Rokos Capital Management LLP Takes Position in Intuit Inc. $INTU

Rokos Capital Management LLP purchased a new position in shares of Intuit Inc. (NASDAQ:INTU) during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 8,620 shares of the software maker’s stock, valued at approximately $3,727,000.

Several other hedge funds have also made changes to their positions in the stock. Rakuten Investment Management Inc. raised its holdings in shares of Intuit by 522.3% during the fourth quarter. Rakuten Investment Management Inc. now owns 51,697 shares of the software maker’s stock valued at $34,852,000 after buying an additional 43,389 shares during the last quarter. Bank of New York Mellon Corp grew its holdings in Intuit by 20.3% in the 4th quarter. Bank of New York Mellon Corp now owns 2,791,212 shares of the software maker’s stock worth $1,848,954,000 after buying an additional 471,451 shares in the last quarter. Vestcor Inc grew its holdings in Intuit by 79.1% in the 4th quarter. Vestcor Inc now owns 20,717 shares of the software maker’s stock worth $13,723,000 after buying an additional 9,148 shares in the last quarter. Janney Montgomery Scott LLC increased its position in Intuit by 119.5% in the 1st quarter. Janney Montgomery Scott LLC now owns 86,618 shares of the software maker’s stock valued at $37,452,000 after acquiring an additional 47,148 shares during the period. Finally, O Shaughnessy Asset Management LLC increased its position in Intuit by 13.2% in the 4th quarter. O Shaughnessy Asset Management LLC now owns 59,974 shares of the software maker’s stock valued at $39,728,000 after acquiring an additional 6,999 shares during the period. Institutional investors own 83.66% of the company’s stock.

Insider Transactions at Intuit

In other news, Director Richard L. Dalzell sold 338 shares of the firm’s stock in a transaction dated Thursday, June 11th. The shares were sold at an average price of $279.86, for a total transaction of $94,592.68. Following the completion of the transaction, the director owned 12,326 shares in the company, valued at approximately $3,449,554.36. This trade represents a 2.67% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Vasant M. Prabhu acquired 1,250 shares of the stock in a transaction dated Friday, May 22nd. The stock was acquired at an average cost of $309.45 per share, for a total transaction of $386,812.50. Following the purchase, the director directly owned 1,250 shares in the company, valued at approximately $386,812.50. The trade was a ∞ increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last ninety days, insiders have sold 1,239 shares of company stock worth $348,354. 2.49% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on the company. HSBC reduced their price target on Intuit from $897.00 to $707.00 and set a “buy” rating for the company in a research report on Friday, May 22nd. Morgan Stanley lowered Intuit from an “overweight” rating to an “equal weight” rating and lowered their price target for the company from $580.00 to $335.00 in a report on Tuesday, July 21st. Mizuho cut their price objective on shares of Intuit from $600.00 to $500.00 and set an “outperform” rating on the stock in a research note on Tuesday, May 26th. Wells Fargo & Company reduced their price objective on shares of Intuit from $425.00 to $360.00 and set an “equal weight” rating for the company in a report on Thursday, May 21st. Finally, Jefferies Financial Group decreased their target price on shares of Intuit from $650.00 to $550.00 and set a “buy” rating for the company in a research report on Thursday, May 21st. Twenty research analysts have rated the stock with a Buy rating, eight have given a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Intuit presently has an average rating of “Moderate Buy” and an average target price of $468.84.

Key Headlines Impacting Intuit

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Intuit is highlighted as an “AI winner” that uses artificial intelligence behind the scenes to reduce costs and improve operating efficiency rather than relying solely on AI product sales. The article also cites strong recent earnings and supportive analyst ratings. These 3 AI Winners Don’t Sell the Tech—They Use It
• Positive Sentiment: The stock’s outperformance in the latest session may have attracted additional momentum-focused buying. Intuit’s latest reported quarter included revenue growth of 10.4% year over year and earnings that exceeded analyst expectations, providing a fundamental backdrop for the advance. Intuit Rises Higher Than Market: Key Facts
• Neutral Sentiment: Multiple law firms reminded investors of September 8–9 deadlines to seek lead-plaintiff status in a securities class action covering purchases made from August 22, 2025, through May 20, 2026. These notices largely repeat existing allegations and do not represent a new company operating update. Rosen Securities Class Action Notice
• Negative Sentiment: The class action alleges that Intuit made material misstatements or omissions about the strength of its tax-related business and TurboTax growth outlook. The litigation follows a sharp prior stock decline and could create legal costs, reputational risk and continued investor uncertainty. Intuit Class Action Lawsuit Notice
• Negative Sentiment: An investment-fund review says Intuit has lost investor appeal because of concerns about AI disruption and future earnings, signaling that valuation and competitive-growth risks remain overhangs despite the recent rebound. Intuit Lost Appeal on AI Disruption and Earnings Concerns

Intuit Stock Performance

INTU opened at $303.91 on Tuesday. The business has a 50 day moving average price of $291.65 and a two-hundred day moving average price of $389.50. The company has a debt-to-equity ratio of 0.26, a current ratio of 1.45 and a quick ratio of 1.45. The company has a market capitalization of $83.13 billion, a price-to-earnings ratio of 18.41, a price-to-earnings-growth ratio of 1.09 and a beta of 1.00. Intuit Inc. has a 1-year low of $252.84 and a 1-year high of $813.70.

Intuit (NASDAQ:INTU) last issued its quarterly earnings results on Wednesday, May 20th. The software maker reported $12.80 earnings per share (EPS) for the quarter, beating the consensus estimate of $12.57 by $0.23. Intuit had a return on equity of 25.18% and a net margin of 21.91%.The company had revenue of $8.56 billion for the quarter, compared to analysts’ expectations of $8.54 billion. During the same period last year, the firm earned $11.65 EPS. The firm’s revenue for the quarter was up 10.4% on a year-over-year basis. Intuit has set its Q4 2026 guidance at 3.560-3.620 EPS and its FY 2026 guidance at 23.800-23.850 EPS. Research analysts predict that Intuit Inc. will post 18.18 EPS for the current fiscal year.

Intuit Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, July 17th. Investors of record on Thursday, July 9th were issued a dividend of $1.20 per share. This represents a $4.80 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date of this dividend was Thursday, July 9th. Intuit’s payout ratio is presently 29.07%.

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.