J.W. Cole Advisors Inc. Sells 2,187 Shares of Intuit Inc. $INTU

J.W. Cole Advisors Inc. cut its stake in shares of Intuit Inc. (NASDAQ:INTU) by 27.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,791 shares of the software maker’s stock after selling 2,187 shares during the period. J.W. Cole Advisors Inc.’s holdings in Intuit were worth $3,955,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of INTU. Tortoise Investment Management LLC boosted its holdings in Intuit by 540.0% in the 2nd quarter. Tortoise Investment Management LLC now owns 32 shares of the software maker’s stock valued at $25,000 after purchasing an additional 27 shares during the period. Westside Investment Management Inc. boosted its stake in Intuit by 161.5% during the second quarter. Westside Investment Management Inc. now owns 34 shares of the software maker’s stock valued at $27,000 after buying an additional 21 shares during the period. Sagard Holdings Management Inc. purchased a new position in Intuit during the second quarter worth about $28,000. True Wealth Design LLC increased its stake in Intuit by 270.0% in 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 during the last quarter. Finally, LGT Financial Advisors LLC purchased a new stake in shares of Intuit in the 2nd quarter valued at about $32,000. 83.66% of the stock is currently owned by institutional investors.

Intuit Trading Down 2.4%

INTU opened at $434.91 on Friday. Intuit Inc. has a one year low of $411.11 and a one year high of $813.70. The company has a debt-to-equity ratio of 0.28, a current ratio of 1.39 and a quick ratio of 1.39. The business has a 50 day simple moving average of $610.09 and a two-hundred day simple moving average of $660.18. The firm has a market capitalization of $121.02 billion, a price-to-earnings ratio of 29.73, a PEG ratio of 1.82 and a beta of 1.24.

Intuit (NASDAQ:INTU) last announced its earnings results on Thursday, November 20th. The software maker reported $3.34 earnings per share for the quarter, beating analysts’ consensus estimates of $3.09 by $0.25. The firm had revenue of $3.87 billion for the quarter, compared to analyst estimates of $3.76 billion. Intuit had a net margin of 21.19% and a return on equity of 23.52%. The company’s revenue for the quarter was up 18.3% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.50 EPS. Intuit has set its Q2 2026 guidance at 3.630-3.680 EPS. Analysts predict that Intuit Inc. will post 14.09 EPS for the current year.

Intuit Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, January 16th. Investors of record on Friday, January 9th were paid a $1.20 dividend. The ex-dividend date was Friday, January 9th. This represents a $4.80 annualized dividend and a dividend yield of 1.1%. Intuit’s dividend payout ratio is presently 32.81%.

Insider Buying and Selling

In other Intuit news, Director Scott D. Cook sold 75,000 shares of the business’s stock in a transaction on Monday, December 29th. The stock was sold at an average price of $673.43, for a total value of $50,507,250.00. Following the sale, the director directly owned 5,669,584 shares of the company’s stock, valued at approximately $3,818,067,953.12. The trade was a 1.31% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Richard L. Dalzell sold 333 shares of the company’s stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $659.95, for a total transaction of $219,763.35. Following the completion of the transaction, the director owned 13,476 shares in the company, valued at approximately $8,893,486.20. The trade was a 2.41% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 388,464 shares of company stock worth $255,514,393 in the last 90 days. Corporate insiders own 2.49% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on INTU shares. Wall Street Zen upgraded shares of Intuit from a “hold” rating to a “buy” rating in a research report on Sunday, January 11th. Evercore ISI reaffirmed an “outperform” rating and set a $875.00 price objective on shares of Intuit in a report on Tuesday, November 18th. Daiwa Capital Markets upped their target price on shares of Intuit from $770.00 to $800.00 and gave the stock a “buy” rating in a research report on Wednesday, November 26th. Truist Financial initiated coverage on Intuit in a research note on Tuesday, January 6th. They set a “buy” rating and a $739.00 price target for the company. Finally, BMO Capital Markets cut their price objective on Intuit from $870.00 to $810.00 and set an “outperform” rating for the company in a report on Friday, November 21st. One research analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $785.12.

Trending Headlines about Intuit

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Bull case published highlighting Intuit’s strong fundamentals, revenue growth and long-term TAM; suggests current pullback could present a buying opportunity for long-term investors. Intuit Inc. (INTU): A Bull Case Theory
• Positive Sentiment: New partnership with Affirm aimed at SMBs — could expand payment and financing options in Intuit’s merchant stack, supporting revenue and cross-sell into QuickBooks customers. How Will SMBs Benefit from Intuit and Affirm’s Partnership?
• Positive Sentiment: High-profile marketing/PR at Super Bowl LX (financial literacy forum featuring Christian McCaffrey) boosts brand visibility and consumer goodwill for TurboTax/Intuit products. McCaffrey Headlines Intuit Financial Literacy Forum At Super Bowl LX
• Positive Sentiment: Unusual options activity: a large block of call buying suggests some investors are speculating on a rebound or hedging, which can create intraday buying interest. (Market data entry)
• Neutral Sentiment: New Mailchimp report and marketing content release reinforce product engagement initiatives but are unlikely to move near-term revenue materially. New Intuit Mailchimp Report Reveals What Marketers Overlook
• Negative Sentiment: Analyst downgrade(s) and a cited price target cut triggered selling — multiple headlines reported INTU trading down sharply after the downgrade, pushing the stock toward a 12‑month low. Analyst sentiment is the primary near-term driver of the decline. Intuit (NASDAQ:INTU) Trading Down 7.3% After Analyst Downgrade
• Negative Sentiment: Oppenheimer lowered expectations for INTU, adding to resale pressure by signaling weaker near-term growth/valuation upside in analyst models. Oppenheimer Has Lowered Expectations for Intuit (NASDAQ:INTU) Stock Price
• Negative Sentiment: TurboTax experienced a New York state‑filing outage (since fixed) — short-term reputational and transaction frictions can dent confidence during peak filing season, amplifying downside when paired with downgrades. Turbo Tax issue prevents filing of NY State returns

About Intuit

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.