Compound Planning Inc. Raises Stock Position in Intuit Inc. $INTU

Compound Planning Inc. increased its position in shares of Intuit Inc. (NASDAQ:INTU) by 28.4% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,251 shares of the software maker’s stock after acquiring an additional 719 shares during the quarter. Compound Planning Inc.’s holdings in Intuit were worth $1,996,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of INTU. Vanguard Group Inc. lifted its holdings in shares of Intuit by 1.1% during the 1st quarter. Vanguard Group Inc. now owns 27,330,309 shares of the software maker’s stock valued at $16,780,536,000 after purchasing an additional 294,993 shares during the last quarter. Price T Rowe Associates Inc. MD increased its position in Intuit by 7.8% during the 1st quarter. Price T Rowe Associates Inc. MD now owns 9,018,770 shares of the software maker’s stock valued at $5,537,435,000 after buying an additional 649,212 shares in the last quarter. Wellington Management Group LLP increased its position in Intuit by 6.8% during the 1st quarter. Wellington Management Group LLP now owns 5,655,249 shares of the software maker’s stock valued at $3,472,266,000 after buying an additional 358,328 shares in the last quarter. Brown Advisory Inc. raised its stake in Intuit by 7.9% in the first quarter. Brown Advisory Inc. now owns 3,444,600 shares of the software maker’s stock valued at $2,114,950,000 after buying an additional 252,265 shares during the last quarter. Finally, Northern Trust Corp boosted its holdings in Intuit by 17.3% in the fourth quarter. Northern Trust Corp now owns 3,371,013 shares of the software maker’s stock worth $2,118,682,000 after acquiring an additional 498,030 shares in the last quarter. 83.66% of the stock is currently owned by institutional investors and hedge funds.

Intuit Stock Performance

Shares of NASDAQ INTU opened at $662.66 on Friday. The company has a 50 day simple moving average of $757.08 and a two-hundred day simple moving average of $674.34. The stock has a market cap of $184.85 billion, a price-to-earnings ratio of 48.23, a PEG ratio of 2.69 and a beta of 1.28. The company has a current ratio of 1.45, a quick ratio of 1.45 and a debt-to-equity ratio of 0.29. Intuit Inc. has a 12 month low of $532.65 and a 12 month high of $813.70.

Intuit (NASDAQ:INTU) last issued its earnings results on Thursday, August 21st. The software maker reported $2.75 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.66 by $0.09. The firm had revenue of $3.83 billion during the quarter, compared to analysts’ expectations of $3.75 billion. Intuit had a net margin of 20.55% and a return on equity of 23.01%. The firm’s revenue was up 20.3% compared to the same quarter last year. During the same quarter last year, the company posted $1.99 earnings per share. Intuit has set its Q1 2026 guidance at 3.050-3.120 EPS. FY 2026 guidance at 22.980-23.180 EPS. As a group, analysts predict that Intuit Inc. will post 14.09 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on INTU shares. UBS Group dropped their price target on Intuit from $750.00 to $725.00 and set a “neutral” rating on the stock in a research note on Friday. Wells Fargo & Company set a $880.00 target price on shares of Intuit and gave the stock an “overweight” rating in a research note on Friday, June 13th. BMO Capital Markets upped their price target on shares of Intuit from $820.00 to $870.00 and gave the company an “outperform” rating in a research note on Thursday, July 10th. JPMorgan Chase & Co. decreased their price target on shares of Intuit from $770.00 to $750.00 and set an “overweight” rating for the company in a report on Friday. Finally, Barclays lowered their price objective on shares of Intuit from $815.00 to $785.00 and set an “overweight” rating for the company in a research note on Friday. One investment analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, two have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Intuit presently has an average rating of “Moderate Buy” and an average price target of $797.62.

Insiders Place Their Bets

In related news, EVP Laura A. Fennell sold 25,648 shares of Intuit stock in a transaction that occurred on Thursday, May 29th. The stock was sold at an average price of $752.25, for a total transaction of $19,293,708.00. Following the completion of the transaction, the executive vice president directly owned 22,796 shares in the company, valued at approximately $17,148,291. This trade represents a 52.94% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Kerry J. Mclean sold 16,700 shares of the company’s stock in a transaction that occurred on Tuesday, May 27th. The stock was sold at an average price of $729.16, for a total value of $12,176,972.00. Following the completion of the sale, the executive vice president owned 23,101 shares in the company, valued at approximately $16,844,325.16. This represents a 41.96% decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 279,800 shares of company stock worth $209,725,054. 2.68% of the stock is currently owned by company insiders.

Intuit Company Profile

Intuit Inc provides financial management and compliance products and services for consumers, small businesses, self-employed, and accounting professionals in the United States, Canada, and internationally. The company operates in four segments: Small Business & Self-Employed, Consumer, Credit Karma, and ProTax.