Richard Dalzell Sells 333 Shares of Intuit (NASDAQ:INTU) Stock

Intuit Inc. (NASDAQ:INTU) Director Richard Dalzell sold 333 shares of the firm’s stock in a transaction dated Thursday, March 12th. The stock was sold at an average price of $440.40, for a total transaction of $146,653.20. Following the transaction, the director owned 13,253 shares of the company’s stock, valued at approximately $5,836,621.20. This represents a 2.45% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website.

Intuit Price Performance

Shares of INTU stock traded down $5.32 during trading hours on Thursday, hitting $435.13. The company had a trading volume of 3,541,588 shares, compared to its average volume of 5,111,088. Intuit Inc. has a 12 month low of $349.00 and a 12 month high of $813.70. The firm has a market capitalization of $120.34 billion, a price-to-earnings ratio of 28.18, a PEG ratio of 1.77 and a beta of 1.26. The firm’s fifty day moving average is $490.65 and its 200 day moving average is $603.35. The company has a debt-to-equity ratio of 0.28, a quick ratio of 1.32 and a current ratio of 1.32.

Intuit (NASDAQ:INTU) last posted its earnings results on Thursday, February 26th. The software maker reported $4.15 EPS for the quarter, topping the consensus estimate of $3.68 by $0.47. The business had revenue of $4.65 billion during the quarter, compared to the consensus estimate of $4.53 billion. Intuit had a return on equity of 24.23% and a net margin of 21.57%.Intuit’s revenue was up 17.4% on a year-over-year basis. During the same quarter last year, the company earned $3.32 EPS. 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, sell-side analysts predict that Intuit Inc. will post 14.09 EPS for the current fiscal year.

Intuit Dividend Announcement

The business also recently disclosed 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. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $4.80 dividend on an annualized basis and a dividend yield of 1.1%. Intuit’s dividend payout ratio (DPR) is presently 31.09%.

Key Stories Impacting Intuit

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Q4 results and peer-outperformance — Intuit reported a solid Q4 (beat on revenue and EPS) and has been flagged among earnings outperformers in the finance/HR software group, giving fundamental support to the stock. Q4 Earnings Outperformers
• Positive Sentiment: Strategic AI partnership — Intuit and Anthropic announced a multi-year collaboration to build AI-driven financial agents using Intuit’s proprietary data and Anthropic’s Claude models; this could accelerate product differentiation and long-term revenue streams if successfully commercialized. Intuit, Anthropic Partner
• Positive Sentiment: Analyst / influencer support — Rothschild & Co Redburn upgraded Intuit, and prominent TV commentary (Jim Cramer) reiterated confidence in the name, which can help stabilize demand for shares among retail and some institutional buyers. Rothschild Upgrade Cramer Remarks
• Neutral Sentiment: Increased attention and valuation reviews — Multiple outlets are running valuation pieces and “trending stock” writeups; these increase scrutiny and trading volume but don’t establish a clear direction by themselves. Assessing Valuation Zacks Trending
• Negative Sentiment: Large recent drawdown and technical/structural concerns — Several analysts and commentators warn the stock has been materially derated (50%+ decline from highs), raising the risk of further downside amid AI uncertainty and valuation compression. Benzinga Structural Concerns
• Negative Sentiment: Bearish outlooks on near-term risk/volatility — Opinion pieces caution that, despite healthy growth, Intuit faces valuation and execution uncertainty that could produce continued volatility and further multiple compression. Fool: How Much Further Could It Fall?

Institutional Investors Weigh In On Intuit

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Norges Bank acquired a new position in shares of Intuit during the fourth quarter worth approximately $3,058,407,000. Alliancebernstein L.P. grew its stake in shares of Intuit by 183.8% during the third quarter. Alliancebernstein L.P. now owns 1,999,737 shares of the software maker’s stock valued at $1,365,640,000 after purchasing an additional 1,295,199 shares during the last quarter. Nicholas Hoffman & Company LLC. acquired a new stake in shares of Intuit in the first quarter valued at approximately $785,564,000. Winslow Capital Management LLC acquired a new stake in shares of Intuit in the second quarter valued at approximately $782,677,000. Finally, Vanguard Group Inc. raised its position in Intuit by 3.3% in the 3rd quarter. Vanguard Group Inc. now owns 28,621,990 shares of the software maker’s stock worth $19,546,243,000 after purchasing an additional 914,024 shares during the last quarter. Institutional investors and hedge funds own 83.66% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on INTU. Barclays lowered their target price on shares of Intuit from $785.00 to $540.00 and set an “overweight” rating on the stock in a report on Monday, February 23rd. Northcoast Research upgraded shares of Intuit from a “neutral” rating to a “buy” rating and set a $575.00 price target on the stock in a research report on Friday, March 6th. TD Cowen decreased their price objective on shares of Intuit from $658.00 to $633.00 and set a “buy” rating on the stock in a research note on Monday, March 2nd. Wells Fargo & Company dropped their price objective on shares of Intuit from $700.00 to $425.00 and set an “equal weight” rating for the company in a report on Tuesday, February 24th. Finally, Rothschild & Co Redburn upgraded shares of Intuit from a “neutral” rating to a “buy” rating and lifted their target price for the company from $670.00 to $700.00 in a research note on Tuesday. One equities research analyst has rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $634.26.

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.