Intuit Inc. $INTU Stock: Samalin Investment Counsel LLC Grows Holdings

Samalin Investment Counsel LLC grew its position in shares of Intuit Inc. (NASDAQ:INTU) by 171.5% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 3,147 shares of the software maker’s stock after purchasing an additional 1,988 shares during the quarter. Samalin Investment Counsel LLC’s holdings in Intuit were worth $868,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also made changes to their positions in INTU. XXEC Inc. acquired a new stake in shares of Intuit in the 2nd quarter valued at about $436,740,000. BlackRock Inc. acquired a new position in Intuit during the second quarter worth approximately $6,851,859,000. Corient Private Wealth LP acquired a new position in Intuit during the second quarter worth approximately $40,545,000. Arrowstreet Capital Limited Partnership increased its position in Intuit by 102.5% during the first quarter. Arrowstreet Capital Limited Partnership now owns 3,896,561 shares of the software maker’s stock worth $1,684,795,000 after buying an additional 1,972,719 shares during the period. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its stake in Intuit by 6.9% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 3,334,328 shares of the software maker’s stock valued at $870,260,000 after buying an additional 215,814 shares during the last quarter. Institutional investors and hedge funds own 83.66% of the company’s stock.

Insider Buying and Selling

In related news, CAO Lauren D. Hotz sold 907 shares of the company’s stock in a transaction that occurred on Thursday, August 27th. The stock was sold at an average price of $346.54, for a total value of $314,311.78. Following the sale, the chief accounting officer owned 1,628 shares in the company, valued at $564,167.12. This represents a 35.78% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Richard L. Dalzell sold 285 shares of the company’s stock in a transaction that occurred on Tuesday, September 8th. The stock was sold at an average price of $325.36, for a total value of $92,727.60. Following the completion of the sale, the director owned 11,531 shares in the company, valued at approximately $3,751,726.16. This represents a 2.41% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 2.49% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on INTU shares. The Goldman Sachs Group restated a “sell” rating on shares of Intuit in a research report on Thursday, September 24th. Stifel Nicolaus reiterated a “hold” rating and issued a $300.00 price target on shares of Intuit in a research report on Friday, September 18th. JPMorgan Chase & Co. downgraded shares of Intuit from an “overweight” rating to a “neutral” rating and reduced their price target for the company from $605.00 to $331.00 in a research report on Wednesday, August 26th. UBS Group reiterated a “neutral” rating on shares of Intuit in a research note on Friday, September 18th. Finally, Citigroup lowered their price objective on shares of Intuit from $591.00 to $457.00 and set a “buy” rating on the stock in a research report on Thursday, August 13th. Sixteen equities research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and three have given a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $431.55.

Trending Headlines about Intuit

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Intuit Ventures participated in Coast’s $35 million growth-equity financing. The investment expands Intuit’s exposure to a financial platform serving small and mid-sized physical-economy businesses and could support future ecosystem opportunities. Coast Raises $35 Million to Build the Financial Platform for the Physical Economy
• Positive Sentiment: Intuit introduced a free, AI-powered federal tax-filing service through Credit Karma Tax, featuring error checks, refund optimization and real-time assistance. The product may increase customer engagement, although monetization and execution remain key questions. Intuit Rolls Out Free Federal AI Tax Filing
• Positive Sentiment: A bullish investment thesis highlights Intuit’s approximately 81% gross margin, substantial free-cash-flow generation and comparatively lower forward valuation as potential support for a rebound. These arguments may attract value-oriented investors after the stock’s recent decline. Intuit vs. PayPal and XYZ
• Neutral Sentiment: Intuit joined Wells Fargo and Arm in objecting to the unauthorized tokenization of their shares on OKX. The dispute concerns trading and regulatory rights rather than Intuit’s operations, so the direct earnings impact is likely limited. Companies Rejecting Tokenized Shares on OKX
• Negative Sentiment: Broyhill Asset Management disclosed that it was moving from Intuit to Microsoft, reflecting concerns about software quality or relative investment appeal. One manager’s decision is not a fundamental downgrade, but it can reinforce negative sentiment toward INTU. Broyhill Moves from Intuit to Microsoft
• Negative Sentiment: Analyst commentary has cited softer results, competitive pressure, AI-related execution risks and the stock’s underperformance as reasons to sell. This weighs on confidence despite Intuit’s latest earnings beat and double-digit revenue growth. 3 Reasons to Sell INTU

Intuit Stock Performance

NASDAQ:INTU opened at $343.39 on Monday. The company has a quick ratio of 1.51, a current ratio of 1.51 and a debt-to-equity ratio of 0.34. Intuit Inc. has a fifty-two week low of $252.84 and a fifty-two week high of $689.17. The stock has a market cap of $91.77 billion, a PE ratio of 20.81, a price-to-earnings-growth ratio of 1.13 and a beta of 1.01. The firm’s fifty day simple moving average is $320.86 and its 200-day simple moving average is $324.91.

Intuit (NASDAQ:INTU) last announced its quarterly earnings results on Tuesday, August 25th. The software maker reported $4.03 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.58 by $0.45. Intuit had a net margin of 21.29% and a return on equity of 25.97%. The business had revenue of $4.35 billion during the quarter, compared to the consensus estimate of $4.27 billion. During the same quarter last year, the firm posted $2.75 EPS. The business’s revenue was up 13.7% compared to the same quarter last year. Intuit has set its Q1 2027 guidance at 2.440-2.480 EPS and its FY 2027 guidance at 22.880-23.120 EPS. Analysts expect that Intuit Inc. will post 23.02 earnings per share for the current fiscal year.

Intuit Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, October 16th. Stockholders of record on Thursday, October 8th were given a dividend of $1.38 per share. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date was Thursday, October 8th. This is a positive change from Intuit’s previous quarterly dividend of $1.20. Intuit’s payout ratio is 33.45%.

About Intuit

Intuit Inc is a global financial technology and business software company that develops products designed to help consumers, small businesses and accounting professionals manage finances, taxes and marketing. Its ecosystem combines financial management, tax preparation, accounting, payments and customer relationship tools.

The company’s principal products include TurboTax for tax preparation, QuickBooks for accounting, invoicing, payroll and payments, Credit Karma for personal financial services, and Mailchimp for marketing automation and customer engagement.