Temasek Holdings Private Ltd Grows Stake in Intuit Inc. $INTU

Temasek Holdings Private Ltd raised its holdings in shares of Intuit Inc. (NASDAQ:INTU) by 33.7% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 200,641 shares of the software maker’s stock after purchasing an additional 50,584 shares during the period. Temasek Holdings Private Ltd’s holdings in Intuit were worth $137,020,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in the business. Main Street Research LLC boosted its position in shares of Intuit by 5.2% in the 3rd quarter. Main Street Research LLC now owns 752 shares of the software maker’s stock worth $513,000 after purchasing an additional 37 shares in the last quarter. Nicolet Bankshares Inc. increased its position in Intuit by 14.9% during the 3rd quarter. Nicolet Bankshares Inc. now owns 1,903 shares of the software maker’s stock valued at $1,300,000 after buying an additional 247 shares in the last quarter. Chesapeake Capital Corp IL purchased a new stake in Intuit in the third quarter valued at about $587,000. EHP Funds Inc. raised its stake in Intuit by 40.0% in the third quarter. EHP Funds Inc. now owns 700 shares of the software maker’s stock valued at $478,000 after buying an additional 200 shares during the last quarter. Finally, F m Investments LLC boosted its holdings in Intuit by 15.0% in the third quarter. F m Investments LLC now owns 28,931 shares of the software maker’s stock worth $19,757,000 after acquiring an additional 3,768 shares in the last quarter. Institutional investors and hedge funds own 83.66% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on INTU shares. The Goldman Sachs Group dropped their price target on Intuit from $720.00 to $519.00 and set a “neutral” rating on the stock in a research note on Friday, February 27th. Scotiabank set a $575.00 target price on shares of Intuit in a research note on Friday, March 6th. Wells Fargo & Company dropped their target price on shares of Intuit from $700.00 to $425.00 and set an “equal weight” rating on the stock in a research report on Tuesday, February 24th. Argus cut their price target on shares of Intuit from $780.00 to $580.00 and set a “buy” rating on the stock in a research note on Wednesday, March 4th. Finally, Truist Financial initiated coverage on shares of Intuit in a report on Tuesday, January 6th. They issued a “buy” rating and a $739.00 price target for the company. One investment analyst has rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Intuit presently has an average rating of “Moderate Buy” and a consensus price target of $634.26.

More Intuit News

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Multi‑year partnership with Anthropic to build AI financial agents strengthens Intuit’s AI product roadmap and long‑term revenue opportunity, supporting buy‑side interest. Read More.
• Positive Sentiment: Rothschild & Co Redburn upgraded Intuit, providing fresh analyst support that can anchor the stock amid recent weakness. Read More.
• Neutral Sentiment: Company announced a quarterly dividend (ex‑dividend April 9), a steady capital‑return sign but modest yield—likely a neutral to mild positive for income‑focused investors. Read More.
• Neutral Sentiment: Analyses and valuation pieces note a multi‑month share selloff and re‑rating debate—keeps the stock in focus but produces mixed signals for timing. Read More.
• Negative Sentiment: Management’s Q3 profit guidance came in below Wall Street estimates after the Feb. 26 earnings release; that guidance miss triggered a post‑earnings pullback and remains a key near‑term risk. Read More.
• Negative Sentiment: Director Richard L. Dalzell sold 333 shares (~$440 avg) recently, reducing his stake modestly; while small in size, insider sales can be read negatively in a down tape. Read More.

Intuit Trading Up 1.1%

Shares of NASDAQ:INTU opened at $439.96 on Friday. Intuit Inc. has a 52-week low of $349.00 and a 52-week high of $813.70. The stock has a market cap of $121.67 billion, a price-to-earnings ratio of 28.49, a PEG ratio of 1.75 and a beta of 1.26. The company has a quick ratio of 1.32, a current ratio of 1.32 and a debt-to-equity ratio of 0.28. The business has a 50-day moving average price of $482.31 and a 200-day moving average price of $600.67.

Intuit (NASDAQ:INTU) last issued its earnings results on Thursday, February 26th. The software maker reported $4.15 EPS for the quarter, beating analysts’ consensus estimates of $3.68 by $0.47. Intuit had a return on equity of 24.23% and a net margin of 21.57%.The firm had revenue of $4.65 billion for the quarter, compared to analyst estimates of $4.53 billion. During the same quarter in the prior year, the firm earned $3.32 earnings per share. Intuit’s revenue for the quarter was up 17.4% on a year-over-year basis. Intuit has set its Q3 2026 guidance at 12.450-12.510 EPS and its FY 2026 guidance at 22.980-23.180 EPS. Equities analysts predict that Intuit Inc. will post 14.09 EPS for the current year.

Intuit Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, April 17th. Stockholders of record on Thursday, April 9th will be issued a $1.20 dividend. This represents a $4.80 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend is Thursday, April 9th. Intuit’s dividend payout ratio is 31.09%.

Insider Buying and Selling at Intuit

In other news, CFO Sandeep Aujla sold 1,335 shares of the stock in a transaction on Monday, January 5th. The shares were sold at an average price of $629.46, for a total value of $840,329.10. Following the sale, the chief financial officer owned 536 shares in the company, valued at $337,390.56. This represents a 71.35% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Scott D. Cook sold 1,402 shares of the firm’s stock in a transaction 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. This trade represents a 0.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 120,501 shares of company stock valued at $79,983,892 over the last quarter. Insiders own 2.49% of the company’s stock.

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.