Caprock Group LLC Invests $8.11 Million in Intuit Inc. $INTU

Caprock Group LLC purchased a new stake in shares of Intuit Inc. (NASDAQ:INTU) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 12,162 shares of the software maker’s stock, valued at approximately $8,112,000.

Several other institutional investors have also bought and sold shares of INTU. Brighton Jones LLC increased its stake in shares of Intuit by 61.3% during the fourth quarter. Brighton Jones LLC now owns 3,552 shares of the software maker’s stock valued at $2,233,000 after acquiring an additional 1,350 shares during the period. Revolve Wealth Partners LLC increased its position in shares of Intuit by 145.6% during the 4th quarter. Revolve Wealth Partners LLC now owns 813 shares of the software maker’s stock valued at $511,000 after purchasing an additional 482 shares during the period. Nicholas Hoffman & Company LLC. acquired a new position in shares of Intuit during the 1st quarter valued at $785,564,000. Sivia Capital Partners LLC raised its stake in shares of Intuit by 23.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 886 shares of the software maker’s stock worth $698,000 after buying an additional 166 shares in the last quarter. Finally, Pinnacle Wealth Management Advisory Group LLC lifted its holdings in shares of Intuit by 20.6% in the second quarter. Pinnacle Wealth Management Advisory Group LLC now owns 954 shares of the software maker’s stock valued at $751,000 after buying an additional 163 shares during the period. Institutional investors and hedge funds own 83.66% of the company’s stock.

Key Headlines Impacting Intuit

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: CNBC personality and market influencer Jim Cramer publicly said he would buy Intuit “right here, right now,” which can attract retail buying and short‑term demand. Jim Cramer on Intuit: “I’d Be a Buyer Right Here, Right Now”
• Positive Sentiment: Strategists at major banks say recent software weakness from AI disruption fears creates a buying opportunity for high‑quality names—an argument that supports a rebound thesis for Intuit given its recurring revenue and market position. AI disruption fears create buying chance in US software stocks, strategists say
• Positive Sentiment: Analyst and commentary pieces (Seeking Alpha) are framing the large pullback as an attractive entry after an AI‑driven selloff, arguing Intuit’s fundamentals and regulated footprint make it resilient—this can support medium‑term investor interest. Intuit: Finally Attractive After AI-Driven 50% Selloff (Rating Upgrade)
• Positive Sentiment: Product development: Mailchimp enhancements and expanded SMS/automation rolls out to many international markets, supporting cross‑sell and revenue growth in Intuit’s commerce/marketing businesses. Product news helps the growth narrative. Intuit Mailchimp unlocks a new era of profitable ecommerce marketing
• Neutral Sentiment: Market breadth: The Nasdaq rebound and improved Fear & Greed index indicate broader sentiment may stabilize, which could help software names if the rally continues. Nasdaq Jumps Over 200 Points As Software Stocks Rebound
• Neutral Sentiment: Short interest data reported appears anomalous (shows 0 shares / NaN change and 0 days‑to‑cover); no clear sign of elevated short pressure from the available report. (Treat the metric as unreliable until clarified.)
• Negative Sentiment: Analyst price‑target cuts from BMO (810 → 624) and TD Cowen (802 → 658) reduced upside expectations despite both keeping buy/outperform stances; downward revisions signal lower near‑term model assumptions and weigh on sentiment. INTU price target lowered at BMO Capital TD Cowen adjusts price target on Intuit
• Negative Sentiment: Short‑term price action: commentary notes Intuit fell more than the broader market on the latest down day, reflecting concentrated selling pressure and sector rotation away from expensive software names. Intuit (INTU) Suffers a Larger Drop Than the General Market

Intuit Price Performance

NASDAQ INTU opened at $421.39 on Wednesday. The company has a current ratio of 1.39, a quick ratio of 1.39 and a debt-to-equity ratio of 0.28. Intuit Inc. has a 1 year low of $411.11 and a 1 year high of $813.70. The company has a market cap of $117.26 billion, a PE ratio of 28.80, a PEG ratio of 1.79 and a beta of 1.24. The stock’s 50-day moving average price is $598.12 and its two-hundred day moving average price is $651.37.

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

Intuit Dividend Announcement

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

Analysts Set New Price Targets

Several brokerages recently weighed in on INTU. The Goldman Sachs Group initiated coverage on Intuit in a research note on Monday, January 12th. They set a “neutral” rating and a $720.00 target price for the company. BMO Capital Markets cut their price target on shares of Intuit from $810.00 to $624.00 and set an “outperform” rating for the company in a report on Tuesday. Truist Financial assumed coverage on shares of Intuit in a research note on Tuesday, January 6th. They issued a “buy” rating and a $739.00 price objective on the stock. Royal Bank Of Canada reiterated an “outperform” rating on shares of Intuit in a report on Wednesday, January 28th. Finally, TD Cowen cut their target price on shares of Intuit from $802.00 to $658.00 and set a “buy” rating for the company in a research note on Monday. Twenty-two equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $772.42.

Insider Activity

In other news, Director Richard L. Dalzell sold 333 shares of Intuit stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $659.95, for a total transaction of $219,763.35. Following 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 ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Scott D. Cook sold 75,000 shares of the stock in a transaction dated 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 completion of the sale, the director directly owned 5,669,584 shares of the company’s stock, valued at approximately $3,818,067,953.12. This represents a 1.31% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 388,464 shares of company stock valued at $255,514,393. 2.49% of the stock is currently owned by company insiders.

Intuit Company 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.