Dimensional Fund Advisors LP Grows Stock Position in Intuit Inc. $INTU

Dimensional Fund Advisors LP grew its holdings in Intuit Inc. (NASDAQ:INTU) by 4.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 609,844 shares of the software maker’s stock after purchasing an additional 27,437 shares during the period. Dimensional Fund Advisors LP’s holdings in Intuit were worth $416,523,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently made changes to their positions in INTU. Tortoise Investment Management LLC lifted its stake in Intuit by 540.0% during the 2nd quarter. Tortoise Investment Management LLC now owns 32 shares of the software maker’s stock worth $25,000 after acquiring an additional 27 shares in the last quarter. Westside Investment Management Inc. lifted its stake in Intuit by 161.5% in the second quarter. Westside Investment Management Inc. now owns 34 shares of the software maker’s stock worth $27,000 after acquiring an additional 21 shares during the last quarter. Sagard Holdings Management Inc. purchased a new stake in shares of Intuit during the 2nd quarter worth $28,000. True Wealth Design LLC boosted its position in shares of Intuit by 270.0% during the 2nd quarter. True Wealth Design LLC now owns 37 shares of the software maker’s stock worth $29,000 after acquiring an additional 27 shares in the last quarter. Finally, MTM Investment Management LLC boosted its holdings in Intuit by 135.0% in the third 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 in the last quarter. 83.66% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of analysts recently issued reports on the company. Truist Financial started coverage on Intuit in a research report on Tuesday, January 6th. They issued a “buy” rating and a $739.00 target price for the company. Royal Bank Of Canada lowered their target price on shares of Intuit from $850.00 to $600.00 and set an “outperform” rating on the stock in a report on Friday, February 27th. Barclays dropped their price objective on Intuit from $785.00 to $540.00 and set an “overweight” rating on the stock in a report on Monday, February 23rd. Argus lowered their target price on shares of Intuit from $780.00 to $580.00 and set a “buy” rating on the stock in a research report on Wednesday. Finally, Daiwa Securities Group raised their price target on Intuit from $770.00 to $800.00 and gave the company a “buy” rating in a research report on Wednesday, November 26th. Twenty-four investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Intuit presently has an average rating of “Moderate Buy” and an average target price of $654.07.

Intuit Stock Up 1.6%

INTU opened at $440.14 on Thursday. Intuit Inc. has a 12 month low of $349.00 and a 12 month 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 business has a 50-day moving average of $511.47 and a two-hundred day moving average of $611.47. The stock has a market capitalization of $121.72 billion, a price-to-earnings ratio of 28.51, a price-to-earnings-growth ratio of 1.76 and a beta of 1.26.

Intuit (NASDAQ:INTU) last posted its quarterly earnings results 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 company had revenue of $4.65 billion for 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 revenue was up 17.4% on a year-over-year basis. During the same quarter last year, the firm posted $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. On average, research analysts expect that Intuit Inc. will post 14.09 earnings per share for the current year.

Intuit Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, April 17th. Investors of record on Thursday, April 9th will be given a dividend of $1.20 per share. 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 dividend payout ratio is 31.09%.

Trending Headlines about Intuit

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Intuit announced a broad partnership with Anthropic to build customizable AI agents deeply integrated into Intuit products for mid‑market businesses — aimed at automating accounting, tax and operational workflows and accelerating adoption and ARPU expansion. Intuit Anthropic AI Agents Aim To Deepen Mid Market Integration
• Positive Sentiment: Analysts/commentators arguing Intuit will survive a broader “SaaS‑pocalypse” and that recent weakness creates a buying opportunity have likely drawn investor interest, supporting a rebound as AI integration is highlighted as a competitive moat. Down 47%, Here’s Why Intuit Will Survive the SaaS-Pocalypse.
• Positive Sentiment: Mendelson Consulting was named an official reseller of the Intuit Enterprise Suite, expanding go‑to‑market reach for enterprise products and creating a channel to accelerate sales to larger SMB and mid‑market customers. Mendelson Consulting Named Official Reseller of Intuit Enterprise Suite
• Neutral Sentiment: Coverage and analysis pieces (e.g., Diginomica) emphasize Intuit’s strategy of partnering with major LLM providers (OpenAI/Anthropic) rather than building everything in‑house — a strategic choice that reduces execution risk but leaves some model dependency. Living with the LLMs – how Intuit ignores the ‘SaaSpocalypse’
• Neutral Sentiment: Several “buy/hold/sell” and roundup articles are discussing the Anthropic tie‑up and Intuit’s longer‑term prospects — they help visibility but are primarily commentary rather than new catalysts. As Intuit Partners with Anthropic, Should You Buy, Sell, or Hold INTU Stock?
• Negative Sentiment: Argus lowered its price target on INTU from $780 to $580 (while keeping a Buy rating). The 31.8% reduction in target trims the analyst‑driven upside and could cap some gains even as sentiment improves. Argus Adjusts Price Target on Intuit to $580 from $780; Maintains Buy

Insider Buying and Selling at Intuit

In related news, Director Scott D. Cook sold 1,402 shares of the business’s stock in a transaction that occurred on Wednesday, December 31st. The stock was sold at an average price of $668.02, for a total transaction of $936,564.04. Following the transaction, the director directly owned 5,668,182 shares of the company’s stock, valued at approximately $3,786,458,939.64. The trade was a 0.02% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, CEO Sasan K. Goodarzi sold 41,000 shares of the business’s stock in a transaction on Wednesday, January 7th. The stock was sold at an average price of $650.10, for a total transaction of $26,654,100.00. Following the transaction, the chief executive officer directly owned 13,611 shares in the company, valued at approximately $8,848,511.10. The trade was a 75.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 269,596 shares of company stock worth $178,119,764 over the last three months. 2.49% of the stock is currently owned by insiders.

Intuit 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.