Birch Capital Management LLC Buys 3,992 Shares of Intuit Inc. $INTU

Birch Capital Management LLC increased its stake in shares of Intuit Inc. (NASDAQ:INTU) by 1,996.0% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 4,192 shares of the software maker’s stock after acquiring an additional 3,992 shares during the quarter. Birch Capital Management LLC’s holdings in Intuit were worth $1,094,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of INTU. Natural Investments LLC boosted its holdings in shares of Intuit by 6.4% during the 2nd quarter. Natural Investments LLC now owns 1,547 shares of the software maker’s stock valued at $403,000 after purchasing an additional 93 shares during the last quarter. Symphony Financial Ltd. Co. increased its holdings in shares of Intuit by 43.9% in the second quarter. Symphony Financial Ltd. Co. now owns 3,404 shares of the software maker’s stock worth $906,000 after purchasing an additional 1,038 shares during the last quarter. Investors Research Corp increased its holdings in shares of Intuit by 10.2% in the second quarter. Investors Research Corp now owns 1,077 shares of the software maker’s stock worth $281,000 after purchasing an additional 100 shares during the last quarter. Proficio Capital Partners LLC lifted its position in shares of Intuit by 481.4% in the second quarter. Proficio Capital Partners LLC now owns 2,814 shares of the software maker’s stock worth $734,000 after buying an additional 2,330 shares in the last quarter. Finally, Clifford Swan Investment Counsel LLC lifted its position in shares of Intuit by 32.7% in the second quarter. Clifford Swan Investment Counsel LLC now owns 75,319 shares of the software maker’s stock worth $19,658,000 after buying an additional 18,568 shares in the last quarter. 83.66% of the stock is owned by hedge funds and other institutional investors.

Intuit Trading Down 4.0%

Shares of NASDAQ INTU opened at $344.93 on Wednesday. Intuit Inc. has a 1-year low of $252.84 and a 1-year high of $705.08. The company has a debt-to-equity ratio of 0.34, a current ratio of 1.51 and a quick ratio of 1.45. The business’s 50 day moving average is $311.12 and its two-hundred day moving average is $355.31. The stock has a market capitalization of $94.35 billion, a P/E ratio of 20.90, a PEG ratio of 0.93 and a beta of 0.98.

Intuit (NASDAQ:INTU) last posted its quarterly earnings data on Tuesday, August 25th. The software maker reported $4.03 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.58 by $0.45. The business had revenue of $4.35 billion during the quarter, compared to analyst estimates of $4.27 billion. Intuit had a return on equity of 25.97% and a net margin of 21.29%.The company’s revenue for the quarter was up 13.7% on a year-over-year basis. During the same period last year, the company earned $2.75 EPS. Intuit has set its Q1 2027 guidance at 2.440-2.480 EPS and its FY 2027 guidance at 22.880-23.120 EPS. As a group, research analysts expect that Intuit Inc. will post 23.07 EPS for the current year.

Intuit Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, October 16th. Stockholders of record on Thursday, October 8th will be paid a $1.38 dividend. This is an increase from Intuit’s previous quarterly dividend of $1.20. This represents a $5.52 annualized dividend and a dividend yield of 1.6%. The ex-dividend date of this dividend is Thursday, October 8th. Intuit’s payout ratio is currently 29.09%.

Key Headlines Impacting Intuit

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Management’s fiscal 2027 outlook calls for approximately 9%–10% growth, while the CEO highlighted acquisitions as a priority. Intuit’s latest quarterly results also exceeded analyst expectations for revenue and earnings, supporting the company’s growth narrative. Intuit Q4 2026 Earnings Call Transcript
• Positive Sentiment: Credit Karma remains a key growth engine, with expansion into additional financial categories and deeper TurboTax integration potentially supporting sustained double-digit growth. Intuit’s Credit Karma Expands Reach
• Positive Sentiment: Intuit launched an integration with AI startup Perplexity, bringing QuickBooks and Mailchimp capabilities into Perplexity’s agentic AI assistant. The partnership could improve Intuit’s exposure to emerging AI-driven workflows. Intuit and Perplexity Team on AI Integrations
• Neutral Sentiment: Analysts remain cautiously optimistic, but recent commentary questions whether Intuit’s valuation is justified by its fiscal 2027 guidance, dividend increase and planned share repurchases. Can Intuit Justify Its Valuation?
• Negative Sentiment: Multiple law firms announced or promoted securities lawsuits against Intuit and certain officers. The complaints allege that investors were misled about generative AI risks, TurboTax growth and Mailchimp performance; these are allegations, not proven findings. The September 8 deadline for investors to seek lead-plaintiff status is generating additional negative attention. Pomerantz Class Action Announcement

Insider Buying and Selling at Intuit

In related news, Director Richard L. Dalzell sold 284 shares of the company’s stock in a transaction dated Tuesday, June 23rd. The shares were sold at an average price of $262.32, for a total transaction of $74,498.88. Following the transaction, the director directly owned 11,758 shares in the company, valued at approximately $3,084,358.56. This represents a 2.36% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Lauren D. Hotz sold 907 shares of the stock in a transaction dated Thursday, August 27th. The stock was sold at an average price of $346.54, for a total transaction of $314,311.78. Following the completion of the sale, the chief accounting officer directly owned 1,628 shares in the company, valued at $564,167.12. This trade represents a 35.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 2,146 shares of company stock worth $662,666. Insiders own 2.49% of the company’s stock.

Wall Street Analysts Forecast Growth

INTU has been the subject of several research analyst reports. Wolfe Research cut Intuit from an “outperform” rating to a “peer perform” rating in a report on Wednesday, August 26th. Jefferies Financial Group decreased their price objective on Intuit from $550.00 to $500.00 and set a “buy” rating on the stock in a report on Sunday, August 23rd. Royal Bank Of Canada lowered their target price on Intuit from $600.00 to $500.00 and set an “outperform” rating for the company in a research report on Thursday, May 21st. Wells Fargo & Company cut their target price on shares of Intuit from $360.00 to $300.00 and set an “equal weight” rating for the company in a report on Wednesday, August 26th. Finally, Freedom Capital cut shares of Intuit from a “strong-buy” rating to a “hold” rating in a research report on Thursday, May 21st. Seventeen research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Intuit has a consensus rating of “Hold” and a consensus price target of $434.68.

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, and TurboTax, a tax-preparation and filing service aimed at individual taxpayers. In addition to these core offerings, Intuit has expanded through acquisitions to provide complementary services such as Credit Karma (consumer credit and financial-product marketplace) and Mailchimp (marketing and commerce tools), and it offers professional-grade tax solutions for accountants and tax preparers.

The company serves a mix of consumers, small and mid-sized businesses and accounting professionals across multiple markets, with a particularly large presence in the United States and an expanding international footprint.