Bryn Mawr Trust Advisors LLC Invests $3.10 Million in Intuit Inc. $INTU

Bryn Mawr Trust Advisors LLC purchased a new stake in Intuit Inc. (NASDAQ:INTU) in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 11,894 shares of the software maker’s stock, valued at approximately $3,104,000.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Joseph Group Capital Management purchased a new position in shares of Intuit in the 4th quarter valued at $25,000. Intesa Sanpaolo Wealth Management acquired a new position in Intuit in the fourth quarter valued at $25,000. Pin Oak Investment Advisors Inc. purchased a new position in shares of Intuit during the third quarter worth about $33,000. Birchwood Financial Partners Inc. acquired a new stake in shares of Intuit during the fourth quarter worth about $33,000. Finally, Sankala Group LLC purchased a new stake in shares of Intuit in the 4th quarter valued at about $40,000. Institutional investors and hedge funds own 83.66% of the company’s stock.

Intuit Price Performance

Shares of NASDAQ INTU opened at $345.66 on Friday. The stock has a fifty day moving average price of $292.28 and a 200 day moving average price of $366.05. Intuit Inc. has a 1-year low of $252.84 and a 1-year high of $721.54. 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 cap of $94.55 billion, a PE ratio of 20.94, a P/E/G ratio of 1.13 and a beta of 0.97.

Intuit (NASDAQ:INTU) last announced its quarterly earnings data on Wednesday, May 20th. The software maker reported $12.80 EPS for the quarter, topping analysts’ consensus estimates of $12.57 by $0.23. Intuit had a net margin of 21.91% and a return on equity of 25.18%. The company had revenue of $8.56 billion during the quarter, compared to the consensus estimate of $8.54 billion. During the same quarter in the prior year, the firm earned $11.65 EPS. Intuit’s quarterly revenue 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. Sell-side analysts forecast that Intuit Inc. will post 18.18 EPS for the current year.

Intuit Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, July 17th. Investors of record on Thursday, July 9th were given a $1.20 dividend. The ex-dividend date was Thursday, July 9th. This represents a $4.80 dividend on an annualized basis and a yield of 1.4%. Intuit’s dividend payout ratio (DPR) is presently 29.07%.

Insider Buying and Selling

In other Intuit news, Director Richard L. Dalzell sold 284 shares of the business’s stock in a transaction that occurred on Tuesday, June 23rd. The stock was sold at an average price of $262.32, for a total transaction of $74,498.88. Following the transaction, the director owned 11,758 shares in the company, valued at approximately $3,084,358.56. The trade was a 2.36% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Vasant M. Prabhu bought 500 shares of the business’s stock in a transaction dated Tuesday, May 26th. The shares were acquired at an average cost of $309.71 per share, with a total value of $154,855.00. Following the completion of the purchase, the director owned 1,750 shares in the company, valued at approximately $541,992.50. This represents a 40.00% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders sold a total of 1,239 shares of company stock worth $348,354 in the last ninety days. 2.49% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

INTU has been the topic of a number of research reports. HSBC dropped their price target on Intuit from $897.00 to $707.00 and set a “buy” rating on the stock in a research note on Friday, May 22nd. Evercore cut their target price on shares of Intuit from $540.00 to $400.00 and set an “outperform” rating on the stock in a report on Thursday, May 21st. Weiss Ratings downgraded shares of Intuit from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Thursday, June 11th. Bank of America began coverage on shares of Intuit in a research report on Wednesday, May 27th. They set a “buy” rating and a $400.00 price objective on the stock. Finally, Truist Financial reaffirmed a “hold” rating and issued a $350.00 target price (down from $410.00) on shares of Intuit in a report on Monday, August 3rd. Nineteen equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $456.90.

Trending Headlines about Intuit

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Intuit expanded its Intuit Intelligence platform with conversational AI and additional capabilities for QuickBooks Online Advanced and Intuit Enterprise Suite. The initiative targets larger businesses, CFOs and accounting firms and could support growth beyond Intuit’s traditional small-business customer base. Intuit Advances Its Mid-Market Platform With Conversational AI, Enterprise Scale, and Deep Industry Workflows for CFOs and Accounting Firms
• Positive Sentiment: Some recent analyst commentary remains bullish, arguing that Intuit’s core QuickBooks and online ecosystem remain resilient, while TurboTax monetization, Credit Karma synergies and AI adoption could help sustain double-digit growth. Upcoming fiscal-year 2027 guidance and management’s AI strategy are viewed as important catalysts. Intuit: Strong Fundamentals Amid AI Fears Make The Stock Attractive
• Neutral Sentiment: Options pricing implies a wide potential trading range rather than a clear directional signal, suggesting elevated uncertainty and the need for investors to manage position sizes carefully. Intuit’s Options Price A Floor Below Anything The Stock Has Touched In A Year
• Negative Sentiment: Several law firms publicized a securities class action against Intuit and certain officers. The complaints allege that the company misled investors about the sustainability of business growth, particularly TurboTax, and failed to disclose competitive and pricing pressures in its tax operations. The allegations have not been proven. Investors in the August 22, 2025–May 20, 2026 class period have until September 8, 2026 to seek lead-plaintiff status. The repeated notices add legal and reputational overhang to the stock. Bronstein, Gewirtz & Grossman LLC Urges Intuit Inc. Investors to Act

About Intuit

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.