Whipplewood Advisors LLC Has $113,000 Stock Position in Intuit Inc. $INTU

Whipplewood Advisors LLC lifted its position in Intuit Inc. (NASDAQ:INTU) by 120.0% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 143 shares of the software maker’s stock after buying an additional 78 shares during the quarter. Whipplewood Advisors LLC’s holdings in Intuit were worth $113,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently bought and sold shares of the company. Dogwood Wealth Management LLC raised its stake in Intuit by 111.8% during the 2nd quarter. Dogwood Wealth Management LLC now owns 36 shares of the software maker’s stock valued at $28,000 after purchasing an additional 19 shares during the last quarter. Vista Cima Wealth Management LLC acquired a new position in Intuit during the 1st quarter valued at $31,000. CBIZ Investment Advisory Services LLC raised its stake in Intuit by 1,566.7% during the 1st quarter. CBIZ Investment Advisory Services LLC now owns 50 shares of the software maker’s stock valued at $31,000 after purchasing an additional 47 shares during the last quarter. LGT Financial Advisors LLC acquired a new position in Intuit during the 2nd quarter valued at $32,000. Finally, TD Capital Management LLC raised its stake in Intuit by 511.1% during the 1st quarter. TD Capital Management LLC now owns 55 shares of the software maker’s stock valued at $34,000 after purchasing an additional 46 shares during the last quarter. 83.66% of the stock is currently owned by institutional investors and hedge funds.

Intuit Trading Up 0.8%

Shares of Intuit stock opened at $683.09 on Monday. The stock has a market capitalization of $190.45 billion, a P/E ratio of 49.72, a price-to-earnings-growth ratio of 2.64 and a beta of 1.25. The company has a quick ratio of 1.36, a current ratio of 1.36 and a debt-to-equity ratio of 0.30. The company has a 50-day simple moving average of $671.78 and a 200 day simple moving average of $699.77. Intuit Inc. has a 12-month low of $532.65 and a 12-month high of $813.70.

Intuit (NASDAQ:INTU) last announced its earnings results on Thursday, August 21st. The software maker reported $2.75 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.66 by $0.09. The business 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 22.72%. The firm’s revenue for the quarter was up 20.3% on a year-over-year basis. During the same quarter last year, the company posted $1.99 EPS. Intuit has set its Q1 2026 guidance at 3.050-3.120 EPS. FY 2026 guidance at 22.980-23.180 EPS. Research analysts expect that Intuit Inc. will post 14.09 earnings per share for the current fiscal year.

Intuit Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, October 17th. Investors of record on Thursday, October 9th were given a dividend of $1.20 per share. This is an increase from Intuit’s previous quarterly dividend of $1.04. The ex-dividend date was Thursday, October 9th. This represents a $4.80 dividend on an annualized basis and a dividend yield of 0.7%. Intuit’s dividend payout ratio is 34.93%.

Wall Street Analysts Forecast Growth

INTU has been the subject of several research analyst reports. Rothschild & Co Redburn upped their target price on shares of Intuit from $560.00 to $670.00 and gave the company a “neutral” rating in a research note on Tuesday, September 23rd. Barclays cut their target price on shares of Intuit from $815.00 to $785.00 and set an “overweight” rating for the company in a research note on Friday, August 22nd. Oppenheimer increased their price objective on shares of Intuit from $742.00 to $868.00 and gave the company an “outperform” rating in a research note on Monday, July 28th. JPMorgan Chase & Co. dropped their price objective on shares of Intuit from $770.00 to $750.00 and set an “overweight” rating for the company in a research note on Friday, August 22nd. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of Intuit in a research note on Saturday. One analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $791.82.

Insider Buying and Selling at Intuit

In other Intuit news, Director Richard L. Dalzell sold 333 shares of the firm’s stock in a transaction dated Thursday, September 11th. The shares were sold at an average price of $661.15, for a total value of $220,162.95. Following the completion of the sale, the director owned 14,475 shares in the company, valued at approximately $9,570,146.25. This trade represents a 2.25% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CFO Sandeep Aujla sold 1,170 shares of the firm’s stock in a transaction dated Friday, October 3rd. The shares were sold at an average price of $677.06, for a total transaction of $792,160.20. Following the completion of the sale, the chief financial officer owned 1,295 shares of the company’s stock, valued at $876,792.70. The trade was a 47.46% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders sold 2,407 shares of company stock worth $1,614,913. 2.68% of the stock is currently owned by corporate 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.