Lyell Wealth Management LP Raises Holdings in Intuit Inc. $INTU

Lyell Wealth Management LP raised its position in shares of Intuit Inc. (NASDAQ:INTU) by 4.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 33,084 shares of the software maker’s stock after acquiring an additional 1,409 shares during the period. Intuit makes up 1.7% of Lyell Wealth Management LP’s portfolio, making the stock its 14th biggest position. Lyell Wealth Management LP’s holdings in Intuit were worth $22,593,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Varma Mutual Pension Insurance Co grew its holdings in shares of Intuit by 8.7% during the third quarter. Varma Mutual Pension Insurance Co now owns 45,058 shares of the software maker’s stock valued at $30,771,000 after buying an additional 3,600 shares in the last quarter. Nicholson Wealth Management Group LLC purchased a new position in Intuit during the 3rd quarter valued at about $1,465,000. Hantz Financial Services Inc. increased its holdings in shares of Intuit by 50.3% in the 3rd quarter. Hantz Financial Services Inc. now owns 31,871 shares of the software maker’s stock valued at $21,765,000 after purchasing an additional 10,661 shares during the period. Mirae Asset Global Investments Co. Ltd. lifted its position in shares of Intuit by 11.9% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 145,211 shares of the software maker’s stock worth $99,166,000 after purchasing an additional 15,471 shares in the last quarter. Finally, MUFG Securities EMEA plc acquired a new stake in shares of Intuit during the second quarter worth approximately $1,733,000. 83.66% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Intuit

In other Intuit news, CFO Sandeep Aujla sold 1,335 shares of the firm’s 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 directly owned 536 shares in the company, valued at $337,390.56. This trade represents a 71.35% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Scott D. Cook sold 1,402 shares of the company’s stock in a transaction dated Wednesday, December 31st. The shares were 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 $3,786,458,939.64. This represents a 0.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 388,464 shares of company stock worth $255,514,393. Insiders own 2.49% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have issued reports on the stock. 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 report on Monday, February 9th. Truist Financial assumed coverage on Intuit in a research report on Tuesday, January 6th. They set a “buy” rating and a $739.00 price objective for the company. Daiwa Securities Group upped their target price on Intuit from $770.00 to $800.00 and gave the stock a “buy” rating in a research report on Wednesday, November 26th. Evercore reiterated an “outperform” rating and set a $875.00 price target on shares of Intuit in a report on Tuesday, November 18th. Finally, Independent Research set a $875.00 price objective on Intuit in a report on Tuesday, November 18th. Twenty-two research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat.com, Intuit has a consensus rating of “Moderate Buy” and an average target price of $772.42.

Trending Headlines about Intuit

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Intuit launched a new AI-powered “Construction Edition” for its Intuit Enterprise Suite aimed at mid-sized construction firms — a targeted vertical push that could expand enterprise bookings and stickier ARR. Article Title Article Title
• Positive Sentiment: Industry commentary argues Intuit is well-positioned to survive the so‑called “SaaS‑pocalypse,” supporting a longer-term bull case on durable subscription cash flows and AI-driven product differentiation. Article Title
• Neutral Sentiment: BMO Capital kept an Outperform rating on INTU but reduced its price target significantly (reported coverage and commentary); the maintained rating is supportive, but the lower target signals tempered near‑term upside expectations. Article Title
• Neutral Sentiment: Several market pieces (Zacks, Motley Fool) debate whether Intuit is a buying opportunity or overhyped — useful context for sentiment-driven flows but not immediate catalysts. Article Title Article Title
• Neutral Sentiment: Short‑interest data feeds show anomalous “0 shares / NaN” values for February — likely a reporting/data error rather than a real change in short positioning, but noisy headlines can stoke volatility.
• Negative Sentiment: Unusual options activity: traders bought ~184k put contracts in a single session (a very large spike vs. average), indicating elevated bearish hedging/speculation that can pressure the stock via sentiment and gamma trading dynamics.
• Negative Sentiment: Analyst downgrades and lower price targets have coincided with Intuit sliding to a new 52‑week low in recent sessions — explicit near‑term negative catalyst that likely amplified selling pressure. Article Title Article Title
• Negative Sentiment: Legal/headline risk: an employee lawsuit alleging discriminatory labeling over DEI hiring adds reputational and potential legal risk that can weigh on sentiment if it escalates. Article Title

Intuit Price Performance

Shares of Intuit stock opened at $399.40 on Friday. The company has a current ratio of 1.39, a quick ratio of 1.39 and a debt-to-equity ratio of 0.28. The firm has a fifty day simple moving average of $582.36 and a 200-day simple moving average of $645.09. The stock has a market capitalization of $111.14 billion, a price-to-earnings ratio of 27.30, a PEG ratio of 1.63 and a beta of 1.24. Intuit Inc. has a 1-year low of $389.32 and a 1-year high of $813.70.

Intuit (NASDAQ:INTU) last posted its quarterly earnings data on Thursday, November 20th. The software maker reported $3.34 EPS for the quarter, topping analysts’ consensus estimates of $3.09 by $0.25. Intuit had a return on equity of 23.52% and a net margin of 21.19%.The business had revenue of $3.87 billion for the quarter, compared to analyst estimates of $3.76 billion. During the same period in the previous year, the company posted $2.50 earnings per share. The firm’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, sell-side analysts expect that Intuit Inc. will post 14.09 earnings per share for the current year.

Intuit Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, January 16th. Stockholders of record on Friday, January 9th were given a $1.20 dividend. This represents a $4.80 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend was Friday, January 9th. Intuit’s dividend payout ratio is currently 32.81%.

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.