Intuit (NASDAQ:INTU) Releases Q4 2026 Earnings Guidance

Intuit (NASDAQ:INTU) issued an update on its fourth quarter 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 3.560-3.620 for the period, compared to the consensus EPS estimate of 2.840. The company issued revenue guidance of $4.2 billion-$4.3 billion, compared to the consensus revenue estimate of $4.1 billion. Intuit also updated its FY 2026 guidance to 23.800-23.850 EPS.

Analysts Set New Price Targets

INTU has been the topic of a number of recent analyst reports. Mizuho cut their price target on shares of Intuit from $675.00 to $600.00 and set an “outperform” rating on the stock in a research note on Monday, March 2nd. UBS Group dropped their price objective on shares of Intuit from $725.00 to $440.00 and set a “neutral” rating on the stock in a report on Friday, February 27th. KeyCorp cut their target price on Intuit from $750.00 to $520.00 and set an “overweight” rating on the stock in a research report on Friday, February 27th. Citigroup reduced their target price on Intuit from $803.00 to $649.00 and set a “buy” rating for the company in a research note on Friday, February 27th. Finally, Oppenheimer lowered their price target on Intuit from $696.00 to $558.00 and set an “outperform” rating for the company in a research report on Friday, February 27th. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $634.26.

Intuit Stock Performance

NASDAQ INTU traded down $15.78 on Wednesday, hitting $383.93. 5,187,810 shares of the company’s stock traded hands, compared to its average volume of 3,617,266. The firm’s 50-day moving average price is $410.70 and its two-hundred day moving average price is $516.31. The firm has a market capitalization of $106.18 billion, a PE ratio of 24.87, a P/E/G ratio of 1.62 and a beta of 1.04. The company has a current ratio of 1.32, a quick ratio of 1.32 and a debt-to-equity ratio of 0.28. Intuit has a 1-year low of $342.11 and a 1-year high of $813.70.

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, topping analysts’ consensus estimates of $3.68 by $0.47. The firm had revenue of $4.65 billion for the quarter, compared to analyst estimates of $4.53 billion. Intuit had a net margin of 21.57% and a return on equity of 24.23%. The business’s quarterly revenue was up 17.4% compared to the same quarter last year. During the same quarter in the prior year, the business earned $3.32 earnings per share. Intuit has set its Q3 2026 guidance at 12.450-12.510 EPS and its FY 2026 guidance at 22.980-23.180 EPS. As a group, analysts expect that Intuit will post 17.44 EPS for the current year.

Intuit Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, April 17th. Shareholders of record on Thursday, April 9th were given a dividend of $1.20 per share. This represents a $4.80 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend was Thursday, April 9th. Intuit’s dividend payout ratio (DPR) is currently 31.09%.

Insider Buying and Selling at Intuit

In other news, Director Richard L. Dalzell sold 333 shares of the business’s stock in a transaction dated Thursday, March 12th. The stock was sold at an average price of $440.40, for a total value of $146,653.20. Following the completion of the transaction, the director owned 13,253 shares of the company’s stock, valued at $5,836,621.20. The trade was a 2.45% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Insiders own 2.49% of the company’s stock.

More Intuit News

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Intuit is using the restructuring to speed up AI integration across products like TurboTax, Credit Karma, and QuickBooks, which could improve long-term efficiency and product capabilities. Reuters: Exclusive: Intuit to cut 17% of global jobs to streamline operations, memo shows
• Positive Sentiment: Analysts were still expecting solid quarterly results heading into the report, with some noting strong revenue and earnings potential despite the stock’s earlier decline. Benzinga: Intuit Likely To Report Higher Q3 Earnings…
• Neutral Sentiment: Intuit is set to report fiscal Q3 results after the close, so investors may be waiting for management to explain whether the job cuts are defensive cost control or part of a broader AI-led transformation. TipRanks: Polymarket Earnings: Will NVDA, INTU, LOW Beat Earnings Tomorrow?
• Negative Sentiment: The announced layoffs are weighing on sentiment because they highlight a major internal restructuring and raise concerns about near-term disruption, execution risk, and whether growth is slowing enough to justify the cuts. Fast Company: Intuit layoffs today: Stock takes a dive…
• Negative Sentiment: INTU has already been under pressure this year, and the latest news adds to investor concern that the company may be struggling to maintain its prior growth momentum. Yahoo Finance: Is It Time To Reassess Intuit (INTU) After This Year’s Sharp Share Price Slide

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of INTU. Intesa Sanpaolo Wealth Management acquired a new position in Intuit during the fourth quarter worth $25,000. Birchwood Financial Partners Inc. acquired a new stake in shares of Intuit in the fourth quarter valued at about $33,000. Pin Oak Investment Advisors Inc. purchased a new stake in shares of Intuit during the third quarter worth about $33,000. Greenline Wealth Management LLC acquired a new position in shares of Intuit during the 4th quarter worth about $45,000. Finally, Rakuten Securities Inc. raised its position in shares of Intuit by 362.5% during the 2nd quarter. Rakuten Securities Inc. now owns 74 shares of the software maker’s stock worth $58,000 after purchasing an additional 58 shares during the last quarter. 83.66% of the stock is owned by institutional investors and hedge funds.

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.