Churchill Financial Advisors LLC Takes Position in Intuit Inc. $INTU

Churchill Financial Advisors LLC acquired a new stake in Intuit Inc. (NASDAQ:INTU) during the 4th quarter, Holdings Channel.com reports. The fund acquired 2,900 shares of the software maker’s stock, valued at approximately $1,921,000.

Several other large investors also recently modified their holdings of the stock. Joseph Group Capital Management bought a new position in Intuit during the fourth quarter worth about $25,000. MTM Investment Management LLC increased its position in Intuit by 135.0% during the third quarter. MTM Investment Management LLC now owns 47 shares of the software maker’s stock worth $32,000 after acquiring an additional 27 shares during the period. Pin Oak Investment Advisors Inc. bought a new position in Intuit during the third quarter worth about $33,000. Barnes Dennig Private Wealth Management LLC increased its position in Intuit by 54.3% during the fourth quarter. Barnes Dennig Private Wealth Management LLC now owns 54 shares of the software maker’s stock worth $36,000 after acquiring an additional 19 shares during the period. Finally, Steph & Co. increased its position in Intuit by 346.2% during the fourth quarter. Steph & Co. now owns 58 shares of the software maker’s stock worth $38,000 after acquiring an additional 45 shares during the period. 83.66% of the stock is owned by institutional investors.

More Intuit News

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Intuit reported fiscal Q3 results that beat estimates on both revenue and earnings, raised full-year guidance, and highlighted strength in TurboTax, Credit Karma, QuickBooks Online, and other growth engines. Intuit’s Q3 Earnings Beat on Consumer Growth & Higher Guidance
• Positive Sentiment: Several analysts still maintained bullish ratings even after lowering price targets, suggesting Street sentiment remains constructive on Intuit’s long-term growth profile. TD Cowen Adjusts Price Target on Intuit
• Positive Sentiment: Coverage also pointed to improving customer spending and “flywheel” benefits from broader adoption across Intuit’s product suite, which supports the AI and platform expansion narrative. Intuit customers spending more as it improves experiences across brands

Insider Buying and Selling at Intuit

In other news, 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 sale, the director directly owned 13,253 shares in the company, valued at approximately $5,836,621.20. This trade represents a 2.45% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 2.49% of the company’s stock.

Intuit Stock Performance

INTU opened at $319.94 on Monday. The company’s 50 day moving average is $403.55 and its 200-day moving average is $509.35. Intuit Inc. has a 1-year low of $302.36 and a 1-year high of $813.70. The company has a current ratio of 1.45, a quick ratio of 1.32 and a debt-to-equity ratio of 0.26. The company has a market cap of $87.52 billion, a P/E ratio of 19.38, a PEG ratio of 1.29 and a beta of 1.04.

Intuit (NASDAQ:INTU) last posted its quarterly earnings results on Wednesday, May 20th. The software maker reported $12.80 earnings per share for the quarter, beating 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 for the quarter, compared to the consensus estimate of $8.54 billion. During the same period last year, the company posted $11.65 EPS. The firm’s quarterly revenue was up 10.4% compared to the same quarter last year. Intuit has set its Q4 2026 guidance at 3.560-3.620 EPS and its FY 2026 guidance at 23.800-23.850 EPS. Equities research analysts predict that Intuit Inc. will post 17.49 earnings per share for the current fiscal year.

Intuit Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, July 17th. Stockholders of record on Thursday, July 9th will be paid a $1.20 dividend. This represents a $4.80 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date is Thursday, July 9th. Intuit’s dividend payout ratio (DPR) is presently 29.07%.

Analyst Ratings Changes

A number of equities analysts recently commented on INTU shares. Wall Street Zen lowered shares of Intuit from a “buy” rating to a “hold” rating in a research report on Saturday, May 2nd. Stifel Nicolaus lowered their price target on shares of Intuit from $500.00 to $375.00 and set a “buy” rating on the stock in a research report on Thursday. Barclays lowered their price target on shares of Intuit from $540.00 to $443.00 and set an “overweight” rating on the stock in a research report on Thursday. Guggenheim set a $633.00 price target on shares of Intuit in a research report on Monday, March 16th. Finally, Rothschild & Co Redburn raised shares of Intuit from a “neutral” rating to a “buy” rating and raised their price target for the stock from $670.00 to $700.00 in a research report on Tuesday, March 10th. Twenty-four research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $546.29.

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.