Goelzer Investment Management Inc. Takes $1.46 Million Position in Intuit Inc. $INTU

Goelzer Investment Management Inc. purchased a new position in shares of Intuit Inc. (NASDAQ:INTU) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 2,203 shares of the software maker’s stock, valued at approximately $1,459,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Fort Sheridan Advisors LLC grew its position in Intuit by 2.1% in the second quarter. Fort Sheridan Advisors LLC now owns 722 shares of the software maker’s stock valued at $569,000 after acquiring an additional 15 shares in the last quarter. BetterWealth LLC lifted its position in shares of Intuit by 3.8% during the third quarter. BetterWealth LLC now owns 412 shares of the software maker’s stock worth $281,000 after purchasing an additional 15 shares in the last quarter. Sachetta LLC boosted its stake in shares of Intuit by 23.8% in the third quarter. Sachetta LLC now owns 78 shares of the software maker’s stock valued at $53,000 after purchasing an additional 15 shares during the period. Vance Wealth LLC grew its holdings in Intuit by 1.5% during the 2nd quarter. Vance Wealth LLC now owns 1,116 shares of the software maker’s stock valued at $879,000 after purchasing an additional 16 shares in the last quarter. Finally, PUREfi Wealth LLC grew its holdings in Intuit by 4.5% during the 3rd quarter. PUREfi Wealth LLC now owns 369 shares of the software maker’s stock valued at $252,000 after purchasing an additional 16 shares in the last quarter. Hedge funds and other institutional investors own 83.66% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have commented on INTU. UBS Group cut their price objective on shares of Intuit from $725.00 to $440.00 and set a “neutral” rating on the stock in a report on Friday, February 27th. TD Cowen reissued a “buy” rating on shares of Intuit in a report on Monday, March 16th. Stifel Nicolaus dropped their price objective on Intuit from $800.00 to $500.00 and set a “buy” rating on the stock in a report on Friday, February 27th. The Goldman Sachs Group reduced their target price on Intuit from $720.00 to $519.00 and set a “neutral” rating for the company in a research note on Friday, February 27th. Finally, Susquehanna dropped their price target on shares of Intuit from $819.00 to $720.00 and set a “positive” rating for the company in a research note on Tuesday, February 24th. One analyst has rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $638.06.

Insider Buying and Selling at Intuit

In related news, Director Richard L. Dalzell sold 333 shares of the stock in a transaction dated Thursday, March 12th. The shares were sold at an average price of $440.40, for a total transaction of $146,653.20. Following the sale, the director owned 13,253 shares in the company, valued at $5,836,621.20. This represents a 2.45% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Sandeep Aujla sold 1,335 shares of the firm’s stock in a transaction dated Monday, January 5th. The stock was sold at an average price of $629.46, for a total transaction of $840,329.10. Following the completion of the transaction, the chief financial officer directly owned 536 shares in the company, valued at $337,390.56. This represents a 71.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 44,403 shares of company stock valued at $28,735,492. Corporate insiders own 2.49% of the company’s stock.

Intuit Stock Performance

NASDAQ:INTU opened at $416.44 on Monday. The company has a market cap of $115.17 billion, a PE ratio of 26.97, a P/E/G ratio of 1.67 and a beta of 1.27. The business’s 50 day moving average is $448.23 and its two-hundred day moving average is $584.06. The company has a quick ratio of 1.32, a current ratio of 1.32 and a debt-to-equity ratio of 0.28. Intuit Inc. has a 52 week low of $349.00 and a 52 week high of $813.70.

Intuit (NASDAQ:INTU) last issued its quarterly earnings results on Thursday, February 26th. The software maker reported $4.15 earnings per share 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 business had revenue of $4.65 billion during the quarter, compared to the consensus estimate of $4.53 billion. During the same period in the previous year, the business earned $3.32 EPS. The business’s quarterly revenue 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. On average, analysts predict that Intuit Inc. will post 14.09 EPS for the current year.

Intuit Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, April 17th. Shareholders of record on Thursday, April 9th will be issued a dividend of $1.20 per share. This represents a $4.80 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend is Thursday, April 9th. Intuit’s dividend payout ratio is 31.09%.

More Intuit News

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Intuit reported a solid quarter: $4.15 EPS vs. $3.68 expected and $4.65B revenue vs. $4.53B expected; revenue +17.4% YoY and management set FY26 and Q3 2026 EPS ranges that imply continued profitability and growth. This beat/guidance supports medium-term fundamentals and underpins buy-the-dip narratives.
• Positive Sentiment: Some analysts and commentators view the recent share decline as a buying window—arguing the pullback prices in optimistic long-term AI/cloud monetization while offering an entry for investors focused on recurring revenue and cash flow. Intuit’s Collapse Created A Rare Buying Window
• Neutral Sentiment: Heightened retail and search interest around INTU suggests the name is in focus—higher attention can raise intraday volatility and trading volume as investors react to headlines and headlines-driven flows. Investors Heavily Search Intuit Inc. (INTU): Here is What You Need to Know
• Neutral Sentiment: Recent write-ups are dissecting Intuit’s valuation after sharp recent swings—some see undervaluation vs. long-term AI-driven opportunity, others flag that short-term multiples may still look rich relative to near-term growth deceleration. Assessing Intuit (INTU) Valuation After Recent Share Price Swings And Undervaluation Debate
• Neutral Sentiment: Comparisons to peers (e.g., Block) highlight a competitive fintech landscape where Intuit’s AI ecosystem and tax/SMB franchises are strengths but require continued execution vs. fast-growing rivals. This shapes relative investor preference rather than a binary buy/sell trigger. Block vs Intuit: Which Fintech Stock is the Better Buy Now?
• Negative Sentiment: Broader weakness in software and tech/AI rotation is pressuring Intuit shares; sector de-risking and hardware-driven market moves have pulled down software multiples and triggered short-term selling. Software Stocks Fall, Hardware Falls Harder. What to Know in the Stock Market’s AI Era.
• Negative Sentiment: Price momentum metrics show meaningful recent weakness (large multi-month declines and volatility), which can attract additional technical selling and weigh on sentiment until conviction on growth/AI monetization re-accelerates.

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.