Stonehage Fleming Financial Services Holdings Ltd Makes New Investment in Intuit Inc. $INTU

Stonehage Fleming Financial Services Holdings Ltd bought a new position in Intuit Inc. (NASDAQ:INTU) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 2,143 shares of the software maker’s stock, valued at approximately $559,000.

A number of other large investors also recently modified their holdings of the stock. Brighton Jones LLC raised its stake in shares of Intuit by 61.3% during the fourth quarter. Brighton Jones LLC now owns 3,552 shares of the software maker’s stock worth $2,233,000 after buying an additional 1,350 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in Intuit by 145.6% during the 4th quarter. Revolve Wealth Partners LLC now owns 813 shares of the software maker’s stock worth $511,000 after acquiring an additional 482 shares during the period. Nicholas Hoffman & Company LLC. bought a new stake in shares of Intuit during the 1st quarter valued at $785,564,000. Sivia Capital Partners LLC boosted its position in shares of Intuit by 23.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 886 shares of the software maker’s stock worth $698,000 after purchasing an additional 166 shares during the last quarter. Finally, Florida Financial Advisors LLC grew its stake in shares of Intuit by 12.2% during the second quarter. Florida Financial Advisors LLC now owns 470 shares of the software maker’s stock worth $370,000 after purchasing an additional 51 shares during the period. 83.66% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Intuit

In other news, Director Richard L. Dalzell sold 284 shares of the firm’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 value of $74,498.88. Following the completion of the sale, the director directly owned 11,758 shares of the company’s stock, valued at $3,084,358.56. This trade represents a 2.36% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 1,239 shares of company stock valued at $348,354 in the last 90 days. 2.49% of the stock is owned by corporate insiders.

Key Stories Impacting Intuit

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Intuit exceeded fiscal Q4 expectations, reporting adjusted EPS of $4.03 versus the $3.58 consensus and revenue of $4.35 billion versus $4.27 billion. Revenue increased 13.7% year over year, providing evidence that the core business remains profitable and resilient. Intuit Q4 Revenues Rise
• Positive Sentiment: The board raised Intuit’s quarterly dividend 15% to $1.38 per share, signaling confidence in cash generation and returning more capital to shareholders.
• Positive Sentiment: Management highlighted adoption of its AI products, saying 75% of enterprise customers use Intuit AI agents monthly. Bulls view the expanding AI platform and planned customer-acquisition investments as potential long-term growth drivers. Intuit AI Agent Adoption
• Neutral Sentiment: Intuit is pursuing a strategic “reset to reaccelerate” customer growth, including broader QuickBooks access and changes to TurboTax pricing. The plan could strengthen market share over time, but it is expected to pressure near-term revenue and margins. Intuit Expects Revenue Deceleration
• Neutral Sentiment: Analysts remain divided: TD Cowen maintained a Hold with a $346 target, while Oppenheimer retained Outperform at $380. This reflects uncertainty over whether the investment cycle will produce renewed growth.
• Negative Sentiment: Fiscal 2027 revenue guidance of approximately $23.28 billion to $23.51 billion, representing 9%–10% growth, fell below Wall Street expectations and marked a slowdown from recent growth rates. Concerns about TurboTax pricing pressure, customer losses and possible AI disruption overshadowed the Q4 beat. Intuit Fiscal 2027 Guidance
• Negative Sentiment: JPMorgan and Wolfe Research downgraded the stock, citing weaker growth prospects, while multiple firms cut price targets. In addition, several law firms publicized a securities class action alleging misleading statements about TurboTax growth and competitive pressures, with a September 8 lead-plaintiff deadline. Intuit Securities Class Action

Intuit Stock Performance

Shares of INTU opened at $348.00 on Friday. The firm has a 50-day moving average of $305.53 and a 200-day moving average of $356.69. Intuit Inc. has a one year low of $252.84 and a one year high of $705.08. The company has a market cap of $95.19 billion, a PE ratio of 21.09, a price-to-earnings-growth ratio of 1.08 and a beta of 0.97. The company has a debt-to-equity ratio of 0.34, a current ratio of 1.51 and a quick ratio of 1.45.

Intuit (NASDAQ:INTU) last issued its earnings results on Tuesday, August 25th. The software maker reported $4.03 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.58 by $0.45. Intuit had a net margin of 21.29% and a return on equity of 25.97%. The company had revenue of $4.35 billion for the quarter, compared to analysts’ expectations of $4.27 billion. During the same period in the prior year, the firm earned $2.75 EPS. Intuit’s quarterly revenue was up 13.7% compared to the same quarter last year. Intuit has set its Q1 2027 guidance at 2.440-2.480 EPS and its FY 2027 guidance at 22.880-23.120 EPS. As a group, equities analysts forecast that Intuit Inc. will post 21.06 earnings per share for the current year.

Intuit Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, October 16th. Shareholders of record on Thursday, October 8th will be given a dividend of $1.38 per share. This represents a $5.52 dividend on an annualized basis and a yield of 1.6%. This is a boost from Intuit’s previous quarterly dividend of $1.20. The ex-dividend date of this dividend is Thursday, October 8th. Intuit’s dividend payout ratio (DPR) is presently 33.45%.

Wall Street Analyst Weigh In

Several research firms have recently issued reports on INTU. Weiss Ratings lowered Intuit from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Thursday, June 11th. Rothschild & Co Redburn lowered their target price on shares of Intuit from $700.00 to $600.00 and set a “buy” rating for the company in a research note on Tuesday, June 2nd. Piper Sandler lifted their price target on shares of Intuit from $250.00 to $290.00 and gave the stock an “underweight” rating in a research report on Wednesday. Stifel Nicolaus set a $300.00 price objective on shares of Intuit in a research report on Wednesday. Finally, Truist Financial dropped their price objective on Intuit from $350.00 to $300.00 and set a “hold” rating on the stock in a research note on Wednesday. Seventeen research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat.com, Intuit has an average rating of “Hold” and an average price target of $434.68.

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.