Triad Investment Management Takes Position in Intuit Inc. $INTU

Triad Investment Management bought a new stake in Intuit Inc. (NASDAQ:INTU) during the fourth quarter, Holdings Channel.com reports. The fund bought 3,793 shares of the software maker’s stock, valued at approximately $2,513,000. Intuit makes up about 2.5% of Triad Investment Management’s portfolio, making the stock its 20th largest position.

A number of other institutional investors and hedge funds have also recently bought and sold shares of INTU. Sagard Holdings Management Inc. acquired a new position in Intuit in the second quarter valued at $28,000. MTM Investment Management LLC lifted its holdings in shares of Intuit by 135.0% in the 3rd quarter. MTM Investment Management LLC now owns 47 shares of the software maker’s stock valued at $32,000 after purchasing an additional 27 shares during the last quarter. Total Investment Management Inc. acquired a new stake in shares of Intuit in the 2nd quarter valued at about $33,000. Pin Oak Investment Advisors Inc. acquired a new stake in shares of Intuit in the 3rd quarter valued at about $33,000. Finally, Kilter Group LLC purchased a new position in Intuit during the 2nd quarter worth approximately $35,000. 83.66% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on the company. Wells Fargo & Company reduced their price objective on Intuit from $700.00 to $425.00 and set an “equal weight” rating for the company in a research note on Tuesday, February 24th. Susquehanna cut their target price on shares of Intuit from $819.00 to $720.00 and set a “positive” rating on the stock in a report on Tuesday, February 24th. Jefferies Financial Group set a $650.00 price target on shares of Intuit in a research report on Sunday, February 22nd. BNP Paribas Exane raised shares of Intuit from an “underperform” rating to a “neutral” rating and set a $463.00 price objective on the stock in a research report on Monday, March 16th. Finally, BMO Capital Markets dropped their price objective on shares of Intuit from $624.00 to $550.00 and set an “outperform” rating on the stock in a research note on Friday, February 27th. One analyst has rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $638.06.

Insiders Place Their Bets

In other Intuit news, 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 transaction, the chief financial officer owned 536 shares in the company, valued at approximately $337,390.56. The trade was a 71.35% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Richard L. Dalzell sold 333 shares of the firm’s stock in a transaction that occurred on Thursday, March 12th. The shares were sold at an average price of $440.40, for a total value of $146,653.20. Following the completion of the sale, the director directly owned 13,253 shares of the company’s stock, valued at $5,836,621.20. This represents a 2.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 43,001 shares of company stock worth $27,798,928. Company insiders own 2.49% of the company’s stock.

Trending Headlines about Intuit

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Analysts remain broadly bullish on INTU—several pieces name Intuit among top short?term buy ideas and note recent quarterly results beat expectations, underpinning buy ratings. Why Analysts Remain Bullish On Intuit Inc. (INTU)
• Positive Sentiment: Strategic partnerships: Intuit is embedding AI and flexible payments via deals (including work with Anthropic and Affirm) aimed at boosting product automation, retention and mid?market monetization—growth levers investors care about. Intuit’s Strategic Partnerships: Will They Drive Future Growth?
• Positive Sentiment: Market positioning: industry research highlights QuickBooks/Intuit as a dominant cloud accounting platform for startups—reinforces TAM leadership in a growing cloud accounting services market. U.S. Accounting Services for Start-ups Market 2026-2033
• Positive Sentiment: Corporate partnerships & talent pipeline: Intuit is partnering with universities (e.g., Marshall University cyber center) and supporting small?business grant initiatives—these strengthen hiring, security capabilities and SMB goodwill. Marshall University Partners With Intuit for Cyber Center Small-business grants you can apply for in April 2026
• Neutral Sentiment: Leadership & culture profile: WSJ feature on CEO hiring philosophy (focus on grit/“pain and suffering” vs. pedigree) offers color on talent strategy—useful for long?term governance, but not an immediate stock driver. Why Intuit’s CEO Hires for ‘Pain and Suffering’ Over Pedigree
• Neutral Sentiment: Brand exposure: local events at the Intuit Dome (e.g., Trail Blazers game) raise consumer/business awareness but are unlikely to move fundamentals. TST Images: Trail Blazers defeat Clippers,114-104, at Intuit Dome
• Neutral Sentiment: Unrelated market coverage (Circle/USDC) appeared in the feed but does not directly affect Intuit’s core business. Circle’s USDC Growth Fuels Reserve Income
• Negative Sentiment: Price?target trim—some firms (e.g., Freedom Capital Markets) trimmed Intuit’s target (from $820 to $600) even while keeping Buy ratings; lower targets and valuation concerns can feed short?term selling pressure. Why Analysts Remain Bullish On Intuit Inc. (INTU) – InsiderMonkey

Intuit Price Performance

Shares of NASDAQ INTU opened at $425.87 on Thursday. The stock has a fifty day moving average price of $442.00 and a 200 day moving average price of $579.84. Intuit Inc. has a 1-year low of $349.00 and a 1-year high of $813.70. The company has a debt-to-equity ratio of 0.28, a current ratio of 1.32 and a quick ratio of 1.32. The company has a market cap of $117.77 billion, a PE ratio of 27.58, a P/E/G ratio of 1.74 and a beta of 1.21.

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

Intuit Dividend Announcement

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

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.