 17th. Investors of record on Thursday, April 9th will be given a dividend of $1.20 per share. This represents a $4.80 annualized dividend and a dividend yield of 1.1%. The ex-dividend date is Thursday, April 9th. Intuit’s dividend payout ratio (DPR) is 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.