Invesco Ltd. Boosts Holdings in Intuit Inc. $INTU

Invesco Ltd. grew its position in Intuit Inc. (NASDAQ:INTU) by 7.8% during the 3rd quarter, HoldingsChannel reports. The fund owned 3,757,171 shares of the software maker’s stock after purchasing an additional 271,407 shares during the period. Intuit comprises about 0.4% of Invesco Ltd.’s investment portfolio, making the stock its 27th largest holding. Invesco Ltd.’s holdings in Intuit were worth $2,565,810,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in INTU. Seven Mile Advisory grew its holdings in Intuit by 16.4% during the 3rd quarter. Seven Mile Advisory now owns 1,086 shares of the software maker’s stock valued at $742,000 after purchasing an additional 153 shares during the last quarter. Employees Retirement System of Texas boosted its position in shares of Intuit by 65.5% during the third quarter. Employees Retirement System of Texas now owns 7,389 shares of the software maker’s stock valued at $5,046,000 after buying an additional 2,923 shares during the period. BOKF NA grew its stake in shares of Intuit by 28.0% during the third quarter. BOKF NA now owns 17,529 shares of the software maker’s stock valued at $11,971,000 after buying an additional 3,836 shares during the last quarter. Tennessee Valley Asset Management Partners bought a new position in shares of Intuit during the third quarter valued at approximately $295,000. Finally, Kepler Cheuvreux Suisse SA purchased a new stake in shares of Intuit in the third quarter worth approximately $22,236,000. Institutional investors own 83.66% of the company’s stock.

Insider Buying and Selling at Intuit

In other news, CEO Sasan K. Goodarzi sold 41,000 shares of the stock in a transaction that occurred on Wednesday, January 7th. The shares were sold at an average price of $650.10, for a total transaction of $26,654,100.00. Following the transaction, the chief executive officer directly owned 13,611 shares in the company, valued at approximately $8,848,511.10. This trade represents a 75.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Sandeep Aujla sold 1,335 shares of the business’s stock in a transaction that occurred on Monday, January 5th. The stock was sold at an average price of $629.46, for a total transaction of $840,329.10. Following the completion of the transaction, the chief financial officer directly owned 536 shares of the company’s stock, valued at $337,390.56. This trade represents a 71.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 120,501 shares of company stock valued at $79,983,892 in the last ninety days. Company insiders own 2.49% of the company’s stock.

Key Intuit News

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Q4 results and guidance remain supportive — Intuit reported better‑than‑expected Q4 earnings and gave FY/Q3 guidance that indicates continued high-margin growth, which underpins the company’s cash flow and longer‑term valuation. Q4 Earnings Outperformers: Intuit (NASDAQ:INTU)
• Positive Sentiment: Strategic AI partnership with Anthropic — Intuit and Anthropic are rolling out AI financial agents that combine Intuit’s proprietary financial data with advanced Claude models; this could accelerate product differentiation and retention across consumer and small‑business offerings. Intuit (INTU), Anthropic Partner to Launch AI Financial Agents
• Positive Sentiment: Analyst upgrade — Rothschild & Co Redburn upgraded Intuit, which may support sentiment among institutional holders. Intuit (NASDAQ:INTU) Stock Rating Upgraded by Rothschild & Co Redburn
• Neutral Sentiment: Market/valuation focus amid share weakness — coverage is highlighting that recent price weakness is a function of valuation resetting and AI uncertainty rather than a single company-specific miss; this is keeping volatility elevated as investors re‑price growth optionality. Assessing Intuit (INTU) Valuation After Recent Share Price Weakness
• Neutral Sentiment: Retail/investor attention has increased — several trend and “what to know” pieces summarize catalysts and risks, which can boost trading volume but don’t change fundamentals by themselves. Here is What to Know Beyond Why Intuit Inc. (INTU) is a Trending Stock
• Negative Sentiment: Insider selling disclosed — Director Richard Dalzell sold small blocks of stock recently (two filings at ~$474 and ~$440 per share), which may be viewed negatively by some investors even though the sales are modest relative to total holdings. Richard L. Dalzell insider sale filings
• Negative Sentiment: Bearish technical/structural and valuation takes — several analysts and commentary pieces argue the stock faces structural/technical headwinds and that volatility/valuation risk could lead to further downside, which pressures sentiment and selling. Intuit Stock Faces Structural Trouble Despite Optimistic Calls
• Negative Sentiment: Calls to brace for more downside — opinion pieces note that despite solid revenue growth, AI uncertainty and stretched prior valuation could produce additional share‑price volatility. Intuit Stock Has Been Crushed This Year. How Much Further Could It Fall?

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on INTU. Mizuho dropped their price objective on Intuit from $675.00 to $600.00 and set an “outperform” rating for the company in a report on Monday, March 2nd. Scotiabank set a $575.00 target price on shares of Intuit in a research note on Friday, March 6th. The Goldman Sachs Group reduced their price target on shares of Intuit from $720.00 to $519.00 and set a “neutral” rating on the stock in a research note on Friday, February 27th. KeyCorp decreased their price objective on shares of Intuit from $750.00 to $520.00 and set an “overweight” rating for the company in a report on Friday, February 27th. Finally, Rothschild & Co Redburn raised shares of Intuit from a “neutral” rating to a “buy” rating and boosted their price objective for the company from $670.00 to $700.00 in a research report on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Intuit currently has a consensus rating of “Moderate Buy” and an average target price of $634.26.

Intuit Price Performance

Shares of INTU stock opened at $435.13 on Friday. Intuit Inc. has a twelve month low of $349.00 and a twelve month high of $813.70. The company has a current ratio of 1.32, a quick ratio of 1.32 and a debt-to-equity ratio of 0.28. The stock has a fifty day simple moving average of $486.10 and a two-hundred day simple moving average of $602.18. The stock has a market capitalization of $120.34 billion, a price-to-earnings ratio of 28.18, a P/E/G ratio of 1.77 and a beta of 1.26.

Intuit (NASDAQ:INTU) last released its quarterly earnings data on Thursday, February 26th. The software maker reported $4.15 earnings per share for the quarter, beating the consensus estimate of $3.68 by $0.47. Intuit had a return on equity of 24.23% and a net margin of 21.57%.The firm had revenue of $4.65 billion during the quarter, compared to the consensus estimate of $4.53 billion. During the same period in the previous year, the company posted $3.32 earnings per share. The firm’s quarterly revenue was up 17.4% on a year-over-year basis. Intuit has set its Q3 2026 guidance at 12.450-12.510 EPS and its FY 2026 guidance at 22.980-23.180 EPS. On average, analysts predict that Intuit Inc. will post 14.09 EPS for the current fiscal year.

Intuit Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, April 17th. Stockholders of record on Thursday, April 9th will be given a $1.20 dividend. This represents a $4.80 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend is Thursday, April 9th. Intuit’s dividend payout ratio is presently 31.09%.

Intuit 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.