Tilia Fiduciary Partners Inc. Increases Stake in Intuit Inc. $INTU

Tilia Fiduciary Partners Inc. grew its stake in Intuit Inc. (NASDAQ:INTU) by 1.3% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 3,289 shares of the software maker’s stock after buying an additional 42 shares during the quarter. Intuit accounts for approximately 1.6% of Tilia Fiduciary Partners Inc.’s portfolio, making the stock its 22nd biggest position. Tilia Fiduciary Partners Inc.’s holdings in Intuit were worth $2,591,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Dogwood Wealth Management LLC boosted its stake in shares of Intuit by 111.8% in the 2nd quarter. Dogwood Wealth Management LLC now owns 36 shares of the software maker’s stock valued at $28,000 after buying an additional 19 shares during the period. CBIZ Investment Advisory Services LLC boosted its stake in shares of Intuit by 1,566.7% in the 1st quarter. CBIZ Investment Advisory Services LLC now owns 50 shares of the software maker’s stock valued at $31,000 after buying an additional 47 shares during the period. TD Capital Management LLC lifted its stake in Intuit by 511.1% during the first quarter. TD Capital Management LLC now owns 55 shares of the software maker’s stock worth $34,000 after purchasing an additional 46 shares during the last quarter. Olde Wealth Management LLC purchased a new stake in Intuit during the first quarter worth approximately $37,000. Finally, Activest Wealth Management lifted its stake in Intuit by 3,050.0% during the first quarter. Activest Wealth Management now owns 63 shares of the software maker’s stock worth $39,000 after purchasing an additional 61 shares during the last quarter. Hedge funds and other institutional investors own 83.66% of the company’s stock.

Insider Buying and Selling

In other news, CFO Sandeep Aujla sold 42 shares of the business’s stock in a transaction that occurred on Monday, August 25th. The stock was sold at an average price of $664.99, for a total value of $27,929.58. Following the transaction, the chief financial officer owned 831 shares of the company’s stock, valued at approximately $552,606.69. The trade was a 4.81% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Scott D. Cook sold 529 shares of the business’s stock in a transaction that occurred on Monday, August 25th. The shares were sold at an average price of $664.99, for a total value of $351,779.71. Following the completion of the transaction, the director directly owned 6,162,547 shares in the company, valued at approximately $4,098,032,129.53. The trade was a 0.01% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders sold 2,785 shares of company stock worth $2,029,299. 2.68% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several equities research analysts recently weighed in on the company. Bank of America decreased their target price on Intuit from $875.00 to $800.00 and set a “buy” rating for the company in a research note on Friday, August 22nd. Zacks Research cut Intuit from a “strong-buy” rating to a “hold” rating in a research note on Thursday, August 21st. Oppenheimer boosted their target price on Intuit from $742.00 to $868.00 and gave the stock an “outperform” rating in a research note on Monday, July 28th. Barclays decreased their target price on Intuit from $815.00 to $785.00 and set an “overweight” rating for the company in a research note on Friday, August 22nd. Finally, Citigroup decreased their target price on Intuit from $815.00 to $803.00 and set a “buy” rating for the company in a research note on Friday, August 22nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $791.82.

Intuit Price Performance

Shares of NASDAQ INTU opened at $679.94 on Friday. The company has a current ratio of 1.36, a quick ratio of 1.36 and a debt-to-equity ratio of 0.30. Intuit Inc. has a twelve month low of $532.65 and a twelve month high of $813.70. The stock has a 50 day moving average of $700.95 and a two-hundred day moving average of $691.50. The stock has a market cap of $189.57 billion, a P/E ratio of 49.49, a P/E/G ratio of 2.63 and a beta of 1.25.

Intuit (NASDAQ:INTU) last released its earnings results on Thursday, August 21st. The software maker reported $2.75 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.66 by $0.09. The business had revenue of $3.83 billion for the quarter, compared to analyst estimates of $3.75 billion. Intuit had a return on equity of 22.72% and a net margin of 20.55%.The company’s revenue for the quarter was up 20.3% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.99 earnings per share. Intuit has set its Q1 2026 guidance at 3.050-3.120 EPS. FY 2026 guidance at 22.980-23.180 EPS. On average, research analysts forecast that Intuit Inc. will post 14.09 earnings per share for the current year.

Intuit Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, October 17th. Stockholders of record on Thursday, October 9th will be issued a $1.20 dividend. The ex-dividend date of this dividend is Thursday, October 9th. This is an increase from Intuit’s previous quarterly dividend of $1.04. This represents a $4.80 dividend on an annualized basis and a dividend yield of 0.7%. Intuit’s dividend payout ratio is presently 30.28%.

About Intuit

Intuit Inc provides financial management and compliance products and services for consumers, small businesses, self-employed, and accounting professionals in the United States, Canada, and internationally. The company operates in four segments: Small Business & Self-Employed, Consumer, Credit Karma, and ProTax.