Invesco Ltd. Grows Position in Intuit Inc. $INTU

Invesco Ltd. grew its stake in Intuit Inc. (NASDAQ:INTU) by 7.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,757,171 shares of the software maker’s stock after buying an additional 271,407 shares during the quarter. Intuit makes up 0.4% of Invesco Ltd.’s portfolio, making the stock its 27th biggest holding. Invesco Ltd. owned 1.35% of Intuit worth $2,565,810,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently made changes to their positions in INTU. Norges Bank bought a new position in shares of Intuit during the 2nd quarter valued at approximately $3,268,830,000. Nicholas Hoffman & Company LLC. bought a new stake in Intuit during the 1st quarter worth approximately $785,564,000. Winslow Capital Management LLC purchased a new position in Intuit during the second quarter valued at approximately $782,677,000. Vanguard Group Inc. boosted its position in shares of Intuit by 3.3% in the third 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 period. Finally, Swedbank AB boosted its position in shares of Intuit by 575.4% in the third quarter. Swedbank AB now owns 881,555 shares of the software maker’s stock worth $602,023,000 after purchasing an additional 751,027 shares during the period. Institutional investors own 83.66% of the company’s stock.

Trending Headlines about Intuit

Here are the key news stories impacting Intuit this week:

• Positive Sentiment: Q4 results and guidance remain supportive — Intuit reported better‑than‑expected Q4 earnings and gave FY/Q3 guidance that indicates continued high-margin growth, which underpins the company’s cash flow and longer‑term valuation. Q4 Earnings Outperformers: Intuit (NASDAQ:INTU)
• Positive Sentiment: Strategic AI partnership with Anthropic — Intuit and Anthropic are rolling out AI financial agents that combine Intuit’s proprietary financial data with advanced Claude models; this could accelerate product differentiation and retention across consumer and small‑business offerings. Intuit (INTU), Anthropic Partner to Launch AI Financial Agents
• Positive Sentiment: Analyst upgrade — Rothschild & Co Redburn upgraded Intuit, which may support sentiment among institutional holders. Intuit (NASDAQ:INTU) Stock Rating Upgraded by Rothschild & Co Redburn
• Neutral Sentiment: Market/valuation focus amid share weakness — coverage is highlighting that recent price weakness is a function of valuation resetting and AI uncertainty rather than a single company-specific miss; this is keeping volatility elevated as investors re‑price growth optionality. Assessing Intuit (INTU) Valuation After Recent Share Price Weakness
• Neutral Sentiment: Retail/investor attention has increased — several trend and “what to know” pieces summarize catalysts and risks, which can boost trading volume but don’t change fundamentals by themselves. Here is What to Know Beyond Why Intuit Inc. (INTU) is a Trending Stock
• Negative Sentiment: Insider selling disclosed — Director Richard Dalzell sold small blocks of stock recently (two filings at ~$474 and ~$440 per share), which may be viewed negatively by some investors even though the sales are modest relative to total holdings. Richard L. Dalzell insider sale filings
• Negative Sentiment: Bearish technical/structural and valuation takes — several analysts and commentary pieces argue the stock faces structural/technical headwinds and that volatility/valuation risk could lead to further downside, which pressures sentiment and selling. Intuit Stock Faces Structural Trouble Despite Optimistic Calls
• Negative Sentiment: Calls to brace for more downside — opinion pieces note that despite solid revenue growth, AI uncertainty and stretched prior valuation could produce additional share‑price volatility. Intuit Stock Has Been Crushed This Year. How Much Further Could It Fall?

Insider Buying and Selling at Intuit

In other Intuit 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 transaction of $840,329.10. Following the completion of the transaction, the chief financial officer owned 536 shares in the company, valued at $337,390.56. This trade represents a 71.35% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Sasan K. Goodarzi sold 41,000 shares of the business’s stock in a transaction dated Wednesday, January 7th. The stock was sold at an average price of $650.10, for a total transaction of $26,654,100.00. Following the completion of the sale, the chief executive officer owned 13,611 shares in the company, valued at approximately $8,848,511.10. This trade represents a 75.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 120,501 shares of company stock worth $79,983,892 in the last ninety days. Company insiders own 2.49% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have recently commented on INTU. Weiss Ratings downgraded shares of Intuit from a “buy (b-)” rating to a “hold (c)” rating in a research report on Thursday, February 5th. Royal Bank Of Canada lowered their price target on Intuit from $850.00 to $600.00 and set an “outperform” rating on the stock in a report on Friday, February 27th. UBS Group dropped their price target on Intuit from $725.00 to $440.00 and set a “neutral” rating for the company in a research note on Friday, February 27th. The Goldman Sachs Group cut their price objective on shares of Intuit from $720.00 to $519.00 and set a “neutral” rating for the company in a report on Friday, February 27th. Finally, BNP Paribas Exane reduced their price objective on shares of Intuit from $600.00 to $340.00 and set an “underperform” rating on the stock in a research report on Monday, February 23rd. One research analyst has rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $634.26.

Intuit Price Performance

NASDAQ:INTU opened at $435.13 on Friday. The business’s 50-day moving average is $486.10 and its 200 day moving average is $602.18. Intuit Inc. has a 12 month low of $349.00 and a 12 month high of $813.70. The company has a market capitalization of $120.34 billion, a P/E ratio of 28.18, a P/E/G ratio of 1.77 and a beta of 1.26. The company has a current ratio of 1.32, a quick ratio of 1.32 and a debt-to-equity ratio of 0.28.

Intuit (NASDAQ:INTU) last released its quarterly earnings results on Thursday, February 26th. The software maker reported $4.15 earnings per share for the quarter, beating the consensus estimate of $3.68 by $0.47. The business had revenue of $4.65 billion during the quarter, compared to analysts’ expectations of $4.53 billion. Intuit had a return on equity of 24.23% and a net margin of 21.57%.The firm’s revenue for the quarter was up 17.4% compared to the same quarter last year. During the same quarter last year, the business posted $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, equities research analysts forecast that Intuit Inc. will post 14.09 earnings per share for the current fiscal year.

Intuit Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, April 17th. Investors of record on Thursday, April 9th will be paid 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 yield of 1.1%. Intuit’s dividend payout ratio is presently 31.09%.

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.